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Author:

Jam ok

Subject:

Off Topic

Date:

12/17/18 at 1:38 PM CST

 

 

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OT - Networkers

OT - Some time ago, typed in a short article from Bloomberg magazine, saying that 5g wouldn't really be in full swing before the mid 2020's. It makes me wonder this: Does anyone have an idea of the 'lag' time between buildout and operationality? If that story is to be believed, that would be an important indicator of when the secular sector trend really begins to take hold.

I would guess (underline guess) that an 8 month to a year delay from start of deployment in a given area until it is operational.  It would vary depending on the area of coverage of course. VZ and T are beginning deployments in selected areas this quarter, so I would guess sometime after September 2019 is when these networks are in full use by customers using 5G handsets.

Re handsets, I believe I heard that Samsung would have their 5G handsets ready in the first half of 2019, whereas Apple would sometime in the second half of 2019. September would be my guess, since that is when Apple traditionally releases new models.

 


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

12/17/18 at 1:51 PM CST

FYI:  regardless of when 5G is deployed, we should remember that the rollouts will be in phases across the US and the Globe, so the revenue impact for Nokia and Ericson should be a mild positive uptick at the beginning and grow o ver the next several years.  If I am correct, the cycle should last as many as 5 to 6 years as the deployments roll across the globe.


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

12/17/18 at 1:57 PM CST

Given that the US Administration is strong arming Telcos in Ally countries, those telcos will be replacing Huawei's 4G equipment at the same time they start planning the 5G deployments.  So, there will be revenue from 4G still for some time to come.  This would be new revenue to Nokia and Ericson.

 


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Author:

LongTerm CapGains

Subject:

Off Topic

Sentiment:

Neutral

Date:

12/17/18 at 2:02 PM CST

lt cap,

Yes, I had read articles which generally said that 5g handsets would appear in time for the holiday season of 2019. Not that it was definitive, but that's what was written.


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Author:

Jam ok

Subject:

Off Topic

Sentiment:

Neutral

Date:

12/17/18 at 1:59 PM CST

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