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   Technology StocksThe *NEW* Frank Coluccio Technology Forum


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To: Frank A. Coluccio who wrote (46718)2/16/2019 9:17:15 PM
From: Peter Ecclesine
1 Recommendation   of 46802
 
Hi Frank,

This week we gave the European VNI reports to the EC, as they are heavily lobbied by mobiles.
The Cisco VNI for Mobile will be released Tuesday Feb 19, then merged into the annual report in the Fall. The Mobile data includes cellular and Wi-Fi, and fortifies our requests for more unlicensed spectrum. From the website you can get a slide for 5 year accuracy, which is about a 3 dB variation, not the 4.5 dB that SES/Intelsat claim (they claim Wi-Fi 5/6 GHz use will grow much more than anyone else's forecast ;-)

FCC 18-295 6 GHz unlicensed comments closed Friday, about 25 are posted and another 150+ comments will be posted Tuesday after the Monday federal holiday. Replies are due by March 18th. The fun has begun.

petere

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To: Peter Ecclesine who wrote (46720)2/16/2019 9:38:03 PM
From: Frank A. Coluccio
1 Recommendation   of 46802
 
Yes, Petere. Thanks a bunch for posting info relating to those upcoming releases. I agree that the fun has begun.

There's lots of excitement all over the globe. Big bets have been, and continue to be made concerning optimal network designs and architectures. Also, my perusing the fiber front suggests to me that innovative solutions are on the rise, especially in the race to bring "5G" to the masses.

In some cases some regulatory views are changing, i.e., loosening up, about things like running high-capacity fiber routes within sewers, micro-trenches, streetcuts and within municipal waterworks, although much of then more adventurous activities are likely taking place in Europe and Asia.

Capacity Media magazine has been a good source of information concerning this subject, I've found, sometimes revealing that competition in the fiber route laying biz today is as fierce as it ever was.

FAC

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To: Frank A. Coluccio who wrote (46718)2/16/2019 11:51:44 PM
From: Elroy Jetson
   of 46802
 
There's almost 5 billion internet users plus 28 billion internet connected devices like surveillance cameras, for a total of 33 billion users. So f a zetabyte is roughly 50 billion hi-def films, a zetabyte is a little bit more than one hi-def film per internet user.

Quite enough room to grow for a while of that a zetabyte per second, assuming I have the calculations right.

It probably doesn't take that much bandwidth, but I'm amused we're going back to the old model of offloaded remote computing with slightly smarter than dumb terminals as phones.

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To: Frank A. Coluccio who wrote (46718)2/17/2019 12:33:07 AM
From: Peter Ecclesine
   of 46802
 
Cisco VNI over the last five years under forecast the actual traffic by nearly 10%.

Wi-Fi traffic is ~free. Hard to put a limit on free.

SuperBowl 53 Internet traffic was 24 PB, a new record

techrepublic.com

Stephen Hardy should get more comfortable with traffic carried.

petere

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To: Elroy Jetson who wrote (46722)2/17/2019 12:37:26 AM
From: Peter Ecclesine
   of 46802
 
Hi Elroy,

For ECC SE45 we looked at household Wi-Fi transmit time during the busy hour in 2025.

Video compression results in 4k video by 30 fps becoming 2 GB per hour, so household Wi-Fi
transmissions are < 2% of time per 80 MHz channel.

The compression of the month club is keeping up.

petere

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To: Frank A. Coluccio who wrote (46719)2/17/2019 1:49:16 AM
From: elmatador
   of 46802
 
LaGuardia Community College wanted it there and they were betrayed.
https://www.laguardia.edu/Amazon/

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To: Elroy Jetson who wrote (46717)2/17/2019 2:07:48 AM
From: elmatador
   of 46802
 
It is all here, I seriously doubt the journalists read the book


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To: elmatador who wrote (46726)2/17/2019 2:52:16 AM
From: Elroy Jetson
   of 46802
 
I don't know what journalists should read a book, but American chip makers are not going to relocate their supply chain to thieving Rat-Land.

Chips will continue to be air-shipped from secure facilities in Taiwan, the US and other locations. There is zero reason to accede to China's demands to relocate the supply chain. There's no reason Chinese plants can't wait less than 24 hours for delivery of chips.

The fact that the chip makers trade association says this is what Trump is pressuring them to accept to make him look like he's achieving something demonstrates he understands NOTHING about the China IP theft problem.

China can rather try to reverse engineer the chips and always remain perpetually behind the technology curve. A decade from now that constant failure will bring China enlightenment. Trump will likely be dead by that point.

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To: Elroy Jetson who wrote (46727)2/17/2019 3:27:55 AM
From: elmatador
   of 46802
 
They want to buy components.

China's top economic-planning agency is proposing an increase in U.S. semiconductor sales to a total $200 billion to China over the next six years, the Journal says, citing U.S. companies briefed on the plan.

They want to guarantee a stash of components to avoid the U.S. doing a ZTE on them.

(The) plan to increase U.S. semiconductor sales to China to a total $200 billion in the next six years — about a five-fold increase over current exports, the Journal reported, citing U.S. companies briefed on the plan.


The olive branch is meant to persuade President Donald Trump to extend a temporary truce over tariffs, according to the report, which cited people with knowledge of the matter.


https://www.cnbc.com/2019/02/14/china-to-reportedly-offer-purchases-of-us-semiconductors-to-alleviate-trade-tensions--.html

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To: elmatador who wrote (46728)2/17/2019 11:29:37 AM
From: Elroy Jetson
   of 46802
 
China can purchase as many of this year's chips as they prefer.

Think of the safety they'd have secured if they has only begun this program in the year 2000.

They'd have a lifetime supply of year 2000 era chips safely under lock and key.
.

China can have chips, not chip-making factories. They're not just dealing with a gullible dope like Trump.

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