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   Technology Stocks5G Wireless and the Internet of Things (IoT)

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From: Don Green10/19/2019 9:21:12 PM
   of 44
Researcher Warns That 5G Might Actually Cause Cancer After All

As 5G cellular network tech looms, conventional wisdom dictates that cell phone radiation is more or less safe for humans.

But writing for the widely respected magazine Scientific American, University of California, Berkeley, public health researcher Joel Moskowitz argues that we don’t yet understand the risks — and that more study is necessary before we roll out 5G infrastructure.

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From: Don Green10/19/2019 9:24:57 PM
   of 44
Singapore to roll out commercial 5G services by 2020

Singapore plans to roll out commercial 5G services starting next year and intends to have at least 50% of the city-state covered with a standalone network by the end of 2022.

The city-state has yet to publicly state its position on whether Chinese tech giant Huawei will be allowed to participate in its 5G networks.

The telecommunication regulator on Thursday called for 5G proposals from Singapore's four local telcos.

5G refers to the fifth generation of high-speed mobile internet that aims to provide faster data speeds and more bandwidth to carry growing levels of web traffic.

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From: Don Green10/21/2019 4:01:00 PM
   of 44
5G - The Future Is Arriving And Quickly
Oct. 21, 2019

Mark J. Grant
The new 5G wireless network technology is set to boost the bandwidth, capacity, and reliability of cellular broadband, and it will make the old system obsolete.

The Trump administration has said that it is seeking to remove hurdles for the faster deployment of the next generation of wireless communications, which is 5G, by imposing Federal regulations over state and local regulations.

5G technology will also introduce a faster, more intense level of low-latency inter-connectivity from human-to-human, machine-to-human, and machine-to-machine.

"You never change things by fighting the existing reality. To change something, build a new model that makes the existing model obsolete."

- Buckminister Fuller

I don't think that most people, or institutions, or money managers, have grasped, yet, just what is happening. The new 5G wireless network technology is set to boost the bandwidth, capacity, and reliability of cellular broadband, and it will make the old system obsolete. This is not just an advancement in speed but speeds that are so fast that they will totally change connectivity and, with that, totally devastate some existing industries, while adding massive revenue growth to the bottom lines of other industries. Think of the light bulb, the locomotive, the internet, and the first wireless phone, and you will be on the right page.

So, you manage money. You have a portfolio, or portfolios, that you are in charge of running. You know why you bought certain things. You gave very careful consideration as to price and yield and value. Then, one day, the future arrives. Some science fiction fantasy becomes a reality. Let me tell you, you better look at your portfolios again because what was, isn't going to be, for much longer. A new disruptive technology is arriving and the entire financial landscape, as well as the technological landscape, is going to be changed because of this new technology.

"Always in motion is the future."

- Yoda

The Trump administration has said that it is seeking to remove hurdles for the faster deployment of the next generation of wireless communications, which is 5G, by imposing Federal regulations over state and local regulations. The Federal Communications Commission Chairman said at a White House summit, that "U.S. leadership in 5G technology is a national imperative for economic growth and competitiveness."

He said that the new 5G networks could be 120 times faster than current networks. "The lag time between a device's request for data and the network's response will be less than one-tenth of what it is today," he said. "Wireless networks that today support 1,000 connected devices per square meter could instead support 1 million."

In a recent white paper, Cisco (NASDAQ: CSCO) wrote about the plethora of networking options open to the 5G noting "prominent examples include standards from the IEEE family of networking protocols, like 802.3 Ethernet, 802.1 time sensitive networking (TSN), and different versions of 802.11 and 802.15.4. There is Bluetooth low-energy (BLE) and an evolving set of cellular technologies developed by 3GPP, including 3G, 4G LTE with NB-IoT, and Cat-M1 targeting low cost massive sensor deployments."

Pay attention here. There seems to be the notion that 5G will only apply to people and their devices. Businesses, in my view, will be even more positively affected by both the new speeds and the lowered costs because of them than individuals. This will be a huge positive, in my opinion, for data storage and cloud computing, where costs are about to significantly decline as 5G ramps up.

Administration officials said they have high hopes for the technology. The FCC Chairman stated that 5G has the potential to help create 3 million new jobs, $275 billion in private investment, and $500 billion in new economic growth. The FCC Chairman also said that 5G networks will need 800,000 cell sites, mostly small cells no bigger than a backpack, or about four times the existing number of sites.

Think here of some of the winners in the new 5G rollout, the tower companies and the antenna manufacturing companies, most certainly. Let me also identify another winner for you and these will be the cell phone makers. None of the current mobile phones can support the 5G network or be upgraded to do so. Consequently, the mobile telephone makers will all be out with new 5G cellphones in the foreseeable future, which everyone will want to buy and have to buy. The chip makers, network gear suppliers, and software companies will also see an upside because of the 5G deployment.

5G technology will also introduce a faster, more intense level of low-latency inter-connectivity from human-to-human, machine-to-human, and machine-to-machine. It relies on millimeter wave bands (high-band spectrum above 24 GHz) previously considered unusable. To streamline the passage of high-band spectrum waves, small cells and advanced antenna technology are needed to deliver signals across shorter distances.

A technique known as Multiple Input Multiple Output (MIMO) allows for an information stream to be separated into parts and efficiently transmitted through more than one antenna so that it won't be stopped by objects along the way. 5G technology will serve as a platform for the invention of other new, exciting technologies, from self-driving cars and trucks, that can be monitored simultaneously, to remote robots, logistics in real-time, and health care devices that will be able to be operated from distant locations.

The change in healthcare will be huge, in my estimation. Besides doing operations remotely, there is the real-time monitoring of patients. Currently, almost all of this is done in hospitals, for seriously ill people. Now, with the dazzling speed of 5G, patients can stay at home and be continuously monitored by devices, which may negatively impact the revenues of hospitals but positively impact the health care companies that provide the services. This could also be a positive for the insurance companies that help to pay for these services.

Let's go further afield, so to speak. Farm equipment will be able to run and be controlled from hundreds of miles away. ATMs can be monitored in real-time. Inventory in stores can be monitored, and items replaced in real-time, and by robotic devices. Cars can be produced in much smaller factories, requiring fewer workers, and operated by experts than can oversee multiple factory operations, and all at once. Even at home, babies, your pets, your home's security, your kid's car, your grandparent's residence will also be able to be monitored in real-time.

There are also some significant losers, as 5G is rolled out. Inside your house or office, you are likely to have a small wireless router. This device will provide all of the data for your computers, laptops, phones, tablets, and televisions. This means that cable providers, internet providers, and other industries connected to them will no longer be needed. "Cutting the cord" will be an easy decision. The future is arriving. You better pause, think, and then react before it whacks you on top of your head. If you don't get it, your competitors will, so you better move now, before it is too late.

"Rational behavior … depends upon a ceaseless flow of data from the environment. It depends upon the power of the individual to predict, with at least a fair success, the outcome of his own actions. To do this, he must be able to predict how the environment will respond to his acts. Sanity, itself, thus hinges on man's ability to predict his immediate, personal future on the basis of information fed him by the environment."

- Alvin Toffler, Future Shock

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From: Don Green10/25/2019 12:25:08 PM
   of 44
T-Mobile's New 5G Phones Are Merger-Ready
T-Mobile's new OnePlus and Samsung 5G phones will work with Sprint's mid-band 5G network as well, the carrier confirmed.

  • By Sascha Segan
  • October 24, 2019
    T-Mobile's upcoming OnePlus 7T Pro 5G McLaren and its Samsung Galaxy Note 10+ will work on both T-Mobile's low-band and Sprint's mid-band 5G networks, the carrier confirmed today, giving them double or triple 4G speeds in major cities as well as enhanced speed in rural areas.

    T-Mobile and Sprint are striving to merge right now, and if they do, they intend to merge their networks. The combined company will likely flip more of Sprint's mid-band spectrum over to 5G to further improve speeds, which we've seen hovering around 200Mbps on average in our tests. Currently, Sprint only uses 40-60MHz of its more than 100MHz of mid-band spectrum in its nine launch cities for 5G, while the rest is being used for 4G.

    The carriers appear to be waiting for their merger to be cleared to announce any further rollouts of mid-band 5G. While the FCC has approved the merger, it's still waiting for a dozen state lawsuits to work through the process.

    The new 5G phones do leave one technology out in the cold, but two out of three ain't bad. T-Mobile's millimeter-wave network, currently available in six cities, won't work on either of the new phones. Even though their Qualcomm X55 modems support millimeter-wave, the phones aren't equipped with the special millimeter-wave antenna modules needed to access the system.

    The carrier also confirmed its existing Samsung Galaxy S10 5G, which works on its millimeter wave network in six cities, will work on the Sprint airwaves as well. But that one won't support the new, low-band 600MHz "nationwide" network.

    Sprint's mid-band technology, in the short run, is more suitable for covering whole cities than shorter-range millimeter-wave, because it has the same range and uses the same cell sites as 4G. When I walk-tested Sprint and Verizon in New York, the coverage differences became clear—as did the speed differences. Mid-band has better coverage, but millimeter-wave is much faster.

    T-Mobile has said it intends to cover 200 million Americans with its low-band, 600MHz 5G by the end of the year. Speed expectations there may have to stay humble, though, as the 30MHz of spectrum the carrier is using for 5G is only able to speed things up to about 180Mbps, plus whatever the 4G speeds are in the area. Folks with only the 600MHz 5G network available will probably see 5G speeds more like 50-100Mbps, although even those may be a revelation to rural users.

    AT&T and Verizon will also implement low-band 5G in the near future, although they've been less clear on the details of how much spectrum they're using, and when and where they're launching it to the public. AT&T has a Galaxy Note 10+ model coming by the end of this year, which will support the low-band component of its network, but not millimeter-wave.

    So far, there are no devices that cover all three types of 5G: low-band, mid-band and millimeter-wave. Qualcomm's X55 modem supports all three, but no manufacturer so far has successfully combined them. We're hoping to hear more about potential all-band 5G devices at Qualcomm's Snapdragon Summit in early December.

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    From: Don Green10/30/2019 9:15:51 PM
       of 44
    America's 5G auctions are going to make someone a fortune – but whom, and who pays?Lawmakers, ISPs and cable companies all vying to get a piece of the action

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    From: Don Green10/31/2019 1:28:22 PM
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    Don't Fall for the 5G iPhone Rumors
    Nikkei Asian Review claims that all three of next year's iPhones will have 5G capabilities, but that's only half the story.

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    From: Don Green11/3/2019 10:40:42 AM
    1 Recommendation   of 44
    When Is the 5G iPhone Coming?
    Carriers will be moving to 5G over the next few years. Here's what you need to know about when the iPhone will be switching over. October 31, 2019

    The iPhone 11 is here, and it doesn't have 5G. For a year now, we've been expecting 5G to arrive in the 2020 iPhone models, and we still expect that. Whether that means delaying your iPhone purchase is up to you.

    It's important to understand that in September 2020, when the 5G iPhone is likely to come out, 5G in the US will be considerably less of a mess than it is right now. At the moment, 5G coverage is very limited and no phone can handle all of the kinds of 5G available in the US. That's likely to shake out by next year, making 2020 the prime time for a 5G iPhone.

    If Apple sticks with the 11/11 Pro/11 Pro Max structure and releases three iPhones next year, I expect that only the more expensive two will have 5G. The 5G modems will still be premium components, and for the past two years Apple has differentiated its lower-cost iPhones by giving them fewer modem capabilities (leaving out 4x4 MIMO antennas). That will probably continue next year, too.

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    From: Don Green11/7/2019 10:07:09 PM
    1 Recommendation   of 44
    China kicks off work on 6G technology after 5G launch: State media

    A 5G sign seen at the Mobile World Congress in Shanghai on Jun 28, 2019. (File photo: Reuters/Aly Song)

    07 Nov 2019

    SHANGHAI: China has officially started researching sixth-generation telecoms technology, state media reported on Thursday (Nov 7), a move it described as aiming to promote the latest wireless innovation.

    Chinese government ministries and research institutes met this week in a "kick-off" meeting to establish a national 6G technology research and development group, according to a report by the Science and Technology Daily, which is published by China's Ministry of Science and Technology.

    Technologies related to ultra-fast mobile services have become a key conflict point between the United States and China in recent months.

    Countries around the world have been racing to roll out 5G next generation wireless networks, which can provide data speeds at least 20 times faster than 4G and promises to support new technologies such as self-driving cars and augmented reality.

    In April, Reuters published a story quoting South Korean officials declaring victory over the United States and China as the site of the world's first commercial launch of a 5G telecoms network.


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    From: Don Green11/8/2019 11:04:59 AM
       of 44
    T-Mobile Teases $15 2GB Plan, 5G Rollout on Dec. 6
    T-Mobile is offering a haul of discounts and new plans to try to finally get its Sprint merger past intransigent state governments. That includes the launch of its 600MHz low-band 5G network.

  • By Sascha Segan
  • November 7, 2019
    T-Mobile CEO John Legere should have been wearing a Santa suit during his most recent "UnCarrier" announcement, as he promised a huge sack of presents for American wireless consumers if the states get out of the way of his merger with Sprint.

    The "new T-Mobile" will create new $15 2GB and $25 5GB service plans, offer 100GB of free annual home internet to 10 million American families, give free wireless service to every first responder in America, and expand its network capacity by 14x if the merger goes through, Legere said.

    "We want everyone to see what this supercharged UnCarrier can do with this supercharged UnCarrier network," he said.

    T-Mobile's merger with Sprint has been approved by the US Department of Justice and the FCC, but it currently faces 16 lawsuits from states concerned that it will reduce competition as it shrinks the number of nationwide wireless carriers from four to three.

    The merger saga has been going on for so long that the two companies "business combination agreement" has expired, giving T-Mobile and Sprint the right to renegotiate the terms of their deal. Legere said the companies are having "conversations and discussions," but didn't get into details.

    At today's announcement, Legere came out swinging to assert that a bigger T-Mobile would continue to compete on price. "These people have yet to realize that we want what they want. We will deliver more innovation, stronger competition and lower prices," he said.

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    From: Eric L3/9/2020 9:05:54 PM
       of 44
    5G Technology Leadership: Huawei and Others (Part 1 of 2) ...

    Ever since Huawei became public enemy number one in the eyes of top US officials, stories have been circulating about its huge technology lead over rivals: Eighteen months is one repeated estimate of its head start over other companies developing 5G products.

    This would be a remarkable achievement. Twenty years ago, Huawei was derided as a Chinese copycat ripping off Western products and flogging them at massive discounts. A legal battle between Cisco and Huawei was fought over these allegations. Even many fans saw it mainly as a low-cost alternative to higher-quality Western rivals. Since then, it has supposedly gone from laggard to out-of-sight leader. It is as if a journeyman tennis player became Wimbledon champion – in straight sets. And it is just as improbable.

    No one unbiased disputes Huawei's current reputation as one of the world's most advanced kit makers. In developed markets, replete with demanding consumers and awash with gigabytes, low prices would only get a vendor so far. Several years ago, Huawei overtook Sweden's Ericsson to become the world's largest supplier to communications service providers, with a huge European business. It has maintained this market lead, pumping billions into research and development and churning out products that are admired across the industry.

    But the suggestion it now has an 18-month technology lead over its 5G rivals has been dismissed by several industry experts who spoke with Light Reading, including an executive from one of Huawei's service provider customers. While Huawei may have the edge in some important areas, both Ericsson and Nokia can justifiably shout about their achievements in others, said one of the experts. Despite the reports, and even the 5G product setbacks that Nokia has encountered, the sensible view is that all three vendors are on a fairly level footing.

    Gripping story

    The alternative provides a compelling narrative for both friends and enemies of the Chinese vendor. Its superiority, whether secured fairly or with state support, means the only way is Huawei, the story goes. Unless the US urgently backs other vendors and technologies, Huawei and China will dominate the future 5G economy, say Trump's lieutenants. Ban or restrict Huawei and customers that rely on its expertise will be left high and dry, comes the rejoinder. Both sides have an interest in perpetuating the claims about an 18-month lead.

    Yet those claims do not stand up to scrutiny. The first clue is in 5G's classification as a "standard" – essentially, a technology whose foundations were designed and built by a committee of vendors, rather than a single player. No company could realistically emerge with an unassailable lead from a forum that pools intellectual property in this way. China tried to go it alone in the days of 3G, but its homegrown TD-SCDMA system went down like faulty rocket, even though it was eventually added to the family of 3G technologies. That experience persuaded China that its original, on-the-outside approach was wrong.

    What followed was regime change in the international forum, as Huawei displaced other developers of mobile technology. There is no doubt it is a far more influential player today than it ever was in 3G, contributing much of the knowhow that goes into 4G and 5G networks. But no one has been able to prove it is a dominant force in 5G intellectual property.

    Bird & Bird, a law firm, has carried out what is perhaps the most robust assessment of patents ownership in 5G [see PDF link below]. Experts at the company looked at various studies that have been used to support claims of Huawei's technology leadership and concluded that many were "too simplistic." One issue was a failure to distinguish between a run-of-the-mill patent and one that seriously matters. Another was how to determine if a patent really is "standard-essential." In Bird & Bird's white paper, the only two rankings that include an "essentiality" filter or weighting identify Ericsson and Samsung as the top two players, with Huawei placed joint fourth in one and eighth in the other. But the law firm's broad finding is that none of the studies is conclusive. <<

    # # #

    Bird & Bird's long and robust assessment of patent ownership published in 2019 which is referred to in the concluding paragraph above was published by by in mid-2019 and is available in PDF format. That PDF is linked below.

    Determining which companies are leading the 5G race (Bird & Bird LLP)

    Matthew Noble, Jane Mutimear and Richard Vary
    Bird & Bird LLP Wireless Technology Feature
    July/August 2019

    Matthew Noble is a senior associate and Jane Mutimear and Richard Vary are partners at Bird & Bird LLP

    Part 2 of 5G Technology Leadership will be posted shortly and linked back to this post.

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