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From: frmrVZguy7/16/2018 1:12:21 PM
   of 289
EUTC in Beijing, VZW LTE-A now 2K markets, France & EU get gig-y wi'd'it
EUTC is still in Beijing. Wow.
VZ aggregated xLTE footprint is growing (go Big Red!) + CBRS aggregates w/ other spectrum
5G in EU is adopting standards and France setting 2020 for commercial launch.
US Cellular CTO talks mmwave uses vs LTE-A and says is launching LTE-M
CBRS gets more support leading up to launch
Nokia among 6 test labs to win approval for CBRS device testing by Monica Alleven | Jul 16, 2018...
Verizon touts LTE Advanced deployments, other milestones by Monica Alleven | Jul 13, 2018 While 5G tends to dominate the headlines these days, there’s still a lot of gas left in the LTE tank, and Verizon is demonstrating just that with the deployment of LTE Advanced technologies. The operator announced that customers in more than 2,000 markets can access the benefits of carrier aggregation (CA) and those in 1,100 markets can access 4x4 MIMO and 256 QAM in addition to CA. Combined, the three technologies can significantly boost the available capacity and speed... The operator claimed another industry first with Ericsson, Qualcomm Technologies and Federated Wireless last year when they conducted a demo using Citizens Broadband Radio Service (CBRS) band 48 spectrum and LTE Advanced CA. That demo, set in an Ericsson lab in Plano, Texas, included the end-to-end CBRS communication flow using 2x20 MHz LTE carriers and a 256 QAM modulation in the downlink.
Verizon accuses T-Mobile of making up information on LTE-A deployments by Monica Alleven | Nov 13, 2017
US Cellular CTO charts course to 5G 13 JUL 2018... The CTO said US Cellular views mmWave as hotspot spectrum, ideal for deployments in areas including campuses, event venues and manufacturing locations which demand extreme speed. Broad coverage and moderate speed can be supplied via 5G deployments on low- and mid-band spectrum, he added. But Irizarry said US Cellular is also evaluating mmWave for backhaul. “One of the challenges with deploying small cells is getting fibre to these small cells. If I can use mmWave to cell haul from an adjacent macro cell, I make my deployment of small cells, whether they’re for 4G or 5G, a lot easier.”.. While deployment plans are still up in the air, he estimated the operator could launch 5G on its existing low- and mid-band spectrum holdings within a 14- to 18-month time frame... Additionally, the company is aiming to bolster its LTE network through densification and the introduction of 4G beamforming. He added US Cellular is testing LTE-M technology and is in the process of plotting a deployment plan.
France announces 5G roadmap Monday 16 July 2018 | 16:44 CET | News French regulator Arcep has published a document highlighting its priorities to prepare the country for the launch of 5G services, as part of a roadmap agreed with the government. The work programme is sponsored by secretaries of state Mounir Mahjoubi and Delphine Geny-Stephann, who are in charge of digital affairs and economic affairs, respectively. Among the main targets set in roadmap, France will allocate new 5G frequencies and ensure a commercial rollout in at least one major city by 2020, while the main transport routes will be covered by 2025... it has already granted 22 trial authorisations and will continue to examine any request in the 3.4-3.8 GHz and 24.25-27.5 GHz bands...
News of Note—Telstra’s NSA 5G data call; Swisscom’s 5G in Guttannen and more by Monica Alleven | Jul 16, 2018... The Electronic Communications Committee (ECC) has adopted a set of deliverables for 5G that are focused on the harmonization of the frequency bands 3400-3800 MHz and 26 GHz. Release
JULY 16, 2018 China wants to seek more balanced trade with EU BEIJING (Reuters) - China’s Premier Li Keqiang said on Monday the country wants to seek more balanced trade with the European Union. China needs to advance investment treaty negotiations with the EU and both should share the objective of concluding agreements at an early date, Premier Li said when meeting with European Council President Donald Tusk and European Commission President Jean-Claude Juncker in Beijing.
JULY 15, 2018 EU pushes China on trade, saying it could open up if it wanted BEIJING (Reuters) - China could open its economy if it wished, European Commission President Jean-Claude Juncker said on Monday, with the European Union calling on countries to avoid a trade war even as pressure mounts on Beijing over its industrial policies. Playing host to Juncker and European Council President Donald Tusk, Chinese Premier Li Keqiang stressed the need to uphold free trade and multilateralism as the United States and China become increasingly mired in a trade dispute, with no sign of negotiations on the horizon... At a joint news briefing with Li and Tusk in Beijing’s Great Hall of the People, Juncker said that move showed “if China wishes to open up it can do so. It knows how to open up”. Later, at a business forum, he said, “We need just and fair multilateral rules. The EU is open but it is not naive.” At the business event, Li invited executives from European companies operating in China to share their problems.

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From: frmrVZguy7/18/2018 4:20:05 PM
   of 289
ERIC harvests Boo-berries due to FCC and POTUS actions causing canceled ZTE orders. Replacement orders going to ERIC for network hardware, software, services. ZTE orders for phones and network gear all canceled at several Operators globally.
This underreported news during this new fiscal reporting season is likely to precede similar news from ODMs for consumer and Enterprise devices also.
This seems like tailwind for non-ZTE device ODMs and - pure speculation - and might be affecting other PRC domestic brands competing in the West, like Huawei.
Heads up!
It is a brief opening in the market and this may be the only quarter to see a singularity in financial trends. It could lead to a more gradual trend following a single sharp adjustment.

Give'em h3ll Mr. President.

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To: frmrVZguy who wrote (184)7/18/2018 4:29:22 PM
From: frmrVZguy
   of 289
Boo-berries in China: Deregulates Power prices to cause inflation in Fab Industries via competitive bidding. Competition inflation results in increased cash flow supporting State debt control.
This means that as costs increase across all businesses and sectors, then cost of IC and fab will increase including finished end user devices of all types and costs in all sectors.
Price disparity globally will shrink.
This is China mashing Boo-berries into whine.

This will benefit all ODMs competing with PRC fabs including State brands like Huawei and ZTE, and also so-called non-State brands like Motorola/Lenovo.
This appears to be tailwind for ODMs competing with PRC brands.
And for fabless IC firms attempting to access markets via non-PRC firms as SEQUANS does with Gemalto.
The Chinese tiger called inflation has been unleashed.
Or is it the Kraken?

Give'm h3ll Mr. President.
Message 31692089 Harvesting 'Booo'- berries to drive SCALE: Taurus POTUS buys time for Western consolidation to Get Big and Face Chinese Monsters in the Race to SCALE...(more)

Message 31614416 GooFi, GooWi, GoofUS POTUS and the path to 5G CBRS: Herding Cats in 2018....After 14 months of apparently unenlightened nonsensical outbursts, a pattern is forming: POTUS is herding cats.
And it's beginning to add up to a kind of blow-hard tactical brilliance that is entertainingly effective.
By getting wide of the target on any subject, he gets to 'scare it' back into the herd with: "Booo !"... (more)
JULY 18, 2018 China to open power trading to hydro, nuclear power generators: NDRC BEIJING (Reuters) - China will open an electricity trading market for hydropower and nuclear power generators, and accelerate the process for coal-fired power plants to join the market, the country’s state planner said in a statement on Wednesday. The National Development and Reform Commission (NDRC) also urged local authorities and grid companies to remove barriers on cross-regional power trading and encouraged all types of power generators that can meet energy consumption and emission standards, including captive power plants at industrial plants, to participate in the trading market. China also plans to remove power consumption and generation restrictions for coal, steel, non-ferrous and construction materials companies from this year, allowing them to fully trade in the power market... High value industries such as high-tech, internet and big data companies will also be encouraged to join the power market without voltage and usage restrictions, the statement said.

Message 31700498
Energetics, Security: Now you know why Broadcom is buying CA - more OS support needed for new designs.
AWS is building new ASICS for superior energetics and security.
Expect a rapid development timeline.
China is anxious for the new product... (more)

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From: frmrVZguy7/23/2018 4:28:04 PM
   of 289
QCOM owning NXP delays 2G 3G sunset, extends old unwanted IP Royalties regime into vehicle designs due to multiband SoC designs continued like a trojan horse with CDMA IP locked inside like burglers, waiting to jump out.
China knows this.
It is time for CDMA to retire - not just on the towers, on ALL devices also.

It is time for simplified SoCs to emerge with lower modem complexity and cost and power demand giving way to an increase in LTE-A aggregation schemes.
VZW has already introduced an LG brand LTE-only flip feature phone with a QCOM 200-series multiband SoC with all other bands disabled.
The same SoC is also found in TMo's Alcatel flip

The acceptance of Big Red's flip for enhanced security since it does not run GOOG apps as a smartphone does will tip LTE-only market TAM including computational IoT (laptops and tablets etc.).

If the NXP deal terms out on Wednesday then you should perceive tailwind in that development.

copy here on Message 31713446
Qualcomm Faces Demise of NXP Deal as U.S.-China Trade Fight Rumbles On Chip makers need approval from Chinese regulators to complete the $44 billion deal, which is set to expire Wednesday By Tripp Mickle July 23, 2018

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From: frmrVZguy7/25/2018 6:59:52 PM
   of 289
Tailwind? Tsinghua aka the Purple Group makes offer for Linxens of France. Indication of successful negotiations between States and good Relationships established with the Macron Administration

Perhaps other investment groups are also having successful Franco-Sino negotiations in these times...

JULY 25, 2018 Chinese chipmaker Tsinghua Unigroup to buy France's Linxens for $2.6 billion: sources
HONG KONG (Reuters) - China’s top state chip manufacturer Tsinghua Unigroup Ltd has signed a deal to acquire French smart chip components maker Linxens for about 2.2 billion euros ($2.6 billion), five people with direct knowledge of the matter said. The deal, which the sources said was signed over a month ago but has not yet been announced publicly, will be a key test of European regulators’ stance on Chinese investment in the region that has been on the rise amid the country’s worsening trade relations with the United States. Tsinghua’s acquisition of Linxens from private-equity group CVC is still pending regulatory clearance, three of the sources told Reuters, adding regulators in France, Germany and the company’s union need to approve the deal...(more).

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From: frmrVZguy7/27/2018 4:08:27 PM
   of 289
New Multi Band and Mode Module? Approved by FCC today. Only two band ranges for typical 2-band VZW or Sprint networks but documents ref CDMA which is a little odd. Appears to be submitted 5/30/18 and approved today.
Not Sure.
Yippee I think.

6 results were found that match the search criteria:
Grantee Code: 2AAGM Product Code: VZM2OQ Displaying records 1 through 6 of 6.
NEXT SITE Is this web site a spoof? ?
Application: VZM20Q EZlinkLTE modulesEquipment Class: TNB - Licensed Non-Broadcast Station TransmitterView FCC ID on 2AAGMVZM2OQRegistered By: Sequans Communications - 2AAGM (France)App #PurposeDateUnique ID
1Original Equipment2018-07-27b9+QLNOSOn37TvXNk5j3uQ==
Operating Frequencies
Device operates within approved frequencies overlapping with the following cellular bands: CDMA 8,1800 UP | GSM 1800 DCS UP | LTE 10,AWS-1+ UP | LTE 3,1800+ UP | LTE 4,AWS-1 UP | LTE 66,AWS-3 UP | UMTS CH 10 UP | UMTS CH 3 UP | UMTS CH 4 UP |

Grants 1 TCB (2018-07-27) 1 EAS (2018-07-27)

Issued Under the Authority of the
Federal Communications Commission

Siemic Inc.
775 Montague Expressway
Milpitas, CA 95035
Date of Grant: 07/27/2018

Application Dated: 07/27/2018
Sequans Communications
Attention: Jeremy Gosteau , PLM director

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From: frmrVZguy7/31/2018 12:18:29 PM
   of 289
LAST POST: Funding Prive' means Aller Prive' ? Best path forward IMO
Avoid Regulator arguments, Lawsuits over Quarterly statements which have been ... wow
Basta !

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To: frmrVZguy who wrote (189)10/11/2018 8:35:36 AM
From: w0z
   of 289
Where have you gone fmrVZguy? Would be interested on your take regarding Thales pending acquisition of Gemalto? Sequans appears to be very tight with Gemalto and with the parent Thales being French, I wonder if Sequans might become a more attractive takeover target for Gemalto?

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From: frmrVZguy12/18/2018 1:32:34 AM
   of 289
Tailwind? Orange announces 3.5Ghz 5G FY19, USA too see VZW, AT&T, cable co's; and UK too REFs
Orange to launch 5G in 17 European cities next year By Juan Pedro Tomás on DECEMBER 14, 2018 Some targeted markets include Belgium, France, Poland and Spain
French telecom group Orange said it aims to launch 5G technology in 17 major European cities across Belgium, France, Luxembourg, Poland, Romania and Spain during 2019. The telco said that these initial launches will pave the way for the company’s full-scale commercial launch of this technology, which is scheduled to take place during 2020.... initial services will mainly target enterprise customers... Orange Spain will deploy 5G networks in “three or four” Spanish cities in 2019... Orange Spain has been testing 5G
technology in seven cities in the country including Barcelona, Sevilla, Santiago, Vigo, Malaga, Valencia and Bilbao... The telco named Paris, Châtillon and Linas-Montlhéry as the next zones to host Orange’s new 5G tests. In Paris, Orange expects to introduce a platform designed for 5G demonstrations in the Opéra district where its Orange Opéra megastore is located... 5G services for companies will continue to be addressed in co-innovation projects at the dedicated Paris-Saclay platform, Orange said
Orange says FWA will be key driver of its 5G rollout By Juan Pedro Tomás on SEPTEMBER 7, 2018... Orange will carry out these new technical tests in Marseille using 5G equipment from its partner Nokia. The French government previously said it expects at least one major city to have commercial 5G services by 2020 as one of the key initiatives of the country’s 5G roadmap
Verizon: We’re ready to go with 3.5 GHz, will be primarily outdoor by Mike Dano | Oct 18, 2018... However, Stone warned that “right now there are no devices that support the CBRS band,” he said. “They’re lined up and ready, they’re just not here yet.”
He said he expects CBRS devices to begin to hit the market next year, and he said that customers who choose to upgrade to those devices “are going to benefit significantly” from faster connections
FCC adopts county-sized license areas, 10-year terms for 3.5 GHz CBRS band by Monica Alleven | Oct 23, 2018
Cable, Mobile Prepping for CBRS – DAN JONES, 10/30/2018 Jefferies & Company Inc. analyst George Notter put out a research note Tuesday stating that Citizens Broadband Radio Service (CBRS) spectrum 4G LTE networks are moving closer to commercial deployment in the US, with both mobile and cable operators. "We understand there have already been a number of field trials and the FCC has processed registrations for 15,000 sites (a.k.a. entities) to date," the note says. Commercial equipment supporting the 3.5GHz CBRS radios are expected to go online before the end of the year...
Federated Wireless Sets Plan for Massive CBRS Band Deployment JEFF BAUMGARTNER, Senior Editor, 9/10/2018
Three UK to Go Big on 5G for Home Broadband IAIN MORRIS, International Editor 11/12/2018 ... There might also be advantages in using mid-band spectrum for residential broadband services, rather than the extremely high-frequency "millimeter wave" bands that have grabbed all the attention in the US. "3.5GHz is the traditional fixed wireless band and how it works is well understood," he says... If Three can take full advantage of massive MIMO technology and its generous spectrum holdings, it may be able to overcome the challenges it faces on the capacity side. "It might not be a Rolls Royce service, but it will be pretty good," says Brown...
... CommScope CEO Eddie Edwards said Thursday in a call in which he spent most of the time justifying the deal. "We believe with this transaction we can achieve growth and success that neither company could achieve on its own."... CommScope appears to have a lukewarm attitude about Arris's overall consumer premises equipment (CPE) business, recognizing that the video set-top box business is in decline while sales of broadband modems and gateways remain strong.
Why CommScope Wooed Arris JEFF BAUMGARTNER, Senior Editor, Light Reading 11/9/2018

\/ ThisBelow \/ is about the mmWave component of 5G - not M2M nor LTE-CA
Bill Shock: Orange, China Telecom Fret About 5G Energy Costs IAIN MORRIS, International Editor 11/26/2018

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From: frmrVZguy12/18/2018 1:36:50 AM
   of 289
EUTC letter update from my inbox 10/24. Uncertain timeline 'coming weeks' We're still in the fight. It ain't over.
After 4 years of patience and little indication of progress except these slim notes, its my reading of other company reviews (Google, Qualcomm, others) on Market Dominance that keeps me holding onto the belief that EUTC takes these matters seriously.
We are getting 'AMD'ed' as you have seen in our SP and revenues.


Receipt of your request of 27/09/2018 - GESTDEM 2018/5063-AT.40484
Wed 10/24/2018 3:12 AM;
Dear Mr XX,
Thank you for the above request. Whilst I cannot give you a precise timeline, we hope to revert to you in the coming weeks.
Kind regards,
Head of Unit
European Commission
DG Competition – Unit C3
Antitrust - IT, Internet and Consumer electronics
Office: MADO 27/069
B-1049 Brussels/Belgium

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