One Guy's Opinion: "faster acceleration for 5G than we thought... incredibly fast in North America and Asia"
Soooo... which part of 5G?
And... do the M&A news pieces below related to FOXCONN and SEQUANS IPO advisor indicate tailwind?
How about the troubling SIGFOX news, which suggests the reduced competition from that unlicensed offer, also below?
Or, how about the downbeat news by WSJ regarding mmWave also below (reposted from 4-Traders) which again implies 4G LTE- A PRO dominance for several years.
GLTA
REFERENCES
reuters.com
MARCH 28, 2018 Activist investor urges Ericsson to cut costs faster STOCKHOLM (Reuters) - Activist investor Cevian Capital urged Ericsson on Wednesday to speed up cost savings... Ekholm said Ericsson, which is waiting for demand for next-generation mobile networks to increase, was well-placed, having won up to 50 percent of 5G contracts worldwide so far. “We see a much faster acceleration for 5G than we thought earlier. Maybe not as fast in Europe, but incredibly fast in North America and Asia,” he said...
digitimes.com
Foxconn to acquire Belkin to step into smart home market DIGITIMES Wednesday 28 March 2018... The acquisition will include a number of branded-product businesses currently run by Belkin, including Linksys for Wi-Fi routers, Wemo for smart home products and Phyn for water-supply monitoring, ...
belkin.com
FOXCONN INTERCONNECT TECHNOLOGY AND BELKIN INTERNATIONAL ANNOUNCE TRANSACTION TO CREATE GLOBAL CONSUMER ELECTRONICS LEADER TAIPEI and LOS ANGELES – March 26, 2018 – Foxconn Interconnect Technology Limited (FIT) (HKG: 6088), a subsidiary of Hon Hai Precision Industry Co., Ltd., and Belkin International, Inc. (Belkin®, Linksys®, Wemo®, Phyn® brands) jointly announced today the signing of a definitive agreement under which FIT agreed to acquire Belkin International for approximately US$866 million in cash, creating a global consumer electronics leader....
zdnet.com
Foxconn buys Belkin, Linksys and Wemo for $866 million Foxconn is buying Belkin, which also owns Linksys and Wemo, ...
pehub.com
Highland Europe taps Tardy-Joubert as advisory partner
March 26, 2018 By Iris Dorbian
Highland Europe has named Jean Tardy-Joubert as advisory partner. Tardy-Joubert has been senior adviser, founder and head of the European practice of Qatalyst Partners since 2009.
PRESS RELEASE
London, 26 March 2018: Highland Europe is delighted to announce that Jean Tardy-Joubert, senior advisor, founder and head of the European practice of Qatalyst Partners since 2009, the technology focused investment bank, has joined the team as an Advisory Partner.
Jean has helped shape the European Technology landscape over the last 25 years, advising on landmark transactions including Matchesfashion.com’s sale to Apax Partners, Skyscanner’s $1.8B sale to CTrip, SwiftKey’s sale to Microsoft, Autonomy’s $11.7B sale to HP, NXP’s demerger from Philips, Genesys’ $1.5B sale to a private equity consortium, Alcatel’s $7B acquisition of Newbridge Networks, the initial public offerings of CSR, Sequans, Virata and Wavecom, and the recent financing of Farfetch...
en.wikipedia.org
Highland Capital Partners is a global venture capital firm with offices in Silicon Valley, Boston and Shanghai. Highland has raised over $3 billion in committed capital and invested in more than 225 companies... They also help run a program for early stage security companies to explore their ideas and obtain customers called Cybersecurity Factory. [1]
Founded in 1988, the company has offices in Cambridge, Massachusetts and Palo Alto, California....
lightreading.com
Sigfox Cloud Boss Fired Amid OSS Problems – Sources IAIN MORRIS, News Editor 3/26/2018 French IoT company Sigfox has fired cloud director Philippe Imoucha, according to two reliable sources with knowledge of the situation, making him the latest in a long line of senior executives who have quit or been sacked in the last year. Imoucha may have taken the blame for problems with Sigfox's operational support systems (OSS). One of the sources told Light Reading that the OSS is not robust and that Sigfox has been struggling to absorb the volume of messages it receives....
4-traders.com
5G Wireless Will Redraw the Wireless Industry Map: Who Stands to Lose? 03/25/2018 ... But what makes more sense for high-speed 5G is an ultradense web of radios, many not much bigger than a Wi-Fi access point. All of these must be physically connected to power and the internet and dwell where the network operator already has right of way.
Initially, 5G will work much the way cable or fiber-optic internet service works now. A 5G wireless base station will connect with an antenna hung on a home or office, which will connect with a Wi-Fi network inside the home. Phones will appear later, in 2019, but the number of places where you'll be able to get high-speed 5G access will be extremely limited...
wsj.com
5G Wireless Will Redraw the Wireless Industry Map: Who Stands to Lose?
5G wireless was supposed to cement wireless carriers’ grip and threaten traditional broadband providers—but what if it does the opposite? By Christopher Mims March 25, 2018 |
