Kirk's Market Thoughts Message Board

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Non-Tech : Kirk's Market Thoughts

COHR 163.49

-0.5%

Dec 1 3:59 PM EST

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To: robert b furman who wrote (6635)	1/31/2019 8:09:38 PM
From: Kirk ©	Read Replies (1) of 26651

T hat all makes sense. I also like to buy turnarounds which after decades of under performance (relative to my good tech stocks) it might be time. 5G will be huge.... all are bent out of shape Apple won't have phones for it but most of us already have good enough bandwidth for what we really need phones for... Eliminating the cables to the house is something big. Would you believe I worked with a guy from HP Bristol Labs on the "FIR IRdA" standard (Fast Infrared) for wireless via infrared LEDs for PCs to bridge the gap before technology would make Bluetooth affordable? We even did a technical paper together (with a few others in his lab back in the UK.) Anyway, his next project was to figure out how to make the high GHz wireless networks communicate once the technology was available for what is now 5G. I left 20 yrs ago but it would sure be interesting to see how much was laid out back then and how close it is to what they will build out in 2020. I can remember sitting down with my boss brainstorming about what would come in the years to come. I had an HP100LX that was a fancy calculator that also did spreadsheets with Lotus123 that I could attach to my workstation or PC with a cable OR the original IR link.... We knew they would put a phone into it so we could get data anywhere... but it is hard to believe the workstation on my desk with some $30K worth of memory do do circuit simulations was far, far less powerful than the OLD S5 smartphones I've recently upgraded! Anyway, I left to create content... and see where it led. Didn't get ultra rich like Zuck but the content was good and more than kept me going. See APR of my portfolio vs S&P500 below.... So..... I agree. It seems T is getting a lot of good content and will compete with Amazon and Netflix. My guess is they will offer their own packages so maybe you get TNT movies AND HBO shows at a discount than what you would pay to get it on DISH or VZ.... since it seems it is already happening. K

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