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Strategies & Market Trends : Technology Stocks & Market Talk With Don Wolanchuk
SOXL 44.96+7.7%Nov 10 4:00 PM EST

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To: badger3 who wrote (127005)5/29/2019 10:24:50 AM
From: robert b furman  Read Replies (1) of 206795
 
Hi B3,

T has accelerated their 5G buildout to include 30 cities in the U.S. this year.

I read where Motorola has a Moto model that is 5G. AAPL is due out in 2020.

I have a small semi testhandler (Cohu)that has worked with Keysight to develop a test system for 5G infrastructure and they are shipping this Q2 fiscal 2019 with a ramp that will take place in H2 2019.

So you point about 5G being alive and well in 2019 is on the money from sources I follow.

We are simply at the beginning of a huge ramp that will go on 3-5 years.

It may be delayed by trade tariff talks. blah blah blah.

Those who are doing it are spending huge money to bring it out on a "pull in" basis. imo

Bob
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