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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (6350)	11/14/2018 8:03:13 AM
From: robert b furman	Read Replies (1) \| Respond to of 26868

Hi Kirk, I've read that AT&T is now making Houston a 5G market along with several other large markets. Verizon also is now implementing its 5G rollout. I've also read that 5G phones are coming out in mid 2019 (AAPL 2020). Wondering if this 5G rollout isn't impacting the sale of smart phones. Who wants to buy a $1000 dollar phone and find out that it is not compatible with 5G streaming? I think I'm feeling a slow down in mobility as it transitions into 5G. Might be some of it is tariff related, but as 5G becomes mainstream in more and more markets, I'm thinking that the old phones will have a replacement cycle that gets accelerated with the coming of 5G. Thus AAPL's change in unit reporting. Thus a slow down in mobility (smart phones) in general. Who wants to stuff the supply channel with expensive smart phones that will be obsolete with in a year!? When the flood gates of 5G become reality - new phones and the internet of things that stream will unleash a huge demand wave. Semis are feeling the lag right now I'm thinking. Would also like to hear what your friends say about FNSR acquisition by II-IV? Bob