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


To: Kirk © who wrote (6570)1/11/2019 6:04:39 PM
From: Kirk ©2 Recommendations

Recommended By
3bar
Donald Wennerstrom

  Respond to of 26618
 
BTW, this is why 5G is a HUGE deal...
Millimeter wave signals also drop off faster with distance than lower-frequency signals do, and the massive amount of data they transfer will require more connections to the landline internet. So cellular providers will have to install more, smaller, lower-power base stations rather than use existing powerful macrocells to offer the multi-gigabit speeds that millimeter wave networks promise.
Just think of all the boxes... I bet they have Altera (Intel) inside too!

5G home internet is also much easier for carriers to roll out than house-by-house fiber optic lines. Rather than digging up every street, carriers just have to install fiber optics to a cell site every few blocks, and then give customers wireless modems. Verizon chief network officer Nicki Palmer said the home internet service would eventually be offered wherever Verizon has 5G wireless, which will give it much broader coverage than the carrier's fiber-optic FiOS service.


and the phones... which Intel's acting CEO told/hinted/winked at Cramer today to say Apple will use its modems for Crapple.... to avoid Qualcom.

The first round of 5G phones will only support some of the 5G systems being used in the US. They will not support low-band, FDD networks, such as T-Mobile's 600MHz and AT&T's old 3G spectrum. So if broad 5G coverage is more important to you than top speeds in urban areas, you may want to wait for phones that support those networks during the second half of the year.

Samsung has pledged an early flagship phone, probably the Samsung Galaxy S10, for AT&T, Verizon, and possibly Sprint. This will probably be announced in February and become available in March. The company has also said it will release a second 5G phone for AT&T's broader low-band network during the second half of the year.

Sprint has said an integrated 4G/5G Android phone from LG will come to its network during the "first half of 2019."

Verizon's first 5G phone could be the existing Moto Z3, which has a 5G add-on promised for early next year.

It actually sounds like 5G is mostly a way to save $ delivering speeds above 25MB/s to the home for a price cheaper than fiber.

pcmag.com



To: Kirk © who wrote (6570)1/11/2019 8:06:11 PM
From: robert b furman  Read Replies (4) | Respond to of 26618
 
HI kirk,

Sound reasoning.

I've added to my semi positions this last month,after no adds for years.

Always used to chase them up and build margin as my equity grew.

At 66 - I'm over that. <smile>

I've sold quite a few puts on semi's out into early this year.

The market offered up very nice put premiums and I'll take any assignment that this market provides.

I've waited years for this kind of a discount - I'll love the premium or the assigned cheap stocks (with their dividends).

Off to Jamaica tomorrow, so hold this puppy up if you will. LOL

Bob