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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding -- Ignore unavailable to you. Want to Upgrade?

To: Elroy Jetson who wrote (3234)	9/6/2019 3:08:00 PM
From: robert b furman	Read Replies (1) \| Respond to of 13812

Hi Elroy, I have a much different take on that. For years T has been installing fiber to places of business ( a substantial portion of their business). thehill.com redstate.com washingtontechnology.com networkworld.com Additionally they have been placing fiber to the house for many years as well with their Uverse cable diision. As T has built out the first net system for first responders - often aimed at rural markets who do not have hispeed access, they have also been installing 5G capability on the same telephone poles. This quarters last webcast Stephenson said that the 5G rollout is being accomplished very efficiently. The 5 G cells that are part of the new faster and better 5G towers are not requiring a new install on the towers. T is climbing the pole one time. From then on 5G is a software turn on from a phone center. Many will have a 5g that will be "NO BIG CHANGE" from what they had before. For the fastest speed to ba actually realized requires fiber optic cable all the way. Thanks to EL: Backhaul the ugly duck of 5G The 5G operators' winners are going to be the ones who best prepared their fiber end to end backhaul architecture for it. More of that later. If MNOs are going to launch and they did not invest on their fiber backhaul, end to end, you are in for a nasty surprise. The 5G Non-Standalone (5G NSA) will be launched but your customers will not feel the difference. To effectively launch 5G NSA, the MNOs would be, right now, upgrading their end to end backhaul facilities. But it is a tough sell to ask the CFO for CAPEX for the backhaul ahead of a traffic that will materialize only after a couple of years. And with MNOs diverting attention to the adjacencies, backhaul is way down the priority list. Imagine now MNOs connecting billions of devices and you can guess where the focus will be. You can never upgrade your end to end backhaul as fast as you deploy new RAN technology.As the radio interface optimized for higher speeds start delivering to customers at a given site or cluster of sites, downstream, an immediate bottleneck will be created. That because as soon as that capacity is on air, the users start using it promptly. All of it. The MNOs strategy is -as in the previous generations- to try to profit as much as they can from the real estate they are already seating on before they start densifying their network while the operators gauge smartphones supporting 5G pickup rate. The 5G vendors’ interest will be to do a numbers' game counting the sites and cities where they are launching 5G NSA. That will work fine for the vendors but it will not be reflected in the MNOs' bottom line. The traffic down the end to end backhaul will limit the speeds the users can enjoy. Microwave is not going to cut it in 5G. You can read why in the Analysis Mason report. It is dated 2014, but the laws of physics have not changed since then. Therefore, MNOs planning launching 5G, should be cutting over traffic from microwave and massively connecting fiber optic to the sites earmarked for 5G NSA deployment and upgrading the sites routers to 10Gbps along the way. If all the stakeholders are not lined up launching new technologies fail. MNOs and vendors are going to underestimate the backhaul. They always do. Backhaul suffers from its roots of backhaul of fixed line telephone switches. Then, transmission was a cost of doing business. Fixed telephony vendors core business were telephone switches and transmission was given free of charge if the operators bought the telephone switches. That stigma follows backhaul to this day. Vendors interest lies on Core and RAN. MNOs seeing that vendors see transmission as an afterthought, kept IP transmission in-house as they buy core and RAN access from the vendors. T has been installing fiber for years! The first applications of really fast 5G will be government and commercial business applications to those who want /need the speed and won't mind paying for it. T will have the best fast start with their many business accounts as well of government accounts PLUS First Net has brought it to the rural markets. You can keep your Sprint T mobile combination - the only reason they got it past the DOJ is because they could not afford to build it out with out scale. T actually has more cities with 5G speeds than Verizon as they have pulled in the rollout. dallasnews.com Recent tests in Dallas have T King of the hIll with speeds up to 2G. I hope this helps remove your confusion about 5G and who will be using the real deal first. P.S. the real deal requires fiber optics. Not a 4 or 5 GE ! Bob Bob