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5G

SlideshowTrump's 5G Plan Is Not as Bonkers as They Say

Keeping Out the Chinese
Donald Trump's administration is not seriously considering a 'nationalized' 5G network, but maybe it should.
Donald Trump's administration is not seriously considering a "nationalized" 5G network, but maybe it should.

DanJones 1/30/2018 | 10:54:57 AM
Speed though? 5G is supposed to happen soon though. The FirstNet process doesn't exactly inspire confidence that govt. could build out a network at any kind of rapid clip.
Carol Wilson 1/30/2018 | 11:15:43 AM
Re: Speed though? In theory, one network is a great idea. It was something proposed decades ago for landline networks, even as wireless usage was beginning to take off. The most investment-intensive part of the network should naturally be shared, and if you had one company -- not the goverment, but a goverment-approved entity with the technical expertise -- that made its money from providing that network to everyone, it could be doable. 

But I fear the ship has long sailed on that idea. Windstream has, to some extent, tried to do this by spinning off its assets into a REIT. But I haven't seen any further interest from other operators in that approach. 

I think the markets are too entrenched at this point, which is unfortunate, really. Because it would make a bunch of sense to take a unified approach. 
gregw33 1/30/2018 | 11:39:10 AM
Re: Speed though? 5G soon?  Crown Castle exec just said 5G "conversations" have just begun. 
DanJones 1/30/2018 | 11:44:18 AM
Re: Speed though? I expect serious deployments to be underway in 2019, with a few showcase markers even before that.
Duh! 1/30/2018 | 12:48:19 PM
Re: Speed though? Craig Moffet has a hypothesis that the market will take care of it. The idea is that whoever gets converged fiber to a city first will wholesale it to the competition, whether as slices, VLANs, wavelengths or dark fiber. The competition won't have a business case to build in that city, but will do so in another city instead.
Carol Wilson 1/30/2018 | 1:28:45 PM
Re: Speed though? I have heard that theory and there is a level on which it makes sense, but I am not sure it's going to be that clean. 
brooks7 1/30/2018 | 2:08:47 PM
Re: Speed though? I agree with Carol that it will be a lot more complicated.

Let's call the city New York and note that many people have some amount of fiber in places and that nobody has the entire city covered.

Now let's go with Portland.

Now how about Lexington,

How about Buffalo?

 

There are 115 cities with city population of 200K+ over 300 with 100K+.  The market will create a mess of deployments and city obligations and really slow things down post the top 10 - 15 markets.  

Initial rollouts maybe next year - Fixed Wireless with high speeds.  Mobile...not so sure.  I think the question is when will those 300 cities have better coverage and better overall speed than 4G.  10 years from now?

seven

 

 
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