Mike Dano at Light Reading reports that Comcast and Charter, who represent the strong majority of US cable, have extended their MVNO with Verizon to 5G. Both companies have been asserting they will build their own substantial networks. One top cable exec, in private, has told me, "We will be huge in wireless."

Neither company will say whether they are reducing their plans for an independent network build. It's possible the companies will use Verizon out of territory while building in territory.  

Both companies have a great deal of fiber and physical access to poles and manholes. Their home Wi-Fi can absorb much of the traffic. They can add radios for remarkably little. Everyone in cable thought their cost would be so low that adding wireless networks of their own would be very profitable.

Cable technology is in turmoil.

In August,  Jeff Baumgartner broke the story that Cisco put full duplex DOCSIS on hold because customers like Comcast refused to commit to buying it. Cablecos continue to explore extending the spectrum used to 1.8 GHz rather than introducing the new full duplex technology. Some believe building fiber to the home will prove less expensive in the long run.

Mike has been breaking so many stories he's embarrassing all other tech/telecom reporters. The New York Times and the Washington Post desperately need to find a reporter who can keep up with Mike and Karl Bode.

 

 

dave ask

@davescomm

Rethinking Jan 27: Coronavirus could invalidate all projections. I reported on AIDS for 2 years. This could be worse because it spreads in air. Let us hope and pray.

Details on all 5G phones, as prices drop to $285 ** All actual 5G networks worldwide ** Facebook ordered to repost Italian fascist page. ** Apple China sales down 35%** Qorvo sees 300M 5G 2020 & 750M 2023 mmWave <10%

** Bharti demands India Gov more than double prices and enforce cartel. Sunil Mittal "Situation is dire. It is a matter of survival for everyone." ** Wi-Fi 6 meets ITU 5G criteria @stephenjcrowley ** Samsung $8B for Chinese memory plants ** Morgan paying billions for Altice fiber

Dec 10 Sprint bringing $300-500 5G phones to US 2020. Nokia, Lenovo, HMD ** H., Apple, and AMD doing 5 nm test runs on TSMC's 5 nm. Early results are 15-30% better than 7 nm ** AT&T low-band 5G built to >65% US. Speeds slower than 4G at launch. ** 

Verizon CEO Ronan Dunne: >1/2 VZ 5G "will approximate to a good 4G service" Midband in "low hundreds" Mbps ** CFO John Stephens says AT&T is going to cut capex soon. ** Huawei in 16 days sold 1,000,000 5G Mate 20s.  

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Welcome  Asia is installing hundreds of thousands of 5G radios and adding 5G subs by the tens of millions. The west is far behind. 200,000,000 in 2020

The demand is there, and most of the technology works. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

I'm Dave Burstein, Editor. I've been reporting telecom since 1999. I love to hear from readers and say thank you when you find an error. daveb@dslprime.com

Also see

analysisbranch.com,

fastnet.news

huaweireport.com