Wireless Set to Transform Communications/Cloud
Comment of the Day

March 15 2019

Commentary by Eoin Treacy

Wireless Set to Transform Communications/Cloud

Thanks to a subscriber for this report from Oppenheimer, dated June 2018, which is one of the best primers on the evolution of 5G I have seen. Here is a section:

Eoin Treacy's view

A link to the full report is posted in the Subscriber's Area. 

5G is what I regard as an enabling technology. It is an investment theme in its own right because it will displace the legacy infrastructure we use today. but it also acts as the framework upon which additional services can be built. Telecom companies are selling the first 5G plans at present and Samsung and others are in the process of rolling out the first dedicated 5G handsets. Additionally, the roll out of products like smart speakers, digital assistants, web-connected doorbell cameras, etc, give us a clue to how the initial phase of the Internet of Things is going to progress.

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