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Michelle
Michelle
1/28/2018 7:58:24 PM
User Rank
Platinum
Re: Fragmented markets
That's a very interesting perspective. I wonder if consumers will pay much attention to 5G at all. Do you think consumer expectations will match the technology's capability?

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Duh!
Duh!
1/25/2018 11:23:44 AM
User Rank
Silver
Re: 5G Fiber Race
Big corporations like Verizon and the Comcast are very good at compartmentalizing. They compete in some markets and cooperate in others. I doubt that Roberts loses much sleep over that, except when two of his lines-of-business are bickering about it in his office.

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mpouraryan
mpouraryan
1/24/2018 6:55:06 PM
User Rank
Platinum
Re: Fragmented markets
As I was reflecting upon the discourse here, my mind drifted to Palestine as I reviewed reporting about how 3G has come to Palestine after pressure from the United States.   How, somehow, we seem to forget where we've been and make sure we constantly press for the positive.   Whether that's feasible or not is another question. as I hope all enjoy this as I have been catching #Davos2018 session with great fascinat9ion--a must listen for all of us constantly reflecting and assessing transformation:

https://www.weforum.org/events/world-economic-forum-annual-meeting-2018/sessions/an-insight-an-idea-with-sundar-pichai

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mhhf1ve
mhhf1ve
1/24/2018 5:41:41 PM
User Rank
Platinum
Fragmented markets
I don't think consumers will view 5G as a monolithic service. It will be highly fragmented. Users won't be able to say they have 5G without specifying which flavor they have. Maybe someday, but not in the near future. Perhaps the 5G branding will break up into various kinds of 5G soon? I wouldn't be surprised to see 5G services re-named specifically to target certain markets.

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Kishore Jethanandani
Kishore Jethanandani
1/24/2018 1:20:31 AM
User Rank
Author
Re: 5G Race
@Joe Stanganelli: I did an interview with them and reported it in my article on 5G. You are referring to their pilot programs in Berlin and Hamburg port. They are meant to test the economic viability of 5G which is challenging because of the extra investment at the edge.

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Kishore Jethanandani
Kishore Jethanandani
1/24/2018 12:17:22 AM
User Rank
Author
Re: 5G Fiber Race
Is this the alliance you are alluding to? 

 

http://www.telecompetitor.com/moffett-comcast-verizon-mvno-plans-could-be-good-for-both-companies/

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Kishore Jethanandani
Kishore Jethanandani
1/24/2018 12:06:39 AM
User Rank
Author
Re: 5G Fiber Race
<<'Do I want a partner that's going after my throat?'">> I suspect not but I am not sure. Comcast's interest is in expanding its mobile service without investing in a nation-wide infrastructure which Verizon already has. What it does not have is the last mile broadband reach. So I would check my facts about their respective strategies.

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Joe Stanganelli
Joe Stanganelli
1/23/2018 11:47:56 PM
User Rank
Author
Re: 5G Fiber Race
@Kishore: But the MVNOs have their own interests at heart, remember.

Also from my discussion with Jennifer Fritzsche, who aptly pointed out that Verizon is Comcast's MVNO partner (indeed, Comcast's Xfinity Mobile service reportedly runs over VZ's network): "Verizon's first stated goal of 5G is going right after [Comcast's] broadband footprint. So inevitably, if you're [Comcast CEO] Brian Roberts, you're saying, 'Do I want a partner that's going after my throat?'"

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Joe Stanganelli
Joe Stanganelli
1/23/2018 11:43:31 PM
User Rank
Author
Re: 5G Race
@freehe: The competition/race is pretty fierce in Europe, too.

On that note, Deutsche Telekom celebrated the first -- technically speaking -- 5G connection in partnership with Huawei late last year. But it seems that even DT people don't seem to take that too much to heart in terms of how much that means for the market. (My interpretation/speculation, anyway.)

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freehe
freehe
1/23/2018 10:14:04 PM
User Rank
Platinum
Re: 5G Fiber Race
@Kishore Jethanandani. Good points. However, I suspect current infrastructure will have to be modified slightly to accomodate for 5G but you are correct that new infrastructures will not have to be created to support 5G. Existing infrastructures and technologies can be used to implement 5G.

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