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Nov 30

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Breaking: Verizon announced 5G to 30M homes. Reporters from the Wall Street Journal to the Albanian Times treated this as big news. I had the story May 2, if I may brag a little. “The decision had been made to go to a one-third to one-half the United States.” Key takeaways: "Every variable tested during the trials came out better than assumed," including 600 meter median reach. 5G mmWave is so cheap capex won't go up.

On the contrary, BT, FT, & DT recently said they would go slow on 5G mmWave (2022-2024 for most.) They already cover nearly their entire country with broadband; Verizon only about one quarter of the U.S. VZ has incentive to build out of market; the Europeans don’t. More below.

London: Princess Leia was here at the Huawei MBBF. Huawei hosted a 5G demo of a woman suspended in space. It wasn’t actually Leia, but you almost expected the highly realistic 3D rendered figure to start saying “Help me Obi-Wan Kenobi. You’re our only hope.” (It also was on a special 2D screen rather than a hologram floating in mid-air.)

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