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Tag Archives: 5G

5G is Here!* Right?

October 23, 2020by D/D Advisors Leave a comment

5G is Here!* Right? – Apple has launched a mmWave phone, but we think it will be several years before mmWave networks get to the point that it becomes interesting to most consumers

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Apple, Components, Mobile Web, Networking, Qualcomm, Silicon, Wireless

Are you dense?

July 7, 2020by D/D Advisors 4 Comments

Are you dense? – The build out of dense, 5G small cell networks is the kind of opportunity that only comes about once a generation.

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Strategy, Wireless

Down a 5G Rabbit Hole

May 11, 2020by D/D Advisors 1 Comment

Down a 5G Rabbit Hole – The 5G standard is getting delayed, at risk of fragmentation, and now the Federal government is here to help….

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Enterprise Electronics, Networking, Qualcomm, Strategy, Tin Foil Hat, Wireless

Mobile News w/o MWC

February 18, 2020by D/D Advisors Leave a comment

So MWC has been canceled. This is of course a very sad story, a big loss for a lot of people who worked hard preparing for it and of course […]

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Enterprise Electronics, MWC, Networking

Let’s Just Call it 6G

October 2, 2019by D/D Advisors 7 Comments

In our corner of the tech world there is an endless tempo of 5G ‘excitement’. This is largely manufactured because, as we wrote about last March, 5G brings no immediate, […]

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Analyst Decoder Ring, blockchain, Components, IoT, MWC, Networking, Qualcomm, Strategy, Wireless

The Heat Death of 5G

September 26, 2019by D/D Advisors 24 Comments

Spend any time in wireless, or Technology in general, and the subject of 5G is almost certain to come up. We have written about it here (and here). The world […]

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Components, Qualcomm, Silicon, Wireless

Fox in the Hen House – Intel and the Telcom Standards

April 5, 2019by D/D Advisors Leave a comment

The Core Network is a deeply esoteric side of the 5G standard, but there are big changes coming there. Intel’s moves in the field could pressure Qualcomm’s role in the standards process.

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Networking, Qualcomm, Silicon, Stocks, Strategy, The Cloud, Wireless

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