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On Fri, 8 Nov 2019 13:05:49 -0500, "Mr. Luddite"
wrote:

On 11/8/2019 12:02 PM, wrote:
On Thu, 7 Nov 2019 19:29:19 -0500, Alex wrote:

wrote:
Stock has not been behaving well lately and I decided to take my
profits and run.

I still like Skyworks (SWKS) however.

I'm accumulating DISH.

===

Unless DISH gets into the 5G business I think they'll lose their
competitive advantage over time. It seems likely to me that the
future of home entertainment is with high speed internet streaming.
The question is who will be best positioned for delivery.

Based on what I've read it will be a while before 5G becomes available
in rural areas. High density, city markets will be getting it first.
It's already available in sections of about 30 cities nationwide.

It will also require consumers to upgrade to new devices capable of
processing 5G and I suspect they won't be cheap. But, in time, it
certainly appears to be the future, putting cable, fios, Dish and
Direct TV on the heap of obsolete technologies.

Someone here thinks fiber is not going anywhere. I stopped and talked
to the guys putting that fiber in up the street from and Hotwire is
bringing fiber to the home in the gated community up the street from
me. They say phase 2 will be to do the rest of us.
I didn't even know Hotwire was in the fiber business. They may end up
renting space to Comcast because Comcast is still on copper on that
street as far as I know.
OTOH 5G is a fiber network with RF covering the last quarter mile or
so from what I understand. The Telco fiber ends about a mile from me
as the wire runs although I think it might actually go farther down
the road. That is just where the big silver box is, that looks like
the central office.

Alex[_21_]

Mr. Luddite wrote:
On 11/8/2019 12:02 PM, wrote:
On Thu, 7 Nov 2019 19:29:19 -0500, Alex wrote:

wrote:
Stock has not been behaving well lately and I decided to take my
profits and run.

I still like Skyworks (SWKS) however.

I'm accumulating DISH.

===

Unless DISH gets into the 5G business I think they'll lose their
competitive advantage over time. It seems likely to me that the
future of home entertainment is with high speed internet streaming.
The question is who will be best positioned for delivery.

Based on what I've read it will be a while before 5G becomes available
in rural areas. High density, city markets will be getting it first.
It's already available in sections of about 30 cities nationwide.

It will also require consumers to upgrade to new devices capable of
processing 5G and I suspect they won't be cheap. But, in time, it
certainly appears to be the future, putting cable, fios, Dish and
Direct TV on the heap of obsolete technologies.

DISH is in the 5G business and just hired some "experts" to help. We'll see.

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