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re: Assuming 5g really is the future, how to buy in now?
Posted on 1/11/19 at 8:42 am to UltimaParadox
Posted on 1/11/19 at 8:42 am to UltimaParadox
quote:
My biggest concern is two fold that Nokia ip technology hasn't really monetized their patents like everyone thought they would.
The Chinese vendors are out there and will force prices to the bottom. However with people worrying about trusting Chinese companies they could really seize the market place
Funny you say that because we've been pushing our patent business crazy since 2018 and its one of the key margin gains for FY2018.
When ZTE was pimp slapped by Trump our actual CEO was in the building and was selling the news like we were about to scoop up a large piece of the market.
We currently have 2 2.5bn or higher contracts with TMO and ATT for 5G. Of course, the carriers also took contracts out with Ericcson because no one wants E2E vendor apparently even though they will scream about it at other times...
1
Posted on 1/11/19 at 12:29 pm to 50_Tiger
quote:
Of course, the carriers also took contracts out with Ericcson because no one wants E2E vendor apparently even though they will scream about it at other times...
Isn't that's just the nature of the Telecom business? Sprint contracted three different vendors for their LTE deployment and have now contracted two (so far) for their 5G-NR deployment.
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