One of the best ways to understand telecom
I’ve been covering the industry since 1999, always trying to get closer to the truth. I’ve learned from hundreds of the best. If you’re trying to understand telecom, I’m always happy to exchange ideas. If you’re in the industry and need answers, ask me. Our consulting rates are fair and if I can’t help you I’ll say so. Dave Burstein email@example.com
- Brian Roberts & cablers ready to guarantee 100+ Mbps upstream to > 85% of US in 2-3 years
- 34% Implosion in China April phone sales
- Chasing Neville Ray: VZ & T building but will be behind until 2024-2025
- Biggest surprise in AT&T/Discovery is the 30M FTTH & $24B capex
- Alibaba twice Amazon in e-commerce. China leaves the US in the dust
Teleinformed — Expert on call
The best, fastest way for you and your team to learn the latest. An informed expert on call when you need answers or an outside opinion. A news service customized by hand for what you need.
All based on what you tell me are your key interests. IoT in 5G? Edge in the Data Center? Germany competition? Spectrum sharing? Price of phones? Is Open-RAN ready? or …
I spend untold hours researching every week, with help from Google translate. Guaranteed to find useful information easily missed.
- A monthly customized news presentation, probably via Zoom, with plenty of time for your questions.
- Up to six calls looking for specific information, such as the history of a new customer or a country’s regulatory policy. Including a reasonable amount of research.
- Brainstorms on your new ideas, combined with reality checks. Any reasonable amount of time.
- Regular emails when I discover news important to you. E.g. The customer of a client has a new initiative that would be natural for sales follow-up.
Targeted package, $300/month, paid quarterly. Satisfaction guaranteed or money refunded.
The low cost per bit of 5G means almost nothing if you can’t sell the bandwidth. I’ve been warning for at least five years that telcos’ biggest problem is overcapacity. In 95% of locations, most of the time, major telcos have excess capacity. The tech is moving incredibly fast, driving cost per bit down at…Continue reading
5G Americas has a new paper reflecting the almost universal opinion among security experts that 5G has important vulnerabilities that can’t be ignored. 5G systems are perhaps an order of magnitude more complicated than 4G and correspondingly hard to protect. They are also massively distributed, from your home IoT up. That huge attack surface is…Continue reading
At the end of June 2020, China had ~65 million 5G phones, Korea 7.5 million, the U.S. 5-6 million, and the rest of the world perhaps 4 million. In June 2019, Minister Miao Wei told the giant Chinese telcos “accelerate” and the results are extraordinary. China has upgraded 415,000 base stations and are adding 15,000…
According to Ken Hyers at Strategy Analytics, 3.4 million 5G phones shipped in Q1 in the U.S. and 2.7 million in Q2. Stores were closed and promotion limited. Some of the 6.1 million shipped were in transit or store inventory, hence the total of 5-6 million plus (modest) carryover from 2019. Update August 10 M…
210 million 5G yearend as phone prices fall to US$199-260. 5G use is exploding. At the end of June, China had ~65 million 5G phones, Korea 7.35 million, the U.S. 4-5 million, and the rest of the world perhaps 4 million. 5G fixed wireless added perhaps 4 million more. As Chinese phone prices (US$199-260) reach…
In 2014, Stanford Professor Paulraj told me MU MIMO would be the most effective way to deliver the capacity Africa needed. In 2016, the first Massive MIMO systems were deployed by Softbank Japan and China Mobile. The results were excellent. Softbank reported “up to a 10X improvement.” Huang Yuhong of China Mobile told me 3X…
When you need analysis, research, or project management, consider us. A different point of view on your plans. A perspective that’s informed by very wide experience. Call me. Dave Burstein firstname.lastname@example.org 347-603-6442 We have little overhead so our fees are usually somewhat lower.
The best, fastest way for you and your team to learn the latest. An informed expert on call when you need answers or an outside opinion. A news service customized by hand for what you need. All based on what you tell me are your key interests. IoT in 5G? Edge in the Data Center?…Continue reading
I’ve been covering the industry since 1999, always trying to get closer to the truth. I’ve learned from hundreds of the best. If you’re trying to understand telecom, I’m always happy to exchange ideas. If you’re in the industry and need answers, ask me. Our consulting rates are fair and if I can’t help you…Continue reading
5G: The Facts and the Future is probably the best current review publicly available. It’s free. 60 pages, loaded with data and projections. No hype. Worldwide coverage, updated weekly. tl;dr unless you’re really interested in wireless. 80M 5G subscribers in Q2, 100M August prove 5G is real. (August 18)China is > 70% of 5G as…Continue reading
The U.S. 5G market is T-Mobile’s to lose. The golden 2.5 GHz Sprint spectrum will give T-Mobile the best network in 40-60% of the U.S. over the next 4-9 months. Speeds will typically be 100-300 Mbps, occasionally higher. Verizon may have triple the speed in their millimeter wave network, but that’s only in about 10%…Continue reading
A global analysis from 2020 to 2025, with estimates that cut through the hype. “I will tell you, there’s a lot of units coming.” Liam Griffin, CEO Skyworks 5G is not going to change the world, no matter what you hear from Xi Jinping, Donald Trump, Boris Johnson, or Angela Merkel. None of them have…Continue reading