Neville Ray

Chasing Neville Ray: VZ & T building but will be behind until 2024-2025

T-Mobile US is building the best 5G network in the West. He’s reached 125 million with an average speed of 300 Mbps down, using the golden 2.5 GHz spectrum acquired from Sprint. Year end 2021 will be 200 million. 2023 or 2024 will be a guaranteed 100 down 5G for 300 million, 90% of the...

$80B 5G Auction: AT&T & Verizon rich enough to afford it

AT&T is a $207 billion company. Verizon’s market cap is $237 billion. Each has about $20 billion in cash flow per year. $40 billion is a helluva lot of money even for companies that size. Some pundits are panicking. But Craig Moffett points out the result could be “free cash flow accretive” after tax writeoffs....Continue reading

Verizon 5G Edge Net. Fuhgeddaboudit! (At least for now)

Verizon has abandoned plans to build an Edge Network only 18 months after announcing an audacious program. What Verizon has deployed runs at 4G speeds and Vestberg should not be calling it an “Edge Network.” It just marketing hype for a deal between Verizon and Amazon’s distributed cloud, with no interesting technical advantages. “”Improved edge...Continue reading

Does Korea Slowdown Mean 5G Demand is Falling?

Korea added only 313,000 5G users in December, half the August total. It missed the 5 million year end 2019 goal. The 15 million projection for 5G users in Korea at the end of 2020 is now uncertain. Phone subsidies have been cut sharply from the $400-600 earlier in the year. Coverage, at over 80%,...

Millimeter Wave: What’s Goin’ On

Verizon has the only substantial mmWave network on the planet. They may have already covered 5% of the US, but most is not yet turned on. The company refuses to release any figures other than 30 million passed one day, about a quarter of the US. The majority of Verizon’s “5G” will be low or...Continue reading

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