bclemms
More than 15K posts served!
Offline
They are still way too high. All the big banks will be embarrassed by the time this is over.
Follow along with the video below to see how to install our site as a web app on your home screen.
Note: this_feature_currently_requires_accessing_site_using_safari
They are still way too high. All the big banks will be embarrassed by the time this is over.
They are also way under on Japan, Thailand, South Korea and Hong Kong impacts.Agree - 1% means actual growth over last year, how can there be growth?
They are also way under on Japan, Thailand, South Korea and Hong Kong impacts.
If it was just Wuhan closed for business it would be one thing but supply chains are already disrupted across Asia and Chinas tourism, travel and service sectors are getting destroyed.
It is like getting a 0 on a couple test grades and forecasting a 100 final grade. Dumb.
Yep. I think 100 million are on lockdown now. Shut Shanghai down and China is basically in limp mode. Would be like us shutting down Chicago and NYC along with the entire midwest.They have locked down a couple of cities outside of Hubei this week. I really think Shanghai might be looking at a lockdown.
ok if yall were to invest in 5g tech, would it be Ericsson?
Huawei
You think the next admin will remove the ban?
No, but I think their share in the rest of the world is going to be dominant.
QualComm, maybe the cell carriers, hardware (like tower makers)...ok if yall were to invest in 5g tech, would it be Ericsson?
Just read an interesting article about 5G- ( beamforming and MIMO ) specifically about how the range of gH requires more "upmf" since it doesnt travel more than 500ft. ( whereas 4g can beam up to 22 miles and above/around objects- 5g cannot - thats where beamforming comes in ) So towers have to be virtually all over.
its also why you are starting to see oodles of "lightpole towers" in cities popping up- to handle the 5G wavelengths.
5G Wireless: Higher Frequency Airwaves Require More Equipment
Keysight Technologies (KEYS) makes 5G network test gear. Keysight competes with Viavi Solutions (VIAV) and others in the 5G test gear market.
5G networks utilize mid-band as well as higher frequency airwaves. As a result, they require more equipment, more cell towers and more fiber-optic wiring than previous generations.
Further, 5G also is a long-term opportunity for network gear makers Ericsson (ERIC) and Nokia (NOK).
Cellphone tower operators American Tower (AMT), Crown Castle (CCI) and SBA Communications (SBAC), also could get a 5G boost, analysts say.
5G Networks Require Fiber-Optic Technology
5G networks will connect to fiber-optic networks. That will provide reliability for emerging automotive, robotics and medical applications. Potential 5G stocks to buy include Corning (GLW), Ciena (CIEN), Acacia Communications (ACIA) and other fiber-optic players.
Crown Castle makes "small-cell" radio antennas for 5G services in urban areas. The small-cell antennas — hung on utility poles or building rooftops — will require fiber-optic connections to local hubs.
"The best way to invest in true 5G at this still early stage in our view is fiber/small cell service providers and others in the supply chain, although those building 5G handsets will benefit from a multiyear upgrade cycle as well," Cowen & Co. said in a report.
Spoke to my FA at length today.QualComm, maybe the cell carriers, hardware (like tower makers)...
https://www.investors.com/news/technology/5g-stocks-5g-wireless-stocks/
Just realize that there is a court case that may affect anti-trust / competition for chipmakers. QCOM would be in the balance.