Coronavirus Effect on 5G, Broadband
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April 10, 2020 
Dear Lens Subscribers,

I hope you are healthy and safe. In today's Lens, links to two columns I wrote this week about some of the longer-term effects of the coronavirus era on networks: the impact on 5G, and the need to narrow the delta between the broadband haves and have-nots.  
 
And for those who might have missed it, a lighter-side take on the coronavirus, with some 'headlines' we might see coming out of the tech-sphere.  


The build-out/adoption of 5G will suffer in the short term, but 5G will play an important role in the economy's recovery in the longer term.  Full column...

We need to do better for the 30%+ of U.S. households that don't have access to adequate broadband or are having trouble affording it. Full column...
Other Recent Columns

An attempted humorous take at some of the headlines we might see coming out of the tech and telecom worlds over the next couple of weeks
SPs have already taken some laudable steps. Here are some additional thoughts and recommendations. Full column... 
 
Key MWC Observations: On-Demand Webinar. Leading industry analysts Mark Lowenstein, Monica Paolini, and Chris Nicoll get together in a video webinar to analyze some of the major announcements that took place around the 'non-MWC', and what the future events might look like. View on demand
This column is a discussion of the major priorities and strategic imperatives facing New T-Mobile, as the deal heads toward closing. Full column... 
 
Some 350 MHz of new spectrum capacity will be coming on-line in the next couple of years. This will change the capacity chessboard, the competitive landscape, and the industry's economics. Full column... 
A wealth of new capabilities -- Wi-Fi 6, Private LTE, and some key features of 5G -- will change the game in mobility in the enterprise over the next several years. But a different mindset is needed in order to take advantage of these opportunities. It must start with a changed enterprise-service provider framework. And, there will be opportunities for a new cadre of solutions providers.  Full column...    
 
In this early stage of 5G, DSS could provide an important stepping stone to rolling out broader 5G coverage more quickly. And it could be a temporary lifeline for Verizon, given the dose of reality we're seeing with millimeter wave and the fact that new, mid-band spectrum won't be commercially available for at least a couple of years.  Full column... 
                   
Reflections on A Wireless Decade. Mobile, and the success companies it powered, was one of the top business stores of the 2010s. Yet the industry itself also changed significantly over these ten years. A look back, and some thoughts on the '5G' decade ahead.  Full column... 
   
2020 Will Be a Consequential Year For Mobile.  As we enter a new decade, I think 2020 will one of the most consequential in the 30-year history of the cellular business. Numerous factors are coalescing in a way that will shape the industry, and the types of services offered to consumers and enterprises, for years to come. Here's a brief tour of the key issues, incorporating some opinions and predictions. Full column...

A mmWave iPhone is Not A Sure Bet. Everyone expects a 5G iPhone in 2020. But it might not supprt mmWave.

AT&T Needs A More Effective Marketing Strategy. The company has made
a lot of the right moves in wireless and is very well positioned for 5G...but the company has lacked a strong marketing message.

A 5G 'Explainer. The best way to explain 5G to your friends at a cocktail party.

Hotspots, Hotspots Everywhere. Premium wireless experiences, delivered by the rollout of 5G, Wi-Fi 6, CBRS, and so on are going to be much more 'hotspot' in nature.

Why Did Podcasts Suddenly Take Off? How and why this happened provides some interesting lessons for the broader tech and business communities

Key Takeaways from MWCA. Observations about 5G, spectrum, IoT, enterprise, openRAN, and more.

CBRS Launch: An Important Day in Wireless History. Why CBRS is significant, how it will used, and what the roadmap looks like for the next couple of years.

Vendors to Watch in the 5G Era. Although the Big Three network equipment companies are winning the lion's share of 5G contracts, a new wave of vendors will also play a significant role.










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