Comments
DHagar
12/6/2017 5:52:22 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, good point! Absolutely true, if they leave a vacuum, Amazon will likely fill it with their design and unique capabilities.
DHagar
12/6/2017 5:54:57 PM
User Rank Platinum
Re: Moving to 5G
@Ariella, well you bring out the interesting info! This results in new and relevant information for us - we thank you!
mpouraryan
12/6/2017 5:57:57 PM
User Rank Platinum
Re: Moving to 5G
Such a prospect should scare anyone becuase the lack of choice and engagement will stiffle creativity and transformation. ALthough I am a @JeffBezos Fan, the question is how much is enough. I was thinking about it especially as I understand the CVS-Aetna merger is a defensive move of sorts to thwart a rumoured Amazon move into the healthcare field.
DHagar
12/6/2017 5:59:37 PM
User Rank Platinum
Re: Moving to 5G
@mhhf1ve, very true. I fully expect that 5G will provide that new transformative platform that will change the dynamics and applications with wireless.
You are correct that it will evolve, but I think the innovations in the new 5G spectrum will be disruptive change enough to provide Phase 1 for new applications to align. Without questions versions 5.1-5.5+ will drive this further, but I believe the innovators with the first 5G will have invested enough that they will utilize a core set of standards and/or at least build bridges for the new ones, don't you think?
DHagar
12/6/2017 6:05:21 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, very correct. However, I am not a Jeff Bezos fan in that I see his model as being more self-serving; as successful as it is! But you are absolutely correct that some of these mergers result in a disequilibrium that displaces other credible, and valuable, market players.
mpouraryan
12/6/2017 6:11:23 PM
User Rank Platinum
Re: Moving to 5G
WHat you have underscored is also the order of the day as I helped edit a notation for the Daily Outsider about potentially Fox & Disney merging together--and as Media has been a focus of ours' here, it will be interesting to see how that dynamics works' itself out as Disney is planning out a Streaming service of its' own to compete with Netflix....
Truly challenging times....
mpouraryan
12/6/2017 6:11:24 PM
User Rank Platinum
Re: Moving to 5G
WHat you have underscored is also the order of the day as I helped edit a notation for the Daily Outsider about potentially Fox & Disney merging together--and as Media has been a focus of ours' here, it will be interesting to see how that dynamics works' itself out as Disney is planning out a Streaming service of its' own to compete with Netflix....
Truly challenging times....
DHagar
12/6/2017 6:16:56 PM
User Rank Platinum
Re: Moving to 5G
@mpouraryan, really interesting! Yes, I saw that this morning and that certainly will remap the territory if Fox-Disney merger takes place. I also see speculation that James Merdoch may then be in line to succeed Igor with Disney!
mhhf1ve
12/6/2017 6:25:56 PM
User Rank Platinum
Re: Moving to 5G
> "I believe the innovators with the first 5G will have invested enough that they will utilize a core set of standards and/or at least build bridges for the new ones, don't you think?"
Certainly. The race to deploy 5G networks is advanced by being the "first mover" to create the industry standard. Whoever is the first will likely have more of a chance to dictate how the 5G standards develop and expand -- and control the network's future.
I'm wondering if SpaceX will be able to leapfrog some of the 5G developments by providing global broadband access with LEO satellites....
mpouraryan
12/6/2017 6:27:49 PM
User Rank Platinum
Re: Moving to 5G
Your Comments are correct as underscored by the report on the NY Times' DealBook--I gather the younger Mudroch is more open-minded. It will be fascinating to be witness to it all....
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