Verizon 150 meters 230Jessica and Craig Moffett, top Wall Street analysts, tested 40,000 locations in Verizon's Sacramento mmWave footprint against the Verizon availability. Unless there is a major improvement in reach, the cost would be much too high, (Update: Let me emphasize. The data implies a problem now, It can and will get better. Please don't conclude there will never be a solution.)

Verizon's current deployment in Sacramento is being built to an assumption of 100-150 meters, not the 600 meters Verizon has discussed often.

 "Based on an exhaustive census of serviceability of 107 of the 273 small cells in Sacramento, each served an area of 27 eligible addresses." That will improve but there is a huge gap between these results and what Verizon needs to reach the target cost of US$200-350.

Verizon never released comprehensive data but they convinced many of the best on Wall Street (and me) the reach is much better. 

All opinions and mistakes mine. I made a serious mistake believing Verizon without enough data. Comments to investors usually are true to the speaker's beliefs.

“Across the board, Ultra-Wide Band 5G's performance is beating expectations and disproving the naysayers.” – CEO Lowell McAdam

“We have successfully completed our 11 city 5G pre-commercial trials where we demonstrated propagation over 2,000 feet from the node on mmWave spectrum,” said Verizon CFO Matt Ellis. (emphasis added.)

"Every variable tested during the trials came out better than assumed." Goldman Sachs

“We're charging ahead. … I have never seen a technology that is as disruptive and has as much benefit to consumers as 5G.” – Verizon CEO Lowell McAdam

I did warn

Doubts about proponents’ claims
• Verizon has not released enough data to allow a careful, independent review of the performance. Carriers should confirm the results through their own trials.

Which is insufficient.

The Moffetts also note, "Some 80%+ of all residential addresses within 100 feet of a small cell are deemed by Verizon to be eligible for 5G Home service. That drops to just 49% of residential addresses between 300 and 400 feet away, and to just 18% of residential addresses that are between 400 and 500 feet away." 

The take rate is very low, but there has been little marketing.

 (There's much more in the report. If you are a substantial investor, you should do what is necessary to obtain a copy.

Verizon 150 meters 650

dave ask

@davescomm

Details on all 5G phones, as prices drop to $285 ** All actual 5G networks worldwide ** Facebook ordered to repost Italian fascist page. ** Apple China sales down 35%** Qorvo sees 300M 5G 2020 & 750M 2023 mmWave <10%

** Bharti demands India Gov more than double prices and enforce cartel. Sunil Mittal "Situation is dire. It is a matter of survival for everyone." ** Wi-Fi 6 meets ITU 5G criteria @stephenjcrowley ** Samsung $8B for Chinese memory plants ** Morgan paying billions for Altice fiber

Dec 10 Sprint bringing $300-500 5G phones to US 2020. Nokia, Lenovo, HMD ** H., Apple, and AMD doing 5 nm test runs on TSMC's 5 nm. Early results are 15-30% better than 7 nm ** AT&T low-band 5G built to >65% US. Speeds slower than 4G at launch. ** 

Verizon CEO Ronan Dunne: >1/2 VZ 5G "will approximate to a good 4G service" Midband in "low hundreds" Mbps ** CFO John Stephens says AT&T is going to cut capex soon. ** Huawei in 16 days sold 1,000,000 5G Mate 20s.  

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Welcome  Asia is installing hundreds of thousands of 5G radios and adding 5G subs by the tens of millions. The west is far behind. 200,000,000 in 2020

The demand is there, and most of the technology works. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

I'm Dave Burstein, Editor. I've been reporting telecom since 1999. I love to hear from readers, especially when you find an error. daveb@dslprime.com

Also see

analysisbranch.com,

fastnet.news

huaweireport.com