Lewinski with bill text 230Timotheus Höttges of Deutsche Telekom, Sunil Mittal of Bharti, Gavin Patterson of BT, and Qualcomm’s Steven Mollenkopf are making wild claims obvious from 3,000 miles away. Ajit Pai of the U.S. FCC, as well as Andrus Ansip and Roberto Viola of the EU, need to hire staffers who know enough to catch the bosses' errors. I could add a dozen more. It is time to shout about the Emperor's wardrobe. We all make mistakes and perhaps the ones here will be corrected. 

Höttges, the first MWC Emperor without Clothes, wants $10’s of billions in subsidies and other favors. To get them, he wildly exaggerates the cost of building 5G. Verizon expects a U.S. (pop.326M) 5G cover will cost $50-$80B; the latest data suggests it will be less. DT's $400B to cover Germany (pop 83M) is something only a politician would believe. Another unlikely claim is that 65% of Germany will have 100 megabit fiber. 50% of the customers on a similar network in Australia (less 35b) don’t get 100 megabits and 20% don’t even reach 50 meg. http://bit.ly/NBNVector (Side note: Höttges told investors DT will have 14M lines of 250 meg DSL by the end of 2018, only a year or two behind schedule.) 

Mittal has built Bharti to 380MM subs. They gained share this year despite Jio’s $20B challenge. Remarkable achievements. But must the government subsidize a $9B man because his costs go up by 3% of the $25B market cap. Bharti is convincing analysts and reporters rich companies should be subsidized even if they don’t invest more.

Patterson of BT has said it’s financially impossible to bring fiber to most English homes. I don't believe BT engineers are any less competent than those at Telefonica and Orange, which have already fibered most of France and Spain. It's clearly possible without major financial problems. TEF & ORAN stock prices have done 60% better the last two years. 

Pai of the U.S. (and Democrat Rosenworcel) think mmWave 5G will offer 1 ms latency while Verizon and AT&T are building for 5 ms to 10 ms. I don’t believe any telco in the world has announced 1 ms. networks. Moving the intelligence to the edge (URLLC) is brutally expensive. He insists killing Net Neutrality will raise investments, but the evidence shows the effect, if any, is too small to notice. Most of the capex plans for 2018 have been announced and they are the same as they would be with NN.

However, I deplore the very cheap attacks on Pai. He’s a hardworking, brilliant lawyer. He does what he does because of his politics, not because of corruption. He took a courageous stand on immigration, which could have cost his job. http://bit.ly/Paicourage

Mollenkopf was busy trying to get a higher price for Qualcomm’s soul. He claims 5G will add $11 trillion to the economy in 2035, but almost everything attributed to 5G in his IHS “study” can be achieved with 4G, including by Qualcomm's excellent new 4G chip. (I double checked.) Any competent economist would conclude a study like this for 2035 is a mistake. Even five-year projections would be tough. Qualcomm engineers are the best but his lobbyists are as trustworthy as Bill Clinton discussing Monica Lewinsky. The LAA chip demonstrations prove it does harm Wi-Fi despite multiple time Q said the opposite.

Ansip and Viola of the EU are smart, hard-working and I believe honorable. They are either blinded by ideology or just don't understand telecom. They tweeted 5G will offer 10 gig connections. 1 gig is the target. 10 gig is the total system, split between many users. They are badly mistaken that 5G requires 25-year spectrum licenses at a "bare minimum." Not one of the telco CEOs who make that claim has said they will build more. They demand incentives for someone else to build, not very likely. Incentives are a mistake without evidence of probable investment. I've looked at the data and it proves no such thing. 

LOL at Viola's tweet that implies we won't have autonomous cars for a decade or more. Google has fully autonomous cars carrying passengers today in Phoenix and has ordered a fleet of thousands. "100% 5G coverage" is clearly not a "key condition." Europe will not have wide 5G at least until 2025. 2030 almost certainly will not be ~100%.

Hundreds of thousands of fully autonomous cars will be on the roads soon. They depend on radar and lidar, not the telco. If you haven't realized just how soon these cars are coming, do watch the video of Google's John Krafcik http://bit.ly/2GPm8XP. Unbelievable demo at 6 minutes. (There's plenty still to get right, but they work.)

I'm sure there were dozens more than the six I noticed. 

dave ask

Newsfeed

The 3.3-4.2 spectrum should be shared, not exclusively used by one company, concludes an important U.S. Defense Innovation Board report. If more wireless broadband is important, sharing is of course right because shared networks can yield far more

It does work! Verizon's mmWave tests over a gigabit in the real world. 
The $669 OnePlus 7 Pro outclasses the best Apples and probably the new Galaxy 10 or Huawei P30 Pro. Optical zoom, three cameras, liquid cooling, Qualcomm 855 and more.
Korea at 400,000 5G May 15. Chinese "pre-commercial" signing customers, 60,000-120,000 base stations in 2019, million+ remarkable soon. 
5G phones Huawei Mate 20, Samsung Galaxy 10, ZTE Nubia, LG V50, and OPPO are all on sale at China Unicom. All cost US$1,000 to 1,500 before subsidy. Xiaomi promises US$600.
Natural monopoly? Vodafone & Telecom Italia to share 5G, invite all other companies to join.
Huawei predicts 5G phones for US$200 in 2021, $300 even earlier
NY Times says "5G is dangerous" is a Russian plot. Really.
Althiostar raised US$114 million for a virtual RAN system in the cloud. Rakuten, Japan's new #4, is using it and invested.
Ireland is proposing a US$3 billion subsidy for rural fibre that will be much too expensive. Politics.
Telefonica Brazil has 9M FTTH homes passed and will add 6M more within two years. Adjusted for population, that's more than the U.S. The CEO publicly urged other carriers to raise prices together.
CableLabs and Cisco have developed Low Latency XHaul (LLX) with 5-15 ms latency for 5G backhaul,  U.S. cable is soon to come in very strong in wireless. Details 
Korea Telecom won 100,000 5G customers in the first month. SK & LG added 150,000 more. KT has 37,500 cells. planning 90% of the country by yearend. 
The Chinese giants expect 60,000 to 90,000 5G cells by the end of 2019.
China Telecom's Yang Xin warns, "Real large-scale deployment of operators' edge computing may be after 2021." Customers are hard to find.
Reliance Jio registered 97.5% 4G availability across India in Open Signal testing. Best in world.

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Welcome On Oct 1, 2019 Verizon turned on the first $20B 5G mmWave network with extraordinary hopes. The actual early results have been dismal. Good engineers tell me that will change. Meanwhile, the hype is unreal. Time for reporting closer to the truth.

The estimates you hear about 5G costs are wildly exaggerated. Verizon is building the most advanced wireless network while reducing capex. Deutsche Telekom and Orange/France Telecom also confirm they won't raise capex.

Massive MIMO in either 4G or "5G" can increase capacity 3X to 7X, including putting 2.3 GHz to 4.2 GHz to use. Carrier Aggregation, 256 QAM, and other tools double and triple that. Verizon sees cost/bit dropping 40% per year.

Cisco & others see traffic growth slowing to 30%/year or less.  I infer overcapacity almost everywhere.  

Believe it or not, 80% of 5G (mid-band) for several years will be slower than good 4G, which is more developed.