Mike's one of the best, so his points are worth considering even though I see things differently. Mike writes:

"The actual details of Verizon’s service are decidedly mundane. 

1. Verizon is still going to have to do a truck roll.

2. Verizon isn’t providing 1 Gbps speeds.

3. Verizon is going to trash all this equipment next year anyway.

The truck roll  issue:

In some of its early discussions about its fixed 5G plans, Verizon executives hinted that the company was working on technology that would allow customers to install their own 5G 28 GHz receivers" Mike is right that the "white glove" service Verizon is providing at the beginning will be expensive. But I don't see any reason they won't find a more efficient method as volume builds next year, Hans Vestberg suggested that a day later at Goldman.

300 megabits versus a true gigabit

At the beginning of this year, Verizon CEO Lowell McAdam clearly said that “we’re very comfortable with being able to deliver a Gigabit of service to everyone that we’re providing service to.”

I was also surprised that Verizon is talking 300 megabits rather than the gigabit they will be delivering to many. Vestberg at Goldman noted that in rural areas, most customers will be served with lower speeds. No one receiving a gigabit is likely to complain about Verizon over-delivering. 

The pre-standard equipment

This is the big one, in my mind. In its announcement, Verizon specifically said that customers who sign up for its fixed 5G service now are going to have to scrap all their equipment at some point in the future when Verizon’s suppliers begin producing 3GPP 5G NR gear.

My take again differs, Samsung and Ericsson are committed to upgrading the radios with software. The backhaul, antennas, and most other elements will continue to work. Even if Verizon had to mail out a new gateway, that's a small cost in a $29 billion project.

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