I understand Verizon has a huge benefit, along with NOK,Eric, Crown Cork and a few others. I understand software, entertainment, and auto’s especially electric because of the greater number of components used opposed to gas auto’s and Diesel has not been a real seller. You do you think are the best bets for 5G at this time? Thanks Travis.
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5g doesn’t have anything to do with auto electrification (though it will arguably help advanced self-driving cars), and will probably take a decade to really get fully developed, but I expect it to be a major investment trend for quite some time. Huge numbers of companies involved, but the ones that I’m currently invested in primarily because of the 5G installation/investment backdrop are Nokia, Qualcomm, Crown Castle, Ericsson and Zayo, with 5G being part of the rationale also for Coresite and Arista Networks and, yes, Apple.