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Invisible Fiber and a “$150,000 windfall” from “Weird New Antennas” — What’s Jeff Brown at Bonner talking about?

Near Future Report teases that we must "Act by July 27 October 1 for details on how you could amass a $150,000 windfall."
So what's the "$6 Digital King" stock they're recommending?

By Travis Johnson, Stock Gumshoe, September 11, 2018


I’ve been mostly sitting on the sidelines during the “Crypto Mania” this year, because, well, anything “manic” makes me nervous and I still haven’t been able to come up with a rational price argument for any cryptocurrency….

… so I haven’t recently dug into all of the recent “Amazon is going to choose a cryptocurrency and make us all rich” ads (partly since I’m sure that’s not going to happen), but one of the folks sending out those ads, Jeff Brown at Bonner and Partners, also has another newish ad out about “invisible fiber,” so that made me breath a deep sigh of relief — aha! A crazy growth promise that’s actually about something real that I can (maybe) understand! The game is afoot!

We first covered this story back in July, when he was promoting these same ideas with a July 27 deadline… now, the new made-up deadline is October 1. I’ve gone through and updated the article as needed to catch up with the new version of the ad, and to update my disclosures since I have some investments in this sector, but much of what is below was previously published on July 25.

So what’s the story? Jeff Brown is selling his Near Future Report with a promise of big gains… and he says this “Invisible Fiber” is about to lead to a windfall for investors… let’s dig into the ad and see if the clues get us far enough that we can think for ourselves.

Here’s a bit from the ad:

“On January 28th, a secret memo was inadvertently ‘leaked’ in Washington, D.C.

“It exposes a secret strategy for defeating our enemies…

China, Russia, and North Korea

“And doing it in one fell swoop.

“In this exclusive presentation, I’ll show you how to turn this ‘leak’ into an absolute fortune.”

Intrigue! Secret memos! I love it. But I don’t get what they’re talking about yet, so let’s hear some more…

“… in this memo, the General laid out a sensitive plan for ensuring the government’s global dominance in digital technology.

“We’ve dubbed it ‘Invisible Fiber’…

“It has the power to transform almost ALL of America’s technology, practically overnight.”

Brown says that this “invisible fiber” will bring wireless connections that are 1,000X faster, enabling telemedicine, remote presence technologies, and autonomous cars… so it’s pretty clear that he’s just referring to 5G — the next wireless standard that’s expected to eventually supplant 4G/LTE for mobile phones and, more importantly, bring much faster connections that enable the internet of things, faster communication that makes autonomous cars safer and much cheaper (since they’d be able to “think” on the cloud, instead of carrying around supercomputers), and who knows what else.

The sky’s the limit, if you believe the 5G evangelists, though it might be a while before we reach that limit since it’s also going to be an expensive upgrade for wireless companies, and no one’s entirely clear on who’s going to pay for all this new equipment… or the throughput and bandwidth of all the data generated by all those potential connected devices.

He even references some military applications, which I guess makes sense — after all, most of our valuable technologies got their start with some kind of military funding, from the internet to GPS to autonomous vehicles…

“This gamechanger technology could strengthen a weapon that’s already making traditional missiles obsolete.

“The U.S. Navy’s Laser Weapons System (LaWS) is operational…

“A single ‘shot’ from the LaWS laser system costs about one dollar.

“While it’s devastatingly powerful by itself…

“The REAL goal is having a coordinated battle group equipped with these weapons…

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“And being able to communicate 10x faster.

“This communication potential is why the Army, Navy, Marine Corps, and Air Force are salivating at the prospects.

“The hardware is here.

“All that is missing is the digital platform to make it work seamlessly.

“That’s where Invisible Fiber comes in.”

While the pitch is made with that July 27 October 1 “deadline” to get rich, in the text of the ad he squishifies it a bit, talking up “a realistic shot to become one of the hundreds of new millionaires created over the next 18-24 months…”

And that’s a much more rational timeframe when it comes to thinking about 5G, of course — it’s still pretty early days, and the standards are just being agreed upon now as test projects go up around the world.

And there’s also quite a bit in the ad about that leak. He talks up the “secret” plans at the White House for 5G, and how one of the leaders of that effort on the national security front (that General) leaked the administration’s plans and was forced to step down… though what he really leaked was his aggressive memo proposing that the government essentially step in and take over the development of a 5G wireless network in the US instead of letting private tech and telecom firms invest and create these new networks.

Nationalizing communication networks is probably not going to win any fans on either side of the aisle in Congress, of course, and even the conservative head of the FCC spoke against it, so it’s not terribly surprising that that “leak” was treated like a trial balloon and shot down immediately. There’s also some argument to be made that the government was just trying to kick Verizon and AT&T in the butt a little bit and get them to accelerate their investment in 5G with a “if you don’t do it, we will” scare message.

But regardless of what role the government plays in accelerating or decelerating 5G buildout, everyone seems to agree that it’s going to be a big deal and it’s going to be expensive — 5G is much faster and more robust than LTE, but it also requires a LOT more “cell sites”, with smaller antennas that are much closer together to give good coverage.

And then, finally, Brown gets into the pitch about who will “win” ….

“… three companies leading the charge during this exciting time.

“As they race to exploit this game-changing technology shift for mammoth profits…

“I am confident you will experience a huge payday in your own account.”

After that, most of the pitch is just for the first of these three companies — a firm he calls the “$6 Digital King.” Here’s some more from the ad…

“new towers are an obvious need.

“But the latest digital revolution also means we’ll need new cells, radios, antennas, chips, base stations, switches, modems, and data center storage.

“And tons of fiber, too.

“But here’s what almost no one is talking about…

“Hundreds of thousands — perhaps millions—of containers the size of refrigerators will be discretely placed on or near the ground.

“There are none today.

“These ‘magic mailboxes,’ as I call them, will transmit signals up to 1,000 times faster than what’s possible today.”

And, of course, on the receiving end there will also be a gradual overhaul of the mobile handset universe, as new phones begin to include modems that can take advantage of the new standard… as happens with each wireless upgrade cycle.

Brown thinks that we’ll hit the peak “investment cycle” for the 5G upgrade in 2020 or 2021, but that, of course, you’ll want to be in before that to take advantage of profits as investors start to think more about that near future. Most of the big global wireless carriers are at least testing 5G now, typically in a select few cities, and the expectation among most folks seems to be that the first consumer rollouts will be sometime in 2019 and will take several years to really gain critical mass. Then we get to that “king” …

“At the center of this frenzy is the ‘$6 Digital King’

“There’s one company that is head and shoulders above anyone else.

“They’re using patented technology and covert negotiations to get ahead of the competition.

“To say this company is in the catbird’s seat would be an understatement of epic proportions.

“Their stock is hovering right around $6.

“A price that low might conjure up a startup with barely any experience.

“But this is NOT your ordinary $6 company.

“The ‘$6 Digital King’, as I call it, already has operations in 50 countries.

“This year sales could reach a staggering, mind-blowing $28 billion.”

Any other hints on this one? This is what we get:

“They just won a contract from the world’s biggest mobile phone company.

“I’m talking about a telecom titan with 894 million customers….

“… a company able to do it all when it comes to Invisible Fiber…

“Provide cloud services, IP routing, transport of many kinds, fixed wireless access, networking and more.”

And apparently they’re getting more aggressive…

“… the CEO isn’t content to stay still…

“During a media event on the eve of Mobile World Congress 2018…

“He surprised journalists by saying the rollout of Invisible Fiber is happening faster than expected, and the company is racing to line up more deals.”

And, finally, one last key clue:

“The $6 Digital King currently has a dividend yield of 3.88%.”

So that, sez the Mighty, Mighty Thinkolator, must be our old friend Nokia (NOK).

(Which means that I should note that I personally took a small flier on some Nokia LEAP call options, just in case 5G investment does accelerate faster than expected — a flier that’s made easier by the fact that it’s a very low priced stock, and the options require putting very little capital at risk. It’s kind of fishy to write about a stock when I have a leveraged derivative position, however small it might be, so I’ll extend the trading moratorium on this — I won’t trade in Nokia or those options I hold for at least a month after this article is posted, that should be plenty of time for any influence this article might have on those options prices to be washed away).

Nokia is best known, of course, for being the world’s dominant handset maker back in the 2G days, before smart phones, when it seemed like pretty much everyone had either a Motorola or a Nokia phone — and outside of the US, it was almost entirely Nokia. That business died, and Nokia has spent a lot of time in the past couple decades reinventing itself, first by trying to become a me-too smart phone maker to catch up with first Blackberry and then Apple (which failed), then by buying up other service providers (they bought NavTeq, for example which was one of the pioneering digital mapping firms that made stuff like MapQuest possible), but they’ve now returned to their strengths and are just focusing on the fixed side of the mobile network infrastructure — divvying up the market for wireless equipment with other leaders like Sweden’s Ericsson (ERIC) and China’s Huawei.

Before the 5G explosion, though, they’re facing the 4G letdown — capital spending on 4G/LTE networks has apparently dropped quite a bit as telecom companies prepare for this next adventure, and that’s at least part of the reason that Nokia’s business is expected to shrink quite a bit this year, going from almost $29 billion in revenue last year down to less than $26 billion, and with earnings per share expected to be 28 cents for 2018, down from 41 cents last year. Context is important — it sounds exciting when Brown says in the ad that, “this year sales could reach a staggering, mind-blowing $28 billion” … but they’ve been doing roughly $26 billion in sales per year over the past couple years, and a decade ago this company was doing $75 billion in sales at its peak (though, of course, Nokia was a very different company ten years ago).

The reason for optimism, if that’s what you seek, is the future — where optimism often lives. That’s where analysts see the expanded investment in 5G returning Nokia to growth, with 38 cents in earnings per share in 2019 and 44 cents in 2020. So if that does indeed happen, as is eminently possible but far from guaranteed, then paying $6 today is not crazy — getting a dividend along the way, and paying ~15X 2020 earnings. And the dividend looks high, but it could easily be sustained even if growth is weaker than expected — Nokia, after jettisoning many of its unprofitable businesses and paying back debt over the years, has more than $6 billion in net cash on the books (and current cash flow more than covers the dividend).

July 27 did actually have some roots in reality as a deadline, Nokia reported earnings on July 26, so certainly things could have changed a bit with that new data… in fact, the earnings didn’t mean much, with expectations still pretty light. October 1 doesn’t have any particular catalyst associated with it that I’m aware of — most recently, Nokia has announced a few big deals, including a $3.5 billion network agreement with T-Mobile and a $500 million loan from the EU to spur 5G development, and has gotten some press for publicly announcing that their maximum royalty rate for their standard essential patents will be $3.50 per 5G handset (perhaps competing with Ericsson, which has announced $5 as their maximum, or Qualcomm at $16.25, though probably some devices will have to have licenses from all those players, and I’m sure the courts will end up having to play a role in deciding whose technology is really being used by which device maker).

We’ll see how things work out over the next year or two, but it’s certainly not a crazy idea — cheap company, very competitive marketplace, and the stock has disappointed for a decade or more so investor expectations are probably quite low. That’s no guarantee of success, to be sure, and you could certainly have said the same thing about Nokia in the past and been frustrated by the stock’s subsequent performance, but it’s a fairly conservative play on 5G that pays a dividend and has plenty of cash and isn’t likely to drop 20% in a day and give you a heart attack.

And what else is Brown hinting at? He doesn’t get into the details as much with his other two “invisible fiber” teasers, but we’ll see what we can do with some guessing…
here’s the first one:

“A Picks and Shovels Play that Will Generate 100%+ Returns in 24 Months—Remember how I said we’ll need more than 1,000,000 cell phone towers to support the Invisible Fiber rollout? That’s a 5X increase from where we are now. This Picks and Shovels business is surprisingly simple… it builds towers and leases them to wireless carriers. Plus, they own the most valuable ‘real estate’ in the country.”

This could apply to any of the big tower companies in the US, Crown Castle (CCI), SBA Communications (SBAC) or the larger American Tower (AMT), all of which are structured as real estate investment trusts (REITs) for tax purposes. AMT is probably the more likely target for Brown, since it’s bigger and a bit more flexible (CCI pays a higher dividend, and pays out more of its operating cash flow than AMT does… SBAC is still trying to spiff up its balance sheet before they start paying a dividend), but all face essentially the same market forces — they’re both at risk of losing a major customer if Sprint and T-Mobile merge, and they’re both investing to try to be able to offer 5G networks, but it’s not entirely clear if the “cram the tower with antennas” model will work as well in 5G, as little antennas and “small cells” need to be on essentially every street corner to provide urban coverage.

So I don’t know if the tower companies are as much of a slam-dunk for the 4G to 5G transition as they were for the 3G to 4G, but it’s certainly possible that they’ll do well. As REITs, they’re pretty expensive… as tech infrastructure companies, perhaps a little less so. I’d probably gravitate to CCI, since I came close to buying that a couple years ago and since they’re more aggressively focused on shareholder returns, but they’re clearly second-place in the industry to AMT… SBAC is an outlier, since they don’t really fit with REIT investors yet because of the lack of a dividend, so that stock could certainly react once they do start paying dividends, though they could delay that for years if they want to (they have a few years worth of capital loss carryovers, so they won’t be generating income — REITs have to pay out 90% of their income, but aren’t required to pay dividends if they don’t have taxable income). On current cash flow, SBAC is trading at about 21X their expected $7.40 AFFO per share for 2018 (AFFO is adjusted funds from operations, a REIT cash flow measure meant to simulate the cash-generating power of their properties), AMT is trading at 20X the expected $7.30 AFFO per share for this year, and CCI at 20 its expected AFFO of $5.49 per share… so they’re all basically trading at similar valuations on current-year outlook. SBAC and AMT own substantial overseas assets, which complicate the results a bit (and have depressed results recently, partly because of the strong US$, though they could also boost results in the future), CCI is US-focused and pays a far higher dividend.

And if you’re prone to search for weakness before buying a stock, it might be that a wave of positive news for the Sprint-Tmobile merger could bring a buyable dip in any of the tower stocks, though that’s just a guess (the FCC is accepting comments in opposition to the proposed merger until next week). Any merger could have a meaningful negative impact on revenue for the tower companies in the next couple years, I expect, but the growth of 5G antenna locations will be dramatic whether it’s three telecom companies or four who do most of the investing, so if they can lock up those locations then they will probably do well in the end, anyway. (CCI, for example, gets almost 75% of its revenue from the big four US mobile operators… so if one of those disappears through a merger, the fear is, network investment and the number of antennas on each tower will fall).

And theres one more as well…

“The Millennial Money Maker—This tech upstart is already a magnet for young fans. Now my sources in the tech world tell me it is ready to attract more advertisers, too—contributing $3B in annual revenue within a few years. That’s massive.”

This is not an obvious call, but my guess is that he’s talking about Snapchat owner Snap (SNAP), which is expected to get to $3 billion in revenue probably in 2021 or so (they’re almost at $1 billion for the trailing twelve months, with analyst expectations of roughly 50% annual revenue growth for the next several years).

I don’t have much interest in SNAP, which seems to be losing out to Instagram from my extremely unscientific observations (I’ve never even tried Snapchat, so take that observation with a lot of skepticism)… but SNAP is coming from such a low base as a stock, and has such low investor expectations now, that perhaps it’s worth speculating. And yes, one of the things that 5G will make possible is an even more entrenched addiction to all forms of social media, particularly faster transmission of live video, which will presumably continue to be the focus of most of the social media companies… though I don’t know that 5G alone would be the reason to bet on SNAP over its competitors, so you’ll have to form your own opinion on that one.

And… we’ve come to the end of our parade, dear friends, so I’ll send the microphone out into the audience — have any thoughts about 5G investing to share? Favorites in the space? Feeling fond or foul when it comes to Nokia or American Tower or Snap, or any of the other companies we’ve glossed over along the way? Let us know with a comment below… and we’ve left the comments from the original July article below so you can see some older perspective. Thanks for reading!

P.S. We’re always looking for feedback on newsletters you’ve subscribed to… so if you’ve ever tried Jeff Brown’s Near Future Report, please click here to share your thoughts on it with your fellow investors. Thanks again!

Disclosure: I own call options on Nokia, Qualcomm, and Ericsson, mentioned above. I also shares of Apple and Skyworks Solutions, which are mentioned. I will not trade in any covered stock for at least three days, per Stock Gumshoe’s trading rules.

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pgs4758
July 25, 2018 5:16 pm

3 useless stocks, Nokia really. Dont waste your fingers typing.

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blackwater
blackwater
July 25, 2018 5:31 pm

Travis, I picked up on AKTS as a play on 5G also. Took a position on June 28 and am up 21.24% in 27 days. Akeutis Technoligie. If you analyze it please let us know what you think. Blackwater

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sooku
Member
September 11, 2018 3:42 pm
Reply to  blackwater

AKTS won’t be in high end phones which use an integrated RF front end, but it will find a market in Chinese phones especially for 5G.

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k.artz
k.artz
July 25, 2018 8:10 pm

#NOK, #GLW, #SBAC are the three recommended . Nokia is the $6 stock. Corning (GLW) killed it today. SBAC Communications was his other recommendation although I read a teaser in which he hinted at American Tower (AMT).

– AKTS was a pick of Jeff’s a year or so ago on his higher priced newsletter. Nice to see it is finally moving. He sure does have a great track record in my mind.

#SNAP is a pick on both of his services.

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Gambini
Member
Gambini
July 25, 2018 10:40 pm

Interesting developments in the making. I bought a piece of property approximately 60 mi. south of Atlanta, Ga. The Southern Co. (Ga Power) had easement rights for a high voltage transmission line on the property dating back many years (I purchased the land in 1972.
In the early eighties AT&T installed
fiber optic line above the high voltage. Last fall I was contacted by a fellow representing Ga Pwr who informed me that they wanted to buy an underground easement to facilitate fiber optics installation as well as any structure above ground to support said fiber optics. They indicated the time line to be within
two years if Ga Pwr chooses to begin construction. Preping for 5 G maybe??

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pair
Guest
August 14, 2018 11:20 pm
Reply to  Gambini

The obvious hunch.

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backoffice
Irregular
May 17, 2020 3:52 pm
Reply to  Gambini

hold out for the highest price

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mikllee
Member
July 25, 2018 11:23 pm

Thank you for exploring the Invisible Fiber pitch. You comments and the couple of comment added are helpful. I plan to sit on the side lines for a week or two. Then try to figure out an option play that has good upside potential with minimal downside. If any one has a suggestion – I’d love to see it.

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Nancy Russell
Guest
Nancy Russell
October 24, 2018 5:18 pm
Reply to  mikllee

AMERICA BETTER WISE UP RE 5G. BRITAIN JUST WON A COURT CASE THAT ALLOWS ITS CITIZENS TO FINALLY KNOW HOW DANGEROUS TO HUMANS THIS LATEST TECHNOLOGY IS.
SMART METERS ARE BAD ENOUGH BUT THIS DEVICE ATTACHED TO NEIGHBORHOOD POLES MUST BE STOPPED
CONTACT6 YOUR REPS AND TELL THEM AMERICA DOES NOT WANT THESE AND TO FORCE THE POSERS THAT BE TO MAKE KNOWN JUST HOW INJURIOUS THEY ARE TO HUMANS.

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WBHobbs
Guest
WBHobbs
November 28, 2018 9:22 am
Reply to  Nancy Russell

What is the problem with smart meters? Do you have a link to document this 5G problem/court case on Britain?

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jorge121971
Member
jorge121971
July 26, 2018 9:04 am

Travis is right, the tree picks are SBAC, NOK and SNAP.

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Carbon Bigfoot
Guest
Carbon Bigfoot
July 27, 2018 6:45 am

“INVISIBLE THREADS” is that the same threads used in the EMPEROR”S NEW CLOTHES??? sarc

Gambini
Member
Gambini
July 27, 2018 8:17 am

I’ll count (maybe bank on) the invisible threads as being the fiber optics cables 4 ft buried (eventually)
under our Ga/Ala soil! Yep, Southern Co will make them invisible and I hope Corning will
make them.

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Carbon Bigfoot
Guest
Carbon Bigfoot
July 27, 2018 2:44 pm
Reply to  Gambini

Hope it turns out to be better than that abortion Southern abandoned in MO.

Maryann
Guest
Maryann
July 27, 2018 9:42 am

Ceregon nasdaq was the Company I suspected

Edward
Member
Edward
July 27, 2018 10:32 am

What your thoughts on Ericsson (ERIC) Verizon and Ericsson have announced an expansion of their 4G LTE partnership, with the Swedish networking giant to deploy its 4G and 5G-ready radio system across multiple US markets.
The baseband and dual-band radios are software upgradeable to 5G once Verizon launches its new network, with the mobile sites also able to deliver narrowband Internet of Things (NB-IoT) and Cat-M IoT device connectivity.
https://www.zdnet.com/article/ericsson-bringing-advanced-lte-to-more-verizon-cities/

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john2handy
Member
john2handy
August 5, 2018 1:16 am
Reply to  Edward

I recently discovered MotifInvesting.com. I’d love to put my referral link here and get us both 3 months free trades but I’m sure admin would nix the post. But what I am saying is that its a great place to see what other people are are picking in any particular segment. I am looking at this one 5G motif created on 3/10/2018 . DVMT, ERIC, MSFT, NVDA, CSCO, IBM, all up and a few more down including NOK -14% and few others. Neat thing about Motif is that you can buy this whole list weighted in partials for a minimum of $250 (4.95 fee) Or you can make your own list or modify one to your preference.

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pair
Guest
August 14, 2018 10:02 pm
Reply to  john2handy

Hey thanks, john2handy. MotifInvesting looks quite interesting. I’ll poke around a bit; if nothing else it’s a fast way to check trends in sectors and motifs.

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vic
Member
vic
September 19, 2018 5:56 am
Reply to  john2handy

Ant ETFs on these that anyone has seen? I don’t find any ETFs with large weightings of all. Ex ample is SOXX with a high weighting of NVDA but not the others.

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Steve
Guest
Steve
August 12, 2018 10:17 am

Why wouldn’t the big boys is the space now – AT&T, etc be able to dominate the market? Wonder what their plans are for “Invisible Fiber”

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Balidewi
Guest
Balidewi
August 25, 2018 10:02 pm

So, what are the potential companies providing equipment. That looks like a surer thing to me….

Balidewi
Guest
Balidewi
August 25, 2018 10:03 pm

So, what are the potential companies providing equipment. That seems a great bet.

d.mounts
d.mounts
September 11, 2018 11:22 am
Reply to  Balidewi

Read the posts, starting at the beginning. I think you’ll find them.

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Sharon Lantz
Member
Sharon Lantz
September 11, 2018 11:59 am

One big hitch in the “5G universe” is the concern of some scientists that 5g energy fields interfere with human body functions! Over time the exposure may be causing disruption of central nervous system functions and internal body messaging. THIS IS A BIG ISSUE! It is also the same issue that is only now being discovered with the “smart homes”. In terms of modern technology, it may not be smart for our health.

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Ron Morris
Guest
Ron Morris
September 11, 2018 9:15 pm
Reply to  Sharon Lantz

Put it in the Blue states!

Sargam
Guest
Sargam
September 12, 2018 1:19 am
Reply to  Sharon Lantz

Yes, it is a big issue, but certainly not one that industry, military or gvmnt wants to know anything about. To much money and too much reliance. It will be interesting to see what happens to public health and eventually lawsuits.

Ritam108
Member
Ritam108
September 12, 2018 6:24 am
Reply to  Sharon Lantz

Hi,

I don’t want to rant, but there is plenty of blowback on undisclosed EMF poisoning due to cell towers/phones/meters.
I ordered this great online manual, pls Gumshoe allow readers to access it, I don’t make anything, but maybe they can earn what cellphones and smart meters and now 5G do to your health….
just look for:
The Non-Tinfoil Guide to EMFs: How to Fix Our Stupid Use …
nontinfoilemf.com
“I love The Non-Tinfoil Guide to EMFs. It’s the most well written, well researched book on the topic. It’s the most well written, well researched book on the topic. Filled with tons of great research and easy to implement solutions.

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ss7fox
ss7fox
September 28, 2018 4:52 pm
Reply to  Sharon Lantz

This 5G technology I believe will be an unmitigated health disaster. Because there will be so many more towers so much closer to us , it will be like everyone will be cooking in a sea of microwaves and toxic EMF’s. What countries wont be adopting 5G?

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Michael
Guest
Michael
September 11, 2018 12:03 pm

3G? As in third generation internet? Are they kidding. Current standard is 4G for civvies. OTOHm, it doesn’t surprise me that the military is talking about implementing an already out of date standard for the troops. This is due to how the procurement process works, which can take forever for a technology to make it to the troops. That means the troops are using gear which could be considered obsolete by medieval standards (a bit of an exaggeration).

So, this is a great way for companies to get rid of their obsolete gear and take a few unwary people in the process.

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Ignatz
Ignatz
September 11, 2018 1:53 pm

I agree with Sharon that 5G may be a health hazard. Manward Press launched last year with some evidence that even 4G poses health risks.

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starlady107
November 2, 2018 8:54 pm
Reply to  Ignatz

The honey bees are already in trouble, what is 5G going to do to them. With them to pollinate our food we wont have to worry about 5G for ourselves.

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starlady107
November 2, 2018 8:56 pm
Reply to  starlady107

I ment to say without the honey bees.

schubrrw3212
September 11, 2018 4:43 pm

Missing from this discussion are the Invisible Cell Towers. These cells won’t need towers at all. And they won’t lease any property. If you subscribe to cable TV or satellite TV, you have one of those future cells in your house. I’m talking about set-top boxes that use WiFi.

There already are efforts to use WiFi for mobile communications. One can place phone calls on Skype or Google Hangouts and stream video right now, using WiFi hotspots. The only element missing from wider use of those WiFi hotspots, is a fast and automated means of logging into them and back out of them, while walking or riding from place to place.

A great deal of bandwidth on cable TV systems goes to waste, because the systems become inefficient when large numbers of users are all watching the same program. Broadcasting and satellite TV systems handle this situation much more efficiently. So if WiFi channels could enable sharing of, say, the satellite broadcast of the Super Bowl, a lot of cable bandwidth would be freed up for other uses.

The only element needed to make this transition happen, is good geolocation data for each WiFi-enabled device.

Huawei and some other Chinese players in this market, should not be counted out. China Telecom took a huge step forward in geolocation several years ago, when they launched a geostationary satellite that transmits a master clock signal, which coordinates with GPS and other positioning satellites’ time signals. Mapping out where WiFi base stations are, in relation to mobile phones, will enable huge amounts of data to move through those WiFi enabled set-top boxes.

The kicker?

How will Americans react, knowing that the cable TV set-top box they’re paying for, and brought in the house, is being used by total strangers walking by in the street?

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Randall Hart
Guest
Randall Hart
September 11, 2018 8:58 pm
Reply to  schubrrw3212

there is a company planing on using satalites which would eliminate lines but I don’t know name.

flounder
flounder
September 12, 2018 7:46 am
Reply to  Randall Hart

So far as I am aware companies that are pioneering the reusable spaceflight market such as Virgin Galactic, Space X, etc are not really about Space Tourism but about the ability to relatively inexpensively deliver low orbit satellites. This would be to then provide a “Global Internet” and make the whole ground based transmitter model obsolete.
Flounder

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micky
Guest
micky
May 5, 2019 10:48 am
Reply to  Randall Hart

its airborne wireless network

C. Davis
Member
C. Davis
May 17, 2020 5:49 pm
Reply to  Randall Hart

{GILT}

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danielj1960
Irregular
September 12, 2018 12:24 pm
Reply to  schubrrw3212

There is a provider that uses WiFi for the majority of its service Republic Wireless. It does not use Cable TV box,but a real cheap way to stay in touch when you are overseas only 15 dollars a month. They also have a service called Relay that looks interesting if you have little ones . my “little one ” is 36 so I don’t think he will agree to carry one lol.

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George
Guest
George
September 11, 2018 4:46 pm

5G rollout will surely happen – even though some claims regarding speed, etc, are overhyped. Trying to predict which company, involved in the 5G value chain will benefit is not easy… my thoughts are the following:
* 5G will be mostly about B2B and not B2C: reduced latency and enabling massive number of terminals will allow applications for several industry verticals not served by today’s networks
* The equipment vendors (NOK, ERIC) are suffering from reduced margins, since they need to compete with vendors from countries that offer “easier” & “cheaper” access to capital
* On the other hand, protectionism in some countries could potential favor some vendors over others (e.g. Australia banning Huawei from 5G rollout)
* The network operators have to make huge new investments, and it’s not clear which customer is willing to pay for those
* The tower companies in US have a lot to lose if consolidation takes place among the operators. The majority of the sites are there just to provide coverage (the 80-20 rule applies), and could surely ‘merge’ if the respective operators merge
* The majority of the new 5G sites will be a lower layer, street lamp type, providing coverage to a smaller area – therefore new types of ‘real estate owners’ are more likely to benefit from them (e.g. power companies, municipalities, etc.)
* I would search for value in new companies focusing in using the new 5G networks to provide new applications to industry verticals, such as, airports, oil&gas, mining, manufacturing, transportation, …

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Yvonne
September 11, 2018 4:58 pm

Travis Would you investigate XY & XYO and tell us in English what it is and if it is smart to invest in it.

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vic
Member
vic
September 19, 2018 6:14 am

I believe XY, XYO is the crypto Oracle. It solves some problems with location verification by using layered locations. (As with crypto – it takes a while to learn what all this means).

EclecticOptions
Guest
EclecticOptions
November 6, 2018 1:12 pm
Reply to  Yvonne

XY makes the little GPS fobs that track your luggage. They are trying to do tracking devices for everything, including you. They could conceivably play in the connected vehicle market.

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cka1946
Guest
cka1946
January 17, 2019 6:57 pm

I bought in with this company because it facinated me, after buying got a tour of the inside and got to meet the guys working there….I hope they do well. The things that are being invented are exciting.

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