market rewarding them for looking as if they'll stay in business until they can sell some 5G kit?
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Significantly 5G revenues won't arrive anytime soon. These analysts are being overly optimistic. When the revenue does arrive, it will mostly be below 6Ghz densification in urban areas. The idea that it won't be a commodity is a triumph of hope over experience. Many white boxes.
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the best news I've seen about 5G so far is that it's finally making carriers roll out full 4G
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Some people argue that 5G is just 4G with a new marketing slogan. Moar MIMO and some new lower latency software. The difference between low frequency radio spectrum and mimillmeter wave is vast. Mobile operators aren't about to spend on fork lift upgrades. They want white boxes.
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everything we've been promised for 5G is something someone promised for 4G (and a few cases, 3G), so I fully expect the promise of 5G to arrive with mature 6G
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