According to the International Telecommunications Union's (ITU) latest “Trends in Telecommunication Reform” report, ongoing capital investments related to fiber infrastructure are expected to total a staggering $144.2B between 2014 and 2019. One of the primary drivers for this immense capital investment into fiber infrastructure deployments comes out of thin air, in the form of tomorrow’s 5G radios.

5G mobile networks will significantly affect both the wireless side (obviously!) and the wireline side of the global network infrastructure, as airborne bits jump to and from terrestrial wireline networks. In a previous post, I summarized the main aspirational performance goals of 5G, which are listed below. These formidable network performance goals are heavily predicated on the availability of fiber, and lots of it, to the cell sites.

See full article https://www.ciena.com/insights/articles/5G-wireless-needs-fiber-and-lots-of-it_prx.html

 

SO THAT'S IT

EXPECT A BULL RUN IN DIGITAL UPSTREAM STOCKS LIKE

 

OPCOM (Largest Fiber Optic Manufacturer in Malaysia)

NETX (Network infrar specialist)

REDTONE

CMSB (Sacofa monopoly in Sarawak)

BINACOM 

 

Best Regards

Calvin Tan

 

Please buy/sell after doing your own due diligence