How 5G Technology Will Impact Your Portfolio (Kiplinger)

| About: AT&T Inc. (T)

Summary

A history of the progression from 2G to 5G.

What 5G is expected to "look like" (ex: speeds, latency, reliability, connectivity).

What the biggest fears are for AT&T, Verizon, T-Mobile, and Sprint regarding 5G.

Which underlying wireless tech companies are likely to benefit most from 5G.

What 5G will mean for smartphones and smartphone makers.

5G technology Click to enlarge

I sit down with John Miley, Associate Editor with The Kiplinger Letter with a special focus on technology.

This is the first of three interviews with John. Each interview lasts around 20 minutes and focus on 5G Technology, Augmented and Virtual Reality, and Drones and Robots respectively.

For each podcast, John shares details about where each technology stands, where it appears to be heading, what companies will be most impacted, and what it will mean for the economy and consumers.

A quick overview of our first interview:

  • A history of the progression from 2G to 5G
  • What 5G is expected to "look like" (ex: speeds, latency, reliability, connectivity)
  • What infrastructure will be required and how long the roll out may take
  • FCC Chairman calls 5G a "revolution" in communication
  • How much AT&T, Verizon, T-Mobile, and Sprint have been investing in 5G development
  • What the biggest fears are for AT&T, Verizon, T-Mobile, and Sprint regarding 5G
  • Which underlying wireless tech companies are likely to benefit most from 5G
  • What 5G will mean for smartphones and smartphone makers
  • And much more

Companies mentioned: AT&T (NYSE:T), Verizon (NYSE:VZ), T-Mobile (NASDAQ:TMUS), Sprint (NYSE:S), Ericsson (NASDAQ:ERIC), Huawei, Samsung (OTC:SSNLF), Cisco (NASDAQ:CSCO), Qualcomm (NASDAQ:QCOM), Juniper (NYSE:JNPR), Intel (NASDAQ:INTC), Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG) (NASDAQ:GOOGL), Facebook (NASDAQ:FB)

I hope you enjoy this first of three interviews with John Miley from The Kiplinger Letter.

(Click the play button above to hear the podcast.)

You also can listen to the show on your smartphone by subscribing on iTunes.

Final Thought And Offer

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I hope you enjoy the interview as much as I did. I look forward to your thoughts and comments below.

- Brian

Interview Preview

Brian:

Hey John, welcome to the show.

John:

Thanks for having me.

Brian:

It's an honor to have you with us and I'd love to get started. If you don't mind giving our audience just a brief introduction of who you are and what you do.

John:

Sure thing, yeah. I'm an associate editor at the Kiplinger Letter. We're located in Washington DC. I cover mainly technology and telecom. One of the things we do a little bit differently is our weekly newsletter and now our online service. We actually do a lot of forecasts. We're all journalists, but when we report and research we're trying to say what's going to happen next. Things to look out for in the news, regulations to look out for, and then specifically for me, what technologies are coming down the line and how they're going to impact business, and consumers too. That's a little bit of how we might differ a little bit from news services in general.

Brian:

Primarily on the forecasting aspect.

John:

For sure yeah.

Brian:

Right. How long have you been with Kiplinger?

John:

I've been there 6 years, with Kiplinger.

Brian:

Awesome.

John:

Yeah.

Brian:

Awesome. Inside the Kiplinger offices, is it like a Kiplinger, Kiplinger. Is it a big deal one way or the other as far as how it's pronounced or does no one care?

John:

I think that we tend to correct people. It's Kiplinger, but a lot of people say Kiplinger, which is not uncommon. It's not uncommon for people to wonder how to pronounce it.

Brian:

Is it really soft? It's not like a hard j sound at the end, it's a softer glide over the g, okay.

John:

Correct.

Brian:

Awesome. We want to get on the show today, there's a number of topics that you and I were excited to discuss, but right now we wanted to spend some time talking about 5G specifically. We're going to talk about what that means and what that looks like. Obviously most people listen this podcast, most likely have a smartphone and up on the top left of the smartphone it's going to say LTE, or maybe 4G. Then we hear this term, 5G. Can you talk to us about what 5G even is?

John:

Yeah. I think it's getting a lot more press in the last year or 2. I think the first time I mentioned it specifically in our publications was November 2014. 5G is basically the next generation of wireless, of wireless service of cellular service. You have 2G, which is voice and text messaging. Actually the first iPhone came and I believe it only had 2G.

Brian:

I think so yeah.

John:

It had WiFi and 2G. Then you came out, soon after, then it had 3G and 3G was a little bit faster data. You could start to stream video. I know my iPhone 4 I had 3G for a while, maybe 5 to 10 megabits per second.

Click to enlarge

Disclosure: This article is for information purposes only. Comments made by my guests do not necessarily represent the views of Brian or Investor in the Family. There are risks involved with investing including loss of principal. Brian and Investor in the Family make no explicit or implicit guarantee with respect to performance or the outcome of any investment or projections made. There is no guarantee that the goals of the strategies discussed by Brian and Investor in the Family will be met.

Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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Disclosure: I/we have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Editor's Note: This article discusses one or more securities that do not trade on a major U.S. exchange. Please be aware of the risks associated with these stocks.