Cisco published a whitepaper on mobile network traffic and of course had to include their view of 5G horizon. I found it telling on a couple of fronts … the timeline, the device types that will really benefit (think BIG), and how M2M deployments play.
All the data volume projections are familar and in the same vein that Mary Meeker has used for years. My enthusiasm for the investment opportunity has not changed, but I will start refining my timelines and risk (as posted earlier).
Full disclosure – CSCO is one of my largest stock positions and i have owned for 10+ years … the position grows and shrinks as opportunities arise, but CSCO will remain a core holding for my equity / income growth sub-portfolio.