Mari Sibley headset 200 All 6M Cox customers should have a gig available by the end of 2019.  Correction: I had reported that Cox had intended to offer a gig to all in 2016. I believed that was a commitment to a consumer priced DOCSIS 3.1 service. I was wrong. Cox did have a near-universal gigabit offering, but it was a business priced dedicated fiber, ($thousands, I believe.) 

Todd Smith of Cox writes, "DOCSIS 3.1 is live now with employees and we will begin deploying to customers in some markets later this year. 40 percent of the households we serve nationwide will have access to Gigabit speeds by the end of 2017."

Cox Vice President Philip Nutsugah tells Mari Sibley, "The company plans to reach the rest of its customers (or at least 99% of them) with gigabit broadband by the end of 2019."

50M home giant Comcast expects, "DOCSIS 3.1 across the majority of its footprint by year-end."

Comcast confirmed to me they expect the entire network gigified by the end of 2018. 55% of Comcast customers take 100 megabits or higher, which has become their primary offering.

There are a million gigified at Suddenlink, fiber home about to begin at Altice/Cablevision, and scattered upgrades at smaller carrier. A majority of cable homes will soon be offered the gigabit. 

Charter/Spectrum/Time Warner is the only uncommitted major. They apparently feel 300 down, 20 is sufficient for many years.

While I thought the end 2019 represented a delay, I presented several now irrelevant possible explanations. One was that Cox might be slowing down because they are seriously entertaining the rumored takeover bid from Charter/Spectrum. Claire Atkinson, who consistently proves accurate, reports, "Tom Rutledge is eyeing family-owned Cox despite the fact that the latter has repeatedly rejected overtures from larger rivals."

Smith strongly denies Cox might be sold, but the numbers are intriguing. Based on the $18B Altice overpaid for Cablevision or the $23B current market cap after the IPO, offers for Cox should be around $35-40B. That is far more than than previous offers.  

Antitrust approval of yet another big merger would not be the most absurd thing in D.C. these days.

 

Latest

April 18

“My three biggest customers are marching to 7 and 5 nanometers.” Lip-Bu Tan. Moore’s Law ain’t dead yet.

Eric Xu, current Huawei Chairman, said consumers would find no “material difference between 4G & 5G.” Dozens of top engineers agree the "5G Revolution" is hokum, including  DT CTO Bruno Jacobfeuerborn, FT/Orange SVP Arnaud Vamparys, and BT CEO Gavin Patterson.
     Politicians and marketers pushed b_______. What’s coming for 5-10 years is good for telco capacity but otherwise disappointing. Unfortunately. 
     On the other hand, mmWave & Massive MIMO are improving at a ferocious rate, advancing telco capacity enormously. Massive MIMO has made it practical to use 3.5 GHz frequencies, a second remarkable booster. The "5G Revolution" is dead; Long Live the real 5G and advanced wireless!
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U.S. attacks on Huawei and ZTE look to be an historic disaster.


China’s logical response is to invest to become independent of the U.S. They already have $100B on the table for memory chips and are rumored to add another $100B. Huawei/HiSilicon already holds their own against Qualcomm and everyone else in the world. 
    Zeng Xuezhong of Spreadtrum, world #3 mobile chipmaker, confirms: China will “speed up the chip R&D investment that is self-controlled and self-researched. We must never forget to make it bigger and stronger.”
     U.S. warships patrolling China’s seas inspire security fears. So does Trump’s threat to a country on China’s border."Military solutions are now fully in place, locked and loaded, [for] fire, fury and frankly power, the likes of which the world has never seen before.”
     China would be stupid not to have domestic capacity just in case. The Chinese leadership is not stupid.
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The year's best wireless conference is next week. Ted Rappaport, Sandeep Rangan and colleagues bring the world's best engineers to the Brooklyn 5G Conference Summit. This year, Paulraj, Onoe, Fettweis, Katabi, and their peers are coming. Do not miss the webcast, http://bit.ly/2HuOKqW .

April 10

A special report: Who Are The Three Billion? The Color Of The Net Has Changed http://bit.ly/netcolor
1/3rd wireless only, 2/3rds in Global South, 75% not native English speakers.