Friday, February 15, 2019

Huge Gulf Between European, North American Telcos on 5G

Rarely does one see such wide variations in telecom executive views of coming technology as now seems to be the case for 5G. In a recent survey, McKinsey found 100 percent of European execs citing the business case as the biggest 5G challenge. Just 11 percent of North American leaders though the business case was the "biggest" challenge.



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Equity Valuations are High, But are They "Too High?"

As common as it is to compare today’s artificial intelligence equity valuations to dot-com bubble levels, there is a reasonable argument to ...