DellWorld 2019 coverage, selections

Dell executives have been blunt about their expectations for the impact of 5G and the edge. Dell Technologies Vice Chairman Jeff Clarke told conference attendees that 25% of all data will soon be consumed at the edge through evolving 5G applications. Dell himself was even more expansive, flatly predicting in this interview that compute of data at the edge will be bigger than the public or private cloud.

Source: In gambling mecca, Dell’s founder offers evidence that big bets on multicloud, AI and edge will pay off

Also:

Fifty-five commercial 5G networks will be deployed around the world by the end of 2019, said Malhotra, even though the standards won’t be complete until 2020. Pre-standardisation rollouts aren’t unusual: the same thing happened with 4G, he noted.

Meanwhile, a lot more than normal on the storage angle for all this hybrid cloud stuff.

And, some talk about the company itself:

“Sometimes it occurs organically and sometimes it occurs inorganically,” he said, smirking. “After the combination of EMC and VMware and Pivotal, we are far bigger than any of the individual companies added all together — the revenue synergies have been quite significant.”

Link: Are security concerns over Huawei a boon for its European rivals?

 

Between 2015 and 2018 Huawei’s share rose from 24% to 28%; Nokia’s dipped from 20% to 17% and Ericsson’s from 15% to 13%. An escalation in the war on Huawei might prompt Beijing to retaliate by kicking Western firms out of China.

That would be a blow to the Nordic duo. China accounted for 10% of Ericsson’s 211bn krona ($24.2bn) in global sales last year. The company runs two research and development sites in China. Nokia derives a similar share of revenues from the Chinese mainland, Hong Kong and Taiwan. Extra sales in Europe in the event of a Huawei ban would not offset losses in China, argues Pierre Ferragu of New Street Research, not least because the Chinese will launch 5g a year or two earlier.

More important, worries Börje Ekholm, chief executive of Ericsson, a ban on Huawei would slow down the launch of 5g in Europe

 

Source: Are security concerns over Huawei a boon for its European rivals?

Link: Global race for 5G heats up with latest US Congress bill

“Prices vary widely across the United States but the average cost of installing equipment on a pole is around $2,000 per year. AT&T recently complained that it had received an estimate of $8,000 a year from a city in California. Even in low-cost Georgia, the local government felt it could get away with asking for $6,000 per pole per year…. There are roughly 350,000 base stations in the US and that number would likely have to quadruple (again, these are all rough figures) for 5G. So the annual cost of simply hosting 5G equipment is in the billions of dollars.”
Original source: Global race for 5G heats up with latest US Congress bill

Link: Global race for 5G heats up with latest US Congress bill

“Prices vary widely across the United States but the average cost of installing equipment on a pole is around $2,000 per year. AT&T recently complained that it had received an estimate of $8,000 a year from a city in California. Even in low-cost Georgia, the local government felt it could get away with asking for $6,000 per pole per year…. There are roughly 350,000 base stations in the US and that number would likely have to quadruple (again, these are all rough figures) for 5G. So the annual cost of simply hosting 5G equipment is in the billions of dollars.”
Original source: Global race for 5G heats up with latest US Congress bill