Inphi Corporation has an incredible strong uptrending large players volume. What’s really amazing about it is that the stock has had big volatile swings but the large players volume just keeps on steadily rising.
Cradlepoint published an awesome research report about what is 5G implementation schedules for the major carriers and what technology they will be using.
I will try to summarize the important parts of Cradlepoint’s research report and link to the full report in PDF format below.
What is 5G In 2017?
5G is not like 4G yet and won’t be for a few years.
The 5G trials being touted by network operators are for fixed wireless access only. Thus, 5G initially is only useful for point-to-point, line-of-sight transmission as it can not penetrate buildings and walls yet.
Verizon stopped digging trenches 10 years ago for its Verizon FiOS (Fiber Optic Service), and last year Google discontinued its Google Fiber program. Digging trenches and maintaining wired lines has become cost-prohibitive.
The first use of 5G will be for fixed wireless access. Providers will use millimeter wave, the portion of 5G that works well to pass large amounts of data from one fixed point to another. They also will use 5G as an alternative to fiber connectivity to homes and businesses.
What is 5G Technology?
In order to achieve amazing 5G speeds in the future, the industry will get a lot more complex and use different telecommunications technologies from the past.
5G will encompass many wireless technologies, including 5G New Radio, Gigabit LTE for super-fast speeds; LTE IoT for low power, long battery life, and long-range coverage; Digital TV, C-V2X, or vehicle to anything; and ultra-low latency.
5G will build on the architecture of voice (2G); voice, video, and data (3G); and massive mobile data (4G)—and add massive bandwidth and density, as well as ultra-low latency. 5G also will integrate aspects of WiFi and long-range/low-power networks.
What is 5G Fixed Wireless Access?
The first form of 5G will be implemented with fixed wireless access. Fixed wireless access is having an antenna on the street or nearby building and then beaming the 5G transmission to a nearby antenna on a business or home.
In other words, the first deployments of 5G are meant to replace fiber, cable, and DSL for last-mile connectivity into homes and businesses.
What is 5G Rollout Schedule?
True wireless 5G is still years away but the initial deployments of 5G will arrive within the next year.
By 2019 millimeter wave will be combined with sub-6 GHz spectrum—including all current LTE and WiFi for failover/failback with ubiquitous coverage indoors and out. New sub-6 GHz spectrum will be available as well, including unlicensed 3.5 GHz CBRS and 5 GHz LAA, allowing for increased bandwidth on free spectrum. This important building block will enable network operators to make “true” 5G available.
April 10, 2017: Sell Sell LightPath Technologies for a 90% win in 69 days. Congratulations if you were able to make money on the trade.
February 15, 2017: Lightpath Technologies reports Q2 EPS of $0.06 versus the $0.02 estimate. Revenue also beat coming in at $5.9 million versus the $5 million estimate.
December 22, 2016: Roth Capital initiates coverage of LightPath Technologies with a Buy rating, and a price target of $2.50. Roth Capital thinks LightPath is a business that has reached a positive organic inflection point, generating attractive profitability driven by double-digit end market growth and strong product cost performance.
LightPath Technologies, Inc. provides optics and photonics solutions for the industrial, defense, telecommunications, testing and measurement, and medical industries.
February 5, 2017: Sell xG Technology for a +58% win. Congratulations if you were able to make money on the trade. The company has filed to offer common stock and warrants for an indeterminate amount through Aegis Capital. When ever you see that type of dilutive filing, it’s best to sell as quickly as possible and book those profits.
December 29, 2016: xG Technology to close Vislink acquisition on January 9, 2017. xG Technology announced today that the closing on the previously-announced acquisition of Vislink Communication Systems (“Vislink”) has been scheduled for January 9, 2017. This will coincide with Vislink’s general meeting and shareholder vote on the acquisition agreement that will take place the same day.
xG Technology originally announced the Vislink acquisition on Oct. 20, 2016, and announced the signing of the final definitive business purchase agreement on Dec. 19, 2016.
December 26, 2016: Quarterly revenue growth for xG Technology has exploded +850% year over year.
December 19, 2016: xG Technology announced that it had signed the final definitive business purchase agreement to acquire Vislink Communication Systems from Vislink, Plc. All substantive terms of the acquisition, which was originally announced on Oct. 20, 2016, have been agreed upon by the respective parties and due diligence has been completed. The agreement is subject to Vislink shareholder approval, and funding of the acquisition is expected to be finalized after that.
The CEO said, “The Vislink acquisition represents a transformational step for xG Technology, and we believe it will help xG realize overall revenues of at least $60 million in 2017. There are impressive sales, technology, and manufacturing synergies between Vislink and IMT which will be realized as we integrate the operations in 2017.”
December 8, 2016: xG Technology announced it had received a $450,000 order from a state investigation bureau located in the South Atlantic region (“the Bureau”) for the IMT Airborne Video Downlink System (“AVDS”). The system consists of an integrated suite of downlink transmitters, receivers, and antennas that will be used to capture and transmit real-time, reliable high-definition video from fixed-wing aircraft for display at command centers, mobile receivers and on video management systems.
The Bureau recently acquired a new fixed-wing aircraft and determined that the IMT AVDS would be perfect to enhance its capabilities for carrying out law enforcement investigations and surveillance missions. The AVDS is known for its ability to deliver clear and stable video from extended ranges and aerial platforms.
xG Technology has created a broad portfolio of intellectual property that makes wireless networks more intelligent, accessible, affordable and reliable.
The US National Hurricane Center just reported that tropical storm Matthew is heading for the Central Caribbean Sea. The tropical storm is moving west at 15 mph with max sustained winds of 65 mph.
Quanta Services provides infrastructure contracting services to the electric power, gas, telecommunications and cable television industries. After a big storm or flood, they are the emergency response team that will be the first on-site to repair down power lines and broken pipes.
Vulcan Materials produces construction aggregates such as crushed stone, sand, and gravel used in nearly all forms of construction. The thing I like about Vulcan Materials is that public spending will likely increase no matter who wins the Presidential election and that should bode well for construction materials providers like Vulcan.
I also like the Shooting Star pattern on Vulcan which means the stock is likely to pullback which would make for a better entry than Quanta Services.
For a shorter term swing trade, I like Generac Holdings Inc. which is a designer and manufacturer of power generation equipment and other engine powered products.
Notice the beautiful swings on Generac Holdings in the chart below.
Disclosure: I do not hold any position in PWR, VMC, or GNRC.