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Pentagon watchers like me lit up when, last month, the Department of Defense asked for firms to help with a new approach that would blend military and civilian capabilities for the new, ultra-fast broadband cellular communications system.
This is a very big deal: The Pentagon would allow private companies to build up their 5G capacity using parts of the wireless spectrum hitherto reserved for the military.
That means companies would be allowed to access the system without the need to invest billions bidding for wireless licenses at auction.
The practical effect would be wider, faster adoption of the next-gen network by cars, factories, hospitals, offices – you name it.
And bear in mind, this is happening after the President signed a pair of bills designed to boost and secure 5G networks nationwide.
That new legislation, and the Pentagon's willingness to "open the door" on its corner of the broadband spectrum, are like rocket fuel for this new, high-profit technology.
All that is pointing us at one backend play that's set to double its earnings in less than 2.5 years… Full Story