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Cablecos set to become dangerous rivals to Verizon as 5G emerges

The final point made by AT&T CEO Randall Stephenson at the Goldman Sachs event (see above) was that he has to deliver 1Gbps in both fixed and mobile wireless to support the telco’s full vision for converged services, content and media. His presentation seemed to signify a more rounded strategy for 5G+content/media than Verizon’s. AT&T has better assets, both in the network and the multiplay, and it looks tough for its rival to beat that without a really barn-storming content deal (and there aren’t many candidates in the US), or a reversion to its traditional approach, that of investing in having the highest quality network experience. That, however, would need to go beyond being narrowly first to launch 5G services…

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