The most recent quarterly figures from the major US operators show their deep need to generate some new, high value revenue streams, as pressure mounts on consumer wireless and even on quad play offerings. Yet, many of the most hopeful options, such as enterprise mobile cloud or machine-to-machine services, will require significant investment in networks that will need to behave differently – whether 4G or 5G, they will need new levels of reliability, availability, responsiveness, density and ubiquity. This isn’t just a capacity race, but a bid to have the highest quality network for the highest value applications – and that means new investment, just as operators are trying to reduce their capex to offset falling revenue growth and build…