5G rollout will ‘make things better’ for cybersecurity, according to Verizon

An illuminated 5G sign hangs behind a weave of electronic cables on the opening day of the MWC Barcelona in Barcelona, Spain, on Monday, Feb. 25, 2019. The impending rollout of the next generation 5G wireless standard could be a boon for cybersecurity, according to an expert from Verizon. “I actually think that the 5G rollout … will actually make things better,” Chris Novak, global director of the Threat Research Advisory Center at Verizon, told CNBC’s “Squawk Box” on Tuesday. Novak’s comments


An illuminated 5G sign hangs behind a weave of electronic cables on the opening day of the MWC Barcelona in Barcelona, Spain, on Monday, Feb. 25, 2019. The impending rollout of the next generation 5G wireless standard could be a boon for cybersecurity, according to an expert from Verizon. “I actually think that the 5G rollout … will actually make things better,” Chris Novak, global director of the Threat Research Advisory Center at Verizon, told CNBC’s “Squawk Box” on Tuesday. Novak’s comments
5G rollout will ‘make things better’ for cybersecurity, according to Verizon Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-06-11  Authors: eustance huang
Keywords: news, cnbc, companies, verizon, cybersecurity, according, 5g, things, think, novak, weve, rollout, companies, better, told, lot, actually, research, huawei


5G rollout will 'make things better' for cybersecurity, according to Verizon

An illuminated 5G sign hangs behind a weave of electronic cables on the opening day of the MWC Barcelona in Barcelona, Spain, on Monday, Feb. 25, 2019.

The impending rollout of the next generation 5G wireless standard could be a boon for cybersecurity, according to an expert from Verizon.

“I actually think that the 5G rollout … will actually make things better,” Chris Novak, global director of the Threat Research Advisory Center at Verizon, told CNBC’s “Squawk Box” on Tuesday.

“I think there is a lot of research and development that we’ve done and I know others have done as well to make sure that 5G doesn’t just bring speed and reliability, but also that it’s done in a secure manner and addresses any of those kinds of concerns,” Novak said.

Novak’s comments come amid increasing scrutiny on companies seeking to win contracts to develop 5G capabilities for national networks. Chinese telecommunications giant Huawei is chief among the firms under the spotlight as the U.S. seeks to dissuade America’s allies from purchasing its equipment, with claims that the firm is “too close to the government. ”

Recent moves by the U.S. have reportedly resulted in major tech companies limiting their employees’ access to Huawei. On May 16, the U.S. Department of Commerce put Huawei on a blacklist, barring it from doing business with American companies without government approval, then a few days later it authorized firms to interact with Huawei in standards bodies through August “as necessary for the development of 5G standards.”

For its part, U.S. President Donald Trump’s administration appears to have a conflicting stance on Huawei.

Trump told CNBC on Monday that Huawei could be part of the U.S. trade negotiation with China, contradicting remarks by Treasury Secretary Steven Mnuchin, who told CNBC on Sunday that Washington’s concerns surrounding the telecommunications behemoth are “national security” issues separate from trade.

On the subject of whether banning perceived bad actors from developing 5G networks would reduce the likelihood of data breaches, Novak said: “To be honest, it’s not even just the espionage element. In reality, the bigger percentage of that pie is actually financially motivated breaches.”

“If you actually roll back and look at the last decade, we’ve got almost about a half million security incidents that we’ve looked at over the course of that research,” he said. “While espionage plays a role in things and I think that’s kind of fired up a lot of the conversation here, I think ultimately there’s a lot of other facets to what we see happening in the cybersecurity and data breach landscape.”

— Reuters and CNBC’s Kate Fazzini contributed to this report.


Company: cnbc, Activity: cnbc, Date: 2019-06-11  Authors: eustance huang
Keywords: news, cnbc, companies, verizon, cybersecurity, according, 5g, things, think, novak, weve, rollout, companies, better, told, lot, actually, research, huawei


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China gives green light for local 5G rollout amid tech tensions with US

The country’s Ministry of Industry and Information Technology on Thursday issued 5G commercial licenses to China Telecom, China Mobile, China Unicom and China Radio and Television. China will, according to the association, account for the largest number of 5G connections in 2025, greater than North America and Europe combined. The GSMA expects China to reach 460 million 5G connections by the end of that year. If China begins rolling out 5G this year, it will be one of the first to do so. ‘Race t


The country’s Ministry of Industry and Information Technology on Thursday issued 5G commercial licenses to China Telecom, China Mobile, China Unicom and China Radio and Television. China will, according to the association, account for the largest number of 5G connections in 2025, greater than North America and Europe combined. The GSMA expects China to reach 460 million 5G connections by the end of that year. If China begins rolling out 5G this year, it will be one of the first to do so. ‘Race t
China gives green light for local 5G rollout amid tech tensions with US Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-06-06  Authors: arjun kharpal
Keywords: news, cnbc, companies, tensions, 5g, rollout, amid, end, rolling, local, tech, gives, china, technology, mobile, light, green, trade, war, huawei, chinese


China gives green light for local 5G rollout amid tech tensions with US

An illuminated 5G sign hangs behind a weave of electronic cables on the opening day of the MWC Barcelona in Barcelona, Spain, on Monday, Feb. 25, 2019. Angel Garcia | Bloomberg | Getty Images

China has given the go ahead for its major state-owned mobile carries to start rolling out next generation networks known as 5G, a move experts said was partly a response to the ongoing trade war with the U.S. The country’s Ministry of Industry and Information Technology on Thursday issued 5G commercial licenses to China Telecom, China Mobile, China Unicom and China Radio and Television. It means those carriers can start rolling out commercial 5G applications. They were given a license for testing at the end of last year. The 5G networking standard is seen as a critical because it can support the next generation of mobile devices in addition to new applications like driverless cars.

Even though the licenses have been issued, there’s no guarantee that the networks will begin rolling out 5G services immediately — though some companies have indicated that they will begin this year. The GSMA, a trade body that represents mobile networks globally, said in a recent report that it expects a wide scale rollout of 5G in 2020. China will, according to the association, account for the largest number of 5G connections in 2025, greater than North America and Europe combined. The GSMA expects China to reach 460 million 5G connections by the end of that year. If China begins rolling out 5G this year, it will be one of the first to do so. Some U.S. carries such as Verizon have rolled out 5G in a limited number of cities. Carriers in the U.K. and South Korea have also launched 5G services. China Unicom said in a statement released by the Hong Kong stock exchange that it would make “dynamic and precise investment in 5G construction” but did not give a timeline. The other carriers did not immediately respond to a request for comment when contacted by CNBC.

‘Race to 5G’

The move by China to grant the licenses comes amid growing tensions in the trade war with the U.S., which appears to be increasingly focusing on technology and 5G. Even U.S. President Donald Trump has suggested that the networking standard is a battleground: “The race to 5G is on and America must win,” he said earlier this year.

Trump’s administration has targeted Huawei, the world’s largest maker of telecom equipment, by putting the company on a blacklist that restricts its access to U.S. technology — on which it heavily relies. While China was initially eyeing a 5G rollout in 2020, Neil Shah, research director at Counterpoint Research, said the timeline looks “more aggressive now” with services likely to be launched later this year. “First and foremost, the tech cold war is going on, and China does not want to remain behind the U.S. and Korea,” Shah said, explaining why China may have sped up its 5G launch. “Second, in light of the Huawei trade ban, (Chinese officials) want to provide Huawei with an early base to use their equipment and roll out before they don’t have access to U.S. components and gear,” he added. “Huawei may have stocked for a few months to roll this out, accordingly, China will look to start rollout at the end of this year before Chinese New Year so they can use Chinese New Year to leverage 5G smartphone and 5G plans.” Chinese New Year is a major public holiday that will take place at the end of January 2020. —Additional reporting by CNBC’s Hilary Pan.


Company: cnbc, Activity: cnbc, Date: 2019-06-06  Authors: arjun kharpal
Keywords: news, cnbc, companies, tensions, 5g, rollout, amid, end, rolling, local, tech, gives, china, technology, mobile, light, green, trade, war, huawei, chinese


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Jim Cramer revisits his top stock picks for the 5G rollout

CNBC’s Jim Cramer on Monday took another look at the best stocks to play the years-long global rollout of the next generation of wireless technology. Cramer said the stock is still cheap, selling for 15-times next year’s earnings estimates. “I think it’s a phenomenal long-term story, and it doesn’t hurt that the stock sells for just 12-times earnings estimates,” he said. Nokia is trading at 13-times next year’s earnings estimates and sports a 4.2% yield, he pointed out. WATCH: Cramer discusses t


CNBC’s Jim Cramer on Monday took another look at the best stocks to play the years-long global rollout of the next generation of wireless technology. Cramer said the stock is still cheap, selling for 15-times next year’s earnings estimates. “I think it’s a phenomenal long-term story, and it doesn’t hurt that the stock sells for just 12-times earnings estimates,” he said. Nokia is trading at 13-times next year’s earnings estimates and sports a 4.2% yield, he pointed out. WATCH: Cramer discusses t
Jim Cramer revisits his top stock picks for the 5G rollout Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-04-29  Authors: tyler clifford
Keywords: news, cnbc, companies, nokia, picks, rollout, revisits, stock, jim, buy, ericsson, early, 5g, estimates, company, cramer, earnings


Jim Cramer revisits his top stock picks for the 5G rollout

CNBC’s Jim Cramer on Monday took another look at the best stocks to play the years-long global rollout of the next generation of wireless technology. In February, he declared that Skyworks Solutions, Intel, Qualcomm, Broadcom, and Xilinx were the top five semiconductor companies that stand to benefit from the building of 5G infrastructure. Nearly three months later, he reevaluated their movements and offered an updated outlook for each stock. “If you want to play the 5G rollout, or any other huge secular trend, you need to keep doing the homework,” the “Mad Money” host said. “You gotta keep finding the right stocks, which is exactly why I’m trying to keep you up to date on this story.”

Qualcomm

Since giving an “optimistic” forecast on Qualcomm in early February, Cramer noted that the share price has surged 69% with the help of its recent settlement with Apple. The deal paved the way for Qualcomm, which stands poised to lead the 5G rollout, to supply chips to the iPhone maker for the next six years, he said. Cramer said the stock is still cheap, selling for 15-times next year’s earnings estimates. “I like that. I think it’s a hold, though,” he said. “We gotta see what they have to say when the company reports on Wednesday.”

Skyworks Solutions

Cramer recommended Skyworks Solutions because it has major 5G exposure. Though the stock has been trading relatively flat since early February, he expects demand for its radio frequency chips for connected devices will pick up as phones adapt to 5G. “I think it’s a phenomenal long-term story, and it doesn’t hurt that the stock sells for just 12-times earnings estimates,” he said. “Skyworks reports on Thursday night. I expect them to tell a good story, but if the company stumbles and the stock gets hit, [buy it].”

Intel

Intel’s share price is up more than 2% since the stock was recommended in early February, but there was a lot to dislike in its latest earnings call, Cramer said. Furthermore, the company is dropping out of the 5G business. “I think the competition is eating them alive. The stock isn’t even that cheap,” he said. “Hard pass.”

Broadcom

Though it’s not a pure play on 5G, Broadcom has some exposure to the industry and the company is in pretty good shape in the wake of its most recent earnings report in March, Cramer said. The stock has rallied more than 13% in less than three months. “You don’t buy Broadcom for its 5G exposure, which doesn’t really start to move the needle until next year or later,” the host said. “You buy it for [CEO] Hock Tan’s track record and the amazing margin expansion we’re now seeing, thanks to his acquisition of CA [Technologies]. ”

Xilinx

In the last three months, shares of Xilinx have rallied less than 2.5%. Cramer said the programmable logic device maker is a high-risk, high-reward stock that has been on a rollercoaster ride. The stock peaked north of $141 per share last Wednesday and has since fallen to its $117.08 close Monday. Cramer said it was because Wall Street turned sour on its plans to buy Solarflare, which makes cloud data center software. “It’s attractive here, but if you’re going to own a wild-trader like Xilinx, you need to be prepared to sell the rips and buy the dips,” he said. Outside the semiconductor space, Cramer also gave his opinion on two telecommunication equipment companies: Nokia and Ericsson. He previously favored Nokia of the two. But since early February, shares of Nokia have slumped 12%, in part due to a mixed earnings report and privacy issues, he said. Ericsson, on the other hand, has rallied more than 13% in the same time frame. The telecommunications software maker is executing better, Cramer said. Nokia is trading at 13-times next year’s earnings estimates and sports a 4.2% yield, he pointed out. Ericsson, for that matter, trades at 18-times next year’s earnings estimates. “If you want best of breed, Ericsson is the way,” he said. “And if you want a value stock that’s got a nice dividend, Nokia’s the way. I expect rising 5G tide to lift both boats.”

WATCH: Cramer discusses the best 5G plays on the stock market


Company: cnbc, Activity: cnbc, Date: 2019-04-29  Authors: tyler clifford
Keywords: news, cnbc, companies, nokia, picks, rollout, revisits, stock, jim, buy, ericsson, early, 5g, estimates, company, cramer, earnings


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Jim Cramer revisits his top stock picks for the 5G rollout

CNBC’s Jim Cramer on Monday took another look at the best stocks to play the years-long global rollout of the next generation of wireless technology. Cramer said the stock is still cheap, selling for 15-times next year’s earnings estimates. “I think it’s a phenomenal long-term story, and it doesn’t hurt that the stock sells for just 12-times earnings estimates,” he said. Nokia is trading at 13-times next year’s earnings estimates and sports a 4.2% yield, he pointed out. WATCH: Cramer discusses t


CNBC’s Jim Cramer on Monday took another look at the best stocks to play the years-long global rollout of the next generation of wireless technology. Cramer said the stock is still cheap, selling for 15-times next year’s earnings estimates. “I think it’s a phenomenal long-term story, and it doesn’t hurt that the stock sells for just 12-times earnings estimates,” he said. Nokia is trading at 13-times next year’s earnings estimates and sports a 4.2% yield, he pointed out. WATCH: Cramer discusses t
Jim Cramer revisits his top stock picks for the 5G rollout Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-04-29  Authors: tyler clifford
Keywords: news, cnbc, companies, estimates, cramer, nokia, jim, picks, earnings, stock, buy, early, ericsson, rollout, company, 5g, revisits


Jim Cramer revisits his top stock picks for the 5G rollout

CNBC’s Jim Cramer on Monday took another look at the best stocks to play the years-long global rollout of the next generation of wireless technology. In February, he declared that Skyworks Solutions, Intel, Qualcomm, Broadcom, and Xilinx were the top five semiconductor companies that stand to benefit from the building of 5G infrastructure. Nearly three months later, he reevaluated their movements and offered an updated outlook for each stock. “If you want to play the 5G rollout, or any other huge secular trend, you need to keep doing the homework,” the “Mad Money” host said. “You gotta keep finding the right stocks, which is exactly why I’m trying to keep you up to date on this story.”

Qualcomm

Since giving an “optimistic” forecast on Qualcomm in early February, Cramer noted that the share price has surged 69% with the help of its recent settlement with Apple. The deal paved the way for Qualcomm, which stands poised to lead the 5G rollout, to supply chips to the iPhone maker for the next six years, he said. Cramer said the stock is still cheap, selling for 15-times next year’s earnings estimates. “I like that. I think it’s a hold, though,” he said. “We gotta see what they have to say when the company reports on Wednesday.”

Skyworks Solutions

Cramer recommended Skyworks Solutions because it has major 5G exposure. Though the stock has been trading relatively flat since early February, he expects demand for its radio frequency chips for connected devices will pick up as phones adapt to 5G. “I think it’s a phenomenal long-term story, and it doesn’t hurt that the stock sells for just 12-times earnings estimates,” he said. “Skyworks reports on Thursday night. I expect them to tell a good story, but if the company stumbles and the stock gets hit, [buy it].”

Intel

Intel’s share price is up more than 2% since the stock was recommended in early February, but there was a lot to dislike in its latest earnings call, Cramer said. Furthermore, the company is dropping out of the 5G business. “I think the competition is eating them alive. The stock isn’t even that cheap,” he said. “Hard pass.”

Broadcom

Though it’s not a pure play on 5G, Broadcom has some exposure to the industry and the company is in pretty good shape in the wake of its most recent earnings report in March, Cramer said. The stock has rallied more than 13% in less than three months. “You don’t buy Broadcom for its 5G exposure, which doesn’t really start to move the needle until next year or later,” the host said. “You buy it for [CEO] Hock Tan’s track record and the amazing margin expansion we’re now seeing, thanks to his acquisition of CA [Technologies]. ”

Xilinx

In the last three months, shares of Xilinx have rallied less than 2.5%. Cramer said the programmable logic device maker is a high-risk, high-reward stock that has been on a rollercoaster ride. The stock peaked north of $141 per share last Wednesday and has since fallen to its $117.08 close Monday. Cramer said it was because Wall Street turned sour on its plans to buy Solarflare, which makes cloud data center software. “It’s attractive here, but if you’re going to own a wild-trader like Xilinx, you need to be prepared to sell the rips and buy the dips,” he said. Outside the semiconductor space, Cramer also gave his opinion on two telecommunication equipment companies: Nokia and Ericsson. He previously favored Nokia of the two. But since early February, shares of Nokia have slumped 12%, in part due to a mixed earnings report and privacy issues, he said. Ericsson, on the other hand, has rallied more than 13% in the same time frame. The telecommunications software maker is executing better, Cramer said. Nokia is trading at 13-times next year’s earnings estimates and sports a 4.2% yield, he pointed out. Ericsson, for that matter, trades at 18-times next year’s earnings estimates. “If you want best of breed, Ericsson is the way,” he said. “And if you want a value stock that’s got a nice dividend, Nokia’s the way. I expect rising 5G tide to lift both boats.”

WATCH: Cramer discusses the best 5G plays on the stock market


Company: cnbc, Activity: cnbc, Date: 2019-04-29  Authors: tyler clifford
Keywords: news, cnbc, companies, estimates, cramer, nokia, jim, picks, earnings, stock, buy, early, ericsson, rollout, company, 5g, revisits


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New cancer deferment for student loan borrowers has a rocky rollout

Throughout the last year, Tanner has spent weeks in the hospital, had three abdominal surgeries and lost more than 70 pounds. He said he was grateful and relieved to learn that Congress was offering a reprieve for borrowers with cancer. His medical costs have already forced him to take out a home equity loan on his house and lean on his credit cards. Tanner called Mohela, his student loan servicer, in February. (Under the new cancer deferment, interest is suspended.)


Throughout the last year, Tanner has spent weeks in the hospital, had three abdominal surgeries and lost more than 70 pounds. He said he was grateful and relieved to learn that Congress was offering a reprieve for borrowers with cancer. His medical costs have already forced him to take out a home equity loan on his house and lean on his credit cards. Tanner called Mohela, his student loan servicer, in February. (Under the new cancer deferment, interest is suspended.)
New cancer deferment for student loan borrowers has a rocky rollout Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-04-09  Authors: annie nova, ryan mcvay, photodisc, getty images, source, peter tanner, julie roberts, -barmak nassirian, director of federal relations at the american asso
Keywords: news, cnbc, companies, continue, rocky, servicer, rollout, student, line, borrowers, weeks, interest, loan, tanner, cancer, werent, deferment


New cancer deferment for student loan borrowers has a rocky rollout

Throughout the last year, Tanner has spent weeks in the hospital, had three abdominal surgeries and lost more than 70 pounds.

He said he was grateful and relieved to learn that Congress was offering a reprieve for borrowers with cancer. His medical costs have already forced him to take out a home equity loan on his house and lean on his credit cards.

Tanner called Mohela, his student loan servicer, in February. He was put on hold multiple times, he said, and then was delivered the bad news: “The bottom line they gave me was, ‘We don’t have an official application from the U.S. government,'” Tanner said. “‘Until we get that, we can’t enroll you in this program.'”

In the meantime, he said he was told the servicer would put his loans into a temporary forbearance, during which his payments would be paused but interest would continue to collect on his debt. (Under the new cancer deferment, interest is suspended.)

“They were very clear, ‘The interest will continue,'” he said, “They weren’t going to do anything in line of trying to get me into a full deferment via the program.”


Company: cnbc, Activity: cnbc, Date: 2019-04-09  Authors: annie nova, ryan mcvay, photodisc, getty images, source, peter tanner, julie roberts, -barmak nassirian, director of federal relations at the american asso
Keywords: news, cnbc, companies, continue, rocky, servicer, rollout, student, line, borrowers, weeks, interest, loan, tanner, cancer, werent, deferment


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Cramer Remix: This tech stock is worth buying ahead of the 5G rollout

Cramer Remix: This tech stock is worth buying ahead of the 5G rollout 9 Hours Ago | 01:04As the world learns more and more about how smartphones and other devices will operate with 5G, Cisco is one stock that investors should get their hands on, CNBC’s Jim Cramer said on Tuesday. The “Mad Money” host said while the Cisco stock is still cheap, selling for 15 times earnings and offering a 2.7 percent yield, it’s a “fabulous” way to play the 5G roll out that will revolutionize smartphones. 5G is th


Cramer Remix: This tech stock is worth buying ahead of the 5G rollout 9 Hours Ago | 01:04As the world learns more and more about how smartphones and other devices will operate with 5G, Cisco is one stock that investors should get their hands on, CNBC’s Jim Cramer said on Tuesday. The “Mad Money” host said while the Cisco stock is still cheap, selling for 15 times earnings and offering a 2.7 percent yield, it’s a “fabulous” way to play the 5G roll out that will revolutionize smartphones. 5G is th
Cramer Remix: This tech stock is worth buying ahead of the 5G rollout Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-02-26  Authors: tyler clifford, daniel acker, bloomberg, getty images, brad quick, alex edelman, afp
Keywords: news, cnbc, companies, way, stock, 5g, buying, worth, ahead, tuesdaythe, tech, yield, roll, cramer, rollout, cisco, world, remix


Cramer Remix: This tech stock is worth buying ahead of the 5G rollout

Cramer Remix: This tech stock is worth buying ahead of the 5G rollout 9 Hours Ago | 01:04

As the world learns more and more about how smartphones and other devices will operate with 5G, Cisco is one stock that investors should get their hands on, CNBC’s Jim Cramer said on Tuesday.

The “Mad Money” host said while the Cisco stock is still cheap, selling for 15 times earnings and offering a 2.7 percent yield, it’s a “fabulous” way to play the 5G roll out that will revolutionize smartphones.

5G is the next generation of cellular mobile communications expected to launch in 2019.

“When you find an incredible long-term theme relatively early in its life-cycle, you can really rack up some terrific gains simply by being patient and letting the news roll in,” Cramer said.

CEO Chuck Robbins has led the transformation at Cisco and is gearing the company for exposure to 5G with faster switches and software-defined networks, Cramer noted. The chief has also said he’s determined to beat the competition in China.

Listen to Cramer’s full take here.


Company: cnbc, Activity: cnbc, Date: 2019-02-26  Authors: tyler clifford, daniel acker, bloomberg, getty images, brad quick, alex edelman, afp
Keywords: news, cnbc, companies, way, stock, 5g, buying, worth, ahead, tuesdaythe, tech, yield, roll, cramer, rollout, cisco, world, remix


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Cramer Remix: This tech stock is worth buying ahead of the 5G rollout

Cramer Remix: This tech stock is worth buying ahead of the 5G rollout 9 Hours Ago | 01:04As the world learns more and more about how smartphones and other devices will operate with 5G, Cisco is one stock that investors should get their hands on, CNBC’s Jim Cramer said on Tuesday. The “Mad Money” host said while the Cisco stock is still cheap, selling for 15 times earnings and offering a 2.7 percent yield, it’s a “fabulous” way to play the 5G roll out that will revolutionize smartphones. 5G is th


Cramer Remix: This tech stock is worth buying ahead of the 5G rollout 9 Hours Ago | 01:04As the world learns more and more about how smartphones and other devices will operate with 5G, Cisco is one stock that investors should get their hands on, CNBC’s Jim Cramer said on Tuesday. The “Mad Money” host said while the Cisco stock is still cheap, selling for 15 times earnings and offering a 2.7 percent yield, it’s a “fabulous” way to play the 5G roll out that will revolutionize smartphones. 5G is th
Cramer Remix: This tech stock is worth buying ahead of the 5G rollout Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-02-26  Authors: tyler clifford, daniel acker, bloomberg, getty images, brad quick, alex edelman, afp
Keywords: news, cnbc, companies, way, stock, 5g, buying, worth, ahead, tuesdaythe, tech, yield, roll, cramer, rollout, cisco, world, remix


Cramer Remix: This tech stock is worth buying ahead of the 5G rollout

Cramer Remix: This tech stock is worth buying ahead of the 5G rollout 9 Hours Ago | 01:04

As the world learns more and more about how smartphones and other devices will operate with 5G, Cisco is one stock that investors should get their hands on, CNBC’s Jim Cramer said on Tuesday.

The “Mad Money” host said while the Cisco stock is still cheap, selling for 15 times earnings and offering a 2.7 percent yield, it’s a “fabulous” way to play the 5G roll out that will revolutionize smartphones.

5G is the next generation of cellular mobile communications expected to launch in 2019.

“When you find an incredible long-term theme relatively early in its life-cycle, you can really rack up some terrific gains simply by being patient and letting the news roll in,” Cramer said.

CEO Chuck Robbins has led the transformation at Cisco and is gearing the company for exposure to 5G with faster switches and software-defined networks, Cramer noted. The chief has also said he’s determined to beat the competition in China.

Listen to Cramer’s full take here.


Company: cnbc, Activity: cnbc, Date: 2019-02-26  Authors: tyler clifford, daniel acker, bloomberg, getty images, brad quick, alex edelman, afp
Keywords: news, cnbc, companies, way, stock, 5g, buying, worth, ahead, tuesdaythe, tech, yield, roll, cramer, rollout, cisco, world, remix


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Vodafone CEO says banning Huawei could set Europe’s 5G rollout back another two years

Speaking at a press conference at Mobile World Congress in Barcelona Monday, Vodafone CEO Nick Read said banning Huawei from providing 5G infrastructure in Europe would hamper competition in the supply chain. Read added that it would be “very very expensive” for operators and consumers if companies were forced to swap their Huawei equipment in favor of competitors’, adding it would delay Europe’s 5G rollout by “probably two years.” “It structurally disadvantages Europe,” he said “Of course the U


Speaking at a press conference at Mobile World Congress in Barcelona Monday, Vodafone CEO Nick Read said banning Huawei from providing 5G infrastructure in Europe would hamper competition in the supply chain. Read added that it would be “very very expensive” for operators and consumers if companies were forced to swap their Huawei equipment in favor of competitors’, adding it would delay Europe’s 5G rollout by “probably two years.” “It structurally disadvantages Europe,” he said “Of course the U
Vodafone CEO says banning Huawei could set Europe’s 5G rollout back another two years Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-02-25  Authors: elizabeth schulze, lluis gene, afp, getty images
Keywords: news, cnbc, companies, 5g, vodafone, possible, rollout, huawei, infrastructure, worlds, national, europes, telecommunications, set, read, banning, ceo, equipment, world


Vodafone CEO says banning Huawei could set Europe's 5G rollout back another two years

The CEO of the world’s second-largest mobile operator warned excluding Huawei from Europe’s 5G networks could be “hugely disruptive” to national infrastructure and consumers, comments that will likely be welcomed by the Chinese company as it faces possible equipment bans around the world.

Speaking at a press conference at Mobile World Congress in Barcelona Monday, Vodafone CEO Nick Read said banning Huawei from providing 5G infrastructure in Europe would hamper competition in the supply chain. China’s Huawei, Finland’s Nokia and Sweden’s Ericsson are the three biggest providers of telecommunications equipment in the world, accounting for more than half of revenues in the market, according to research firm Dell’Oro Group.

“If we concentrate it down to two players I think that’s an unhealthy position not just for us as an industry but also for national infrastructure in the country,” Read said.

Read added that it would be “very very expensive” for operators and consumers if companies were forced to swap their Huawei equipment in favor of competitors’, adding it would delay Europe’s 5G rollout by “probably two years.”

“It structurally disadvantages Europe,” he said “Of course the U.S. don’t have that problem because they don’t put Huawei equipment in.”

Huawei is the world’s largest telecommunications equipment provider and has captured key markets by offering high-tech gear at a lower cost than its rivals.

But the company has effectively been left out of the U.S. market with officials citing concerns that its technology could enable spying from the Chinese government, accusations Huawei denies. In addition to the U.S., the U.K. and Germany are weighing possible bans on Huawei’s 5G equipment citing security risks.


Company: cnbc, Activity: cnbc, Date: 2019-02-25  Authors: elizabeth schulze, lluis gene, afp, getty images
Keywords: news, cnbc, companies, 5g, vodafone, possible, rollout, huawei, infrastructure, worlds, national, europes, telecommunications, set, read, banning, ceo, equipment, world


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Here are the 5 biggest beneficiaries of the 5G rollout: Jim Cramer

Five semiconductor companies are in a prime position to benefit from the rollout of 5G, the fifth generation of wireless communication that telecom companies are racing to implement, CNBC’s Jim Cramer said Wednesday. Skyworks’ surge was so strong that it lifted shares of other chipmakers involved in 5G, including Intel, Qualcomm, Broadcom, and Xilinx, all of which stand to benefit from the rise of 5G, Cramer said on “Mad Money.” Third up is communications technology giant Qualcomm, whose preside


Five semiconductor companies are in a prime position to benefit from the rollout of 5G, the fifth generation of wireless communication that telecom companies are racing to implement, CNBC’s Jim Cramer said Wednesday. Skyworks’ surge was so strong that it lifted shares of other chipmakers involved in 5G, including Intel, Qualcomm, Broadcom, and Xilinx, all of which stand to benefit from the rise of 5G, Cramer said on “Mad Money.” Third up is communications technology giant Qualcomm, whose preside
Here are the 5 biggest beneficiaries of the 5G rollout: Jim Cramer Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-02-06  Authors: elizabeth gurdus
Keywords: news, cnbc, companies, cramer, rollout, xilinx, business, biggest, 5g, ceo, investors, qualcomms, stock, earnings, jim, beneficiaries, skyworks


Here are the 5 biggest beneficiaries of the 5G rollout: Jim Cramer

Five semiconductor companies are in a prime position to benefit from the rollout of 5G, the fifth generation of wireless communication that telecom companies are racing to implement, CNBC’s Jim Cramer said Wednesday.

“If you’re a semiconductor company with 5G exposure, this is your moment,” he said after Skyworks Solutions, an Apple supplier that fits that description, surged over 12 percent intraday after delivering its quarterly earnings results.

Skyworks’ surge was so strong that it lifted shares of other chipmakers involved in 5G, including Intel, Qualcomm, Broadcom, and Xilinx, all of which stand to benefit from the rise of 5G, Cramer said on “Mad Money.”

And while he preferred the stock of Skyworks to its peers because of its low price tag and the company’s focus on 5G, he said investors “can make the case for all five.”

Still, Cramer began with his case for Skyworks. While he didn’t find its earnings results very impressive, he liked that the company finally managed to change the narrative around its 5G prospects. The CEO repeatedly cited “the shift to 5G” as a “tremendous catalyst” thanks to all the new connected devices that will need Skyworks’ chips.

“No wonder Goldman Sachs upgraded the stock today, predicting that the business will bottom in the first quarter and arguing that the risk-reward here is too attractive to ignore. That’s a gutsy call. Makes sense to me,” the “Mad Money” host said. “Even after today’s run, get this: Skyworks sells for less than 12 times next year’s earnings [estimates], and I think there could be a long runway here.”

People might think of Intel as a personal computer business, but the company’s multi-year diversification efforts have made it a player in areas like autonomous driving, the internet of things and communications, Cramer said, citing his recent interview with now-permanent CEO Bob Swan in which he spoke about Intel’s 5G opportunity.

“Now, Intel’s had some real execution issues of late — their latest results and guidance were unambiguously bad, although the stock has now rebounded back to where it was trading before the quarter because investors figured the industry is about to bottom,” Cramer explained. “With its 2.5 percent yield [and a] new CEO who is very energized, I think you could do a lot worse than Intel as a slow-and-steady way to play the 5G buildout.”

Third up is communications technology giant Qualcomm, whose president believes that “virtually all 5G mobile devices launched in 2019” will be embedded with Qualcomm’s 5G tech.

“If Qualcomm’s 5G business was an independent company, it would be the obvious winner here,” Cramer said, acknowledging that Qualcomm’s stock has been under pressure of late because of the company’s ongoing intellectual property dispute with Apple, its largest customer.

“I’m optimistic about Qualcomm’s long-term prospects when it comes to 5G, but if you want to buy it, I recommend building a position gradually over time because you might get more weakness,” the longtime stock-picker said.

Broadcom is another way investors can play the 5G buildout, though Cramer admitted that the sprawling chipmaker was “far from a pure play” on the next-gen network.

“My only hesitation here is that Broadcom has run so much,” he said. “That said, the darned thing still, even after that rally, sells for just 10 times next year’s earnings estimates, Hock Tan is a fabulous CEO and he’s been buying back stock hand over fist. My view? Broadcom’s terrific, but if you don’t already own it, you might want to wait for a pullback to pull the trigger.”

Last but not least is Xilinx, a programmable logic device maker that recently reported what Cramer saw as “one of the biggest blowouts” of this earnings season. He attributed the strength, in large part, to its 5G rollout efforts.

The “Mad Money” host’s only qualm was Xilinx’s overseas business lines. While they’re still strong, Xilinx’s China business — which accounts for roughly 25 percent of its total sales — poses a risk while the trade war continues, he said.

“I like the stock of Xilinx so much, … I re-named my new rescue mutt Xilinx,” Cramer said. “But if you’re going to buy the stock at these levels, you need to understand that this is the high-risk, high-reward way to play 5G.”

So investors have options if they want to try and profit from the rise of 5G. And even though telecommunications stocks might seem to be the best bets, stock-pickers shouldn’t ignore the chipmakers that actually build the tech, Cramer argued.

“The 5G buildout has arrived and there are a host of semiconductor companies that are poised to benefit,” he said. “At the moment, Skyworks is my favorite because it’s so darned cheap and [CEO] Liam [Griffin] is such a good manager [that] they’ve finally got investors focused on the 5G future, but you can make the case for all five.”


Company: cnbc, Activity: cnbc, Date: 2019-02-06  Authors: elizabeth gurdus
Keywords: news, cnbc, companies, cramer, rollout, xilinx, business, biggest, 5g, ceo, investors, qualcomms, stock, earnings, jim, beneficiaries, skyworks


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Ex-Starbucks boss Howard Schultz’s presidential roll-out went badly

Former Starbucks chief Howard Schultz touted his background as a poor kid from Brooklyn during the rollout this week of his potential independent presidential run — but the billionaire’s overall performance got a big Bronx cheer from political analysts. “Long and short: The rollout has been good in the sense that he has been introduced to millions of people who have never heard of him,” Sabato said. “But the downside of his rollout is that millions almost immediately took a strong dislike to him


Former Starbucks chief Howard Schultz touted his background as a poor kid from Brooklyn during the rollout this week of his potential independent presidential run — but the billionaire’s overall performance got a big Bronx cheer from political analysts. “Long and short: The rollout has been good in the sense that he has been introduced to millions of people who have never heard of him,” Sabato said. “But the downside of his rollout is that millions almost immediately took a strong dislike to him
Ex-Starbucks boss Howard Schultz’s presidential roll-out went badly Cached Page below :
Company: cnbc, Activity: cnbc, Date: 2019-02-01  Authors: dan mangan, justin solomon
Keywords: news, cnbc, companies, schultzs, exstarbucks, howard, president, political, week, sabato, potential, badly, boss, rollout, independent, schultz, series, went, trump, presidential


Ex-Starbucks boss Howard Schultz's presidential roll-out went badly

Former Starbucks chief Howard Schultz touted his background as a poor kid from Brooklyn during the rollout this week of his potential independent presidential run — but the billionaire’s overall performance got a big Bronx cheer from political analysts.

Larry Sabato, the long-time University of Virginia political science guru, burst out laughing — at some length — when CNBC asked him to evaluate how Schultz did in introducing himself to the American public as the nation’s next potential president during a whirlwind series of media interviews.

“I’m sorry,” Sabato said, as he continued chuckling.

“Long and short: The rollout has been good in the sense that he has been introduced to millions of people who have never heard of him,” Sabato said. “I had to learn how to spell his name.”

“But the downside of his rollout is that millions almost immediately took a strong dislike to him for different reasons, something that apparently Schultz and his high-paid consultants aren’t noticing,” Sabato added.

Those consultants include Republican strategist and former MSNBC commentator Steve Schmidt and Bill Burton, a former advisor to President Barack Obama.

“The truth is the guy has announced for president, gotten enormous amount of coverage, and doesn’t appear to have support from anybody,” Sabato said.

Sabato and others said Schultz — who already was facing long odds of winning by saying that if he runs for the White House in 2020 it will be as an independent — hurt his chances during the week even further with a series of unforced errors. The former giant coffee chain CEO also opportunities left on the table, they said.

Analysts interviewed by CNBC cited the fierce backlash Schultz sparked by committing to running as independent, leading many Democrats to blast him for risking throwing the election to President Donald Trump by siphoning off enough would-be Democratic votes.

A day after announcing his potential bid Sunday, at a New York City event to launch his book, “From the Ground Up,” Schultz was met with a heckler who shouted, “Don’t help elect Trump, you egotistical, billionaire a—–!” The incident was widely shared on social media.


Company: cnbc, Activity: cnbc, Date: 2019-02-01  Authors: dan mangan, justin solomon
Keywords: news, cnbc, companies, schultzs, exstarbucks, howard, president, political, week, sabato, potential, badly, boss, rollout, independent, schultz, series, went, trump, presidential


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