More Spectrum Than We Need: Sprint Drops Out of Auction
Marty Cooper is right: If we are efficient, "There is no spectrum shortage and there never will be." Showing there's enough spectrum if used efficiently, Marcelo Claure concludes "[Our] spectrum holdings are sufficient to provide its current and future customers." Claure has ~100 MHz in high frequencies, so much he is thinking of using some of it for backhaul. (The FCC should stop that, and other many wasteful practices, in the name of efficiency. But true efficiency is generally ignored.)
Cooper, the inventor of the cell phone, was joined by Marconi Fellows A.J. Paulraj, John Cioffi and Vint Cerf in projecting technical advances that could raise wireless capacity 50-100 times. The engineers convinced me until the companies spent $45B in the last auction. That's 3-4 times as much as the experts I respect predicted. I don't think anyone well informed is certain of next year's results.
Gigabit (shared) to nearly all of 53M homes and businesses. Comcast is going to upgrade 40% of the U.S. to DOCSIS 3.1, offering a gigabit. Brian's boys are going to start in 2016, probably early, and continue for another year or two. Comcast VP Robert Howald dropped a bombshell. "We're testing it this year. Our intent is to scale it through our footprint through 2016. We want to get it across the footprint very quickly. We're shooting for two years," he said in 
Joe Garner of BT 
Consumers at carriers with fewer than 7M customers wind up paying a high price. At Goldman Sachs, CFO John Stephens suggested major synergies for the DirecTV deal due to “There's about a $17 difference on average between the price the U-verse platform pays for content on an apples-to-apples basis than the DirecTV platform pays. And on 6 million customers, you can get your head around about $100 million a month of expense.” That's an important datapoint to understand the U.S. TV market. Hollywood takes most of the gross income. Seeking Alpha transcript, more below.
Tom Cloonan of Arris is confident of remarkable speeds. (Video and transcript below). At CableLabs' 2015 summer event he predicted DOCSIS would reach 15 gig (shared) in a few years and 50-80 gig a decade later. 15 gigabits would require using 1.7 GHz and higher speeds would require going to 6GHz and more. Jeff Baumgartner at 
Compensation to be negotiated. SASAC, the State Holding Company, will have 50% - 1 share in the combined Nokia China and Alcatel Shanghai Bell. Yuan Xin will continue as chairman and party secretary. No word yet on whether Luis Martinez-Amago will continue as second in command. Nokia, the European survivor, will have 50% +1 but is unlikely ever to challenge Chinese control. Chinese sales are absolutely crucial to Alcatel and Nokia. They had no real negotiating room and had to take whatever the Chinese offered.