YesandNo
Yes Donald Trump ending the boycott of ZTE. It would have failed in 6-12 months as ZTE & China prove they don't need U.S. SMIC has purchased a $120B EUV chipmaking machine and will offer the most advanced fabrication services.
Yes India's Bharatnet has connected 350,000 villages with fiber and expects the remaining 350,000 within a year. Next step: Adding Wi-Fi, often by local businessmen
No, No, No Giving ?Verizon $B's in 3.5 GHz spectrum for relatively nothing. That's the end result of the rules proposed by Intelsat and SES covering what had been satellite spectrum.
No Claiming Net Neutrality caused a major drop in investment. The data falls apart when closely examined by anyone objective.
No EU recommending 20-year spectrum terms without any evidence it will increase investment. Almost all spectrum should be shared.
Yes Xavier Niel's Salt is offering 10 gigabits to 1.3M Swiss homes for 50 Swiss francs
Xavi is riding to the rescue after Free lost 19,000 broadband subscribers in Q1, an almost inconceivable result after 16 years of success. He's bringing back some of the original team, including legendary engineer Rani Assaf. They have work to do: opening Italy & Ireland, transitioning from 4G to ?, and dealing with invigorated competitors. Even Bouygues seems to be coming back. 
Update: May 13: Trump blinked. He tweeted, "Too many jobs in China lost,. Commerce Department has been instructed to get it done!" Previous: The maximum cost to keep the company going for two years would be about $10B if they didn't sell a single product. With some fast engineering work and smart management, survival would cost less than $5B. 
May 3 John Legere took a dangerous gamble basing his campaign for T-Mobile-Sprint on a falsehood, that the deal would deliver much faster 5G, sooner, and that would produce $billions in social gains. I immediately knew his claims were bogus. 
Goldman & Antin just bought CityFibre for $750M, a rich price. Fiber is back, bigtime. Pension funds and others want long term investments they believe will have a regular return. CityFibre has a deal with Vodafone to build fiber to 1M homes. (Below) With the new investors, CityFibre plans 5M homes. They expect costs under $1,000/home. probably well under.
Charter fell 12% on April 27th, despite a buy rating from one of the very best on Wall Street. He had a sell on Sprint, which went up 8%. If the best in the business can be so wrong, should you be picking stocks? The average of all hedge funds many years does worse than the S & P. You literally would have done better with a flight of darts.
“It is the compelling obligation for big companies to compete in core technology,”