The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. more
Former Southwestern Bell CEO, now General Motors CEO Ed Whitacre famously accused Google of free-riding his network, despite the obvious truth that Google pays for traffic delivery to peering points and ISPs gladly enter into reciprocal peering agreements in lieu of cash transactions that would likely result in a near zero payment as roughly equivalent traffic balances out. Mr. Whitacre did raise a legitimate question whether there are free riders and I'm seeing one darling and one unexpected group flying below the radar. more
The Australian has a good article describing the efforts some of their ISPs are making in an attempt to clean up their act: the government is encouraging ISPs to detect computers on their network that are infected and part of botnets, and to communicate to the customer that their system is compromised... Unless the customer feels a little bit of pain they will not change their ways. more
Before, during and after his inaugural speech (January 2009) President Obama spoke of the national benefits of broadband, and the changes which have been set in motion in the US telecoms market that were unheard of even a year ago. During the previous administration the incumbent telcos and cable companies had been given more freedom. As a consequence, innovation and competition dwindled and the US was no longer a leader in telecoms... However, since that time, the White House has lost some of its initial leadership. more
All the talk early this year seems to be about LTE deployment to alleviate chronic Apple and other smartphones induced indigestion on the AT&T and other major Mobile Networks swamped by data traffic. The telluric shift albeit the user will not care or should not notice is that when he or she will power on that smartphone or whatever the communicating Swiss Knife will be called, it will request an IP address to complete an IP based call. more
The scale of the devastation inflicted by Haiti's earthquake a little over two weeks ago, meant that no industry has been left untouched by its effect. The telecommunications sector is no exception. Ever since the earthquake struck on Tuesday 12th January, fixed line and wireless communications have been virtually unavailable. more
Over the last few years the increasing amount of discussion about telecoms reveals that the real competition for telecoms companies is not from other telcos, but companies such as Google and others. While I agree with this, obviously it is important to analyse it further. more
Secretary Clinton's major address on internet freedom made the connection between humanity and technology. We've been waiting a long time for our political leaders to have the courage to express thoughts like this, to have a vision about the role of the internet in human history, and yesterday the day arrived. The speech wasn't an isolated event, of course. more
The debate around Network Neutrality is sometimes simplified as carriers against content providers, the owners of networks against the businesses that have grown due to Internet connectivity. So it was interesting to read that Google and Verizon filed a joint submission to the FCC last week, laying out in detail how the two companies agreed on many issues regarding an "Open Internet." more
The small West African country of Benin has been working quietly over the past few years to become a regional hub for international fibre bandwidth. The national telco, Benin Telecoms (BT) has been building terrestrial fibre routes to landlocked neighbouring countries such as Burkina Faso and Niger, allowing them to connect to its landing station for the SAT-3/WASC cable, the only one serving the region. more
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