Interesting times in the carrier space, for sure. While most readers of this column are focused on the business market, it's hard to ignore what's occurring in the consumer space right now. Being based in Toronto, I happen to be struck by the similar trends shaping on both sides of the border. Over the past few days, we've seen earnings reports from major telcos and cablecos, and these businesses seem to be going in opposite directions. more
Making a telephone call in London has become more difficult for early adopters of the new iPhone 4. First of all the reception is rather poor. And it is not just that it is not showing the bars correctly; many users in congested mobile areas such as London receive the message 'server not available'. (As a matter of fact, this doesn't apply only to the iPhone -- it is also experienced with other smart phones.) more
Craig Moffett sees this as I do: "If LTE networks are going to be usage-capped, then the last pretense that LTE can be positioned as a substitute for terrestrial broadband would seem to be gone." The heart of the U.S. broadband plan is to release more spectrum - enough for 10-20 networks like Verizon's LTE now building - and pray that will be enough competition in five to seven years to check price increases. more
While jogging along LacLeman in Geneva I caught up with Dr. Kim Seang-Tae, the President of the National Information Society Agency of South Korea. He is also one of the Commissioners of the ITU/UNESCO Broadband Commission for Digital Development. Dr. Seang-Tae is the chief architect of the FttH miracle that is transforming South Korea. His broadband journey began in 1994, when he developed the country's first broadband plan. more
Kevin Shatzkamer, Chief Architect for Cisco Mobility, speaks to the mobile research Cisco has developed in helping Mobile Service Providers reach their ROI goals and objectives in projecting an increasingly demand driven market. ... There has been speculation for years that increased demand for mobile video would tax and possibly crash current networks and infrastructures of mobile operators. A predictor may be The World Cup games held in South Africa. more
Canada's CRTC isn't as dumb as U.S. regulators who are considering ruling that the law doesn't apply where the telcos oppose it. (Title II deregulation) Canada just decided wireless needs to follow the rules. In turn, the CRTC intends to make sure the rules are reasonable. Rather than saying "never any rules," they instead try to write sensible ones. more
A friend of mine wrote to ask: "The Supreme Court overturned the Jaynes conviction on First Amendment grounds, yes? I'm wondering what that could mean from the spam filtering perspective." Spam filters, and in particular DNS blacklists are intended to prevent e-mail from being delivered. Doesn't the First Amendment make it illegal to block speech? The short answer is no, but of course it's slightly more complicated than that in practice. more
China's broadband subscriber base continues to rise. Massive FttX deployments are underway, spurred on by competition between the three full-service operators all aiming to increase 'stickiness' for subscribers. While fixed line subscribers are expected to decline into 2011, broadband subscribers are still rising, driven by cheaper rates and the higher bandwidth on offer compared to mobile Internet. more
Europe's governments are increasingly acting on the popular belief that the Internet should be a basic right, and that citizens not disposed to using IP-based services should nevertheless have access to its infrastructure. As such, governments either have already introduced legislation to this effect or are in the process of doing so. First off the block was Switzerland: from January 2008 Swisscom's 10-year renewed USO (universal service obligation) has included the provision of broadband at a regulated price. more
If you believe Cable Operators are not thinking about Mobile Networks and what kind of synergies could bring them increased cash-flow in the future, then you've probably missed the obvious signs laid out since 2008. ... Starting with their investment in Clearwire in 2008, companies like Comcast, Time Warner Cable and Bright House have upped their anti in wireless and mobile strategies. more
In his latest blog post, Google's Chief Legal Officer David Drummond reports that Chinese authorities aren't happy with the automatic redirection of Google.cn to Hong Kong. They are threatening not to renew Google's Internet Content Provider license, which is required to legally operate any kind of Internet business in China. more
Since the dust has settled from a stinging defeat in federal court, the FCC has decided to move on its own to settle the broadband regulation dispute. With a 3-2 vote the commission issued a Notice of Inquiry that would set the stage for more regulatory authority of broadband. It seems ironic that the motivating factor was the court case brought by Comcast in Federal District Court to immobilize the FCC's efforts to sanction the service provider from throttling Bit Torrent, file sharing customers. more
J.D. Falk writes: Last week, MAAWG quietly published a new document titled "Overview of DNS Security - Port 53 Protection." [PDF] The paper discusses cache poisoning and other attacks on the local DNS, including likely effects of such a compromise and what access providers may be able to do to prevent it. more
The mobile phone market is growing exponentially and will continue to evolve for years to come. Why has the Cable Industry not moved into the lucrative mobile phone market? It could definitely be a revenue bonanza, as it currently is for telecom companies. ... Verizon and AT&T's revenues, as a percentage of stock price by division, attributes mobile phone service up to 40-42% of total revenues. more
There has been considerable discussion over the last few years about the spectacular growth in mobile communications. Within a rather short period of time around five billion people have been connected, and growth continues unabated... The 2G and 3G networks and other telecommunications infrastructure such as satellites, fixed wireless technologies and fixed networks, linked to smart phones and other smart devices, can be used to provide basic internet services. However, it is important to acknowledge the affordability of these services. more