Modern travel means interminable waits, but it's a good time for reading. I finally read Wireless Pittsburgh: Sustainability of Possible Models for a Wireless Metropolitan-Area Network by Jon M. Peha, published in February as a working paper of the New America Foundation. The good news: it's full of interesting cost estimates and projected subscriber take rates based on specific demographics in Pittsburgh, Minneapolis and Philadelphia... The flaws in this study...
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One of the great challenges has been to conceive a business model for next generation telephone companies. This is constrained by their limited core competences which do not match well with many of the opportunities that lie in entertainment and complex/customised bundles for consumers. Frost & Sullivan, a leading firm of industry analysts, notes the enthusiasm of service providers to offer connectivity, entertainment and information services, within a digitally connected world... more
The pandemic made it clear that the millions of homes with no broadband or poor broadband were cut off from taking the office or the school home. But the pandemic also showed many additional millions of homes that their current ISP connection isn't up to snuff for working or doing schoolwork from home. Families often found that multiple adults and students couldn't share the bandwidth at the same time. more
It is interesting to follow what is happening with triple and quadruple play broadband prices in competitive markets. Through triple and quadruple play, customers are increasingly getting more services for the same money. As most fixed telecoms markets are still largely monopolistic in nature, basic access charges remain high; but good prices are even available in markets with healthy wholesale competition, if one shops around. more
A reader sent me a link last week to a piece that doesn't speak highly of net neutrality. Clyde Wayne Crews wrote an article called "Dumb Pipes, a Dumb Idea: Net Neutrality as 21st Century Socialism" that calls for legislators to reject "nut" neutrality. "Elevating the principle of mandatory net neutrality above the principle of investor ownership and wealth creation in pipes and spectrum deflects market forces away from the infrastructure development that we need..." Did anyone else see a touch of irony in a letter to the editor... more
The Internet Association -- lobbying organization for Internet giants like Google, Amazon and Netflix -- is adamant that it is necessary to apply of 1935 phone regulation (Title 2) to the Internet to assure that there are no premium "fast lanes", that all bits are treated equally, that Internet access providers (ISPs) do not prioritize their own content over content from competitors. more
With the explosion in mobile broadband, every mobile operator is scrambling to secure the spectrum capacity needed to stay ahead in the market. There is no doubt that spectrum management is one of the most critical elements of telecommunications policy. It is seen as the pathway to 21C infrastructure... It is interesting to see how the different countries handle their spectrum management policies. more
In the USA an interesting initiative has been taken by a number of leaders in the telco industry who are frustrated with the inability of the country to start building the high-speed broadband infrastructure that is needed for the development of its digital economy. While the Obama Administration has the right vision to make this happen - and the American National Broadband Plan is a good example of this - the dysfunctional political state of the country makes it impossible to establish the industry transformation needed to make this happen. more
We continue to see consolidation in the broadband market and various games played by the cablecos and telcos to thwart competition or undermine network neutrality. Until regulators create true structural separation between infrastructure and service providers the chances of seeing genuine broadband competition are slim. It is interesting to note telecom regulators in North America have imposed structural separation in the past. more
It's often observed that the Internet was a direct outcome of the progressive liberalization of national telecommunications markets in the late twentieth century. This allowed the entry of a wave of Internet entrepreneurs into various national telecommunications markets that were historically dominated by incumbent telephone monopolies. The resultant transformation of telecommunications over the past two decades is as much a testament to the transformational power of open markets as it is to the prodigious ability of the Internet's technology base to service the ever increasing demands being made of it. more
We've all heard too much about NN, which I've been reporting for 20 years. I support it because I don't want Randall Stephenson of AT&T deciding what I should watch on TV. The long-run effect is negative. The claims from some people who agree with me are ridiculous. "According to former FCC commissioner Michael Copps, ending net neutrality will end the Internet as we know it." Michael knows I respect him, but... more
The timeline of the Net Neutrality issue has been detailed here. And quoting from Vox: 'Wheeler said that peering is "an issue that we are investigating, it's an issue we are very interested in, but it's not the issue here today."' more
Broadband and telephone service providers of all sizes in the US have signed on to a "Keep Americans Connected Pledge" aimed at maintaining connectivity for citizens amid disruptions caused by the coronavirus pandemic. more
One of the worldwide challenges in relation to the development of national broadband networks is equality. Broadband is critical for the digital infrastructure and it is essential that everybody enjoys the same level of quality and affordability. This is a major challenge and as a rough measuring stick approximately one-third of the people in developed economies would miss out if there were not a requirement for equality. We see some of the problems related to this issue arising in other countries. more
According to an email, Starlink has moved into the second phase of its beta program, nicknamed the "better than nothing beta," which feels a bit like monopoly hubris to me. It may be better than nothing, but it is not as good as the initial beta, which was free. Participants will pay $99 per month for the service and pay $499 for a terminal, including a tripod and WiFi router. I wonder what the difference is between these "beta testers" and "customers." more