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
The stakes of the U.S. communications policy debates are larger than many assume. Subjecting broadband to new and extensive regulation in the U.S., says FCC Commissioner Robert McDowell in today's Wall Street Journal, could invite a regulatory ripple effect across the globe. more
Yesterday's FCC report estimates that at least 80 million Americans don't have high-speed Internet access - defined as download speeds of at least 4 Mbps and upload 1 Mbps - at home. (Soon the Commission will release another report comparing these results to those in other countries.) This service is completely unavailable to at least 14 million Americans - the FCC estimates that "1,024 out of 3,230 counties in the United States and its territories are unserved by broadband[, and t]hese unserved areas are home to 24 million Americans living in 8.9 million households." 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
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
Should Google's provision of information services be regulated? Yes, if the decision is based on Google's own standards for determining whether to regulate tele-information companies. In recent comments to the FCC, Google described "broadband openness" rules, aka net neutrality, as a "fundamental necessity." Without such rules, the search engine giant, aka Big Search, fears that broadband providers would "promote only their own pecuniary interests over the far broader interests of Internet users..." As the Wall Street Journal noted last year, however, Google engages in the same type of discriminatory service practices they want the federal government to prohibit... more