I recently participated in two Comverse events, and once again the message was driven home to me about the enormous opportunities that lie ahead of the industry in the field of new telecoms applications. The middleware and cloud applications that are now appearing at the edge of the network will of course, be further developed once high-speed broadband becomes available, but already they are having an enormous impact on the telecoms market. The new user experiences that can be obtainable through these applications will enrich fast broadband networks beyond recognition. What we now have is, on the one hand, the Over-The-Top (OTT) applications that have conquered the world... more
Mobile operators are counting on Long Term Evolution (LTE) technology to handle surging demand for mobile data access. But LTE developers made some poor choices, cutting spectral efficiency and thus driving up operator costs. LTE was envisioned as an all IP system, but the RF allocations follow the voice-centric approach of earlier generations. While LTE standards allow for either Frequency Division Duplexing (FDD) or Time Division Duplexing (TDD), all initial LTE equipment uses FDD. FDD requires two separate blocks of spectrum... more
The tremendous demand for, and profitability of mobile telephony supports legislative and regulatory efforts to refarm spectrum with an eye toward reallocating as much as possible for wireless telephony and data services. But there is a downside that no one seems to acknowledge. In light of past FCC practice and the behavior of incumbent wireless carriers I expect two anticompetitive outcomes to occur with the onset of any more spectrum. more
There's a scene in the Steven Soderbergh movie, Traffic, where the widow of a drug dealer brings a doll to the Columbian drug kingpin. "The doll is stuffed with cocaine. Big deal, we've been doing that for years," he says dismissively. "No," she answers, "the doll is cocaine." The whole toy is a heat-treated, compression-molded block of cocaine, undetectable to sniffing dogs. The drug lord becomes very interested. The Internet is like that doll... more
Last week Czech researchers released information on a new worm which exploits CPE devices (broadband routers) by means such as default passwords, constructing a large DDoS botnet. Today this story hit international news... The spread of insecure broadband modems (DSL and Cable) is extremely wide-spread, with numerous ISPs, large and small, whose entire (read significant portions of) broadband population is vulnerable. more
Unfortunately, no matter what else the stimulus bill may or may not have done, it's slowed down the rate of broadband deployment in the US over the last year. The Rural Utility Service (part of the US Agriculture Department) and NTIA (part of the US Commerce Department) have awarded only 15% of the first round money they promised to make available. To be blunt, they failed in their mission. more
In marketing terminology this is called 'jumping the S-curve'. Microsoft, however, has left its jump rather late. One could argue that we are well and truly at the top of the S at the moment, so it will be interesting to see if Microsoft can still take the leap towards the enormous growth that is currently taking place in the group of digital media companies such as Google and Apple. more
Back in November 2008 a colleague of mine, Neil Watson (Head of Operations at Entanet International Ltd), published an article on Entanet's opinion blog about the government's proposed plans to centrally store records of all electronic communications throughout the UK. The Interception Modernisation Programme (IMP) will be the largest surveillance system ever created in the UK and calls for a 'live tap' to be placed on every electronic communication in Britain including telephone calls, emails and visited websites. more
The blogs are flying all around the world -- some seem to get it right but most do not. My analysis of Google's announcement to become involved in building FttH networks is actually the same as the one as I made when that company announced its plans to build wireless city networks, and when it announced its intention to invest in submarine cable networks. more
Google has successfully created a nationwide (worldwide) fine-grained, targeted ad market by using queries to its search engine. The cable industry would like to be able to use its cable and broadband subscriber data to create a nationwide, fine-grained, targeted ad market. This race has substantial implications for the future of online video -- and online activity generally. more
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