The Internet has two billion global users, and the developing world is just hitting its growth phase. Mobile data traffic is doubling every year, and soon all four billion mobile phones will access the Net. In 2008, according to a new UC-San Diego study, Americans consumed over 3,600 exabytes of information, or an average of 34 gigabytes per person per day. Microsoft researchers argue in a new book, "The Fourth Paradigm," that an "exaflood" of real-world and experimental data is changing the very nature of science itself. We need completely new strategies, they write, to "capture, curate, and analyze" these unimaginably large waves of information. more
We learned from The Wall Street Journal yesterday that "Federal Communications Commission Chairman Julius Genachowski gets a little peeved when people suggests that he wants to regulate the Internet." He told a group of Journal reporters and editors today that: "I don't see any circumstances where we'd take steps to regulate the Internet itself," and "I've been clear repeatedly that we're not going to regulate the Internet." We're thankful to hear Chairman Julius Genachowski to make that promise. We'll certainly hold him to it. But you will pardon us if we remain skeptical... more
Mobile operators face soaring data demand. The natural evolution of 2G/3G/4G infrastructure delivers about 2X additional capacity every 24 months. That's a major disconnect! (At least) two solutions are on the table, Femtocells and Wi-Fi offload. Both approaches solve the backhaul issue by using customer or 3rd party links (DSL, DOCSIS, T1/E1, WISP or otherwise)... As a solution for mobile data capacity, Wi-Fi wins, for many reasons. more
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
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
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
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 US Congress asked the FCC for a bold plan to achieve the bold vision expressed by the Congress... We discussed this issue in our Big Think group and here are some comments. more
It seems like there's a different headline story about Google every day lately, and there's a lot here that service providers should be paying attention to. The launch of Nexus One around CES earlier this month is especially important for all mobile operators as well as the handset vendors partnering with them. A few days later, we started hearing noise about Google Energy. more
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