Those advocates of a free market approach to fiber to the home (FttH), rather than a utilities-based one, often point to entertainment as the way to make that happen. And they then immediately point to the USA, where FttH rollouts have indeed been driven by competition between the cable TV companies... The telcos who were initially less enthusiastic about broadband (because it required them to abandon their lucrative ISDN services and replace them with the simpler and cheaper DSL technology) suddenly found themselves bested in the broadband market by the cable TV companies - a trend we also saw in some of the European markets - for instance, the Netherlands... more
At a recent shareholders' meeting in Stockholm, Ericsson's CEO has reaffirmed company's vision of having 50 billion internet-connected devices by 2020: "Today we already see laptops and advanced handsets connected, but in the future everything that will benefit from being connected will be connected." As an example of connected devices, a research engineer showed real life mobile health applications and how heart monitoring can be done remotely over mobile networks. more
The impact of the changes set in motion by President Obama back in late 2008 in relation to the direction the telecommunications are slowly becoming apparent and are taking many Americans by surprise, even many of the experts and analysts in this industry. This has created a lot of noise and confusion, as people are trying to understand what is happening and how it will affect them. more
Leading Internet content distribution service provider, Akamai, has announced that its global network is now serving as much as 3.45 Terabits per second (Tbps) of content per day. "The traffic peak of 3.45 Tbps is roughly equivalent to the capacity needed to download the entire printed contents of the U.S. Library of Congress in less than a minute," says the company. Paul Sagan, Akamai's President and CEO, says increasing demand for high definition video streaming is a key factor in these recent delivery milestones. more
The fact that businesses around the world are knocking on the doors of their governments asking for spectrum is a clear indication that this telco real estate market is hotting up. The reason for this is not too hard to guess -- the enormous growth in the demand for mobile broadband. There is a large amount of pent-up demand as the mobile operators didn't want to open up this market while they were in the middle of adding new customers to their mobile voice services. more
Google has received over 1,100 community requests in response to their up coming experimental, "ultra high-speed broadband networks," according to the company. Google plans to announce their target communities by the end of the year. "Of course, we're not going to be able to build in every interested community -- our plan is to reach a total of at least 50,000 and potentially up to 500,000 people with this experiment," says Google's Product Manager, James Kelly, in a blog post. more
The FCC proposal in its recently launched National Broadband Plan to share infrastructure is a very smart initiative indeed. Sharing infrastructure makes a lot of sense. Without it the business model for universal high-speed broadband will not stack up -- the costs of infrastructure is one of the most critical elements in any national broadband plan. Australia is following an identical course with the rollout of their National Broadband Network. In all six current rollout sites utilities are either already involved or are negotiating to become involved. more
With $72 billion invested in mobile broadband it would be hard to argue that this market is suffering from a lack of investment. More than half of this is taking place in Asia. Over the last two years close to 300 mobile operators in 120 countries have launched mobile broadband networks (using the 3G HSPA technology) and some 70 of these are already planning the next upgrade of their networks using the LTE technology -- the first $5 billion of investment money has been committed to that technology. more
The FCC recently published some tools to let consumers measure some internet characteristics. The context is the FCC's "National Broadband Plan". I guess the FCC wants to gather data about the kind of internet users receive today so that the National Broadband Plan, whatever it may turn out to be, actually improves on the status quo. The motivation is nice but the FCC's methodology is technically weak. more
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
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
The U.S. Federal Communications Commission unveiled a plan on Tuesday proposing minimum broadband speeds of 100Mbps. In his remarks, FCC's chief Julius Genachowski said: "To meet the imperatives of global competitiveness and enduring job creation, we must have broadband networks of such unsurpassed excellence that they will empower American entrepreneurs and innovators to build and expand businesses here in the United States. Our plan will set goals for the U.S. to have the world's largest market of very high-speed broadband users. A '100 Squared' initiative -- 100 million households at 100 megabits per second -- to unleash American ingenuity and ensure that businesses, large and small, are created here, move here, and stay here." 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