Broadband

Mobile Operators and the Broadband Boom

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

What’s Wrong With the FCC’s Consumer Broadband Test?

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

OTT Threat to Telco’s Middleware Opportunities

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

More Available Wireless Spectrum and Higher Market Entry Barriers

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

The Internet is Interconnection

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

Chuck Norris Botnet and Broadband Routers

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

FCC Aiming for 100 Million Households at 100 Megabits Per Second

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

Will Microsoft Be Able to Make the Jump?

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

IMP Continuing Despite Industry Backlash

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

Google Puts Its Weight Behind FttH

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

The Canoe Tipping Point

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

FCC’s Genachowski Promises He’s Not Out to Regulate Net, New Media

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

Google to Begin Experimental Ultra High-Speed Broadband Networks

In a blog post today, Google has announced that they will begin a fiber network experiment of their own. From the announcement: "We're planning to build and test ultra high-speed broadband networks in a small number of trial locations across the United States. We'll deliver Internet speeds more than 100 times faster than what most Americans have access to today with 1 gigabit per second, fiber-to-the-home connections. We plan to offer service at a competitive price to at least 50,000 and potentially up to 500,000 people." more

Wi-Fi Offload, Not Femtocells

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

Sharing: The First Step to Structural Change in Mobile

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