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Ten Telecom Tsunamis

The telecom industry five years from now will be unrecognizable. The creative destruction of the Internet broadly writ will be even greater than it has been in the last decade. The major telcos, the major television networks, and the major cablecos -- if they still exist at all -- will have very different revenue models than they have today. That's the good scenario... more

Julius Genachowski, FCC, and White Spaces: The Good and Not So Good News

Julius Genachowski, Obama's nominee to head the FCC, is a friend of Fred Wilson. Fred gives ten reasons why he likes the nominee on his blog. Genachowski was a top technology advisor to Obama during his campaign and reportedly advised the campaign on its superb use of the Internet. He is also a supporter of "net neutrality" although the devil is in the details on that issue. Even though the nominee is a lawyer, he has business experience as a VC, as an Internet executive, and as a board member of various Internet companies -- all good reasons to be hopeful about this very important policy post. That's the good news. The bad news from several days ago... more

Undersea Cable Cuts, Internet Governance, and Lessons Learned

Early this month I attended the 3rd Internet Governance Forum in Hyderabad, India. The overall theme of the 4-day meeting was "Internet for All"... Last Friday, I spent a couple of hours in the morning on email before I got cutoff around 10am. I have 2 DSL lines at home through 2 different ISPs, I tried both lines but they were both down. I thought something wrong happened at the local exchange and decided to turn off my computer and enjoy my weekend. The last thing I could have thought about then was that what happened back in January 2008 was happening again in less than a year! more

Deja Vu All Over Again: Cables Cut in the Mediterranean

The end of the year is approaching which seems to be a harbinger of Internet disasters. Four years ago (on 24 Dec. 2004), TTNet significantly disrupted Internet traffic by leaking over 100,000 networks that were globally routed for about an hour. Two years ago (on 26 Dec. 2006), large earthquakes hit the Luzon Strait, south of Taiwan, severing several underwater cables and wreaking havoc on communications in the region. Last year there was a small delay. On 30 Jan. 2008, more underwater cables were severed in the Mediterranean, severely disrupting communications in the Middle East, Africa, and the Indian subcontinent. Calamity returned to its customary end-of-year schedule this year, when early today (19 Dec. 2008) several communications cables were severed, affecting traffic in the Middle East and Indian subcontinent. more

Bogus WSJ Story on Net Neutrality

Today's Wall Street Journal has a bogus, misleading story claiming that Google has been making deals with telephone and cable carriers that violate Network Neutrality. My BS detector was triggered by paragraph five, which reads: "One major cable operator in talks with Google says it has been reluctant so far to strike a deal because of concern it might violate Federal Communications Commission guidelines on network neutrality. 'If we did this, Washington would be on fire,' says one executive at the cable company who is familiar with the talks..." more

Free, Slow, Censored Internet: A Bad Idea

The FCC is looking for an organization to provide free, slow, and censored Internet access. The censorship apparently would include email as well as websites. According to an article in today's Wall Street Journal: "Outgoing Federal Communications Commission Chairman Kevin Martin is pushing for action in December on a plan to offer free, pornography-free wireless Internet service to all Americans, despite objections from the wireless industry and some consumer groups [nb. and from me]... The winning bidder would be required to set aside a quarter of the airwaves for a free Internet service [nb. the WSJ hasn't got that part quite right]." more

CRTC Denies CAIP Application on Throttling, But Sets Net Neutrality Hearing

This morning, the CRTC issued its much-anticipated ruling in the CAIP v. Bell case, the first major case to test the legality of Internet throttling. The Commission denied CAIP's application, ruling that Bell treated all of its customers (retail and wholesale) in the same throttled manner. This points to the challenge in this case -- it was not about discriminatory network practices per se, but rather about wholesale shaping in a specific context. more

Satellite Internet Access That Could Be Good

According to The Wall Street Journal, a company called O3b Networks LTD Traditional is planning to launch up to 16 satellites by the end of 2010 to provide Internet access in Africa, the Middle East, and parts of Latin America. This satellite plan, unlike many others, could be good. These are low earth orbit satellites or LEOs so they will be able to avoid the latency problems which are unavoidable with the geostationary satellites used by companies like WildBlue and Hughes to provide "last resort" Internet access in the US. more

McCain Tech Plan: The Only Vision is Backward-Looking

So I've spent more time with the McCain tech plan today. At a time when this country is suffering economically and looking for fundamental change, it looks as if Sen. McCain is in the back office having lunch with a bunch of accountants. The heavy emphasis in the policy on tax cuts seems designed to appeal to people who equate lower taxes with progress. Haven't we already had years of that kind of approach? more

Vint Cerf Comments on Government’s Role in Internet Broadband Access

Some offhand comments by Google's Vint Cerf at a recent event seem to have a triggered a panicky "Vint Cerf proposes nationalizing the Internet" buzz that's been ramping up fairly rapidly. Holy BitTorrent, Batman! Army paratroopers seen dropping into parking lots at AT&T and Comcast, while the Transportation Security Agency orders us all to remove our shoes before surfing the Web! Settle down, everyone. As usual with these kinds of stories, the truth is significantly different from the breathless buzzing. Here's how Vint described his thinking on this issue to me... more

Sprint’s Big Deal: New Life for WiMax

The Wall Street Journal is reporting the terms of a yet unannounced deal which will finance a massive rollout of WiMax by a Sprint-Clearwire joint venture. Outside funding is to be provided by Intel, Google, Comcast, and Time Warner Cable as well as Bright House, a small cable company. Assuming the deal is for real, this is good news for US users of broadband and, indirectly, other users around the world. more

Why Regulate Cable Internet Access

The cable guys have their way of saying it: "What do you want to do, nationalize our businesses?" Another way of seeing this issue is: We have a very few very large providers of highspeed internet access in U.S. They have sufficient market power to decide how and when to prioritize internet communications. And all of these providers are competing with the internet in some way -- they are all (or are becoming) old media and old telecom companies that want to maintain control over their distribution channels. more

Call for Telecom Industry Wake-Up

As many of you know, I'm launching the Emerging Communications (eComm) conference -- taking place next month in Silicon Valley, at the Computer History Museum. Communications innovation has been stagnant, in my opinion, for nearly a decade. Telecommunications and Internet communications both seem to be at somewhat of an impasse. The communications industry needs a forum to help break through the stagnancy and highlight the huge opportunity space that is emerging. The stagnancy has been strikingly more so in telecommunications... more

More on 700 MHz Block C Hits Reserve Price

This is big... For the upper band C Block, the FCC mandated that any winning licensee have in place "no locking" and "no blocking" provisions conditioning its use of this spectrum: "Licensees offering service on spectrum subject to this section shall not deny, limit, or restrict the ability of their customers to use the devices and applications of their choice on the licensee..." The no-locking, no-blocking requirements were hedged in by substantial limitations... But it's still important... Particularly if Google is the winning bidder, something we may not know for a month or so. more

Google Playing to Win in the 700 MHz Auctions

Many say Google will bid to lose in the upcoming 700 MHz auctions and many more are equivocating. The idea is Google's entry alone will induce enough openness, and besides they couldn't afford to become an operator. This shows a total lack of understanding! more