It is not often I go out to my driveway to pick up the Washington Post -- yes, I still enjoy reading a real physical paper, perhaps a sign of age -- and the headline is NOT about how the (insert DC sports team here) lost last night but is instead is about an IT technology. That technology is the Border Gateway Protocol (BGP), a major Internet protocol that has been around for more than a quarter century, before the Internet was commercialized and before most people even knew what the Internet was. more
I was looking back at industry reporting a year ago after the impact of the pandemic first hit our broadband networks. Almost every big ISP issued press releases talking about how well it had weathered the pandemic and bragged about the resiliency of its networks. It turns out that these ISP press releases largely missed the point. They are right that their networks didn't crash, but once we understood the nature of the changes in broadband traffic due to the pandemic, that wasn't a big surprise. more
Sure the iPhone has problems, but John Stankey of AT&T thinks restoring a $2B capex cut will fix them. It may take a little more money than that, but Glen Campbell of Merrill Lynch has confirmed he's on track. In a 50 page report that's one of the best I've read in years, Merrill destroyed the common belief that wireless has a significant spectrum shortage. more
Aalyria, a new space Internet company, just burst out of stealth mode. It is based on work done on Alphabet's "moonshot" Project Loon and Alphabet transferred almost a decade's worth of technology IP, patents, office space, and other assets to Aalyria in return for an equity stake in the company. Spacetime is Aalyria's intelligent network orchestration technology, and Tightbeam is its advanced atmospheric laser communications technology. more
There is a lot of news recently about low-orbit satellite broadband. There is recent news concerning the three primary companies that will be vying in the space. First is Jeff Bezos Project Kuiper, which is still likely to get a brand name at some point. Project Kuiper has contracted with United Launch Alliance, a joint Boeing-Lockheed Martin venture, for the first nine broadband rocket launches. more
As long as US telecom is duopoly dominated, a neutral Internet is endangered if not impossible; regulation of this kind of concentrated power is necessary but is unlikely to be sufficient. The solution, IMHO, is to dilute the power of the duopoly so that consumers can buy whatever kind of Internet access they want. Countries like the UK with a competitive ISP market do not seem to have net neutrality problems nor require net neutrality regulation and have better Internet access than we do at lower prices. more
In the global telecoms industry, it looks as though 2013 will be remembered as the year when construction of new greenfield HFC networks came to a halt. Of course, there will still be upgrades to existing networks but the cost of fibre deployment -- linked to its much lower operational cost -- is now convincing cablecos and telcos alike to build new fibre networks wherever possible. This is not necessarily directly driven by customer demand, but by network costs and network efficiencies. more
SpaceX delayed last Wednesdays Starlink launch due to high winds and on Thursday they decided to do a software update and postpone the launch until next week, but they revealed significant progress in their Starlink mission press release and in tweets by and a media call with Elon Musk. The mission press release said SpaceX has significantly reduced the size and weight of their satellites. more
In a press conference on Thursday at the University of Chicago, the U.S. Department of Energy (DOE) unveiled a report that lays out a blueprint strategy for the development of a national quantum internet. more
Last October, I reviewed multi-orbit tests and plans of several low Earth orbit (LEO), medium Earth orbit (MEO), and Geostationary (GEO) broadband satellite companies and quoted Neil Masterson, CEO of LEO operator OneWeb as saying, "Interoperability with GEO satellites must happen - it's common sense ... Customers don't care whether it's a LEO satellite or a GEO satellite - all they want is connectivity." more
You may recall a number of years ago when Google experimented with delivering broadband from balloons in an effort labeled Project Loon. The project was eventually dropped, but a remnant of the project has now resurfaced as Taara - broadband delivered terrestrially by lasers. more
British Telecom (BT) is hurting because the wireline phone business is inevitably declining. Their new hire is one of the world's most interesting thinkers on possible new businesses for telcos. Martin has been part of the Telco 2.0 group at STL Consultancy, the best small group of European analysts... more
The Berkman Center for Internet and Society at Harvard University today announced the release of its 232-page study commissioned by the FCC examining global broadband deployment and usage. The draft of the study titled, "Next Generation Connectivity: A review of broadband Internet transitions and policy from around the world," has now been posted for public comment. more
Three companies, SpaceX, OneWeb, and Boeing are working on constellations of low-Earth orbiting satellites to provide Internet connectivity. While all three may be thinking of competing with long, terrestrial cables, SpaceX CEO Elon Musk said "the goal will be to have the majority of long-distance traffic go over this (satellite) network" at the opening of SpaceX's Seattle office in 2015. Can he pull that off? more
At the end of 2017, I posted a review of important LEO-satellite Internet service developments. I've been updating those posts during the year and have also added the following new posts in 2018. ... SpaceX, OneWeb and Telesat are planning to offer Internet-service from LEO, but O3b is already providing connectivity to relatively large customers like mobile phone companies, government organizations, and cruise ship lines using a constellation of medium-Earth orbit (MEO) satellites. more