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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
I recently saw that AT&T is offering a $10,000 reward to anybody who provides information that leads to the arrest and conviction of people stealing copper wiring. The particular announcement is related to a recent theft of copper in South Dallas, Texas, but there have been numerous other thefts. This is not a small problem, and the estimated value of stolen telephone copper is between $1.5 and $2 billion annually. more
On Monday the Wall Street Journal published an article alleging that Google was trying to arrange a "fast lane for its own content" with telecom carriers and contending that Google and Professor Lessig were in the midst of changing their position on network neutrality policy. The WSJ reporters received a lot of flak for the piece -justifiably so. There was no real "news" in this news article. more
We now know what direction the FCC will take in reorganising the American telecoms market. For many years I have mentioned the rather bizarre situation in that country wherein broadband is not seen as a telecoms service but rather as an internet service, which is itself classified as providing content. Thanks to extensive lobbying from among the telcos (who also refer to themselves as ISPs) in the early days of the internet, back in the 1990s, the FCC accepted their unbelievable proposals. As a result, over the last 20 years or so the USA's telecom market has changed from being one of the most competitive among developed economies to what it is now: a market with hardly any fixed telecoms competition at all. more
Susan Crawford, seeking to learn from Korea and Japan, identifies three routes towards broadband competition... Facilities based competition: Still waiting for that mythical third wire, or perhaps some unused, unlicensed TV spectrum, but not holding my breath. (Broadband over powerline? It is such an encumbered technology that it is its own barrier to entry.) Wholesale access: Been there, tried that, but the Bells wouldn't unbundled elements... more
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
Global IP traffic for fixed and mobile connections is expected to reach an annual run rate of 1.6 zettabytes -- more than one and a half trillion gigabytes per year by 2018, according to the Cisco's Visual Networking Index. more
The story of America's lacklustre broadband performance is relatively well known. Part of that story relates to its low broadband penetration levels when compared with other developed economies... Another aspect of the story relates to broadband speeds... in terms of broadband technology levels, the USA still trails behind leading countries such as Japan and Korea, and some European countries such as France and Italy, by a full generation. more
In a special White House event today, President Trump along with FCC chair Ajit Pai, announced a major push towards 5G deployment as part of the "5G Fast Plan" initiative. more
Federal Communications Commission Chairman Tom Wheeler has announced he will leave the agency on January 20, the day of President-elect Donald Trump's inauguration. more
We stand by our analysis from March 2010, in which we indicated that a national wireless broadband plan remains a second-class option as the infrastructure for the emerging digital economy in America. In his State of the Union address President Obama set the goal of enabling businesses to provide high-speed wireless services to at least 98% of all Americans within five years. To pay for this the government hopes to raise nearly $28 billion from spectrum auctions. more
The future of our communications infrastructure will to a very large extent be based on the Internet of Things (IoT). What this means is that hundreds of millions of devices will be connected to the national broadband networks (NBN), gathering massive amounts of information and providing feedback in real time. In any single country, the electricity grid alone will have tens of millions of sensors and devices connected to deliver the energy efficiencies that we all so desperately need. more
I'm writing this in the midst of policy discussions between the Internet world (as embodied in ISOC) and the Telecommunications industry (ITU). The Internet and Telecommunications are very different concepts. The Internet allows us to focus on the task at hand. That's why it is so exciting. Historically telecommunication assumed value was created inside the network and this creates conflict with creating value outside the network. more
For the last twenty years, the industry has talked about broadband in cities as a duopoly, meaning there was competition between cable companies and telcos -- competition between cable modem broadband and DSL broadband. Twenty years ago, there was a true duopoly when the speeds on DSL and cable modem were close in capability. The market at that time demonstrated real duopoly behavior. more
As we enter the seventh round of the net neutrality fight, advocates continue to make the same argument they've offered since 2002: infrastructure companies will do massive harm to little guys unless restrained by strict regulation. This idea once made intuitive sense, but it has been bypassed by reality. ... When Tim Wu wrote his first net neutrality paper, the largest telecoms were Verizon, AT&T, and SBC; they stood at numbers 11, 15, and 27 respectively in the Fortune 500 list. more
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