Many of us are familiar with network effects within telecommunications. Fundamentally, the notion is that as the number of participants in a network increases, the value of that network increases superlinearly. Though many different theories exist about how best to value these networks, the general idea is that the more people on a network, the more benefits accrue to everyone on the network... more
In a 2024 end-of-year memo, Gary Bolton of the Fiber Broadband Association said that FBA had partnered with the consulting firm Cartesian to look at the pros and cons of Starlink in the U.S. FBA says that report shows that Starlink currently has 1.4 million customers in the U.S., and with the current satellite constellation has the capacity to serve 1.7 million customers. more
The UN Broadband Commission -- which I assisted in establishing and to which I am special advisor -- is now in its fifth year. Set up by the two UN agencies, UNESCO and ITU, it received the support of 50 leading international people such as government ministers, heads of a range of UN and associated organisations, and CEOs of leading private industry companies. Overall it is a public-private partnership. It is chaired by the President of Rwanda, Paul Kagame, and Carlos Slim from Mexico. more
Jeff Heynan at Infonetics reported a double-digit drop in DSL equipment sales, inspiring Dan O'Shea at Telephony to headline "Is DSL Finally Dying?" Both note that DSL sales in Q1 were actually ahead of the same quarter last year. Yet Dan writes "Fiber is the future." more
Last week, comments were filed with the FCC in response to the Berkman study of international broadband comparisons... Many of the comments were not supportive of the Harvard Berkman study. In an earlier blog posting, we had observed that there appeared to be statistical problems in the Berkman study that would not hold up to peer review. Our comments may have understated the extent of the problems. more
Broadband infrastructure is advancing rapidly, from multi-gigabit cable and fiber networks to next-generation fixed wireless and satellite systems. With speeds reaching up to 25 Gbps for consumers and 1 Tbps in orbit, these developments mark a pivotal shift in connectivity, setting the stage for more scalable, flexible, and high-capacity networks. more
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
On June 5th Elon Musk said SpaceX had nearly 500,000 customers in 32 nations and 9 languages. By now, there must be 500,000 customers, most of whom are in the U. S. and Canada, and their performance is suffering. In the first quarter of this year, OOKLA reported that the median Starlink download speed fell from 104.97 to 99.55 Mbps in the U.S. and from 106.64 to 97.4 Mbps in Canada. more
There has been an interesting public fight going on at the FCC as Viasat has been telling the FCC that Elon Musk's Starlink should not be eligible for funding from the Rural Digital Opportunity Fund (RDOF). At stake is the $886 million that Starlink won in December's RDOF auction that is still under review at the FCC. Viasat had originally filed comments at the FCC stating that the company did not believe that Starlink could fulfill the RDOF requirements in some of the grant award areas. more
The Internet's existence within the regulatory system has been a disastrous failure. Network Neutrality is fine as far as it goes. The problem is that it leaves the current abysmal system in place. On my Economics and Architecture of IP Networks Mail list, Erik Cecil has been deconstructing the regulatory system. Bottom line -- the most significant thing that can be done for the citizens of the internet in the US would be for the FCC to declare the internet protocol to be telecommunications and no longer exempt from regulation. more
The last few weeks have reinforced the importance of modern communication networks to societies. Health care providers, schools, governments, and businesses all rely on networks that enable us to connect and collaborate remotely. Had we encountered a similar pandemic ten years ago, we would not have been able to continue our activities on the level that is possible today. more
The term "last mile" highlights the fact that we are the consumers at the end of a broadband "pipe". Saying "first mile" is a little better but the Internet is not a pipe to or from somewhere else. It's about what we can do locally and then what we can do when we interconnect with other neighborhoods. It's better to describe our neighborhood as the first square mile. Telecom is about selling us services; the Internet is about what we can do ourselves locally and then interconnecting with others everywhere. In writing the First Square Mile - Our Neighborhood essay which I just posted I came to better understand the fundamental difference between the world of telecom which is about giving you choices and the Internet which provides opportunity to discover what we can't anticipate... more
Today one of the headlines in Computer Sweden was that there is a dispute between Telia and the regulator PTS in Sweden. PTS requires Telia to stop locking out competing TV-distribution companies for IP-TV in the access network (DSL) that Telia runs. Specifically, they lean towards the fact Telia is dominant provider of the copper, and require Telia to competitors give access to the larger frequency band in the copper that they claim is needed for TV distribution. more
Some worrying signs are emerging in the USA. During the last decade I have questioned the economic viability of two parallel telecoms infrastructures. When these two network rollouts commenced no issue existed in relation to conflicting interests -- one delivered telephone services, the other broadcasting services. But this all began to change when it became possible to use the HFC network more
There is an excellent business case for Google bidding megabucks in the upcoming 700MHz auction and investing even more to get a network up and running. I think Google is well aware of the value to them if they win and the harm they'd suffer if the duopoly wins instead. Google can make big bucks with a nationwide third network AND make things better for all Internet users AND improve the United States' pathetic competitive position in the contest for broadband access. Hope this post doesn't end up post-tagged "wishful thinking"... more