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Will Martin Geddes and Telco 2.0 Turn Around BT?

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

I Am Not an IP Address, I Am a Free Man… and a Potential Customer

When I heard that full episodes of The Prisoner TV series were available online I immediately headed over to the AMC website to wallow in nostalgic enjoyment and remind myself just how cool Patrick McGoohan was as he stumbled around Portmeirion trying to avoid a big plastic ball... I would happily have watched online and let AMC advertise to me in return, but sadly it was not to be. When I got to The Prisoner page on its site I saw only an unfriendly message, shouting at me... more

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

To What Extent Will the US Broadband Stimulus Package Provide a… Stimulus?

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

Carriers Are Trying to Take Back Control of the Home Network

With all the focus on neutrality in the provider networks we must not lose sight of what is happening in our own homes. As with some of the efforts to make the networks work better (as measured in the providers' paternalistic) view, their attempt to retake the home is about serving us better by reducing the operators' costs. "Better" is of course in terms of the operator's own measures. It's not quite the same as in 1995 when providers opposed home networks and want to charge us for each machine... 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

WiMAX vs. WiFi

In fact WiFi (technically standard 802.11) and WiMAX (802.16) don't compete for broadband users or applications today. That's partly because WiFi is widely deployed and WiMAX is still largely an unfulfilled promise and partly because the two protocols were designed for very different situations. However, if WiMAX is eventually widely deployed, there will be competition between them as last mile technologies. Some people describe the difference between WiFi and WiMAX as analogous to the difference between a cordless phone and a mobile phone... more

One Good Outcome from the Wall Street Journal: Google Flap

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

What Could the RIAA’s Switch in Strategy Mean?

The Wall Street Journal and others are reporting that the Recording Industry Association of America is adjusting its strategy for combating the massive infringement occasioned by the sharing of music files over the internet. Since 2003, that strategy has been to pursue copyright infringement cases against individual file sharers. The RIAA now says it will focus less on pursuing infringement litigation and more on working with internet service providers to shut down the accounts of individuals suspected of illegally trading files. 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

What If I Were Wrong About Edge-Caching?

Nicholas Thompson at Wired Blog sums up yesterday's Wall Street Journal piece on Google. To summarize his summary: Google's edge caching isn't new or evil; Lessig didn't shift gears on NN; Microsoft and Yahoo have been off the NN bandwagon since 2006; The Obama team still supports NN; Amazon's Kindle support is consistent with its NN support. Yet... yet... more

Net Neutrality and the Obama Stimulus Package

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

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