Last week's news about Skype's planned IPO brings a renewed focus on what constitutes a service provider these days, and perhaps more importantly, what forms the basis for its valuation? We all know how the advent of IP has turned the economics of telephony on its head, and the drivers of value continue to shift from the physical world of network infrastructure to the virtual world of software, the Web and now the cloud.
A Pew Home Broadband 2010 Summary reports in a sub-headline, a dramatic absence of continued growth in broadband adoption across the United States; while at the same time reporting increases in demographic adoption in a particular ethnic group. That sub-headline seems contradictory by indicating an overly dramatic slowing of adoption
What surprises me about the Google/Verizon deal is not that they have come to agreement, but that they have taken so long to do so. What they have agreed to is essentially what I proposed they do back in 2006. What Google want and what Comcast, Verizon and the carriers want is not and was not incompatible.
Bandwidth is the basic foundation for Internet traffic as a connector to everything important in our lives. Whether it is basic bandwidth for connecting to family and friends, or a super fast highway for global reach and competitiveness in the business world, bandwidth constitutes the speed at which we connect as a global presence within the expanding sphere of Internet communication. ... To understand why bandwidth is important to all Americans, including personal and business uses, we must understand the different types Internet traffic.
Interesting times in the carrier space, for sure. While most readers of this column are focused on the business market, it's hard to ignore what's occurring in the consumer space right now. Being based in Toronto, I happen to be struck by the similar trends shaping on both sides of the border. Over the past few days, we've seen earnings reports from major telcos and cablecos, and these businesses seem to be going in opposite directions.
Making a telephone call in London has become more difficult for early adopters of the new iPhone 4. First of all the reception is rather poor. And it is not just that it is not showing the bars correctly; many users in congested mobile areas such as London receive the message 'server not available'. (As a matter of fact, this doesn't apply only to the iPhone -- it is also experienced with other smart phones.)
Kevin Shatzkamer, Chief Architect for Cisco Mobility, speaks to the mobile research Cisco has developed in helping Mobile Service Providers reach their ROI goals and objectives in projecting an increasingly demand driven market. ... There has been speculation for years that increased demand for mobile video would tax and possibly crash current networks and infrastructures of mobile operators. A predictor may be The World Cup games held in South Africa.
Tuesday June 29th at the Cisco Live Conference Las Vegas, John Chambers announced their newest product, the Cius tablet aimed at the enterprise market and positioned as a mobility product. That very same day a two hour IPv6 deployment panel, moderated by Cisco's Alain Fiocco, featured Google, Microsoft, Comcast and Tata Communications in front of a room filled to near capacity. The nature of the audience was interesting. Compared to previous years, when asked about their affiliation, the number of hands raised for the category 'enterprise' was significantly higher.
If you believe Cable Operators are not thinking about Mobile Networks and what kind of synergies could bring them increased cash-flow in the future, then you've probably missed the obvious signs laid out since 2008. ... Starting with their investment in Clearwire in 2008, companies like Comcast, Time Warner Cable and Bright House have upped their anti in wireless and mobile strategies.
The mobile phone market is growing exponentially and will continue to evolve for years to come. Why has the Cable Industry not moved into the lucrative mobile phone market? It could definitely be a revenue bonanza, as it currently is for telecom companies. ... Verizon and AT&T's revenues, as a percentage of stock price by division, attributes mobile phone service up to 40-42% of total revenues.