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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.
A common security prediction for 2010 is the continued rise of malware and phishing attacks on mobile phones. The MarkMonitor Security Operations Center recently detected an interesting twist on this theme involving a popular smartphone and the latest smart technologies used by cybercriminals. In this case, instead of compromising a smartphone to steal its information, cybercriminals used phishing techniques to clone smartphones.
Mobile operators face soaring data demand. The natural evolution of 2G/3G/4G infrastructure delivers about 2X additional capacity every 24 months. That's a major disconnect! (At least) two solutions are on the table, Femtocells and Wi-Fi offload. Both approaches solve the backhaul issue by using customer or 3rd party links (DSL, DOCSIS, T1/E1, WISP or otherwise)... As a solution for mobile data capacity, Wi-Fi wins, for many reasons.
The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down.
All the talk early this year seems to be about LTE deployment to alleviate chronic Apple and other smartphones induced indigestion on the AT&T and other major Mobile Networks swamped by data traffic. The telluric shift albeit the user will not care or should not notice is that when he or she will power on that smartphone or whatever the communicating Swiss Knife will be called, it will request an IP address to complete an IP based call.
Just when you thought Nexus One was the biggest thing coming out of Google this week, we now get word about Google Energy. Well, Nexus One is a big deal, but I say that wearing my telecom analyst hat. Switching to my smart grid hat, Google Energy is something else altogether... As big as that is -- and will be -- Google Energy has all kinds of implications for smart grid. For starters,
Looking back at the year that just ended, here are the top ten most popular news, blogs, and industry news on CircleID in 2009 based on the overall readership of the posts. Congratulations to all the participants whose posts reached top readership in 2009 and best wishes to the entire community in 2010.
CAUCE, the Coalition Against Unsolicited Commercial Email, has looked back at the notable events of the last decade in our industry. Each year/link in the post explodes to a discrete blog entry with a month-by-month break-out of notable events.
In the past five years, as one of the country's 'pillar industry', China's telecom service industry has grown at a faster rate than the country's GDP. Revenue from basic telecom service contributes approximately 2.1% of the country's GDP, while value added telecom services contribute a further 3.2% to total GDP.
For years, the National Association of Broadcasters (NAB) fought the White Spaces Coalition and others interested in making US "TV white spaces" available for broadband, Wi-Fi or indeed, any new purpose. When the FCC voted 5-0 to permit license exempt use of TV White Spaces, the industry brought suit in Federal court. And they did this, despite rules in the FCC's decision that are so restrictive that, for now, white spaces devices are doomed to commercial failure.
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