The recent row between Google, Apple and AT&T concerning the removal of Google Voice from the Apple iPhone store highlights the friction existing between network operators and so-called over the top (OTT) application providers. Most observers believe that AT&T initiated the blockade because Google Voice (which offers free or highly discounted calling rates) is a direct threat to AT&Ts call revenue (Google Voice users need only pay AT&T for access to the Internet).
The FCC has posed a number of provocative questions to AT&T regarding the fact that iPhone subscribers cannot download and use the Google Voice application. AT&T should stifle every motivation to play cute or clever with the FCC. Apple adopted such a strategy when it suggested to the Library of Congress and others that it would be curtains for the free world if iPhone owners could hack, jailbreak, tether, and otherwise use their handsets without fear of violating the prohibition on circumventing copyright laws contained in the Digital Millennium Copyright Act.
A web-based poll on the Mobile Broadband Genie site had participants 1160 who were asked: "Is your mobile broadband fast enough?" 133 yes; 740 no; 287 don't know. Perceptions of the term "mobile broadband" appear to far exceed what is being delivered. While operators have been competing to offer cross-subsidized laptop and netbook deals with higher usage caps and ever cheaper mobile Internet deals, they seem to have overlooked the quality of the service.
One of the great challenges has been to conceive a business model for next generation telephone companies. This is constrained by their limited core competences which do not match well with many of the opportunities that lie in entertainment and complex/customised bundles for consumers. Frost & Sullivan, a leading firm of industry analysts, notes the enthusiasm of service providers to offer connectivity, entertainment and information services, within a digitally connected world...
Who would dare to predict the year the Internet will reach 50 billion addressable devices? Thomas Noren, head of LTE product development at Ericsson sees one day 50 billion devices shouldered by LTE. He sees LTE as the truly global standard putting to rest the long and acrimonious rivalry between CDMA and GSM protagonists and even sees the Chinese third way with their TD-SCDMA aligned on LTE. Mobile WiMax is, in his mind, already relegated to the dustbin of history...
It was interesting to see that in New Zealand Vodafone had second thoughts and decided to come up with its own proposal of forming a consortium of network operators, rather than simply supporting the government's announcement of its FttH plans. Our analysis of this change of mind is that mobile operators increasingly need fibre networks to sustain the enormous growth in mobile broadband. Most mobile stations around the world are not connected to a fibre network.
It's official. A team of market analysts from Oppenheimer are saying [PDF] what I've been saying since 1997, that the apps are separating from the network, and this is driving a wave of "explosive innovation."
Cell phone carriers have seen a huge growth in wireless data usage. The iPhone is selling like hotcakes, and its users generate large amounts of traffic. Not surprisingly, as cellular providers deploy faster network technologies, users generate even more data...
The Wall Street Journal reported that AT&T saw wireless networks about to drown under a deluge of data. To see YouTube content uploaded form an iPhone or Slingbox rerouting a favourite television program to your smart phone gives mobile network operators the shivers. Skype over 3G in the meantime gives sleepless nights, not because of surging megabyte floods but due to nightmares of considerable voice and roaming revenues washing away. Not easy to plan and engineer "managed transitions" under those circumstances.
I gave a talk yesterday at Northwestern called A DNS in the Air. My idea is that, in order to scale, the emerging wireless Internet needs something analogous to the domain name system (DNS) -- the infrastructure that allows you to reach sites across the Net. Billions of mobile phones, and even more billions of connected sensors and other wireless devices will completely overwhelm our current spectrum management regime. AT&T Wireless estimates we will need between 250 and 600 TIMES the current wireless capacity in 2018, less than a decade from now.