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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.
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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. more
Responding to recent controversies over Google-Verizon deal, Richard Whitt, Google's Washington Telecom and Media Counsel writes: "Over the past few days there's been a lot of discussion surrounding our announcement of a policy proposal on network neutrality we put together with Verizon. On balance, we believe this proposal represents real progress on what has become a very contentious issue, and we think it could help move the network neutrality debate forward constructively. We don't expect everyone to agree with every aspect of our proposal, but there has been a number of inaccuracies about it, and we do want to separate fact from fiction." more
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. more
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.) more
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. more
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. more
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. more
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. more
Contrary to what some financial analysts would have us believe, it is highly unlikely that the price increases for mobile broadband services which were recently announced by AT&T will be replicated by other mobile operators around the world. The mobile market in the US is one of the least regulated and therefore one the most monopolised markets in the western world. more
There has been considerable discussion over the last few years about the spectacular growth in mobile communications. Within a rather short period of time around five billion people have been connected, and growth continues unabated... The 2G and 3G networks and other telecommunications infrastructure such as satellites, fixed wireless technologies and fixed networks, linked to smart phones and other smart devices, can be used to provide basic internet services. However, it is important to acknowledge the affordability of these services. more
At a recent shareholders' meeting in Stockholm, Ericsson's CEO has reaffirmed company's vision of having 50 billion internet-connected devices by 2020: "Today we already see laptops and advanced handsets connected, but in the future everything that will benefit from being connected will be connected." As an example of connected devices, a research engineer showed real life mobile health applications and how heart monitoring can be done remotely over mobile networks. more
The fact that businesses around the world are knocking on the doors of their governments asking for spectrum is a clear indication that this telco real estate market is hotting up. The reason for this is not too hard to guess -- the enormous growth in the demand for mobile broadband. There is a large amount of pent-up demand as the mobile operators didn't want to open up this market while they were in the middle of adding new customers to their mobile voice services. more
With $72 billion invested in mobile broadband it would be hard to argue that this market is suffering from a lack of investment. More than half of this is taking place in Asia. Over the last two years close to 300 mobile operators in 120 countries have launched mobile broadband networks (using the 3G HSPA technology) and some 70 of these are already planning the next upgrade of their networks using the LTE technology -- the first $5 billion of investment money has been committed to that technology. more
The POPClock tells us that there are 6,807,230,170 of us on this planet when I looked it up at 22:26 UTC (EST+5) Feb 26, 2010. In the meantime we are about to connect the 5 billionth cell phone user this year according to ITU Secretary-General Dr. Hamadoun Toure.
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