Mobile WiMAX, with the release of 2×2 MIMO chips in 2008, gives WiMAX a lead of two or so years on its major competitor -- the 3GPP's LTE. However, 3G cellphones using 3GPP UMTS technologies, extended to higher speeds with HSPA, is widely used in handsets in many countries. In North America, 3GPP2 CDMA2000 and EV-DO are widely used, but these are likely to be replaced over time by LTE and to some extent WiMAX. more
Any vendor in the platform business knows that their primary product is programming interfaces -- the so-called APIs that developers depend upon in order to deliver applications. The API exposes features of the platform, and differentiate applications running on that platform from all others. Lose control of the API, and you will lose control of the developer. Developers are the leading indicator for platform success. Ergo, lose the developer, lose the platform. more
Mobile operators are counting on Long Term Evolution (LTE) technology to handle surging demand for mobile data access. But LTE developers made some poor choices, cutting spectral efficiency and thus driving up operator costs. LTE was envisioned as an all IP system, but the RF allocations follow the voice-centric approach of earlier generations. While LTE standards allow for either Frequency Division Duplexing (FDD) or Time Division Duplexing (TDD), all initial LTE equipment uses FDD. FDD requires two separate blocks of spectrum... more
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. more
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. more
VoIP has been banned across most of Africa for a long time, feared by the state-owned telcos as a way for alternative service providers to bypass them with international calls, eroding a very lucrative part of their business. At profit margins of several thousand percent in some cases, it is not surprising that unlicensed operators have sprung up all over the continent, risking huge fines, confiscation of their equipment and even jail terms. more
"Outside applications need to be on an equal footing with our own applications," John Donovan said at a SUPERCOMM keynote here in Chicago. "My jaw dropped," one of his colleagues told me a few minutes later, because this is a reversal of AT&T's long-standing position they needed to be able to favor their own applications. AT&T D.C. needs to listen closely to their own CTO, because they are throwing everything they have in D.C. at preventing "non-discrimination" being included in the FCC Net Neutrality regulations. more
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. more
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... more
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... more
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." more
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. more
Earlier this month, I had the opportunity to attend the The Emerging Communications (eComm) 2009 conference in San Francisco which was packed with 3 days of fascinating conversations about the future of communications. I absolutely enjoyed talking to various speakers and attendees giving me a deep level of appreciation and perspective on technical, commercial and political issues at hand -- and what is likely to come in the next few years. And speaking of politics, Lee Dryburgh, who founded eComm in early 2008, has generously allowed us to share with you a fascinating panel discussion which took place on day 3 of the conference called "Spectrum 2.0 - What's really happening?" more
Our problem isn't the lack of capacity -- it's our inability to achieve simple connectivity. We have abundant capacity but can’t use it because we have gatekeepers who set a price on our ability to communicate and innovate. If we were able to take advantage of what we already have we would find ourselves with a wealth of opportunities rather than having to pay billions to "stimulate" the gatekeepers into letting us create new value. more
Is the new ".tel" domain launching today more than just a pretty web interface to DNS? Is it something really unique? Is it a new service that couldn't be easily replicated elsewhere? In case you haven't been following the subject, a company called Telnic has launched a new top-level DNS domain ".tel" today. Today, December 3rd, is the launch of the "Sunrise" period where companies can (for a high price) obtain the ".tel" domain associated with their trademark. more
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