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Will the Cloud Kill Telecom Vendors?

There are many big questions in telecom these days, and this is one that's on my mind right now. Over the past few months, I've participated in events or briefed with leading vendors in our space, namely Avaya, ShoreTel, BroadSoft, Aastra, Metaswitch, Mitel, Interactive Intelligence, and this week Cisco. Every analyst has their own core circle of vendors they stay close to, but I'd say that's a pretty fair representation of who's driving telecom. To varying degrees, all of these vendors have a cloud story, and the more I hear it, the more I start to wonder what it really means.

The ISP Industry: Concentrated or Diverse?

In August 2010, we looked at the growth in RIPE NCC membership and concluded that the number of new RIPE NCC members is still growing at an amazing pace, even during the recent economic downturn... This time we are looking at the different sizes of RIPE NCC members over time. It is often claimed that there is massive consolidation happening in the ISP community, especially in times of economic difficulties like in the early 2000s and now. We were curious to find out if this is really the case.

China and Taiwan to Lead the Development of 4G

China missed out on playing a leadership role in the development of 3G and as we predicted at that time, China would most certainly start looking at 4G for a major involvement in developing the technologies for it.

Global Spam Levels Drop Following Certain Events

If you haven't noticed lately, spam levels around the world have started dropping especially in October after a couple of events occurred. The first is a Russian crackdown on alleged spam king Igor Gusev, thought to be involved in the operations of SpamIt.com. SpamIt mysteriously shut down in late September, perhaps because Gusev caught wind of law enforcement starting to take notice of him.

IPv6 for Mobile Networks: Time to Act Now!

Mobile Network Operators (MNOs) serve the largest constituent of connected devices. There are over 4.6B GSM (and its derivatives) subscriptions today. When you add the CDMA family along with technologies with smaller footprints such as WiMax, IDEN to this list, that number tops 5B mark. On the other hand there are only (yes only!) 800M Internet hosts per ISC. Considering such a small percentage of those 5B or so devices are capable of being an Internet host and out of that percentage even a much smaller percentage is connected at a given time, one can understand the sheer potential of explosion in the number of Internet hosts as mobile devices in the next 3-5 years.

AS Path Lengths Over Time - How Interconnected is the Internet?

One way to determine the denseness of the Internet, or its "interconnectedness", is to look at the path length between Autonomous Systems (ASes). The "shortest AS path" is a route selection rule in the Border Gateway Protocol (BGP) that means traffic from one AS will chose the path with the least number of ASes to get to the receiving AS. With IPv6 being deployed in parts of the Internet, we looked at the AS path length to see if the IPv6 portion of the Internet is more or less interconnected than the IPv4 Internet.

United States Is the Most Bot-Infected Country. Right?

A couple of days ago, Threatpost posted an article indicating that the United States is the most bot-infected country... I think that Microsoft's mechanism of measuring bot infections is a good one, not necessarily because it is the most accurate but because it represents the most complete snapshot of botnet statistics. Because Microsoft Windows is installed on so many computers worldwide and because so many users across the world call home to the MSRT, Microsoft is able to collect a very large snapshot of data.

IPv6 Momentum?

Last month, the Obama administration sponsored one of the first high-level government workshops on IPv6. At the meeting, the administration's Chief Information Officer, Vivek Kundra, announced a remarkable 2012 deadline for federal agencies to support IPv6. So with a high-level US government mandate and a recent spade of vendor and carrier IPv6 announcements (e.g. VeriSign, Hurricane Electric), is the 15 year old IPv6 migration effort finally gaining momentum?

The Submarine Cable Conundrum

The boom and bust cycle of submarine cable deployment can be traced back to the 19th century. However it doesn't look as though we have learned a lot in those 150 years. One of the problems is that it generally takes two years to plan these international projects and two years to deploy the system. And even before the process commences there are often an initial two years when the potential builders are contemplating their plans. This means that new cables need to be planned at times when there is little demand for new capacity.

Graph Shows Decline of IPv4 Has Been Mostly Linear

As the free pool of IPv4 addresses reaches its end, we looked at the evolution of the amount of unassigned IPv4 address space over time. By 'unassigned', we mean address space not yet allocated to a Local Internet Registry (LIR) or assigned to an end user. LIRs are typically Internet Service Providers or enterprises operating an IP network. See our findings in the graph below...