Telecom

The Legacy of the Pai FCC

As is normal with a change of administration, there are articles in the press discussing the likely legacy of the outgoing administration. Leading the pack in singing his own praises is former FCC Chairman Ajit Pai, who recently published this document listing a huge list of accomplishments of the FCC under his Chairmanship. Maybe it's just me, but it feels unseemly for a public servant to publish an official self-praise document.

Low-Earth Orbit (LEO) Satellite Internet Service Developments for 2020

I posted reviews of important LEO-satellite Internet service developments during 2017, 2018 and 2019. I've updated those posts during the years and have 18 new posts for 2020. In 2020 we saw increased effort from China, OneWeb's bankruptcy and restructuring with new ownership and prospects, Amazon investng in space-related infrastructure, Telesat making steady progress, SpaceX making rapid progress and satellite and debris tracking and collision-avoidsnce service startups. The following are brief summaries of and links to the 2020 posts.

Reality Check on the 5G Security MAGAverse

As chance has it, the attempt by NTIA to create a fake Trump Open 5G Security Framework MAGAverse as they headed out the door on 15 January is being followed this week by the global meeting of 3GPP SA3 (Security) to advance the industry's real open 5G security Framework. Designated TSGS3-102e (the 102nd meeting, occurring electronically), it continues the practice of assembling companies, organisations, and agencies from around the world every 8 to 12 weeks to focus on 5G security for current and future releases of 5G infrastructure.

Trump’s Parting NTIA 5G Debacle

As Trump's horrific Administration of non-stop debacles and self-serving gambits headed toward the exit over the past few weeks, one last regulatory grab after another has been pushed out the door while the toddler-in-chief rants. Sure enough, the last of the 5G debacles just appeared in the Federal Register courtesy of the President's policy instrument, the National Telecommunication and Information Administration (NTIA). It was titled the 5G Challenge Notice of Inquiry.

Are Big Tech CFOs (Inadvertently) Stealing From Shareholders?

When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders.

SpaceX Starlink Beta and Beyond

SpaceX began public beta testing of the Starlink Internet service in the northern US late last October. Since then, they have made many software updates based on the beta experience and have expanded the uninterrupted-coverage area by launching new satellites. By the end of the year, they had begun beta service in southern Canada and sent beta test invitations to a few UK users. The beta-eligibility area is expected to expand from the current 45-53 degree latitude this month or next.

Internet Governance Outlook 2021: Digital Cacaphony in a Splintering Cyberspace

In 2020, the pandemic accelerated digitalization around the globe. Homeoffice, Online Shopping, Zoom Conferences became part of the daily life for billions of people. But if somebody would have expected that the Covid-19-Desaster is a wake-up call for the world to be more united, work hand in hand, and pool resources reducing risks of a borderless threat, this "somebody" was wrong. 2020 was dominated by "My country first."

Technology Trends for 2021

The following are the most important current trends that will be affecting the telecom industry in 2021. Fiber Construction Will Continue Fast and Furious in 2021. Carriers of all shapes and sizes are still building fiber. There is a bidding war going on to get the best construction crews and fiber labor rates are rising in some markets. The Supply Chain Still has Issues. The huge demand for building new fiber had already put stress on the supply chain at the beginning of 2020...

An Open Letter to Big Tech CFOs: Save the Internet Before You’re Forced

Dear Chief Financial Officers of tech giants, the internet is in crisis, and you can lead your organization to help solve the problem. You'll be well compensated, and you'll enjoy massive public relations benefits. I fear that if you don't, global governments will force your hand. There is a shortage of available IPv4 addresses but we are years away (possibly a decade or more) from IPv6 viability and adoption in North America.

My Telecom Predictions for 2021

It's that time of the year for me to get out the crystal ball and peer into 2021... The FCC Will Have Egg on its Face from the RDOF Grants. The reverse auction was a disaster in many ways, with a lot of the money going to companies that can't possibly do what they promised or companies that largely intend to make a profit by pocketing a lot of the grants. The FCC will have a chance to rectify some of the problems during the review of the long forms...