Telecom

Carlos Slim Puts Bomb Under European Telecoms Market

The Mexican telecoms and broadcasting magnate Carlos Slim -- the wealthiest man in the world and owner of the business conglomerate Grupo Carso -- has put a 28% bid for the Netherlands' incumbent telco KPN on the table. This is a very interesting and significant move. As is often the case, new winners tend to arrive when previous winners become losers, especially when they are becoming weaker and thus easier to attack.

Sprint Fights for Mobile Market Relevance: First Quarter Earnings Positive

Sprint's vision along with determined action says everything. They are fighting for mobile market relevance, thumbing their noses at detractors, moving beyond being relegated to a distant 3rd ranked carrier in a fast growing market. It's acquisition of the iPhone and agreement to spend $15.5 Billion over four years for the privilege has investors squawking bankruptcy sooner rather than later. First quarter earnings reveal that Dan Hesse's decision to purchase iPhones back in October 2011 is paying off in solid contracts.

Internet Governance: Coin of the New Realm

The Aspen Institute released the IDEA Common Statement and Principles as a do no harm Hippocratic Oath for Internet governance. The Aspen report describes the present moment as an inflection point for "the most robust medium of information exchange in history". Reed Hundt outlined the risks associated with Internet governance changes favored by China and a group of developing nations through the ITU.

Africa Infrastructure Growth Supporting ccTLDs and New gTLD Growth

This month, France Telecom's Lower Indian Ocean Network 2 "LION2" fiber optic cable has been put in service, bringing the total number of cables in East Africa to four. In South Africa it is expecting West Africa Cable System to go live next month. This huge growth in fiber optic cables connecting Africa means that bandwidth costs can go further down but there are many questions for internet service providers, regulators and policy makers...

A Quick Primer on Internet Peering and Settlements

The business world today features many complex global service activities which involve multiple interconnected service providers. Customers normally expect to execute a single paid transaction with one service provider, but many service providers may assist in the delivery of the service. These contributory service providers seek compensation for their efforts from the initial provider. However, within a system of interdependent providers a service provider may undertake both roles of primary and contributory provider, depending on the context of each individual customer transaction.

Matching Apps to Network Access - A Postage and Packaging Problem

A number of conversations have recently converged on a single problem: how to match applications to network access. Let's unpeel this issue... When I was Chief Analyst at Telco 2.0, we proposed there was a significant untapped market opportunity for network operators to bundle together access with content, applications or services. The revenue opportunity is to charge the providers of those services for delivering fit-for-purpose data at bulk wholesale prices. This is the "postage problem"...

Bandwidth is Bust - Managing True Fundamental Network Resources, Not Fantasy Ones

I recently shared the idea that there is a new category of network architecture, the Network of Probabilities. This differs from classical circuits (Network of Promises) or best-effort packet data (Network of Possibilities). I personally believe it's the next revolution in telecoms. What's new is that it provides a trading space for allocating contention between flows, and does this with some novel applied mathematics.

Why R&E Networks Should Be Aware of the CDN Interconnect Initiative (CDNI)

At the recent IETF meeting there has been considerable discussion about interconnection of Content Delivery Networks. A lot of this is being driven unfortunately by the incumbent telco/cableco's who never understood CDN in the first place, and now want to assert control over this critical new Internet architecture, much in the same way that they want to take control over open WiFi hot spots as part of an integration strategy with their 3G/4G networks.

China Continues to Add 30M Broadband Subscribers Per Year

China continues to add broadband subscribers at a rate of about 30M per year. MIIT puts the January growth at 2.5M to a total of 152.5M. Of those, about 1.5M were DSL. They don't release fiber counts, but Jeff Heynen of Infonetics is reporting tens of millions of lines of fiber gear are in the pipeline. China has been consistently at 2-3M net adds per month. Two key policy moves are likely to maintain or even increase the growth rate.

Spectrum Key to Broadband Utility

The explosion in mobile communications in the developing world has created social and economic changes that have exceeded all expectations and predictions -- even those made as recently as five years ago. There are still countries lagging behind, but now is the time to move on to the next stage -- and that means broadband. Already the developed world is showing an enormous appetite for mobile broadband, so the demand is most certainly there. The rapid development of low cost Smartphone, projected to approach $50 soon...