One of the key factors in the transformation of the telecommunications industry was the fact that, thanks to the internet, end-users were suddenly able to become active participants in generating content for both private and public use. Companies such as Google, Amazon, eBay, Skype and Apple, followed by a number of national and international social media companies, all became involved in these new developments, and they became the great game-changers of the industry. Telecoms companies were caught off guard...
As a new study from Citi Investment Research & Analysis make clear, the US does not have a spectrum shortage. We've just allowed a relatively small number of carriers to control the spectrum. ... Perhaps if we had an effective "use it or lose it" policy in place, or a heavy tax on unused spectrum a more vibrant market for this spectrum would emerge.
On September 12 China, the Russian Federation, Tajikistan and Uzbekistan released a Resolution for the UN General Assembly entitled "International code of conduct for information security." The resolution proposes a voluntary 12 point code of conduct based on "the need to prevent the potential use of information and communication technologies for purposes that are inconsistent with the objectives of maintaining international stability and security and may adversely affect the integrity of the infrastructure within States..."
While it was good to see that the Administration included telecoms in its new stimulus package - which was launched in September 2011 - the concerns expressed when the project was announced last year still persist. Wireless is not a solution to the significant broadband problems the USA is facing. ... The new plan seems to be driven more by the failed attempts in previous initiatives to roll out more broadband infrastructure.
In keeping with the discussion that I have been involved in over the last decade, 'structural changes' should be today's key phrase - not just for the telecoms sector but for every sector in our economies. It has been clear for a long time that structural change is well overdue. It doesn't really matter which sector you pick, you will see that some of these reform debates go back at least a decade - and often longer -- in healthcare, education, environment, energy, finance and banking and media.
"Is Google Turning Into a Mobile Phone Company?" asks the headline in Andrew Ross Sorkin's New York Times story. Wrong question, IMHO. But is Google doing the deal at least partly to give it leverage over wireless providers? I think so. The biggest threat to the growth of Smart Phones and tablets and other Google businesses like YouTube is the imposition of data caps and metered pricing by wireless providers like at&t and Verizon Wireless.
Telecoms engineers from all of the major telecoms services and equipment companies around the world agree that FttH is the only future-proof telecommunications technology. So who should we trust - the technology experts or politicians with different agendas? If there had been a division of opinion among these experts it would have been necessary to investigate it; but if they are all in agreement it is safe to follow their advice.
In June, the net neutrality debate took an unexpected turn when the Netherlands leap-frogged the USA to became the first country to legislate for mobile net neutrality. Business models for fixed and mobile networks must shift toward volume charges. The net neutrality debate has been seen not having much relevance outside the USA because the plight of carriers there was aggravated by unlimited usage.
The market for cloud computing is getting more interesting every day. There is still a long way to go, as the success of cloud computing depends not only on high-speed networks, but also on capacity, robustness, affordability, low latency, ubiquity, security, privacy and reliability. Of course, the ideal infrastructure would be nationwide FttH networks, but obviously we can't wait for that...
In the USA an interesting initiative has been taken by a number of leaders in the telco industry who are frustrated with the inability of the country to start building the high-speed broadband infrastructure that is needed for the development of its digital economy. While the Obama Administration has the right vision to make this happen - and the American National Broadband Plan is a good example of this - the dysfunctional political state of the country makes it impossible to establish the industry transformation needed to make this happen.