Telecom

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.

On the Need to Separate the Telecom Business Agenda from Government Policy

At Guadalajara, Mexico this week, in the policy debate kicked off by the ITU, Russian Federation's Minister of Communications proposed that the ITU should give itself veto power over ICANN decisions. This proposal by the Regional Commonwealth in the field of Communications (RCC) calls for the ICANN Governmental Advisory Committee (GAC) to be scrapped and replaced by an ITU group.

Net Neutrality - The Phoney War?

The current battles being fought over net-neutrality were over before they began. Whether you regard it as a good thing or a bad thing the world already has a multi-tiered internet and it's likely to become even more stratified in the coming years. Most markets, or perhaps countries is a better grouping, depend on commercial organisations to deploy broadband access and to serve the consumers that sign-up. The internet service providers that governments and customers depend on to reach more and more consumers and in increasingly difficult locations (read 'less likely to generate revenue') are there to make money.

Apple TV Demolishing Telco and Broadcasting Business Models

The future of broadcasting has been under discussion for close to two decades and, while changes are certainly happening, they are rather slow and therefore new opportunities or threats (depending on where you sit) continue to arise. On the one hand we are now starting to see the more widespread availability of digital TV and this has revealed a clear point of difference between the strategic directions being taken by the telecoms and the broadcasting industries.

The IPTV Growth in South Korea

At the beginning of 2008, the South Korean government passed a law that allowed telecoms operators to broadcast programmes in real-time over their broadband networks. The KCC awarded IPTV licences to KT Corp, Hanaro Telecom and LG Dacom. KT was banking on real-time Internet TV services because growth in the traditional broadband and telephone markets had slowed. The company planned to invest more than KRW1.7 trillion (US$1.5 billion) in IPTV services by 2012 as part of efforts to cultivate new sources of revenue.

Google Voice: Race to the Bottom for Telephony - or Something Else?

Just when you thought making phone calls couldn't get any cheaper, along comes last week's news from Google about their latest iteration of Google Voice. There have been several steps along the way for Google to get to this point, and there are a host of reasons why this news is of interest to service providers of all stripes. I often write about how certain technologies and disruptive forces change the business of being a service provider, and this is but the latest example.

Network Neutrality in the Wireless Space

There's been a tremendous amount written about the Google-Verizon joint proposal for network neutrality regulation. Our commentary at the EFF offers some legal analysis of the good and bad in this proposal. A lot of commentary has put a big focus on the exemption for wireless networks, since many feel wireless is the real "where it's gonna be," if not the "where it's at" for the internet.

Network Neutrality is the Wrong Fight!

We shouldn't settle for network neutrality. It's a poor substitute for what we had and much less than what we need. Let me explain. There are two topics to discuss. The first is "common carriage," a centuries old legal concept that applied to the US telecom industry throughout most of the 20th century. The second involves communications protocols. Both topics are complex, so I will cover only what's needed to understand why we shouldn't accept network neutrality and why, at a minimum, we should fight for enforcement of existing common carriage rules.

Skype Goes IPO - What Should Service Providers Do?

Last week's news about Skype's planned IPO brings a renewed focus on what constitutes a service provider these days, and perhaps more importantly, what forms the basis for its valuation? We all know how the advent of IP has turned the economics of telephony on its head, and the drivers of value continue to shift from the physical world of network infrastructure to the virtual world of software, the Web and now the cloud.

Pew’s Broadband Home 2010 Research: Is It Truly Representative?

A Pew Home Broadband 2010 Summary reports in a sub-headline, a dramatic absence of continued growth in broadband adoption across the United States; while at the same time reporting increases in demographic adoption in a particular ethnic group. That sub-headline seems contradictory by indicating an overly dramatic slowing of adoption