Mobile operators face soaring data demand. The natural evolution of 2G/3G/4G infrastructure delivers about 2X additional capacity every 24 months. That's a major disconnect! (At least) two solutions are on the table, Femtocells and Wi-Fi offload. Both approaches solve the backhaul issue by using customer or 3rd party links (DSL, DOCSIS, T1/E1, WISP or otherwise)... As a solution for mobile data capacity, Wi-Fi wins, for many reasons. more
This is a new development in the VoIP market. This is how one of my colleagues, Cullen Jennings explained it to me. Today we have two widely deployed global identifiers for reaching people. One is delegated address out of DNS and the other is phone numbers. So I consider an address like email: [email protected] or xmpp:[email protected] to roughly be out of the DNS namespace and phone number to be out of the E.164 name space. Phone numbers have lots of parts that are not cool, but they also have some cool parts... more
The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. more
Former Southwestern Bell CEO, now General Motors CEO Ed Whitacre famously accused Google of free-riding his network, despite the obvious truth that Google pays for traffic delivery to peering points and ISPs gladly enter into reciprocal peering agreements in lieu of cash transactions that would likely result in a near zero payment as roughly equivalent traffic balances out. Mr. Whitacre did raise a legitimate question whether there are free riders and I'm seeing one darling and one unexpected group flying below the radar. more
Before, during and after his inaugural speech (January 2009) President Obama spoke of the national benefits of broadband, and the changes which have been set in motion in the US telecoms market that were unheard of even a year ago. During the previous administration the incumbent telcos and cable companies had been given more freedom. As a consequence, innovation and competition dwindled and the US was no longer a leader in telecoms... However, since that time, the White House has lost some of its initial leadership. more
All the talk early this year seems to be about LTE deployment to alleviate chronic Apple and other smartphones induced indigestion on the AT&T and other major Mobile Networks swamped by data traffic. The telluric shift albeit the user will not care or should not notice is that when he or she will power on that smartphone or whatever the communicating Swiss Knife will be called, it will request an IP address to complete an IP based call. more
The scale of the devastation inflicted by Haiti's earthquake a little over two weeks ago, meant that no industry has been left untouched by its effect. The telecommunications sector is no exception. Ever since the earthquake struck on Tuesday 12th January, fixed line and wireless communications have been virtually unavailable. more
Over the last few years the increasing amount of discussion about telecoms reveals that the real competition for telecoms companies is not from other telcos, but companies such as Google and others. While I agree with this, obviously it is important to analyse it further. more
The debate around Network Neutrality is sometimes simplified as carriers against content providers, the owners of networks against the businesses that have grown due to Internet connectivity. So it was interesting to read that Google and Verizon filed a joint submission to the FCC last week, laying out in detail how the two companies agreed on many issues regarding an "Open Internet." more
The US Congress asked the FCC for a bold plan to achieve the bold vision expressed by the Congress... We discussed this issue in our Big Think group and here are some comments. more
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