Internet users are acutely aware of their exposure on the Internet and clearly concerned about their safety. Increased downloads of scareware as Conficker made headlines in the mainstream media are only the latest evidence. Desktop software is often viewed as a one-stop shop for fighting Internet threats such as viruses, worms and other forms of malware and phishing. These solutions have served us well but more protections are needed to address the dynamic and increasingly sophisticated web based exploits being launched... more
As widely reported, Credit Suisse analysts have estimated Google's YouTube may lose $470M in 2009 and more in the future. However, their estimates say Google will pay $360M for bandwidth in 2009. I don't know how Google figures their cost of bandwidth, but anyone who understands anything about Internet transit/peering knows Credit is way off base. more
Without rehashing the mainstream headlines, it's clearly on the table now that eBay has given up trying to create synergies with Skype, so the focus now is on making the best of things as distinct entities. The preferred route for eBay would be to keep Skype and recoup their investment via an IPO sometime next year. That would certainly bring an end to things with both parties leaving on a high note. Of course this hinges heavily on the state of capital markets... more
ENUM (E.164 NUmber Mapping) is a technology that has been around for a little while that has promised much and, so far, delivered little to the average user. As Nominet has recently been awarded the contract to administer the UK 4.4.e164.arpa delegation, I thought it was time that I put my thoughts on this subject down in writing. I'm going to cover the potential of ENUM in the telecoms industry and what it could mean to you, along with how it is currently being used and what potential security issues surround ENUM. more
Nominet, the national registry for .uk domain names, has announced that ENUM, a registry service combining UK telephone numbers and the Domain Name System (DNS) for VoIP calls, is live. ENUM, also known as Telephone Number Mapping, is expected to allow companies and their customers and suppliers to make free or cheaper calls. In addition to the cost savings, other value-added features that ENUM is expected to provide for corporate communications include 'follow me' type function that will allow an individual to choose how (voice, fax, mobile, email, text messaging, location-based services and websites), and when they would like to be contacted throughout the day. more
Many of us are familiar with network effects within telecommunications. Fundamentally, the notion is that as the number of participants in a network increases, the value of that network increases superlinearly. Though many different theories exist about how best to value these networks, the general idea is that the more people on a network, the more benefits accrue to everyone on the network... more
When I wrote the BuddeComm analysis on the introduction of Apple's iPhone I commented that the most significant element of this event was that it would begin to create cracks in the flawed business models of the mobile operators, who are desperately hanging on to their closed networks very much like the fixed operators were fighting tooth and nail against opening up their networks. We have seen that the fixed operators have largely lost this battle and we predict that the future of the mobile networks will be no different... more
I've been posting photos and snippets during eComm 2009 this week, but composing my overall impressions has been another matter. Sitting through 3 days mostly filled with continuous 15 minute presentations is a surefire recipe to fry your brain, and most people I talked to were topped out well before things wrapped up Thursday night. It's information overload of the highest -- and best -- order... Here's my top-line takeaway, and reading the rest of this post is really just detail. But it's detail you'll probably love if you really want to know what you missed... more
According to a new study, VoIP services are having a significant impact on the fixed line market in Europe. By mid-2008, just under 30 million consumer VoIP lines were in service in Western Europe, up from 20 million only a year earlier. TeleGeography, a research division of PriMetrica, estimates that the number of VoIP lines in Europe topped 35 million at end-2008... more
In the last few weeks courts in the USA have carried on business as usual. They continue to provide the two major telcos in the USA, Verizon and AT&T, with extraordinary protection -- basically retaining the outdated regulatory system in the USA that identifies the duopoly between the telcos and the cablecos as the best way forward for the development of telecoms competition in this country. This is rather different from the position taken by the new Obama Administration, which has indicated that it will break with past regulations... more
Mobile WiMAX will outpace LTE over the next few years due to its head start on deployments, reports In-Stat. While WiMAX and LTE will take very different paths, the report suggests Mobile WiMAX already has commercial deployments where as LTE won't be commercially available until late 2009. more
ipoque, a European deep packet inspection hardware provider has published an Internet study for 2008/2009 providing an overview of the Internet's current state based on analyzing 1.3 petabytes of Internet traffic -- "the amount of data equal to 300,000 DVDs" -- in eight regions of the world (Northern Africa, Southern Africa, South America, Middle East, Eastern Europe, Southern Europe, Southwestern Europe, Germany). The study includes the use of about 100 of the most popular Internet protocols including P2P, VoIP, media streaming, instant messaging. more
David Akin pointed me to this article in the Ottawa Citizen which describes CRTC initiatives aimed at getting the cablecos to pay into a fund that would support, "the creation of high-quality, high-cost, scripted Canadian broadcasting content in the new media." In it, Ken Engelhart, senior vice-president of regulatory [affairs?] for Rogers Corp. is quoted saying... more
In the mid-year 2008 rankings by the Fibre-to-the-Home (FttH) Council, South Korea, Hong Kong, Japan and Taiwan occupy the top four positions in terms of household penetration percentage. Asia Pacific now accounts for more than 27 million of the world’s 32 million FttH connections. more
The telecom infrastructure decisions we are now facing have very little to do with developments or the need for services in 2009 or 2010. They are more related to where the digital economy is taking us in the future. This is well beyond the time needed to kick-start sluggish economies. more
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