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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. more

Poland Launches Eastern Europe’s First Commercial LTE Network

Paul Budde writes: "Two relatively new mobile market entrants, Mobyland and Centernet, have launched Poland and Eastern Europe's first commercial LTE network. Vendor Huawei provided the equipment for the network, which operates in the 1800MHz frequency band. Both Mobyland and Centernet previously offered GSM services in the frequency band before refarming the spectrum to offer LTE. The operators aim to expand coverage to 20% of the population by 2011 by deploying 700 base stations." more

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. more

ITU Targeting Broadband for Over Half of World Population by 2015

ITU Secretary-General, Dr. Hamadoun TourĂ©, has challenged global leaders to ensure that more than half of all the world's people have access to broadband networks by 2015, and make access to high-speed networks a basic civil right. "Broadband will be a game-changer in addressing rising healthcare costs, delivering digital education, empowering marginalized communities, and mitigating climate change." more

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. more

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. more

A Look at How Google, Verizon and the FCC Talks are Playing Out

Sam Gustin reporting in DailyFanance: "As Apple (AAPL), Amazon (AMZN), Netflix (NFLX) and Google forge ahead with highly publicized new plans to stream high-speed content like movies and TV shows to your living room, smartphone, telecom and cable giants like AT&T, Verizon and Comcast (CMSCA) have been intensely lobbying to maintain control over the broadband pipes they spent billions to build. Comcast is going so far as to buy a rich content factory, NBC Universal, a deal that would create a $35 billion media and delivery juggernaut." more

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. more

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.
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Net Neutrality and Google/Verizon

What surprises me about the Google/Verizon deal is not that they have come to agreement, but that they have taken so long to do so. What they have agreed to is essentially what I proposed they do back in 2006. What Google want and what Comcast, Verizon and the carriers want is not and was not incompatible. more

The Good, the Bad and the Ugly in the Google-Verizon Legislative Framework

Google and Verizon have developed a "Proposal" on Internet access which I am sure they expect to serve as a template, starting point and frame of reference going forward. In light of the FCC's judicial reversal in the Comcast case, the absence of substantive progress at the FCC and the unlikelihood of congressional action, two major stakeholder can and have taken the lead. It should come as no surprise that Verizon and Google have emphasized and begrudgingly compromised on their corporate interests. more

2010 Data Breach Report from Verizon, US Secret Service

A study conducted by the Verizon Business RISK team in cooperation with the United States Secret Service has found that breaches of electronic records in 2009 involved more insider threats, greater use of social engineering and the continued strong involvement of organized criminal groups. more

Are Service Providers Giving Up on Landline too Soon?

Interesting times in the carrier space, for sure. While most readers of this column are focused on the business market, it's hard to ignore what's occurring in the consumer space right now. Being based in Toronto, I happen to be struck by the similar trends shaping on both sides of the border. Over the past few days, we've seen earnings reports from major telcos and cablecos, and these businesses seem to be going in opposite directions. more

iPhone 4 Highlights Mobile Problems

Making a telephone call in London has become more difficult for early adopters of the new iPhone 4. First of all the reception is rather poor. And it is not just that it is not showing the bars correctly; many users in congested mobile areas such as London receive the message 'server not available'. (As a matter of fact, this doesn't apply only to the iPhone -- it is also experienced with other smart phones.) more

Failure of the Broadband Plan?

Craig Moffett sees this as I do: "If LTE networks are going to be usage-capped, then the last pretense that LTE can be positioned as a substitute for terrestrial broadband would seem to be gone." The heart of the U.S. broadband plan is to release more spectrum - enough for 10-20 networks like Verizon's LTE now building - and pray that will be enough competition in five to seven years to check price increases. more