Apple is coming out with a full range of new 5G iPhones. The phones have been designed to use the full range of new frequencies that the various cellular companies are touting as 5G, up to and including the millimeter wave spectrum offered in center cities by Verizon. In addition to 5G, the phones have new features like a better camera, better ease at using wireless charging, and a lidar scanner. more
It's hard to know what to make of the Google/Verizon deal since until earlier today both companies have denied that there is one. And it's hard to argue about net neutrality because it means so many different things to different people. I've got lots of reading to do to catch up on the newly released set of principles from the companies, but in the meantime here are a few thoughts on the topic. more
The web is full of stories of rural areas with no broadband options, and I've spent a lot of time in the last few decades helping rural areas get better broadband. There has not been nearly as much coverage of the huge broadband gap in urban areas. There are a lot of urban homes that can't afford broadband and, in many cases, got bypassed when the telcos and/or cable companies built their networks. more
There is already a growing shortage of fiber resources that includes engineers, construction companies, and fiber consultants. The upcoming $16.4 billion RDOF program will create a resource shortage in 2020 for those who can help companies seek grant funding. Once the grants are awarded, the size of the program will add stress to the resources needed to build networks. Companies that don't line up their experts early might find themselves without help. more
The telecommunications business is a double-edged sword. On the one hand it is an enormous growth industry because of its function as a key facilitator in the transformation of societies and economies towards a future that is driven more and more by ICT developments. Over the last decade companies such as Google, Apple, Samsung, Amazon and Facebook have made it to the list of the most successful businesses... On the other hand many of the traditional telco businesses operating in this market are recording declining results. more
The Pew Internet Project has just released its third report on its "The Future of the Internet" series where it has surveyed experts about the future social, political, and economic impact of the Internet. In this latest web-based survey, 578 leading Internet activists, builders, and commentators and 618 additional stakeholders (1,196 respondents) were asked to assess thought-provoking proposed scenarios for the year 2020, which include the following quantitative results... more
It is always the case that change brings with it new opportunities, and the change in the FCC chair will be no exception to this rule. But we have learned since President Obama came to power that we should not have too high an expectation of such a change. In my discussions with the US Administration, the White House and the FCC I have never come across any major disagreement about my views on the future of telecommunications. more
The European Union has launched a consultation on a proposal that would require technology companies, such as Netflix and Alphabet Inc., who use the most bandwidth to help pay for the next generation of internet infrastructure. more
President Biden recently signed an executive order that will require that the federal government buys more goods produced in the United States. This was done to promote American jobs and to keep profits at home. It's a great idea, but it suffers from one big flaw -- we don't manufacture a lot of things in the US anymore. Statistics are hard to pin down, but something like 40,000 US factories have shut down over the last decade. more
It is amazing that after the dozens of examples of failed business decisions made by telcos in relation to the digital economy, Verizon has clearly not learned any lessons and is willing to waste $4.8 billion in its purchase of Yahoo. This investment will be totally useless and will not provide any new revenue for the telco. They seemed to be attracted by the people-tracking facility (surveillance marketing) that companies such as Yahoo use, and they aim this for their own purposes to attract new advertising revenues. more
In August 1858, Queen Victoria sent the first transatlantic telegram to U.S. President James Buchanan. The cable system had taken a total of four years to build and used seven copper wires, wrapped in a sheath of gutta-percha, then covered with a tarred hemp wrap and then sheathed in an 18-strand wrap, each strand made of 7 iron wires. It weighed 550kg per km, with a total weight of over 1.3Mkg. more
The Federal Communications Commission (FCC) has granted T-Mobile and SpaceX approval to extend mobile coverage to remote areas using satellite technology. This marks the first authorization of its kind, allowing collaboration between a wireless carrier and a satellite operator to utilize spectrum bands traditionally reserved for terrestrial services. more
You can't put the telecom sector into perspective without looking at the performance of the biggest players in the industry. The pandemic has been an interesting year for both big ISPs and telecom vendors. Smaller ISPs should care about big ISP performance for many reasons. For many smaller companies, the big companies are the competition, and the big providers' strength or weakness can foretell stiffened competition or increased opportunity. more
When our G20 leaders met in Pittsburgh last week, stimulus and recovery were foremost on their minds. Needless to dwell on the ravages of sub-prime lending and outsized bonuses rewarding dismal performance. It is good to see that, in today's global economy, Information Technology is recognized as a major driver of economic growth and quality of life. ...The timing of the Cisco announcement linking IPv6 and smart grids is certainly no coincidence. There is a money trail to be followed and IPv6 will ride the smart grid coattails. more
I have spent the day here in Berlin attending my second advisory board meeting for the EU research project reTHINK. I'm chewing over what I learnt about the possible future of the telecoms and cloud industry. There has been a decades-long tussle between the communications and computing parts of the ICT industry. Both sides wish to exert power over the digital economy. Sometimes this tussle works for the common good, sometimes not. more