Fast and reliable infrastructure of any kind is good for business. That it's debatable for the Internet shows we still don't understand what the Internet i -- or how, compared to what it costs to build and maintain other forms of infrastructure, it's damned cheap, with economic and social leverage in the extreme. Here's a thought exercise... Imagine no Internet: no data on phones, no ethernet or wi-fi connections at home - or anywhere. No email, no Google, no Facebook, no Amazon, no Skype. That's what we would have if designing the Internet had been left up to phone and cable companies... more
The U.S. Federal Communications Commission unveiled a plan on Tuesday proposing minimum broadband speeds of 100Mbps. In his remarks, FCC's chief Julius Genachowski said: "To meet the imperatives of global competitiveness and enduring job creation, we must have broadband networks of such unsurpassed excellence that they will empower American entrepreneurs and innovators to build and expand businesses here in the United States. Our plan will set goals for the U.S. to have the world's largest market of very high-speed broadband users. A '100 Squared' initiative -- 100 million households at 100 megabits per second -- to unleash American ingenuity and ensure that businesses, large and small, are created here, move here, and stay here." more
The US government is gearing up to begin the 2020 census which will be administered starting next April 20. For the first time, the census is going to rely heavily on people answering the census questions online. Live census takers will then follow-up with those that don't submit the online response. This seems like an odd decision since there are still many people who don't have home broadband. more
Comcast has sketched out plans for a gigantic database called "TV Warehouse," able to store a full year of statistics gathered from digital set-tops in more than 16 million households nationwide, according to an industry executive familiar with the project. TV Warehouse, envisioned as having a massive 500 Terabytes of storage, would then feed up to a database even broader in scope operated by Canoe Ventures, the advanced-advertising venture formed by Comcast and five other large MSOs. more
Almost everybody in the broadband industry is now aware that the industry is suffering supply chain issues. ISPs are having problems obtaining many of the components needed to build a fiber network in a timely manner, which is causing havoc with fiber construction projects. I've been doing a lot of investigation into supply chain issues, and it turns out the supply chain is a lot more complex than I ever suspected, which means it's not going to be easy to get the supply chain back to normal. more
When it comes to broadband subscriptions, the current global recession is merely a short-term phenomenon according to new research released by TeleGeography. The research group reports that "by the end of 2013 the number of broadband subscribers across the world will have grown by 72% to over 700 million, while wireless subscriptions will have grown by well over two billion, an increase of 60%." TeleGeography's GlobalComms Insight predicts that the Asia-Pacific region will continue to dominate the global market but only in terms of total subscription numbers -- the market value will have a different story. "In 2013 the region's 50% share of global subscribers will account for only 28% of global market value. Conversely, while the relative size and importance of the North American market continues to diminish, in 2013 its 7% of subscribers will still account for 23% of global market value." more
It must have been a galling experience for President Trump when his good mate British Prime Minister Boris Johnson failed to step in line with Trump's demand that the UK should also boycott the Chinese firm Huawei by not allowing them to be involved in the rollout of 5G in Britain. However, the involvement of Huawei will be limited. It further proves that boycotting Huawei is a political and not a technical issue. more
While it might still be too early to make predictions, there are dozens of articles on the web predicting how the COVID-19 pandemic might change our long-term behavior. Here are some of the more interesting predictions I've seen that involve broadband and telecom... Millions of people were sent home for work or school to homes that didn't have good broadband. These folks have been telling the world for years that they don't have good broadband... more
In the February 13th edition of the Wall Street Journal, Professor Thomas W. Hazlett offers a breathless endorsement of market concentration with the T-Mobile acquisition of Sprint, his go-to example. Apparently, mergers and acquisitions benefit consumers because they enhance competition and generate all sorts of positive outcomes that could not possibly have occurred but for the reduction in the number of industry players. more
This year's Independent Show summer conference was held in Boston, a place where the accents are strong and you hear great quotes like... If I had to sum up this year's conference with one phrase, it would have to be: out-of-the-box thinking. The keynote speech was given by Professor Bharat Anand of the Harvard School of Business, whose expertise is in the areas of digital strategy, corporate strategy, and media strategy -- in other words, digital marketing. The title was "Lessons from the Digital Transformation of Media". more
I have to wonder if this year is making the big ISPs rethink their business plans. For years, many big ISPs have foregone making long-term investments in broadband and instead chased the quick return. A good example is CenturyLink. Before the merger with Level 3, the company had started a program to replace the copper plant in urban markets with fiber aggressively. At the peak, the company built fiber to pass 700,000 homes a year. more
As a product manager and engineer, I really enjoy attending the technology-oriented Cable-Tec Expo each year. It has a stronger technology focus than many other industry trade shows and it's always a good opportunity to talk to the engineering teams from all of the operators and vendors. 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
A big piece of what the FCC does is to weigh competing claims to use spectrum. It seems like there have been non-stop industry fights over the last decade on who gets to use various bands of spectrum. One of the latest fights, which is the continuation of a battle going on since 2018, is for the use of the 12 GHz spectrum. The big wrestling match is between Starlink's desire to use the spectrum to communicate with its low-orbit satellites and cellular carriers and WISPs... more
We recently have heard much complaining from the telecommunications companies concerning the margin squeeze they experience from NBN Co. While they certainly do have a point, it is also essential to look at the other side of the coin. Why have the telcos allowed this situation to happen in the first place? We have seen an explosion in the telecommunications industry over the last decades. This led to the arrival of internet companies which are currently amongst the largest corporations in the world. more
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