This week, the headlines seem to be full of fresh doom and gloom for wireline carriers, who employ people in every congressional district across America. Sooner or later, someone is going to call for Congress to tap some of the hundreds of billions in 2009 economic stimulus to help the LECs through troubled times, save lots of jobs, and preserve the way we do business in our critical last-mile communications infrastructure. Is this wise? Is there a better way? more
The US war on Huawei brought down sales internationally, but China's 700,000 5G cells and explosive cloud growth meant Huawei had an up year. The chip blockade did hurt in Q4 and will continue to hold down sales in 2021. Huawei has sufficient reserves to outlast the United States until China catches up in chip production. Perhaps the most important figure in the financial report was the $55 billion cash. Another $10 billion will come in from the sale of Honor/Glory. more
In reading a Q&A with Verizon's Brian Whitten I found this striking Q and A: "Q. With a fiber connection being symmetric, many fiber providers such as Paxio are providing symmetric connections such as 5Mbit, 10Mbit, 30Mbit. Why is Verizon keeping this arbitrary asymmetric limit with Fiber? A. ...Indeed, our FTTP network can easily support a symmetric data service. As market dynamics change, we would re-assess the benefit to our customers of introducing a class of symmetric data services." My reaction is "No thank you, I'd rather do it myself". To understand my reaction you need to recognize the difference between wanting to build my own bridge across a stream and asking why I'm not allowed to cross it myself using my own boat. more
The ITU is attempting to puff up some vestige of a value proposition this year by celebrating what its PR material purports to be the 150th anniversary. In reality, it has actually only existed as the ITU since 1934, and the pieces prior to that point stretch back 165 years to 1850. It was at that point that nations operating electric telegraph systems met at the first international meeting in Dresden to cobble together all the basic intergovernmental provisions that still exist today... more
In a special White House event today, President Trump along with FCC chair Ajit Pai, announced a major push towards 5G deployment as part of the "5G Fast Plan" initiative. more
There was a headline in a recent FierceTelecom article that I thought I'd never see - Jeffries analyst says the rural broadband market is ripe for investment. In the article, analyst George Notter is quoted talking about how hot rural broadband is as an investment. He cites the large companies that have been making noise about investing in rural broadband. Of course, that investment relies on getting significant rural grants. more
The Google Fiber project is receiving international attention. This in itself is a good thing, since it brings the benefits of high-speed FttH infrastructure to the attention of large numbers of people in business and government who will not have to deal with such developments on a regular basis... At the same time we have to look at Google Fiber from the point of view of operating in the American regulatory environment. Yes, we can all learn from its disruptive model, and particularly when the results of the more innovative elements of the services begin to kick in; but for other reasons there is no way that this model can be replicated elsewhere. more
On the one hand, the big telcos are chanting the mantram, "We shall not block, impair or degrade any content, service or application." On the other hand, they're saying, "There's no problem. We don't need a law until there's a problem." Well, now. Mitch Shapiro over at IP & Democracy, points to Russell Shaw's post that says: "I have been noticing a growing number of posts in which many Vonage users and Vonage Forum Members have been complaining about the quality of Vonage calls over Comcast broadband connections..." more
We are all accustomed to purchasing and/or using copyrighted material in one fashion or another. From music, movies-(BluRay), e-books-(Kindle), computers-(software), mobile phones-(iPhone) and games; the umbrella of companies wanting to restrict access to its products continues to grow and become increasingly restrictive. more
Audacity by federal policy makers can be admirable, at least in some cases, but it can a bit more problematic in others. A case in point is the Food and Drug Administration's "deeming" of the internet to be a tobacco product. The FDA explained that it was exercising its authority under the Family Smoking Prevention and Tobacco Control Act which gave the agency an extensive set of duties, responsibilities and authorities over "tobacco products." more
Both the Internet and North American cellphones are choking under a 32 bit limitation and reactions from protagonists involved in both cases offer striking similarities. 1983 saw the debut of IPv4 and North American mobile telephony started in earnest with Bell's analog AMPS (Advanced Mobile Phone Service). Responding to the need to uniquely identify the growing number of mobile devices in order to bill their owner, the FCC ordered that handsets be equipped with a unique identification number embedded on a chip. This became the 32 bit ESN... more
Yesterday's post explained how peer-to-peer (P2P) applications use the processing power, bandwidth, and storage capacity of participants in a service rather than centralized resources. This makes such applications generally less subject to catastrophic failure, much less subject to running out of resources (since each new user brings new capacity as well as new demand), and much cheaper FOR THE PROVIDER of the application in terms of hardware and bandwidth required. It's the FOR THE PROVIDER part that's the rub. Let's consider the case of BBC's iPlayer service... more
Does "voice" communication really matter as much today in business communications? Think about it. When you need to reach someone today, what do you do? Do you call them on the phone? Or do you send them email? Or a text message? or IM? I know personally that my normal communication flow usually goes something like this: Instant Messaging; I check first to see if I can reach the person on some form of IM... SMS; if the matter is relatively important... E-mail/Facebook/Twitter/other; Previously that would have just been email, but these days I find myself very often sending messages via Facebook or Twitter... more
A few months ago, I reported on the broader market of which telecommunications infrastructure is a part. I mentioned data centers, cloud computing and data analytics (big data). All together, we can perhaps best call this digital infrastructure. While the importance of this merged set of infrastructures will benefit all economies and societies, I recently focused on regional developments as basically every region and every mid-size town will need to have a digital hub for local computing workloads and storage. more
In a speech this morning, widely heralded (and criticized) as a call for "network neutrality," FCC Chairman Julius Genachowski: "Why has the Internet proved to be such a powerful engine for creativity, innovation, and economic growth? A big part of the answer traces back to one key decision by the Internet's original architects: to make the Internet an open system." Now "open system" doesn't mean anarchy. The Internet has rules, technical standards codified in the unassuming sounding "Requests for Comment." more
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