Carlos Slim of Telmex tells me the world is about to change. "Two billion more people will connect to the Internet when smartphones cost $50. The phone makers are promising me a $50 phone in 2014." If Spreadtrum and Firefox deliver a $25 smartphone, as promised, that could accelerate takeover. ~310,000,000 Africans will be connected to the Internet in 2017, Arielle Sumits of Cisco predicts... It's inevitable that the U.S. will be dwarfed by the rest of the world. more
In a recently published Uptime Institute Survey, Uptime Institute found that organizations operating data centers are finding it increasingly difficult to recruit professionals skilled in security, networking, and hybrid technologies. This realization comes at an interesting time, as the monolithic business infrastructure built over the last two decades is now entering a period of transformation. more
Former Southwestern Bell CEO, now General Motors CEO Ed Whitacre famously accused Google of free-riding his network, despite the obvious truth that Google pays for traffic delivery to peering points and ISPs gladly enter into reciprocal peering agreements in lieu of cash transactions that would likely result in a near zero payment as roughly equivalent traffic balances out. Mr. Whitacre did raise a legitimate question whether there are free riders and I'm seeing one darling and one unexpected group flying below the radar. more
New York City Mayor Bill de Blasio and Chief Technology Officer John Paul Farmer today announced an Internet Master Plan for the City aimed to chart a path for internet providers in the private sector to work in partnership with the City in order to address market gaps and deliver universal broadband to New Yorkers. more
The cable guys have their way of saying it: "What do you want to do, nationalize our businesses?" Another way of seeing this issue is: We have a very few very large providers of highspeed internet access in U.S. They have sufficient market power to decide how and when to prioritize internet communications. And all of these providers are competing with the internet in some way -- they are all (or are becoming) old media and old telecom companies that want to maintain control over their distribution channels. 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
The traditional network operators see OTT services as a threat, and the companies offering them are perceived to be getting a free lunch over their networks - they are calling for international regulation. In particular, the European telcos (united in ETNO) have been claiming that this undermines their investment in infrastructure and they want to use the WCIT conference in Dubai later this year to lobby for regulatory changes that would see certain levies being levied - something that is strenuously opposed by, among others, the USA and the APAC countries. more
OneWeb is building a large constellation of low-Earth orbit (LEO) Internet-service satellites and Via Satellite has published the "definitive 2018" interview of OneWeb CEO Greg Wyler. The following are some of the quotes that caught my eye... They are going through the final stages of testing now before the launches begin. The satellites have actually performed better than expected in many ways, especially with their Radio Frequency (RF) performance which is really positive. more
"80% of Web users will choose mobile broadband over fixed by 2013" is the headline of a Total Telecom interview with John Cunliffe of Ericsson. I agree with the conclusion although I think Ericsson will be unpleasantly surprised to find that LTE is NOT the technology which leads to this revolution. Mobile access at speeds at least equal to what cable offers and at a price lower than today's cable broadband will be available both in the home and on the road within a year or two at the most. more
The debate around Network Neutrality is sometimes simplified as carriers against content providers, the owners of networks against the businesses that have grown due to Internet connectivity. So it was interesting to read that Google and Verizon filed a joint submission to the FCC last week, laying out in detail how the two companies agreed on many issues regarding an "Open Internet." more
The SIP Center asked for an article which I finally wrote the weekend before last. My article was actually rather negative, but they published it anyway. Now I'm feeling a little guilty as there is an optimistic note I could have used as my conclusion. So let me try again... First let me summarize my problem. When SIP emerged in 1996, it's support for direct connections from one user to another was extremely compelling. This was the VoIP protocol which would lead to a complete revolution in communications... more
There is an excellent business case for Google bidding megabucks in the upcoming 700MHz auction and investing even more to get a network up and running. I think Google is well aware of the value to them if they win and the harm they'd suffer if the duopoly wins instead. Google can make big bucks with a nationwide third network AND make things better for all Internet users AND improve the United States' pathetic competitive position in the contest for broadband access. Hope this post doesn't end up post-tagged "wishful thinking"... more
Some worrying signs are emerging in the USA. During the last decade I have questioned the economic viability of two parallel telecoms infrastructures. When these two network rollouts commenced no issue existed in relation to conflicting interests -- one delivered telephone services, the other broadcasting services. But this all began to change when it became possible to use the HFC network more
As I keep pointing out -- there is indeed a viable alternative of a real marketplace not a fake one. Today's system is a fake because it depends on capturing the value of the application - communications - in the transport and that is no longer possible because with the Internet the value is created OUTSIDE the network. One example of the collateral damage caused by today's approach is the utter lack of simple wireless connectivity. Another is that we have redundant capital intensive bit paths whose only purpose is to contain bits within billing paths. more
A group of over 190 Internet engineers, pioneers, and technologists today filed joint comments with the Federal Communications Commission (FCC) explaining "Technical Flaws in the FCC's Notice of Proposed Rule-making and the Need for the Light-Touch, Bright-Line Rules from the Open Internet Order." more
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