Broadband infrastructure is advancing rapidly, from multi-gigabit cable and fiber networks to next-generation fixed wireless and satellite systems. With speeds reaching up to 25 Gbps for consumers and 1 Tbps in orbit, these developments mark a pivotal shift in connectivity, setting the stage for more scalable, flexible, and high-capacity networks. more
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
Earlier this month, Avaya held a new type of customer event in Toronto, called Evolutions. They have been looking for better ways to bring customers together, so aside from their global event, they've put together Evolutions, which has a regional focus. The first one was recently held in Mexico to great success, and my understanding is that Canada was the next trial event, and that's what I attended in downtown Toronto... I'm almost certain I was the only Canadian analyst invited, so this may well be the only place you'll hear about Evolutions. more
Just in the last two weeks, two stories in the United States hit the press that highlight behavior from ISPs that would have likely have violated the Net Neutrality rules that were killed by Ajit Pai's FCC. The big ISPs have been surprisingly quiet and have not loudly violated those rules, even though they are no longer in effect. The industry speculation is that the big ISPs are treading lightly because they don't want to trigger a regulatory overreaction should there be a change of party in the administration or Congress. 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
I have long been advocating that new business models, based on a trans-sector approach (breaking down silos), need to be developed in a rapidly changing green and digital economy. I very much welcome the vision of two American companies, who have not just talked about it but have actually done it. As far as I know, Hancock Telecom and Central Indiana Power in the USA are the first telco and power company to merge in order to reap the benefits of converging and transforming industries. more
Want to easily show people where a specific submarine cable goes? Or what cables terminate in a particular location? Last year I wrote about Telegeography's cool interactive submarine cable map and how useful it is to understand the submarine cable side of Internet infrastructure. In that article I mentioned how great it would be if you could get a link for a particular cable or location that you could pass along to other people. more
It is midnight in Dubai and I am listening to the final readings of the International Telecommunication Regulations (ITR). This instrument is the final output of two weeks of negotiations at the World Conference on International Telecommunication (WCIT), a gathering of the world's nations to update the the ITRs. The Chair goes through the document article by article, section by section, and with each passing "thank you", this Conference draws to a close. Many in the room are elated. more
Jeff Heynan at Infonetics reported a double-digit drop in DSL equipment sales, inspiring Dan O'Shea at Telephony to headline "Is DSL Finally Dying?" Both note that DSL sales in Q1 were actually ahead of the same quarter last year. Yet Dan writes "Fiber is the future." more
Last week, comments were filed with the FCC in response to the Berkman study of international broadband comparisons... Many of the comments were not supportive of the Harvard Berkman study. In an earlier blog posting, we had observed that there appeared to be statistical problems in the Berkman study that would not hold up to peer review. Our comments may have understated the extent of the problems. more
Huawei has filed a legal motion in the United States federal court calling for the ban to be declared unconstitutional and deemed an assault on global human rights. more
For the past hundred years or so, the world's vendors of communication networks and services have collaborated -- largely among themselves -- with great success. That paradigm continues today for 5G with the 3rd Generation Partnership Project (3GPP) and an ecosystem cluster of related organizations where industry and affected government agencies worldwide successfully work on a massive scale. 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
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
The last few weeks have reinforced the importance of modern communication networks to societies. Health care providers, schools, governments, and businesses all rely on networks that enable us to connect and collaborate remotely. Had we encountered a similar pandemic ten years ago, we would not have been able to continue our activities on the level that is possible today. more