Telecom

Craig Moffett from Wall Street: Wireless Prices Should Go Up Through Mergers

Jules (Julius Genakowski) may soon have a stark choice: should U.S. wireless prices go up or down? Jules talks a good game about wanting more competition and the evidence is overwhelming that going from 6 to 4 majors resulted in higher prices. Merrill Lynch a while back calculated margins went up $billions each year because of the consolidation. You can hire an economist to say almost anything, and two at the University of Chicago happily stretched the truth on this in the past. But the evidence both academic and common sense is clear. more

Is Laser Going to Be the Next Telecoms Frontier?

When I became involved in the telecoms industry back in the late 1970s, we were just seeing fiber optic cables being commercially developed by Corning. Over the following decades, I have been asked many, many times -- do we need fiber cables or wireless technologies, and what is next? During all that time, my answer has been that there was no other communication technology available in any commercial sense that would make either fiber optical or mobile technologies obsolete. more

Carlos Slim Puts Bomb Under European Telecoms Market

The Mexican telecoms and broadcasting magnate Carlos Slim -- the wealthiest man in the world and owner of the business conglomerate Grupo Carso -- has put a 28% bid for the Netherlands' incumbent telco KPN on the table. This is a very interesting and significant move. As is often the case, new winners tend to arrive when previous winners become losers, especially when they are becoming weaker and thus easier to attack. more

Ranking Top Internet Service Providers in the World for 2008

In a post by Earl Zmijewski of Renesys, a number of observations have been made in the effort to rank all Internet service providers in the world for 2008 -- globally, geographically, as well as by market segment. Given the controversial nature of such a ranking in the industry, Zmijewski has pointed out that the changes in rank can be far more revealing than the actual rank itself. For instance it is noted that providers who are moving up in the rankings are doing so due, in large measure, to Asia. "China Telecom poised to enter the top-10 'global' providers, despite not being very global. Guess that is easy to do when you 'own' 1/6 of the world's population," says Zmijewski. Findings also include Sprint losing its long held #1 status to Level 3 and Global Crossing surging to #3, leaving their peers behind. more

Open Broadband Infrastructure… And Why There’s No Business Case for FttH to Sell TV

Those advocates of a free market approach to fiber to the home (FttH), rather than a utilities-based one, often point to entertainment as the way to make that happen. And they then immediately point to the USA, where FttH rollouts have indeed been driven by competition between the cable TV companies... The telcos who were initially less enthusiastic about broadband (because it required them to abandon their lucrative ISDN services and replace them with the simpler and cheaper DSL technology) suddenly found themselves bested in the broadband market by the cable TV companies - a trend we also saw in some of the European markets - for instance, the Netherlands... more

My Broadband Predictions for 2022

It's that time of the year for me to get out the crystal ball and peer into 2022... I have no idea why it took a year for the administration to tee up a new Chairman and recommend a fifth FCC Commissioner. But once a new Commissioner is seated, the new FCC will tackle reinstating some version of Title II regulation, accompanied by net neutrality regulations. For yet another year, this won't come from Congress, which is the only permanent solution. more

Verizon, AT&T Speeds Slow After Unlimited Data Plans Launch

Verizon and AT&T re-introduced their unlimited data plans earlier this year, and as a result, studies show that the providers' 4G speeds and overall speeds have fallen due to increased data demand on their networks. more

National Telcos Can and Will Change Their Behaviour, Case in Point: Telstra

When discussions with overseas colleagues made it clear to me how fast things are changing here in Australia compared with the rest of the world, I was prompted to write this update about the developments in Australia, particularly in relation to its incumbent telco, Telstra. Most people overseas have not yet fully caught up with the fact that the destructive regime of Telstra's former CEO is well and truly over -- in the past there has been plenty of international reporting of the shocking behaviour of Telstra under Sol Trujillo (former US West) and his persistent attacks on the government included suing Ministers and abusing the Regulator. more

Germany’s New Rules for Developing 5G Mobile Networks Will Not Exclude China’s Huawei Technologies

German regulators have released a set of guidelines addressing network security for companies wanting to help build next-generation 5G infrastructure. more

Telecoms - Where Will the Money Come From?

With the arrival of mobile saturation stagnation is occurring in telecoms revenue growth in most developed telecoms markets. Voice traffic is increasingly moving onto IP-based systems, which are either free or at very low cost to its users. This is taking place on both the fixed and mobile networks. While in the case of corporate and government organisations nearly all fixed voice traffic has moved to IP-based systems, in the SME and consumer market this has not been the case. more

IDC on Why Mobile Devices Accessing Internet Will Pass 1 Billion by 2013

There were more than 450 million mobile Internet users worldwide in 2009, a number that is expected to more than double by the end of 2013. Driven by the popularity and affordability of mobile phones, smartphones, and other wireless devices, IDC expects the number of mobile devices accessing the Internet to surpass the one billion mark over the next four years. more

The Broadband Numbers Racket

Financial Times has an article called The broadband numbers racket, by former FCC chief economist Thomas Hazlett, now a professor of law and economics at George Mason University. Hazlett points out that too many people use superficial selection of statistics to bolster questionable policy positions. more

Will We Ever End Legacy Telephone Networks?

Anybody not involved in the telephone business will probably be surprised to find that the old TDM telephone networks are still very much alive and in place. The old technologies were supposed to be phased out and replaced by digital technologies. The FCC started talking about this before 2010. In 2013, Tom Wheeler, the FCC Chairman at the time, announced an effort to force the needed changes, which was dubbed the IP Transition. more

The Meanings of Network Neutrality

Ed Felten has posted a nice taxonomy of the several meanings people take when they use the term Network Neutrality, briefly: End-to-End Design; Nonexclusionary Business Practice; Content Nondiscrimination ... I've been developing a taxonomy of issues that interact with and are bound with Network Neutrality. So far there are six items... more

Will 5G Trigger Smart City PPP Collaboration?

As discussed in previous analyses, the arrival of 5G will trigger a totally new development in telecommunications. Not just in relation to better broadband services on mobile phones - it will also generate opportunities for a range of IoT (internet of things) developments that among other projects are grouped together under smart cities (feel free to read 'digital' or 'connected cities'). more