As chance has it, the attempt by NTIA to create a fake Trump Open 5G Security Framework MAGAverse as they headed out the door on 15 January is being followed this week by the global meeting of 3GPP SA3 (Security) to advance the industry's real open 5G security Framework. Designated TSGS3-102e (the 102nd meeting, occurring electronically), it continues the practice of assembling companies, organisations, and agencies from around the world every 8 to 12 weeks to focus on 5G security for current and future releases of 5G infrastructure. more
When valuing a stock, analysts and shareholders evaluate always revenue and profit. Big tech COFs are sitting on assets worth tens of millions of dollars of annual profit (not just revenue, but true profit) in the form of unallocated IPv4 addresses. By not selling or leasing these out, they are incurring expenses to hold them and missing out on tremendous profits. At a 20X multiple (for context, Cisco is trading at nearly 18X earnings, Google at just over 33X earnings, Shopify at well over 700X earnings), big tech CFOs are actively preventing over $250 billion in market capitalization for their shareholders. more
SpaceX began public beta testing of the Starlink Internet service in the northern US late last October. Since then, they have made many software updates based on the beta experience and have expanded the uninterrupted-coverage area by launching new satellites. By the end of the year, they had begun beta service in southern Canada and sent beta test invitations to a few UK users. The beta-eligibility area is expected to expand from the current 45-53 degree latitude this month or next. more
In 2020, the pandemic accelerated digitalization around the globe. Homeoffice, Online Shopping, Zoom Conferences became part of the daily life for billions of people. But if somebody would have expected that the Covid-19-Desaster is a wake-up call for the world to be more united, work hand in hand, and pool resources reducing risks of a borderless threat, this "somebody" was wrong. 2020 was dominated by "My country first." more
The following are the most important current trends that will be affecting the telecom industry in 2021. Fiber Construction Will Continue Fast and Furious in 2021. Carriers of all shapes and sizes are still building fiber. There is a bidding war going on to get the best construction crews and fiber labor rates are rising in some markets. The Supply Chain Still has Issues. The huge demand for building new fiber had already put stress on the supply chain at the beginning of 2020... more
It's that time of the year for me to get out the crystal ball and peer into 2021... The FCC Will Have Egg on its Face from the RDOF Grants. The reverse auction was a disaster in many ways, with a lot of the money going to companies that can't possibly do what they promised or companies that largely intend to make a profit by pocketing a lot of the grants. The FCC will have a chance to rectify some of the problems during the review of the long forms... more
One of the obvious drivers of broadband usage is online video, and a study earlier this year by the Leichtman Research Group provides insight into the continuing role of video growth in broadband usage. The company conducted a nationwide poll in the US looking at how people watch video, and the results show that Americans have embraced online for-pay video services. more
For nearly the past four years, the Trump Administration has purported to treat 5G supply chain security through empty political gestures such as network equipment banning. The disinformation reached its absurd zenith subsequent to the election with the Q-Anon myth of the Kraken. (The Myth advanced by Trump attorneys asserted the long-deceased Hugo Chavez working with China was corrupting voting machine software to deprive Trump of another term.) more
Are there any companies left that we can still call cable companies? Everything in the business press still refers to Comcast and Charter as cable companies and AT&T and Verizon as telephone companies. It's getting harder to justify using these traditional labels, and maybe the time is finally here to just start calling them all ISPs. After all, these four companies collectively have 80 million broadband customers... more
You can't put the telecom sector into perspective without looking at the performance of the biggest players in the industry. The pandemic has been an interesting year for both big ISPs and telecom vendors. Smaller ISPs should care about big ISP performance for many reasons. For many smaller companies, the big companies are the competition, and the big providers' strength or weakness can foretell stiffened competition or increased opportunity. more
A recent session of the Australian Computer Society (ACS) and the Australian Smart Communities Association (ASCA) masterclass on 5G, featured Dr. Ian Oppenheimer, the NSW Government's Chief Data Scientist and one of the country's most respected experts in radio technology. Ian is also the Chair of the scientific advisory board of the 6G Flagship organization, a global research organization based in Finland. This organization has just published a range of fascinating research papers on 6G. more
OneWeb, which declared bankruptcy in May, has reorganized and emerged from bankruptcy. Bharti Global, an Indian telecommunication conglomerate, and the British government each own 42.2% of the new company, and most of the rest is owned by previous investors SoftBank and Hughes Network Systems. Hughes will continue work on ground infrastructure and marketing and the original joint venture with Airbus, which designs and manufactures OneWeb satellites... more
A group of major telecommunications companies -- Vodafone, BT, Telefonica and Deutsche Telekom -- recently announced something a bit unexpected. In the Open BNG Operator Position Paper, they call for a fundamental, industry-wide change to the way broadband networks are built. Specifically, they advocate for collaboration throughout the telco world, with a convergence around open broadband network gateways (BNGs). more
No, not the COVID curve - the curve of U.S. engagement in global industry 5G activities. Let me explain. What is known as 5G actually consists of a broad array of fundamentally revolutionary virtualization platforms that are constantly, collectively developed by industry in several dozen open global bodies. These bodies meet every few weeks, and several score companies around the world process scores to hundreds of input documents to produce many hundreds of effectively mandatory... more
According to an email, Starlink has moved into the second phase of its beta program, nicknamed the "better than nothing beta," which feels a bit like monopoly hubris to me. It may be better than nothing, but it is not as good as the initial beta, which was free. Participants will pay $99 per month for the service and pay $499 for a terminal, including a tripod and WiFi router. I wonder what the difference is between these "beta testers" and "customers." more
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