In general I think this was another good political speech from the President. However, as we have seen in the past, skilled rhetoric doesn't necessarily give rise to action. If Congress reflects the mood of the American people then the nation is not yet ready to change - or, as the President said, to embark on a new 'Sputnik' vision. The fact that the word 'Internet' was used several times (in absolutely the right context - and often teamed with 'innovation') clearly shows that the President understands the importance of the digital infrastructure. This has not changed since his original campaign in 2008. more
Ever since WiMAX was introduced several years ago, there has been controversy over whether or not this technology is going to make a breakthrough in wireless broadband industry. The controversy could be partly due to the fact that the chip giant Intel has been behind the technology, and invested enormous resources to make it happen. It could also be because WiMAX had been hyped for so long before it was actually deployed, and by the time it began to roll out LTE emerged and the debate turned into WiMAX vs. LTE. more
Announcement of the Verizon Wireless (VZW) iPhone and last week's announcements of Androids for AT&T mean that we're going to have better mobile data networks at lower prices. That's the most important consequence of being able to choose your phone and your network separately. We in North America have a long way to go to have the mix and match choices of phones and service that most of the world has... more
Clint Hepner from Renesys reports: "The US old guard of AT&T, Sprint, Verizon and Qwest are treading water or declining. And as if to highlight that fact, Telecom Italia, Deutsche Telekom and France Telecom (AS5511) all became transit-free during the year. ... [P]roviders with a strong global footprint and a diverse set of offerings are continuing to rise in the rankings. And those organizations with popular content or captive end-users will find themselves increasingly in the driver's seat when it comes to pricing negotiations. When it comes to the Internet, the only constant is change and we can expect more turmoil in 2011 as the market continues its rapid evolution." more
In late 2008 it was my good fortune to be asked to write a number of reports on broadband and trans-sector development for the Obama Transition Team. President Obama had just won office and this team was crucial in setting the policies for the future. I gathered together a team of international experts to assist in writing these reports. I was able to do this because the revolutionary plans of the Australian government in relation to the NBN very much appealed to the Obama Team. more
It has been a busy week in U.S. communications policy, with an FCC meeting adopting important spectrum policy reforms, an FCC complaint about Comcast's approval policies for cable modems, and a dispute between Comcast and Level 3 over fees for Internet backbone traffic. And late last night, it got even more interesting. more
According to Level 3, a major long haul Internet Service Provider, Comcast has demanded a "recurring fee" when Level 3 hands off movie and other high capacity video traffic for delivery by Comcast to one of the cable company's subscribers. This demand warrants scrutiny, perhaps less in the context of Network Neutrality and more in terms of further diversification (unraveling) of the peering process. more
The recent declaration from the UK’s minister for communications that the Internet should be tiered, thereby allowing ISPs to charge for prioritised traffic (either rated by speed delivered or by content provider) is a knee-jerk response to network strain masking as a necessary network management tool, and is a potential threat to the concept of net neutrality. ...developments in the mobile data sector make it clear that capacity constraints are appearing on mobile networks as well, long before the anticipated launch of LTE-based services in the UK in 2013. more
This year's Cisco Collaboration Summit was a step up from last year, and I say that for good reason. Last year's event was good -- all of Cisco's events are good -- but the venue was too small and it took away from the messaging. For 2010, Cisco went out of town to the classy and classic Arizona Biltmore in Phoenix. They don't build them like this anymore, and to me, this setting did far more justice for what Cisco has to say about collaboration. more
Here's the question: is it meaningful or important for a federal agency to have regulatory authority over high-speed Internet access connectivity? Right now, the FCC (which is supposed to oversee "communication over wire and radio") has no clear authority to make policy about high-speed Internet connectivity. (Transport is different than content - this post is not about applications or uses of this connectivity. Be careful when you talk about the Internet "ecosystem," because transport has been historically and remains different from everything else. I'm talking about the capacity to send packets from Point A to Point B, whether provided by wired or wireless providers.) more
There are many big questions in telecom these days, and this is one that's on my mind right now. Over the past few months, I've participated in events or briefed with leading vendors in our space, namely Avaya, ShoreTel, BroadSoft, Aastra, Metaswitch, Mitel, Interactive Intelligence, and this week Cisco. Every analyst has their own core circle of vendors they stay close to, but I'd say that's a pretty fair representation of who's driving telecom. To varying degrees, all of these vendors have a cloud story, and the more I hear it, the more I start to wonder what it really means. 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
Skype has cut Nimbuzz off. What that means is that users of Nimbuzz' popular mobile clients will no longer be able to make calls using the SkypeOut network. According to Skype themselves, it was for unspecified violations of the Skype API terms and license... more
The boom and bust cycle of submarine cable deployment can be traced back to the 19th century. However it doesn't look as though we have learned a lot in those 150 years. One of the problems is that it generally takes two years to plan these international projects and two years to deploy the system. And even before the process commences there are often an initial two years when the potential builders are contemplating their plans. This means that new cables need to be planned at times when there is little demand for new capacity. more
Paul Budde writes: "Two relatively new mobile market entrants, Mobyland and Centernet, have launched Poland and Eastern Europe's first commercial LTE network. Vendor Huawei provided the equipment for the network, which operates in the 1800MHz frequency band. Both Mobyland and Centernet previously offered GSM services in the frequency band before refarming the spectrum to offer LTE. The operators aim to expand coverage to 20% of the population by 2011 by deploying 700 base stations." more
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