The arrival of the iPhone, Android and iPad will raise the stakes higher in the mobile broadband market. The fact that iPhone alone has over 140,000 Apps over sort of open networks, not portals, shows the demand for mobile applications. This will put an enormous strain on the infrastructure of the mobile operators and will require them to build fibre networks to all mobile stations, as well as invest in more spectrum and new technologies such as LTE. At the same time the mobile subscriber markets are becoming saturated and competition is driving margins down. 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
All the talk early this year seems to be about LTE deployment to alleviate chronic Apple and other smartphones induced indigestion on the AT&T and other major Mobile Networks swamped by data traffic. The telluric shift albeit the user will not care or should not notice is that when he or she will power on that smartphone or whatever the communicating Swiss Knife will be called, it will request an IP address to complete an IP based call. more
Looking back at the year that just ended, here are the top ten most popular news, blogs, and industry news on CircleID in 2009 based on the overall readership of the posts. Congratulations to all the participants whose posts reached top readership in 2009 and best wishes to the entire community in 2010. more
For years, the National Association of Broadcasters (NAB) fought the White Spaces Coalition and others interested in making US "TV white spaces" available for broadband, Wi-Fi or indeed, any new purpose. When the FCC voted 5-0 to permit license exempt use of TV White Spaces, the industry brought suit in Federal court. And they did this, despite rules in the FCC's decision that are so restrictive that, for now, white spaces devices are doomed to commercial failure. more
The success of smart phone, in particular the iPhone, is both a blessing and a curse for the mobile operators. On the one hand it has broken into the monopolistic business models used by most operators and has most certainly loosened part of their stranglehold; on the other, these phones have increased usage on their networks. But these cracks are going to continue and will eventually lead to similar structural changes in the mobile industry to the ones we are currently experiencing in the fixed market. more
There is a difference between rhetorical leadership and actually instituting regulations. As the Canadian Radio-television Telecommunications Commission (CRTC) chair Konrad von Finckenstein said on October 21: "Canada is the first country to develop and implement a comprehensive approach to internet traffic management practices." In a regulatory policy decision, the CRTC affirmed that it already has sufficient legislative authority within Canada's Telecom Act to police discriminatory practices by ISPs. Similar clauses do not exist in US legislation. more
The global telecoms industry numbers remain impressive: By 2020 there will be 6 billion mobile subscribers -- of which, according to Nokia, 95% will have access to wireless broadband by 2015, and by 2020, there will also be 3 billion fixed broadband subscribers. However the relevance of these numbers will decline. By 2020 there will be 50 billion fixed and mobile connections. more
ARCchart is selling a new report entitled Mobile Broadband Performance of Carrier Networks. I can't personally justify the purchase, but I notice this wonderful graph in their sample. ARCchart gave mobile users free speed test applications... more
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
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