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
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
On June 5th Elon Musk said SpaceX had nearly 500,000 customers in 32 nations and 9 languages. By now, there must be 500,000 customers, most of whom are in the U. S. and Canada, and their performance is suffering. In the first quarter of this year, OOKLA reported that the median Starlink download speed fell from 104.97 to 99.55 Mbps in the U.S. and from 106.64 to 97.4 Mbps in Canada. more
There has been an interesting public fight going on at the FCC as Viasat has been telling the FCC that Elon Musk's Starlink should not be eligible for funding from the Rural Digital Opportunity Fund (RDOF). At stake is the $886 million that Starlink won in December's RDOF auction that is still under review at the FCC. Viasat had originally filed comments at the FCC stating that the company did not believe that Starlink could fulfill the RDOF requirements in some of the grant award areas. more
Some worrying signs are emerging in the USA. During the last decade I have questioned the economic viability of two parallel telecoms infrastructures. When these two network rollouts commenced no issue existed in relation to conflicting interests -- one delivered telephone services, the other broadcasting services. But this all began to change when it became possible to use the HFC network more
There is an excellent business case for Google bidding megabucks in the upcoming 700MHz auction and investing even more to get a network up and running. I think Google is well aware of the value to them if they win and the harm they'd suffer if the duopoly wins instead. Google can make big bucks with a nationwide third network AND make things better for all Internet users AND improve the United States' pathetic competitive position in the contest for broadband access. Hope this post doesn't end up post-tagged "wishful thinking"... more
"80% of Web users will choose mobile broadband over fixed by 2013" is the headline of a Total Telecom interview with John Cunliffe of Ericsson. I agree with the conclusion although I think Ericsson will be unpleasantly surprised to find that LTE is NOT the technology which leads to this revolution. Mobile access at speeds at least equal to what cable offers and at a price lower than today's cable broadband will be available both in the home and on the road within a year or two at the most. more
New York City Mayor Bill de Blasio and Chief Technology Officer John Paul Farmer today announced an Internet Master Plan for the City aimed to chart a path for internet providers in the private sector to work in partnership with the City in order to address market gaps and deliver universal broadband to New Yorkers. more
A Chinese state-backed company has successfully launched its first 18 satellites, marking the initial phase of a significant project to establish a vast orbital network intended to compete with Starlink, according to The China Securities Journal. more
Last May, Cuba's Ministry of Communication (MINCOM) announced resolutions 98 and 99 limiting wireles stransmission power and outdoor cables that made community networks like Havana's SNET, illegal. Since SNET was the world's largest community network that did not have Internet access, implementation of the resolutions was postponed for 60 days for negotiations between SNET administrators and MINCOM. more
The FCC has posed a number of provocative questions to AT&T regarding the fact that iPhone subscribers cannot download and use the Google Voice application. AT&T should stifle every motivation to play cute or clever with the FCC. Apple adopted such a strategy when it suggested to the Library of Congress and others that it would be curtains for the free world if iPhone owners could hack, jailbreak, tether, and otherwise use their handsets without fear of violating the prohibition on circumventing copyright laws contained in the Digital Millennium Copyright Act. more
Verizon Wireless' decision to allow their subscribers to access Skype raises a question about strategy. Is Verizon leveraging Skype access as an inducement for subscribers to upgrade to smartphones and commit to $30 a month data plans, has the company acknowledged that its future marketplace success lies in data and not voice services, and how will the company prevent a substantial reduction in plain old voice subscriptions priced above the $30 data plan benchmark? 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 new rule announced by the U.S. Department of Commerce on Monday enables American companies to contribute to standards-development activities in the telecommunications sector more fully. more
Mobile Network Operators (MNOs) serve the largest constituent of connected devices. There are over 4.6B GSM (and its derivatives) subscriptions today. When you add the CDMA family along with technologies with smaller footprints such as WiMax, IDEN to this list, that number tops 5B mark. On the other hand there are only (yes only!) 800M Internet hosts per ISC. Considering such a small percentage of those 5B or so devices are capable of being an Internet host and out of that percentage even a much smaller percentage is connected at a given time, one can understand the sheer potential of explosion in the number of Internet hosts as mobile devices in the next 3-5 years. more