WiMAX Will Be Successful, as a Fringe Technology

A recent Infonetics press release says "WiMAX has gained such momentum across so many regions that it is no longer sensible to suggest that WiMAX growth will be flattened by the emergence of LTE [Long Term Evolution] in the next few years." Probably true, but it's also clear WiMAX will never reach the scale of either mainstream wireless family, i.e., WiFi or GSM/3GSM. By comparison with these giants, WiMAX will be a fringe operation. The critical issue is volume, and what counts is the wireless technology brand, not the technology itself. more»

The Cost of Walled-Garden Designs

The Swedish morning daily Svenska Dagbladet on their editorial page yesterday writes about the EU threat to intervene at mobile roaming costs for voice, SMS and data. The editorial is pushing the point that it's wrong for the EU to try and price regulate the market, but instead the free market will prevail. They even seem to be indicating that the current pricing is fair and that an EU price regulation would hamper investments. In very general terms I would agree with the editorial... more»

IPv6 and MEID's… Stop Choking on 32 Bits

Both the Internet and North American cellphones are choking under a 32 bit limitation and reactions from protagonists involved in both cases offer striking similarities. 1983 saw the debut of IPv4 and North American mobile telephony started in earnest with Bell's analog AMPS (Advanced Mobile Phone Service). Responding to the need to uniquely identify the growing number of mobile devices in order to bill their owner, the FCC ordered that handsets be equipped with a unique identification number embedded on a chip. This became the 32 bit ESN... more»

Telecom in China: After the Dust Settles

The long rumored reorganization of the telecommunications sector in China has begun. Now China will have three major companies, each with both mobile and fixed networks. The focus for fixed network growth is broadband Internet access. The focus for mobile will be continued growth in mobile subscribers and the launch of 3G services, with the three companies using three different 3G technologies. more»

Is Mobile Internet Really Such a Good Thing?

Just about everyone I talk to is very excited about mobile Internet. In 2006, the Japanese government proudly announced that more people used the Internet through their mobile phones than through their computers. Online services are all talking about their "mobile strategy" and VCs are flocking to fund the latest "mobile startup". I don't think there is anything wrong with mobile or with some of the great new mobile applications and devices, but we have to be careful to remember that most mobile networks that actually work are built on infrastructure that is operated by a small number of mobile operators who use a lot of regulated and closed technology... more»

The New Clearwire

The new Clearwire could be game-changing, but the rules of the game may not be quite as Clearwire presents them. I have been wondering since last July whether something significant would happen in the Google/Sprint world. The deal announcement earlier this weekseems to be that key development... In a nutshell, Sprint will contribute its substantial spectrum licenses in the 2.5 GHz range and its WiMAX-related assets and intellectual property. Google, Intel, Comcast, Time Warner Cable, and Bright House Networks will invest a total of $3.2 billion. more»

Sprint's Big Deal: New Life for WiMax

The Wall Street Journal is reporting the terms of a yet unannounced deal which will finance a massive rollout of WiMax by a Sprint-Clearwire joint venture. Outside funding is to be provided by Intel, Google, Comcast, and Time Warner Cable as well as Bright House, a small cable company. Assuming the deal is for real, this is good news for US users of broadband and, indirectly, other users around the world. more»

China's 3G License Delay is a Smoke Screen

Last week there was a flurry of stories about China's 3G plans after Jonathan Dharmapalan of Ernest & Young was quoted as saying he expected it to take 12 to 24 months from the start of China's commercial TD-SCDMA trials, i.e. from now, until 3G licenses were issued. But there was little analysis or comment on what's really happening. 3G licenses are a formality. They delay the deployment of 3GSM & CDMA 2000 which could otherwise happen rapidly -- just plug new cards into existing radios and offer established handsets (already being manufactured, in China, for the world market). more»

Google's Gigabit Gambit

Want a gig (1000 megabits per second) of Internet access bandwidth? Google says you could have it by the end of next year "from Manhattan to rural North Dakota (sic, I think they meant Vermont)" if their proposal to the FCC is accepted forthwith according to CNET's newsblog. Not only a gig but a mobile gig, accessible by cellphone or roaming computer -- no fiber required. Sound too good to be true? -- it isn't, IMHO! Engineering is not the problem... more»

700 MHz Auction Winners: Why Block C Matters

Today the FCC announced the winners of the 700 MHz auction -- and you can see from pp. 62-63 of this document that Verizon won Block C. (Block C was set up in two nationwide paired blocks of 11 MHz each, which were auctioned off in very large geographic areas -- 12 licenses, each covering a "Regional Economic Area Grouping". Verizon won seven of the twelve licenses, covering all of the US except Alaska, Puerto Rico, American Samoa, Guam, and the Northern Mariana Islands.) Why does this matter? more»