Mobile Operators and the Broadband Boom

With $72 billion invested in mobile broadband it would be hard to argue that this market is suffering from a lack of investment. More than half of this is taking place in Asia. Over the last two years close to 300 mobile operators in 120 countries have launched mobile broadband networks (using the 3G HSPA technology) and some 70 of these are already planning the next upgrade of their networks using the LTE technology -- the first $5 billion of investment money has been committed to that technology. more»

LTE and Spectrum Stupidity

Mobile operators are counting on Long Term Evolution (LTE) technology to handle surging demand for mobile data access. But LTE developers made some poor choices, cutting spectral efficiency and thus driving up operator costs. LTE was envisioned as an all IP system, but the RF allocations follow the voice-centric approach of earlier generations. While LTE standards allow for either Frequency Division Duplexing (FDD) or Time Division Duplexing (TDD), all initial LTE equipment uses FDD. FDD requires two separate blocks of spectrum... more»

IPv6 and the 5 Billionth Customer

The POPClock tells us that there are 6,807,230,170 of us on this planet when I looked it up at 22:26 UTC (EST+5) Feb 26, 2010. In the meantime we are about to connect the 5 billionth cell phone user this year according to ITU Secretary-General Dr. Hamadoun Toure.
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Verizon and Skype: Who's the Winner?

Until only recently, has it been remotely plausible to consider such different companies joining forces. I've written about Skype often, and for the most part, they've been a threat for incumbents of all stripes. To hear about this from Verizon during such a public event makes it very clear that the sands are shifting once more, and yet again, VoIP is the culprit. more»

Wireless VoIP: Loss Leader or Upselling Strategy?

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»

Will Microsoft Be Able to Make the Jump?

In marketing terminology this is called 'jumping the S-curve'. Microsoft, however, has left its jump rather late. One could argue that we are well and truly at the top of the S at the moment, so it will be interesting to see if Microsoft can still take the leap towards the enormous growth that is currently taking place in the group of digital media companies such as Google and Apple. more»

Absolutely No Wireless Spectrum Shortage in 2010

Sure the iPhone has problems, but John Stankey of AT&T thinks restoring a $2B capex cut will fix them. It may take a little more money than that, but Glen Campbell of Merrill Lynch has confirmed he's on track. In a 50 page report that's one of the best I've read in years, Merrill destroyed the common belief that wireless has a significant spectrum shortage. more»

Smart Phishing for Smartphones

A common security prediction for 2010 is the continued rise of malware and phishing attacks on mobile phones. The MarkMonitor Security Operations Center recently detected an interesting twist on this theme involving a popular smartphone and the latest smart technologies used by cybercriminals. In this case, instead of compromising a smartphone to steal its information, cybercriminals used phishing techniques to clone smartphones. more»

Wi-Fi Offload, Not Femtocells

Mobile operators face soaring data demand. The natural evolution of 2G/3G/4G infrastructure delivers about 2X additional capacity every 24 months. That's a major disconnect! (At least) two solutions are on the table, Femtocells and Wi-Fi offload. Both approaches solve the backhaul issue by using customer or 3rd party links (DSL, DOCSIS, T1/E1, WISP or otherwise)... As a solution for mobile data capacity, Wi-Fi wins, for many reasons. more»

Sharing: The First Step to Structural Change in Mobile

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»