Earlier this month, I had the opportunity to attend the The Emerging Communications (eComm) 2009 conference in San Francisco which was packed with 3 days of fascinating conversations about the future of communications. I absolutely enjoyed talking to various speakers and attendees giving me a deep level of appreciation and perspective on technical, commercial and political issues at hand -- and what is likely to come in the next few years. And speaking of politics, Lee Dryburgh, who founded eComm in early 2008, has generously allowed us to share with you a fascinating panel discussion which took place on day 3 of the conference called "Spectrum 2.0 - What's really happening?" more
As founder and CTO of Ellacoya Networks, a pioneer in Deep Packet Inspection (DPI), and now having spent the last year at Arbor Networks, a pioneer in network-based security, I have witnessed first hand the evolution of DPI. It has evolved from a niche traffic management technology to an integrated service delivery platform. Once relegated to the dark corners of the central office, DPI has become the network element that enables subscriber opt-in for new services, transparency of traffic usage and quotas, fairness during peak busy hours and protection from denial of service attacks, all the while protecting and maintaining the privacy of broadband users. Yet, DPI still gets a bad rap... more
Many of us are familiar with network effects within telecommunications. Fundamentally, the notion is that as the number of participants in a network increases, the value of that network increases superlinearly. Though many different theories exist about how best to value these networks, the general idea is that the more people on a network, the more benefits accrue to everyone on the network... more
Mobile WiMAX, with the release of 2×2 MIMO chips in 2008, gives WiMAX a lead of two or so years on its major competitor -- the 3GPP's LTE. However, 3G cellphones using 3GPP UMTS technologies, extended to higher speeds with HSPA, is widely used in handsets in many countries. In North America, 3GPP2 CDMA2000 and EV-DO are widely used, but these are likely to be replaced over time by LTE and to some extent WiMAX. more
When I wrote the BuddeComm analysis on the introduction of Apple's iPhone I commented that the most significant element of this event was that it would begin to create cracks in the flawed business models of the mobile operators, who are desperately hanging on to their closed networks very much like the fixed operators were fighting tooth and nail against opening up their networks. We have seen that the fixed operators have largely lost this battle and we predict that the future of the mobile networks will be no different... more
I've been posting photos and snippets during eComm 2009 this week, but composing my overall impressions has been another matter. Sitting through 3 days mostly filled with continuous 15 minute presentations is a surefire recipe to fry your brain, and most people I talked to were topped out well before things wrapped up Thursday night. It's information overload of the highest -- and best -- order... Here's my top-line takeaway, and reading the rest of this post is really just detail. But it's detail you'll probably love if you really want to know what you missed... more
In the last few weeks courts in the USA have carried on business as usual. They continue to provide the two major telcos in the USA, Verizon and AT&T, with extraordinary protection -- basically retaining the outdated regulatory system in the USA that identifies the duopoly between the telcos and the cablecos as the best way forward for the development of telecoms competition in this country. This is rather different from the position taken by the new Obama Administration, which has indicated that it will break with past regulations... more
Our problem isn't the lack of capacity -- it's our inability to achieve simple connectivity. We have abundant capacity but can’t use it because we have gatekeepers who set a price on our ability to communicate and innovate. If we were able to take advantage of what we already have we would find ourselves with a wealth of opportunities rather than having to pay billions to "stimulate" the gatekeepers into letting us create new value. more
British Telecom (BT) is hurting because the wireline phone business is inevitably declining. Their new hire is one of the world's most interesting thinkers on possible new businesses for telcos. Martin has been part of the Telco 2.0 group at STL Consultancy, the best small group of European analysts... more
David Akin pointed me to this article in the Ottawa Citizen which describes CRTC initiatives aimed at getting the cablecos to pay into a fund that would support, "the creation of high-quality, high-cost, scripted Canadian broadcasting content in the new media." In it, Ken Engelhart, senior vice-president of regulatory [affairs?] for Rogers Corp. is quoted saying... more
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