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
Network Neutrality is a hot topic in the US. The FCC held hearings in my neighborhood recently (while I was in Asia). Now I see Professor Susan Crawford will be testifying next Tuesday at a House Judiciary Committee hearing on "Net Neutrality and the First Amendment." I look forward to her remarks, but I worry that the whole discussion will be focused on "IP Pipes," that is connectivity at network layer 3. This distracts us from the fundamental problem... more
IPTV is on the horizon. Maybe I watch too much basketball, but the first thing I pictured was turning my flat screen into a big PC-like monitor with multiple windows showing several games, and perhaps even checking email and trying to do a bit work in another (admittedly much smaller) window. You could drag and drop, expand or shrink the games to whatever size you wanted just like you do on a PC with applications. Since the source video could come from different geographical regions in the country, you could catch the NCAA game they are showing in your local region while also watching another game from another region... For some, IPTV is a reality. But for the most part deployments are limited. more
I've posted to SSRN my paper on why most telecom companies, even though they operate networks, don't appreciate the fundamental business dynamics of network structures. This will be a chapter in a book Wharton is publishing on network-based strategies and competencies. In the paper, I describe two views on telecom and Internet infrastructure... more
Lee Dryburgh initiated a great thread in the Emerging Communications public group entitled What would your perfect phone be? There are 14 messages there at this moment with a lot of good ideas, but my first thought was the term "phone" is too limiting. Indeed, some of the correspondents' ideas also go far beyond the idea of a telephone. Here's what I want and fully expect to see, eventually. more
The Comcast traffic shaping case has stirred up passionate debate. Net neutrality proponents are calling for Comcast's head on a platter. The common argument is that Comcast's policy may stifle innovation and competition. If a service provider is allowed to exercise unregulated discretion in how it treats subscriber traffic, it is a slippery slope toward anti-competitive practices. Net neutrality says keep your hands off. Some are preaching net neutrality as if it were an inalienable human right like freedom of speech... more
I am writing this from the Satellite 2008 conference in Washington, D.C. As I make my way through the exhibits, I see many vendors advertising IP capabilities in their hardware products or network services. But when asked about IPv6 support, the common reply is a not so believable "it is on our roadmap" followed by a somewhat vague delivery date. Although IPv6 development has been slow across the board, it appears to be moving even more slowly in the satellite world... more
The cable guys have their way of saying it: "What do you want to do, nationalize our businesses?" Another way of seeing this issue is: We have a very few very large providers of highspeed internet access in U.S. They have sufficient market power to decide how and when to prioritize internet communications. And all of these providers are competing with the internet in some way -- they are all (or are becoming) old media and old telecom companies that want to maintain control over their distribution channels. more
In fact WiFi (technically standard 802.11) and WiMAX (802.16) don't compete for broadband users or applications today. That's partly because WiFi is widely deployed and WiMAX is still largely an unfulfilled promise and partly because the two protocols were designed for very different situations. However, if WiMAX is eventually widely deployed, there will be competition between them as last mile technologies. Some people describe the difference between WiFi and WiMAX as analogous to the difference between a cordless phone and a mobile phone... more
As many of you know, I'm launching the Emerging Communications (eComm) conference -- taking place next month in Silicon Valley, at the Computer History Museum. Communications innovation has been stagnant, in my opinion, for nearly a decade. Telecommunications and Internet communications both seem to be at somewhat of an impasse. The communications industry needs a forum to help break through the stagnancy and highlight the huge opportunity space that is emerging. The stagnancy has been strikingly more so in telecommunications... more
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