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As a new study from Citi Investment Research & Analysis make clear, the US does not have a spectrum shortage. We've just allowed a relatively small number of carriers to control the spectrum. ... Perhaps if we had an effective "use it or lose it" policy in place, or a heavy tax on unused spectrum a more vibrant market for this spectrum would emerge. more»
In the wake of the unprecedented boom in mobile broadband, pressure is building around the world for governments and regulators to act quickly and decisively to the frantic demand for more spectrum. The telcos are leading the charge, but the broadcasters are lobbying for their case equally vigorously. The broadcasters do not necessarily need all the spectrum they currently have, but they view mobile broadband and telcos as competitors to their monopoly on video entertainment, so they will do everything to keep them out of that market for as long as possible. more»
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»
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»
The telecom industry five years from now will be unrecognizable. The creative destruction of the Internet broadly writ will be even greater than it has been in the last decade. The major telcos, the major television networks, and the major cablecos -- if they still exist at all -- will have very different revenue models than they have today. That's the good scenario... 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»
The FCC is looking for an organization to provide free, slow, and censored Internet access. The censorship apparently would include email as well as websites. According to an article in today's Wall Street Journal: "Outgoing Federal Communications Commission Chairman Kevin Martin is pushing for action in December on a plan to offer free, pornography-free wireless Internet service to all Americans, despite objections from the wireless industry and some consumer groups [nb. and from me]... The winning bidder would be required to set aside a quarter of the airwaves for a free Internet service [nb. the WSJ hasn't got that part quite right]." more»
Last Friday (HT: IPDemocracy), Google filed a petition [PDF] asking that the Commission ensure that Verizon understands what those "open platform" requirements for the C Block really mean. Verizon has taken the position in the past that its own devices won't be subject to the "open applications" and "open handsets" requirements of the C Block rules, and Google says it is concerned that Verizon doesn't plan to follow those requirements in the future. This is big. Here's the background... more»
Scott Cleland claims the open access rules on 700MHz spectrum triggered by Google's bid fleeced the US taxpayer by $7bn. I don't buy it, even as a signed-up fully-paid network neutrality opponent. Firstly, the numbers ignore economics. If the C block was encumbered, that would raise the prices of the A and B blocks. So you need to take a much smaller differential as to the cost of the encumbrance. more»
This is big... For the upper band C Block, the FCC mandated that any winning licensee have in place "no locking" and "no blocking" provisions conditioning its use of this spectrum: "Licensees offering service on spectrum subject to this section shall not deny, limit, or restrict the ability of their customers to use the devices and applications of their choice on the licensee..." The no-locking, no-blocking requirements were hedged in by substantial limitations... But it's still important... Particularly if Google is the winning bidder, something we may not know for a month or so. more»
Many say Google will bid to lose in the upcoming 700 MHz auctions and many more are equivocating. The idea is Google's entry alone will induce enough openness, and besides they couldn't afford to become an operator. This shows a total lack of understanding! more»
40%, not 92%-120%. "Data consumption right now is growing 40% a year," John Stankey of AT&T told investors and his CEO Randall Stephenson confirmed on the investor call. That's far less than the 92% predicted by Cisco's VNI model or the FCC's 120% to 2012 and 90% to 2013 figure in the "spectrum crunch" analysis. AT&T is easily a third of the U.S. mobile Internet and growing market share; there's no reason to think the result will be very different when we have data from others. more»
In June, the net neutrality debate took an unexpected turn when the Netherlands leap-frogged the USA to became the first country to legislate for mobile net neutrality. Business models for fixed and mobile networks must shift toward volume charges. The net neutrality debate has been seen not having much relevance outside the USA because the plight of carriers there was aggravated by unlimited usage. more»
The OECD held a "high-level" meeting in June 2011 that was intended to build upon the OECD Ministerial on The Future of the Internet Economy held in Seoul, Korea in June 2008. I was invited to attend this meeting as part of the delegation from the Internet Technical Advisory Committee (ITAC), and here I'd like to share my impressions of this meeting. This 2 day meeting, "The Internet Economy: Generating Innovation and Growth", had the objective of exploring a number of current issues in the public policy space... more»
New developments that have been announced by the FCC in the United States have rekindled the decade-old debate on the use of the so-called 'white spaces' in broadcast spectrum that are to be used for telecoms purposes. In September 2010, the FCC adopted a Second Memorandum Opinion and Order that updated the rules for unlicensed wireless devices that can operate in broadcast television spectrum at locations where that spectrum is unused by licensed services. This unused TV spectrum is commonly referred to as television 'white spaces'. The rules allow for the use of unlicensed TV devices in the unused spectrum to provide broadband data and other services for consumers and businesses. more»
