Outside of China, very few governments would expect a saving in spectrum costs would mostly go to investment. Corporations have other priorities, including advertising and executive salaries. Stockholders come above everything at most companies. Rarely would even 1/3rd of the saving go to capital spending. The U.S. under Trump had a massive tax cut, worth literally billions to Verizon and AT&T. Verizon actually cut investment. AT&T's increase in capex was far lower than the tax saving. more
Recently I've had several people ask me about the expected impact of low-orbit satellite broadband. While significant competition from satellites is probably a number of years away, there are several major initiatives like StarLink (Elon Musk), Project Kuiper (Amazon), and OneWeb that have announced plans to launch swarms of satellites to provide broadband. more
The European Space Agency (ESA) reported that as of January 2019 there were about 5,000 satellites in space and 1,950 of them are still functioning. Hopefully, those functioning satellites have fuel and thrusters that will enable them to de-orbit and (mostly) burn up in the atmosphere when their useful life is finished. The remaining 3,050 are slowly drifting, along with a lot of debris. The ESA estimates that there have been over 500 break-ups, explosions, collisions, or anomalous events... more
It is supremely ironic. A rogue national leader with the stroke of a pen, dictates that its companies will expose a foreign company's end users to cyberattacks. This is the net effect of denying security patches or operating system updates pursuant to Trump's order. In the US Great Rogue Leader's bizarro world, this is the very behavior that he claims makes his actions necessary. In fact, this Trump malware attack is worse because of the mass exposure to exploits. more
SpaceX delayed last Wednesdays Starlink launch due to high winds and on Thursday they decided to do a software update and postpone the launch until next week, but they revealed significant progress in their Starlink mission press release and in tweets by and a media call with Elon Musk. The mission press release said SpaceX has significantly reduced the size and weight of their satellites. more
This has been a busy week in the race to deploy constellations of low-earth orbit (LEO) Internet-service satellites. In their quarterly report, Telesat mentioned progress in two, disparate markets. As I noted earlier, they have signed their first LEO customer - Omniaccess a provider of connectivity to the superyacht market. more
The initial, essential step toward understanding 5G is to perform an intellectual body purge of the endless disgorging of cluelessness and disinformation that emerges from the Washington White House and radiates out around that city and then to the outside world that it infects. The institutes, pundits, self-professed experts, summits, and even the U.S. press all pretty much feed out of the same trough of 5G political slop that gets passed around as incantations of ignorance, spin, and K-street lobbying. more
There is much hype around 5G, but none of it is new. We saw the same propaganda -- fueled by the manufacturers -- in the run-up to the launch of the 3G and 4G versions of the mobile technology. Driverless cars and a range of other IoT applications can indeed potentially open new revenue streams. The reality, however, is that these markets might not eventuate until somewhere between 2025 and 2030. more
I have been following satellite Internet service since the 1990s, but I was surprised when I learned last week that Amazon had filed an application for a 3,236-satellite constellation of low-earth orbit Internet service satellites - Project Kuiper. I shouldn't have been surprised - Amazon was an infrastructure company from the start. In his first post-IPO letter to shareholders in 1997, Jeff Bezos pointed out that their distribution center capacity grew from 50,000 to 285,000 square feet and said their goal remained... more
I hope each of these companies has someone in charge of thinking about what might go wrong with a single, satellite-based network providing fast, low-cost links anywhere on the global Internet. OneWeb, SpaceX, Telesat and Leosat all aspire to be global Internet service providers using constellations of low-Earth orbit (LEO) satellites. Their success will require still-unproven technological innovation, but there are also political stumbling blocks. more
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