Nothing frustrates me more than the Internet Toaster discussion. While it is true that the Internet has done some amazing technology changes for us, the reality is that outside plant still requires truck rolls and people.
So when someone says that Apple is going to buy a carrier, I have to question if they were in the same business as I was.
Now to their credit these Apple Tel advocates are looking at the financials and making the market cap analysis that does normal M&A.
However, if you look at the balance sheet you discover that the subsidies to the consumer which is killing the carriers would go away.
Additionally this would add to the regulatory nightmare that Apple would have to navigate. And finally and most importantly their sights are set on China and not on the US so why buy a carrier that only serves a smaller percentage of the market.
Still not convinced? Neither are some friends. So join us for the discussion. August 16th.
Interview with Chris Mayer of Verizon about the state of 4G LTE. Chris is involved in the development and design of systems integration and testing and his insight as to where we stand with Verizon Wireless 4G LTE roll out is informative.
For those who don’t know Verizon is making it happen with over 160 cities turned up so far with amazing speeds above their promised numbers. Once the load gets on the network they will deliver what they promised, but as Chris points out it’s hard to imagine an application for consumers that notices the difference between 10 MB down and 21 MB down.
Also interesting in the interview is an M2M application for HD Cameras. I think we will see more of these types of opportunities.
Mark’s history mirrors the wireless industry closely and includes being the CTO of Leap and leading developments at Nextwave and Qualcomm. Today, he is doing some consulting and thinking about new opportunities in the market.
With all this history the discussion takes us to in-depth analysis. He blogs about various aspects of the industry and his life at http://spassmeister.com/ .
On this call, we discussed.
The History of GSM and CDMA and why we are at where we are.
The role of WiMAX in the market.
How it relates to wireless backhaul.
The issues of spectrum.
The smartphones impact on the carriers.
Demand and Costs are converging on the carriers roll out of wireless backhaul.
What business models are making sense right now?
What the opportunity for White Space in the market?
You can find Mark’s website at http://markkelleyonline.com/index.html
I want to apologize to my friends at Calliflower for pushing the overload on their system. We have been using it for years and it has enabled us to have a rich media discussion unlike any other. Fortunately the recording function worked.
Here is the podcast. It’s been edited to allow the content to be the focus. I also want to make you aware that the team of Rick Whitt from Google, Hank Hultquist from ATT, Todd Daubert from Kelley Drye and Glenn Richards from Pillsbury Law have all agreed to participate in this session in Miami January 20th.
Special thanks goes to Dave Erickson for FreeConferencecall.com for participating in the call. The issues he brought up we will also be discussing in a separate session at 4G Wireless Evolution.
FCC Chairman Julius Genachowski has expanded from four to six the principles of freedom associated with Net Neutrality. Now however these principles are now going to be codified into regulatory rules. So the question has to be asked can the concept of “open” be governed. Join us as we look at how these principles will be incorporated into policy. What companies, services and devices will be subject to these rules. And discuss if the jurisdiction of the FCC has to be modified to enable these principles.
Participants include: Todd Daubert of Kelley Drye, Hank Hultquist of AT&T and Rick Whitt of Google. Join us on Tuesday October 6th, 2009 at 12:30 EST to 1:30 EST as we see if Open can be Governed (http://apps.calliflower.com/conf/show/58623)
XG Technology has been driving the next generation of wireless services and is now on the brink of a roll out that will enable the service provider to be both Internet and voice friendly. While other companies are now ignoring the voice to develop data services on their voice network. xG has developed their voice strategies based on the wireless network they run IP over. WIth layer 2 optimization xG is designed to support the end points. The VoWiFi devices are sold under the xMAX brand.
Frank Peake and Shashi G joins us in a discussion about xG’s latest advances and the opportunities in the market today.
What trials are going on currently?
Explain the use of VoIP in your network?
What advantages does xG have in the offering of voice services?
I remember the first time someone suggested to me that VoIP could be better than the PSTN. I was ready to believe that and felt that would be a compelling story. So when Alan Percy was telling me about what they had going on at AudioCodes I asked for the chance to do a podcast.
What was most striking from the discussion was the overall way Audiocodes is working to support the migration to HD VoIP. Supporting codecs from Skype and Microsoft as well as G.722 as its base a carrier can connect to communities of interest.
The message gets across, but the quality of the audio line was not that great. Two guys on wireless devices had some drop outs. And while I have the HD audio embedded as an MP3, the case for better audio is being made while we talk. As most of my readers know communication protocols handle dropped packets by filling in with what was around the gap, while data waits for all parts to be assembled. The beauty of Wideband codecs is there is more audio to hear and therefore the better the fill in the gaps.
I was working on some files and found that I had interviewed Jon Doyle late last spring. I asked permission to post this podcast and they were delighted to hear I wanted to highlight them.
Communigate has been doing messaging for ages and the age of Unified Communication and Web 2.0 is actually moving people to their sweet spot as you will hear on the podcast. But best of all is the discussion about Adobe. Adobe is looking to make the web the media of communication and we should all be looking at their strategies as we build solutions in the future.
Fortunately for Communigate, they are on board and if you go to their site you will see some interesting software as a service strategies discussed.
Alistair Campbell the CTO of Truphone and Hank Hultquist of ATT were my guests on Squawkbox and I wanted to remind people about the discussion in light of the Intercarrier Compensation discussion.
Alistair does a nice job talking about the new era of communication over wireless Internet devices and Hank helps us see that regulatory reform is required.
The vote on Intercarrier Compensation has been delayed with the following two announcements.
STATEMENT OF FCC CHAIRMAN KEVIN J. MARTIN ON INTERCARRIER COMPENSATION AND UNIVERSAL SERVICE REFORM
November 3, 2008
The issues of Intercarrier Compensation and Universal Service reform have been in front of the Commission for years. Last summer I publicly indicated my intention to put forward concrete and comprehensive proposals to reform the inefficient and outmoded Intercarrier compensation and Universal Service programs. Those proposals have been with my colleagues for several weeks now. I am disappointed that we will miss the opportunity for comprehensive reform. Instead my colleagues have requested that we once again seek public comment on several proposals. As a result such a notice would make little progress and ask for comment again on the most basic and broad questions about reforming the two programs. For example, the Commission would again ask should broadband be supported by the Universal Service Fund and should we move to one uniform rate for all traffic or should that rate vary by the type of company?
I would like to be encouraged by my colleagues’ commitment that they will truly be ready to complete this much needed reform on December 18. The nature of the questions they would like to include makes me doubt they will have found their answers with an additional seven weeks. I believe the far more likely outcome is that, in December, the other Commissioners will merely want another Further Notice and another round of comment on the most difficult questions. I do not believe they will be prepared to address the most challenging issues and that the Commission will be negotiating over what further questions to ask in December.
Additionally, I have instructed the Bureau to draft a narrow order to address the Court’s remand. However, I remain skeptical that such an order which retains artificial and unsupported distinctions between types of Internet traffic will be seen any more favorably by the Court than the Commission’s two previous attempts.
I recognize that few other issues before the Commission are as technically complex and involved, with as many competing interests, as are reforming the Intercarrier Compensation and Universal Service programs. But neither of those two realities are an excuse for inaction. They will be true in one month, in one year or as we have now seen at the Commission, in ten years. I too remain committed to tackling the most difficult issues, providing answers to the toughest questions, fixing broken and outdated government programs and providing broadband to all Americans including those living in rural areas. I look forward to completing these long overdue and much needed reforms as soon as possible.
FOR IMMEDIATE RELEASE
November 3, 2008
JOINT STATEMENT OF COMMISSIONERS MICHAEL J. COPPS, JONATHAN S. ADELSTEIN, DEBORAH TAYLOR TATE AND ROBERT M. MCDOWELL
Below is a Joint Statement from the above-reference commissioners in response to the decision to remove the intercarrier compensation and universal service proposals from tomorrow’s agenda:
“Three weeks ago, Chairman Martin first shared with the Commission his proposals to fundamentally reform the intercarrier compensation and universal service systems. Four Commissioners provided the Chairman bi-partisan, constructive and substantive suggestions, and stated that notice and comment should be sought on the proposals, with an understanding that we would all be prepared to vote on December 18. We also have asked the Chairman to narrowly address the ISP-bound traffic remand and the Joint Board’s Recommendation. We therefore are disappointed that the Chairman has withdrawn the fundamental reform item from tomorrow’s agenda.
“We approached this proceeding with the common goal of modernizing our universal service and intercarrier compensation policies, and commend the desire to tackle some of the most important issues facing this Commission. It is equally important to ensure that any reform proposal receive the full benefit of public notice and comment – especially in light of the difficult economic circumstances currently facing our nation.
“We remain committed to fulfilling our obligation to tackle these difficult issues, and have set forth a reasonable path for completing comprehensive reform. We remain hopeful that the consensus process we have pursued regarding this issue will ultimately lead to a thoughtful, well-reasoned item that will inure to the benefit all Americans.”
With the IETF meetings over in Dublin, I am expecting to have a few items of discussion coming up in the near future about standards.
New strategies for Peering Networks are being discussed in Distributed Computing Industry Association and Verizon and some other carriers are looking to implement the P4P strategies best articulated in the article posted here. P4P, which has a lengthy name explanation, should be called either Peering 4 Providers or Providers 4 Peering, imho.
Doug Pasko, PMTS – Principal Member of Technical Staff at Verizon Network & Technology (who is also the co-chair of the DCIA’s P4P group with Laird Popkin of Pando Networks) ,
does a great job of explaining to me to the value of P4P. In this interview, Doug gives an overview of the solution and why it has value to a network operator and the application provider.