- Is it about peering? And then: is traffic direction relevant at all?
- Is it about competition, or lack thereof? And then: does an ISP hold a monopoly on 'termination'?
- Is it about net neutrality? And then: is it about Netflix, which has a new deal with Level 3? And: is it about Comcast's NBC takeover?
- Who should pay: Netflix, Level 3, Comcast, or the consumer? And then: should anyone of these be paid twice?
- Is it all about opinions, or is there some way to look at it in an neutral and objective manner?
Tuesday, December 21, 2010
Sunday, October 31, 2010
Content seems to be the least of their problems. The other issues are much deeper, could involve memory leaks, and are probably behind the ongoing delays that have plagued both Boxee (slated for November 10) and Yuixx (which is aiming for a pre-Holiday launch as well) - and most other Intel customers.
The race is still on, especially among the dozen (?) or so Intel customers, to get a hybrid STB out onto the market beyond a prototype or demonstration. And it's not just the software, it's DRM, content, distribution and a bunch of licenses (Dolby, DTS, etc.) as well that need to be taken care of.
Check out our coverage of OTT. Free commentaries (updated April 20, 2011):
Connected TV brings new competitor for operators: CE manufacturers (April 20, 2011)
Hollywood struggles with broadcast rights and the iPad (April 4, 2011)
Amazon takes Lovefilm out of DECE, launches own cloud service (March 29, 2011)
Entertain Sat: Deutsche Telekom and SES Astra's clever cooperation (March 1, 2011)
Broadcast TV resurgent, but OTT players add a little extra (February 25, 2011)
Vodafone Germany's hybrid STB offers little to distinguish it (February 17, 2011)
Ziggo feels the heat and looks to spark up connected TV (February 3, 2011)
Connected TV puts network operators to work (January 21, 2011)
Microsoft, Google, Nokia Siemens trail the Connected TV market at CES
French govt should ask why Sony hasn't contributed to the cost of the electricity network
Google TV frustrated by Hollywood
TiVo transforms iPad into 2nd screen with a remote control
Google TV takes on the couch potato
BBC can enforce Net Neutrality through sheer market power
Belgacom takes new steps in expanding IPTV services
Is KPN planning its own version of UPC's Horizon box?
Nimbuzz versus Skype, Google versus ABC
Network pressure from Netflix shows success of OTT video
YTL, Sezmi bring quad-play with OTT over Wimax in Malaysia
Cisco's umi and Logitech's Revue: two new connected devices
Google TV marks important step with content deals
Battle starts for OTT market
Apple's iTV heats up competition on OTT market
Your.TV: waiting for DRM, content and distribution deals
Intel looks to break open connected TV market
ltra-Violet: the virtual successor to Blu-ray
Google optimises YouTube for mobile and TV
Can Google, Apple and Philips beat UPC and Telstra?
Google, Sony and Intel enter the living room
Time's running out for operators that want to profit from OTT
Metrological develops strong position on OTT market
Google targets operator market again with TV plans
Qualcomm hints at multi-function media gateway
Convergence expands to the TV
Liberty Global hints at consolidation, OTT box
Who's going to bring OTT content to the TV?
Apple poses threat to cable sector
And a series of Research Briefs:
Defining Connected TV
Three reasons for operators to launch OTT services
Google TV: lots to offer
OTT: distribution as a scenario for operators
Connected TV allows operators to benefit from OTT content
And the Global Connected TV 2011 report:
Global Connected TV 2011
Sunday, October 10, 2010
- Computer (desktop, laptop)
- Connected TV, hybrid STB
- Blu-ray player
- Game console
- Smartphone, iPhone
- LiveView (Sony Ericsson's new 'data pager')
- E-reader, Kindle, Nook
- iPad, notebook, tablet, netbook, smartbook, speedbook, booklet, ....
- umi (Cisco's video calling box)
Sunday, October 03, 2010
Monday, September 13, 2010
- 1 Gb/s. The 100 Mb/s bar is gradually being left behind (Docsis 3 doing 120, Comcast 105, Bell Aliant 170) and there are several 1 Gb/s services around now. Most recently, it was launched by EPB Fiber Optics of Chattanooga (Tennessee). It comes at 350 $/mo. Other 1 Gb/s service news relates to Costa Rica and Hong Kong.
- Open access. Wholesale-only business models are springing up rapidly. LightSquared (US) and CenterNet/Mobyland (Poland) are planning LTE networks, Allied Fiber is into fiber backhaul, the Australian NBN is making progress, so is the New Zealand UFB network, while eircom is planning trials and Covage is rolling out in France.
- YouTube Leanback is an optimised version for Google TV.
- YouTube.com/movies will offer movies.
- YouTube HD was launched some time ago.
Tuesday, August 31, 2010
Thursday, August 26, 2010
LTE (Long Term Evolution) is the fundamental and primary technology for the development of 4G technology, which is an evolution of 3G networks. TDD (Time Division Duplex) version of LTE is called TD-LTE. It was developed by China Mobile in the recent years.
TD-LTE allows carriers to make use of unpaired spectrum that many of them already own. Compared to the previous standards GSM, EDGE, etc., TD-LTE's commercial release time period is very short, due to its later addition into the standards.
There are some essential similarities and differences between TD-LTE and classic LTE. Basically LTE has the following characteristics:
- Much faster upload and download speeds than the 3G.
- It can reach download speeds of over 150 Mbit/s and upload speeds of over 80 Mbits/s.
- It has a larger cell size where a single LTE cell tower can cover upto 100km. Although its size will be greatly diminished in urban areas, it is still a lot better than 3G.
- It can easily be upgraded as it was developed with the intention of making the implementation of upgrades easier down the line.
- It has a great advantage of being compatible with existing standards.
Differences and similarities between LTE and TD-LTE:
- They run on different bands of wireless spectrum. But the part of spectrum that carries the TD-LTE signal is a lot cheaper and has much less traffic.
- LTE and TD-LTE are so similar that both the networks can be accessed by the same chip, which is easier for handset manufacturers.
- 4G, WiMAX standards are not compatible with LTE, but compatible with TD-LTE.
TD-LTE technical specifications:
- TD-LTE is specified to operate in the frequency range of 1850 to 2620 MHz.
- It uses the same MIMO (Multiple Input, Multiple Output) scenarios.
- There are two frame configurations, each with an overall length of 10 milliseconds and divided into 10 subframes as shown in the figure above.
- That is, the transmitted signal is organized into subframes of 1 millisecond.
- There is only one single carrier frequency and the transmissions (uplink and downlink) in the cell are always separated in time.
- The 5ms version has two special subframes when compared to one in the 10ms version which provides greater chances of uplink/downlink flexibility.
- The frame can be dynamically configured to any one of the above depending upon the transmission requirement.
- Each one millisecond downlink subframe contains blocks of data called “Resource Blocks” meant for a number of different users.
- Uplink subframe contains blocks of data from the users to the Base Station.
- The specified latency time is 5 ms or only half a frame for small data packets.
- The current system is made such that the stationary or pedestrian users or the low speed users experience operations done at the highest speed.
- There is no need to develop new devices for using TD-LTE. It's enough to add TD-LTE support to the existing devices.
- There is a lot of TDD spectrum available and it is cheap in cost.
- The increasing availability allows transition of WiMAX (Worldwide interoperability for Microwave Access) operators to TD-LTE using the same allocated spectrum.
- Industry commitment is great without any limitations.
TD-LTE will bring in new challenges to developers and vendors of design. New schemes, new configurations, higher system bandwidths, higher system capacity, lower latency are some of the expected challenges. There is a prediction that there will be 30 to 80 million subscribers and over £70 billion in operator revenues within 5 years.
Sunday, August 15, 2010
- Results: incumbents (KPN, DT, BT, Telefonica, Belgacom, FT, Bell Aliant), mobile (Sprint), cablecos (Liberty Global, Telenet, Ziggo, Virgin Media, ONO, Comcast).
- Financing: Reggefiber got its desired EUR 130m loan from the EIB.
- IPO: Skype's $100m plan.
- M&A: possible buyers (Telefonica, PT, Vodafone, FT, TI) and sellers (PT, TI, Vodafone).
- FTTH: lots of deployments announced (inclusing China and India).
- NBNs and NBPs: Australia expands coverage plans to 93%, New Zealand receives 15 bids, the US awards another round of funds.
- LTE: several deployments announced.
- 4G: Clearwire moving closer to switching from WiMAX to LTE and the WiMAX2 standard gets ready for a 2012 launch.
- 1 Gbps: several MSO and telcos are now going beyond 100 Mbps, while ever more are eying 1 Gbps as the new frontier for bandwidth.
- Structural separation: proposal from Telecom NZ in order to be able to bid for the Crown Fibre plan.
- MVNO: KPN reports success with foreign MVNO operations (2G, 3G); Econet plans launch on the Everything Everywhere network (3G); Best Buy will do the same on the Clearwire network (WiMAX); Airspan is LightSquared's first wholesale customer (LTE); Tele2 NL started offering CATV on the networks of Ziggo and UPC (analogue TV); Chile considers a wholesale-only network (mobile and digital TV).
- BT was not allowed to raise wholesale prices to help stem the pension fund deficit.
- Apps: Google ended the development of Google Wave and acquired Slide; Samsung announced a developer contest.
- Net neutrality: Google and Verizon struck an agreement.
- Hybrid TV: Apple was rumoured to rework Apple TV into iTV, Cox partnered with TiVo and the Virgin UK/TiVo partnership added Cisco.
- The focus in the sector is shifting to Wholesale and OTT; FTTH and LTE are ongoing; wholesale is established as an important new business.
- M&A is focused on emerging markets, esp. Latam.
- Many incumbent telcos are still assembling global empires in order to be able to show growth. KPN is continuing on the wholesale path for growth.
- A telecoms network can be looked at as a vital piece of national infrastructure. If structurally separated, its cash flows can be seen as a vital element of the governments budget (incl. retirement funding).
- Cablecos are outperforming telcos. If you split the business three ways, it becomes clear why. 1. Connectivity (access): Docsis 3 outperforms xDSL and provides cable with a growth engine. Utility rates are close to 80% in the Netherlands, still much higher than FTTH's. 2. Communication: a nice add-on for growth and loyalty, hitting incumbent telcos in their hearts. 3. VAS (incl. content): here cable is the incumbent and benefits from a considerable head-start on multiple fronts (network, digital services, content deals). The foremost risks include FTTH and non-linear TV/hybrid TV/OTT.
- NGNs (FTTH, LTE) are exploring their advantages: 1. Maximum symmetrical bandwidth. 2. Lowest opex, highest score on the green scale. 3. Options for open access and wholesale.
- OTT is a complex and uncertain field, but hybrid TV seems to be a promising direction.
Tuesday, July 06, 2010
Monday, June 28, 2010
- Smart metering (with Integral Energy). "Allow families and business to track their energy consumption in real time and adjust energy use accordingly". This is the one application that nobody has been able to convince me about (see next post).
- Touch screen communication (by Smart Services Cooperative Research Centre and Consult Point). Basically e-health/e-care. For elderly and young children.
- Virtual world learning environment (by Smart Services CRC and NSW Department of Education and Training): An e-learning app.
- HD Internet TV (by NICTA and Opticomm). Basically a hybrid STB. You can wonder why they do not partner with Google TV or another existing player in the connected TV/hybrid TV/OTT market.
Thursday, June 17, 2010
- Remote control, keyboard, mouse
- (Multi-)touch screen
- Camera, gesture-based control
- Menus, search
- Recommendation engines, social media
- Widgets, widget channels, app stores
- Accelerometer, gyroscope, GPS
- Voice control
Wednesday, June 16, 2010
Tuesday, June 15, 2010
Friday, June 04, 2010
Sunday, April 25, 2010
Thursday, April 22, 2010
- Reggefiber may have a majority market share, but there's lots of interesting stuff going on at a dozen newcomers and indie operators.
- Structural separation comes in any thinkable flavour (exception: no company rolls out the passive network and provides services, without also acting as an operator). The market is embracing all 6 other varieties without any external pressure.
- It doesn't take outrageously positive thinking to see penetration reach some pretty decent levels by 2014.
Tuesday, April 20, 2010
Thursday, April 15, 2010
Wednesday, April 14, 2010
- 8.2m homes passed (o/w 99% in US for a 16% percent penetration).
- 17.0m homes marketed.
- 5.8m homes connected (o/w RBOCS 4.3m, o/w Verizon majority, >750 providers rest; penetration 5% in US).
- Take rate 34.1% (Verizon 29.5%, non-Verizon 52%).
- Adoption faster (at peak 250%) than copper (peak 76%) or coaxial (peak 125%).
- 65.7% of ILECs not involved in FTTH yet are 'very likely' to do so in future.
Thursday, April 08, 2010
- Google PowerMeter: see what you consume and what you deliver to the grid. Have a go at it to see if you can power your own dish washer during use.
- Games: this is new to Google, but they have now joined with Nintendo for a Wii game. Imagine doing a regatta against anybody in the world.
- Google Wave: to get organised, you can make arrangements for a global regatta with all your friends, using this communication tool.
- Google Talk/Google Voice, or a new voice app: of course, you need to be able to talk to your opponent. Or you need a referee to tell everybody when to start.
- Google TV: if you want pictures too.
- Google Fiber: if you want to see each other's sweat, you need fiber.
- Google Docs: keep the score in a shared file.
Tuesday, April 06, 2010
- Layer 0: trenches, ducts, PoPs
- Layer 1: fiber
- Layer 2: equipment
- Layer 3: access services
- Layer 4: value-added over-the-top (OTT) services
Saturday, March 27, 2010
Friday, March 26, 2010
- 233 entries across 45 states/territories.
- States/territories: Hawaii, Michigan, New York, Washington DC.
- States absent: Arkansas, Delaware, Mississippi, New Hamspire, North Dakota, Wyoming.
Thursday, March 25, 2010
- California: 24 (ao San Francisco and several Silicon Valley towns: Cupertino, Mountain View, Palo Alto, Sunnyvale).
- Michigan: 16 (ao Detroit).
- North Carolina: 12.
Wednesday, March 24, 2010
Monday, March 22, 2010
- Michigan: Kalamazoo, Genesee County, Saline/Pittsfield, Ypsilanti, Canton.
- California: Fresno, Mountain View, Long Beach, Berkeley, San Mateo
- South Carolina: Spartanburg, Greenville County
- Virginia: Richmond, Charlottesville
- New York: Rochester/Monroe County, Tri-Lakes area (Harrietstown, Lake Placid, Saranac Lake, Tupper Lake, North Elba)
- Massachusetts: Worcester, Shrewsbury, Westborough
- Indiana: Anderson, Chesterton
- Other: Gainesville (Fla), Reno/Sparks/Washoe County (Nevada), Apple Valley (Minn), Pleasant Prairie (Wisc), Houston County (Georgia), Vancouver (Wash), West Des Moines (Iowa), Tulsa (Okl), Hickory/Newton/Lenoir (NC), Fort Collins (Col), Park City (Utah)
Thursday, March 18, 2010
Monday, March 15, 2010
Sunday, March 14, 2010
- BuNGee, as reported here: "The current next-generation technologies LTE and WiMAX support a mere 100Mbps/Km2 in ordinary cellular deployment. This is insufficient, in particular in dense urban areas where the market demand for wireless broadband access is the highest, thereby seriously jeopardising the wide scale uptake of IMT-Advanced technologies. BuNGee’s goal is to dramatically improve the overall infrastructure capacity density of the mobile network by an order of magnitude (10x) to an ambitious goal of 1Gbps/Km2 anywhere in the cell – thereby removing the barrier to beyond next-generation networks deployment. To achieve this objective, the project will target the following breakthroughs: 1. unprecedented joint design of access and backhaul over licensed and license exempt spectrum;2. unconventional below-rooftop backbone solutions exploiting natural radio isolations;3. beyond next-generation networked and distributed MIMO and interference techniques;4. protocol suite facilitating autonomous ultra-high capacity deployment.
- NTU-NI Wireless Research Programme, as reported here: "bring the speed and quality of wireless network communications up to par with that of wired communications…[and] to develop wireless devices that offer ultra-high-speed mobile broadband services at virtually zero cost to the user"(...) "develop the next-generation wireless communication technologies which are cheaper, faster, more reliable and more pervasive." "(...) next generation of wireless communication technologies that are able to relay radio signals and scan for available 'holes' in airwaves without interfering with the incumbent users." "This project will not only bring about a technology breakthrough; it will also have a profound impact on current business models and inspire new designs for various wireless applications for the benefit of both mass-market and military users."
- Alcatel-Lucent announces 'breakthrough innovations in wireless IP' here, for a press conference March 18, "to announce groundbreaking enhancements to its end to end LTE solution".
- You can't blame Verizon. This is how listed companies work. They have a focus on the short term. If you don't like it, change the system (ARRA is one answer, nationalisation is another).
- Verizon is apparently seeking ARRA funds. Again, don't blame them. Looks like a sound business decision. This is exactly what you get when you throw government money at the market: it distorts the market and companies respond in a predictable way.
- One thing the FCC should be looking at, is promises made by Verizon. In itself, it shouldn't be illegal to brake a promise, unless the promise itself got you funding or something like a regulatory holiday.
- Another thing the FCC should prevent is Verizon trying to block Alexandria from building munifiber (should they want to), either with ARRA or Google funds.
Friday, March 12, 2010
Sunday, March 07, 2010
Saturday, March 06, 2010
- In California (Merced, Ventua, Chico, Rancho Cucamonga), Massachusetts (Newburyport, Brookline, Fitchburg), Wisconsin (Superior, Appleton), New York (Tompkins County, Rochester), Michigan (Lansing, Flint), New Jersey (Jersey City, Montclair).
- As well as Lehi (Utah), Burlington (Vt), Huntsville (Ala), Twin Ports (Minn), Palm Bay (Fla), Quincy (Ill), Des Moines (Iowa), Johnson City (Tenn), Prince George (Wash), Omaha/Council Bluffs (Nebr/Iowa), Columbia (Missouri), Bristol (CT), Asheville (NC).
Friday, February 26, 2010
- Technology. Costas has a funny map, turning PON upside down. Meanwhile, Cisco is preparing an event March 9 for a "significant announcement that will forever change the Internet and its impact on consumers, businesses and governments". According to the Financial Times, they are working with US carriers. Would that be exclusive arrangements, or could Google buy the same technology from Cisco?
- Bandwidth. Apart from another move toward 1 Gb/s (FibreCity in Bournemouth, but only as a 'power boost'), there are also several intermediate steps to 200 Mb/s (XMS in the Netherlands; Virgin Media expanding its trial in the UK; Novus in Vancouver).
- Cities. US candidate communities seem to be concentrating in a select number of states. Newcomers again are mainly in North Carolina (Greensboro), Michigan (Ann Arbor, Holland) and California (the expected Palo Alto, Saratoga, Sunnyvale, La Jolla, Redding). Others include Washington DC, Baltimore, New Orleans, Topeka (Kansas), Mason City (Iowa), Peoria (Illionois), Charlottesville (Virginia).
- Open access. Last week it was ETI, this week ECI Telecom making the case for open access. Further, HeLi Net teams with PacketFront to market open access FTTH in Germany.
Friday, February 19, 2010
- Technology. Gordon Cook presented his latest Cook Report (Building A national Knowledge Infrastructure - How Dutch Pragmatism nurtures a 21st Century Economy), which draws on SURFnet's mission in the Dutch science sector and beyond, as innovation is its mission. I recently spoke with the newly appointed CTO about SURFnet's hybrid optical network. Would Google be interested in these new developments?
- Bandwidth. Shaw Communications, an MSO in Canada, is planning FTTH for new appartment buildings, providing up to 1 Gb/s, which is rapidly becoming the new standard.
- Cities. Facebook holds dozens of grassroots plans. Communities that have expressed interest so far include: Seattle, San Francisco, UTOPIA (16 towns, 500k pops), Somerville (Mass), Austin (Tex), Columbia (Missouri), Winston-Salem (NC), Fayette County (Georgia), Hawaii, Duluth (Minnesota), Madison (Wisconsin), Pittsburgh, Portland (Ore), Bellingham (Wash), Muskegon (Mich), Raleigh (NC), Durham (NC), Auburn (Alabama), New York State, Chapel Hill (NC), Carrboro (NC). More initiatives at: Grand Rapids (Mich), Kirksville (Missouri), etc.
- Open access. See ETI's report in the previous post.