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Broadband

Cable Companies Vulnerable?

November 1, 2006

There are some very smart people in the telecom business who are betting on the cable companies as the winners in the service provider wars. Their logic goes something like this. The cable companies have relationships with content providers and have faster broadband connectivity and are taking away voice market share from the LECs. The phone companies aren’t even able to deliver TV yet.

There is some sound logic here. The LECs are behind and if they don’t catch up soon they can be in trouble over time.

The one ace up the sleeve of the phone companies is their relationships with businesses which are better than the cable companies.



EV-DO Rev. A Enables VoIP

October 27, 2006

Aricent

October 26, 2006

As Zippy says quite well in this article, "Normally, when a new company makes its debut, Yours Truly will cross his fingers and wish good luck upon the company's uncertain future. That won't be necessary with Aricent, which comes out of the gate as a market leader in communications software, with 125 software products and already enjoying over $300 million in annual revenue."

I think Aricent who you may know as Hughes Software Systems or as part of Flextronics International is poised to do well. Although I haven't heard from them in a short while I know they have been active in PR and marketing during the telecom meltdown years and the reaction to the company at TMC's Internet Telephony events was favorable. I am looking forward to catching up with company execs and now seems like a great time.

Sprint EVDO Rev A

October 25, 2006

San Diego kicks off the fastest wireless broadband service in the US. Sprint's EVDO Revision A promises average download speeds of 450-800 kbps and average upload speeds of 300-400 kbps and will hit a number of other US cities soon. Here is a list of other cities who can expect blazing fast broadband wireless soon: Denver, Las Vegas, Los Angeles, Kansas City, Mo, Sacramento, Calif., Salt Lake City, San Francisco, Pittsburgh, Washington, D.C., Seattle, Detroit, Milwaukee, Boston, Buffalo, N.Y., Hartford, Conn., Newark/Trenton, N.J., Providence, R.I., Baltimore, New York and Philadelphia.

I am especially looking forward to faster wireless broadband as it allows better mobile blogging and armies of mobile video bloggers will be coming more quickly than many realize.

For $49.99 and a 2-year contract you can get access to this network and perhaps toss your wired broadband service. More.



Dialogic Connections 2006 Analysis

October 25, 2006

Perhaps the most important takeaway from the Dialogic Connections event taking place this week in Lisbon, Portugal is that Nick Jensen the President and CEO of Dialogic has a strong vision for where the company is headed. Nick states emphatically that he hates to lose and says his partners need to share this feeling. I got to meet him last night at the first company event since Eicon Networks purchased Intel's media processing assets and formed the new Dialogic.

Nick spent some time talking about industry growth around the world and the most noteworthy is the fact that Asia/Pacific is growing quite rapidly and not just in percentages but in dollars. You need to take this market seriously as they are great partners and formidable competitors he stated.

Femtocell Definition

October 20, 2006

According to Mae Kowalke, femtocells are small cellular base stations that provide enhanced coverage at the far edge of the network. They will enable wireless providers and others perhaps to provide services such as IPTV and definitely FMC.

Perhaps most importantly femtocells will allow service providers to shore up their coverage without the need for expensive towers. T-Mobile is rolling out this technology as we speak and there seems to be lots of opportunity for this market as ABI predicts that, by 2011, annual worldwide shipments of femtocell products will reach 19 million units.

Specifically, ABI predicted that “by 2011 there will be 102 million users of femtocell products on 32 million access points worldwide.”

My take? I have predicted for while that a new technology would come out soon that is better than WiFi and not quite WiMAX.





Net Neutrality – Who Gives a Sh&*^%$T?

October 19, 2006

Seriously people don’t care. Excuse the profanity but I can’t believe it. At the last ITEXPO I asked hundreds of people in the keynote how many people cared about net neutrality and out of somewhere around 500-700 people, 2 or 3 people raised their hands.

One would imagine anyone coming to a conference on IP communications/VoIP would know enough about the issue to have a strong opinion in favor of net neutrality.

This is not the case.

I am pretty dumbfounded. I would have guessed 20-30% would have raised their hands.

I have mentioned before that no one cared about net neutrality and my prior thoughts were based on the Alexa ranking of an associated site.







VoIP Planet on ITEXPO

October 19, 2006

Here is a great write up on Internet Telephony Conference & Expo from Mark Miller over at VoIP Planet. What I like about Mark’s piece is that it is a great overview of many of the events that took place during the event.

There was truly a tremendous amount of activity at the show and as Jon Arnold mentioned earlier, one person couldn’t do justice to it all. Still, great job Mark. Thanks for the coverage.

Here is an excerpt:

Quintuple play?
We’ve all heard of double and triple plays in baseball, but now a VoIP organization is pitching ways to better manage and bill for the quintuple play of IP-based services, including broadband, mobile, VoIP, IPTV, and Emerging Content. The Internet Protocol Detail Record Organization (IPDR) is a consortium of service providers, software and equipment manufactures, system integrators, and billing vendors that are collaborating to facilitate the exchange of usage and control data between networking and hosting elements.






$1.27 Billion in VoIP Support Services Revenue by 2010

October 19, 2006

A sign of a healthy market is one in which there is lots of money being made. IDC reports that the VoIP services market will be growing at a phenomenal rate. I was blown away to discover they predict VoIP equipment support services spending will reach $1.27 billion in 2010. this is a staggering number and one can imagine how much money will be spent on service and equipment based on the fact so much is being spent on the support services.

On a related note, here is an IP communications market research page that is a summary of research in the communications market.

The reason we put this page in place is to ensure we can track the reams of research news flowing across TMCnet on a regular basis.



Will Technology Spread Democracy Faster than War?

October 18, 2006

It seems in Iran, broadband access and satellite dishes are scaring the government. In fact the government is so scared this new technology will make citizens yearn for democracy, it has banned high-speed broadband and satellite dishes. Iraq too had a ban on satellite dishes.

Five million internet users will now be limited to 128 kbps connections making it more difficult to download foreign music, movies and other material that could be used to spread western values.

So while most of the modern world is looking to do whatever it can to connect its citizens to the Internet at the fastest rate possible, in Iran, a country second only to China in terms of how many websites it blocks, they are looking to slow the technology revolution down as much as possible.

If you put aside the political aspects of this decision for a moment you realize this action is doing irreparable harm to the people of Iran. It is obvious this government cares more about protecting its own rear and looking like a major global player than it does about its own citizens.

Unfortunately the turmoil in this country has led to brain drain for decades and so many bright, successful people worldwide can trace their ancestry to Iran. The people of Iran could be doing so much more and could be leaders in technology like Israel is today.

If the country could get a government who cares about its citizens and finds a way to combine oil wealth with entrepreneurship, we could see another golden age of Iranian development and the world would be much better off for it. More.









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