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AT&T's Bullish Investment

March 5, 2008


AT&T is making a major telecom investment in many areas of its business. The telecom giant cites the explosion of high-speed networks, data consuming devices and the move to IP as the reason for this investment.

The money is being spent to become a larger global player as well as a big provider of utility computing services.

Where will the company be spending money?

  • Subsea Fiber: Expect the company to expand capacity to area of the world experiencing economic growth such as Asia and the Middle East.
  • MPLS Routers: The company will add a number of these throughout the world in order to ensure there is proper capacity in areas of rapid business growth.
  • Metro Ethernet: The company will invest in a manner which allows it to have such services available in 39 countries.
  • DSL: Investments will allow AT&T to provide this service in 21 countries.
  • Data Center Increase: AT&T will add 180,000 square feet of global capacity by mid 2009 throughout its 28 data centers.
  • Unified Communications: Integrating and developing recently acquired Interwise - a web conferencing company into AT&T's network.
  • Expanding Audio Conferencing: Expect IP-based conferencing in more than 140 countries with native language support.

Here is my analysis of this news:

As AT&T gets more involved in the utility computing market, I expect them to butt heads with Sun, Amazon and Google. Google is a past foe - Amazon and Sun are new ones.

While a year ago the cable companies were eating the lunch of AT&T and Verizon, there has been a rapid about-face in the market which has been fueled by the wireless arms of both LECS, IPTV and well as international expansion.

I believe the cable companies will have to do something soon to be able to compete effectively in emerging markets.

In all, this news is fantastic for the telecom market as AT&T is spending 33 percent more than last year and double what they spent in 2006.

It will be great to see these investments allow AT&T to can overseas and whether it can compete effectively against other utility computing players in the market.

















TMCnet's New Vertical Communities

March 4, 2008

Over the past decade, TMCnet has become the accepted resource for news, product research and analysis in communications and technology markets - including telecom, VoIP, and contact centers. Moreover, the site has become the defacto location online where companies build loyal communities of interest on a variety of topics. Since 2004, TMCnet has built close to one hundred and fifty communities of various sizes (current communities, channels/microcommunities) for our partners.

These communities have proven time and again to be one of the most successful products TMC has ever launched in conjunction with our advertisers and sponsors. With an astronomical renewal rate of 70% year-over-year, TMCnet communities drive tremendous traffic to our partner's Web sites and help them achieve higher levels of search prominence.In fact, we receive numerous testimonials from companies whose TMCnet communities actually attract more visitors than their own Web sites.

TMCnet Services

March 3, 2008

David Yedwab Live on TMCnet

February 29, 2008

Did Comcast Hire People to Attend the FCC Forum?

February 28, 2008

There have been a  number of reports that Comcast filled the recent FCC Forum with its employees and people off the street who were paid. By doing so, many claim the company denied access to people who had legitimate concerns.

The company acknowledges it hired people to wait in line to hold spots for Comcast employees. It seems that some of these placeholders may have made it in the building as there are photos of some people sleeping through the debate.



Then again, these could just be very bored Comcast employees. Let's face it, an FCC meeting discussing the minutiae of net neutrality is not riveting content.





Senate Passes new 911 Bill

February 27, 2008

The Senate just passed the IP-Enabled Voice Communications and Public Safety Act of 2007 which amends the Wireless Communications and Public Safety Act of 1999 to impose on IP communications service providers engaged in interstate or foreign communication a requirement to provide 9-1-1 service, including enhanced 9-1-1 service, to its subscribers.

Furthermore, this bill requires the FCC to issue regulations granting these providers right of access to 9-1-1 components (read direct PSAP connectivity) that are necessary to provide 9-1-1 service, on the same rates, terms, and conditions that are provided to commercial mobile service providers. It further requires the providers to establish a point of contact for public safety and government officials relative to 9-1-1 service and access.

Finally it authorizes the FCC to delegate enforcement authority to state agencies or programs with emergency communications jurisdiction.

This is good news for IP communications market as providers will no longer be second class citizens when it comes to providing 911 service. Moreover, the stigma that VoIP providers are less secure than traditional carriers will in theory go away.

What needs to happen now is that pure VoIP providers need to provide bullet-proof service to their subscribers.







Some Webinars to Witness

February 25, 2008

If you aren't aware, it seems like my responsibility to at least mention some webinars worth attending. They happen to all be webinars that are hosted by TMC.

I am going to try to attend them all. Some of the more interesting ones to me have to do with cutting edge tech. So multicore, IMS applications, unified communications, hosting and analyzing success factors are ones I am drawn most to.

Of course, you can feel free to take a look at this list and make your own decisions on which one(s) suit your needs most.



Thank You Kevin Martin

February 25, 2008

It seems as if FCC Chairman Kevin Martin is the champion of the US citizen today at the FCC Forum as he seems genuinely concerned that there is discrimination taking place on the internet. Moreover he seems concerned about the problem of traffic slowing without disclosure.

This is exactly the issue I brought up last night and I agree 100% that Chairman Martin needs to ensure service providers are more forthcoming with what they do behind the scenes.

These providers are in a position of great power and I am all for them making money... I just want to ensure that there is full disclosure when they do things that alter our broadband access behind the scenes.

Here is what I said last night:

For example, I do not have an answer to the issue of service providers slowing down certain applications. If indeed this is done for the good of all users on the network, then is it so bad?

But then again, perhaps the biggest issue is that of transparency.









The US Entrenched in the Communications Third World

February 25, 2008



A year ago I wrote an entry titled Living in the Third World of Communications and boy, I must have been really pissed off on that day because I usually don't tell politicians they need to be sure they aren't the reason their kids have two telephone companies to choose from instead of hundreds or thousands.

I kept thinking about living in the third world of communications when I saw this post regarding a new Panasonic phone with specs that make it a must have. The model is the Panasonic P905i Viera phone and its 3.5 inch screen has 854x480 resolution. This is a breathtaking amount of pixels to put on a phone and allows for some incredible web surfing and TV watching.

In fact, Google tells me this device has 5.4 times the pixels of my brand new Windows Mobile device. Only country music makes me sadder than seeing this in writing.

As you might imagine there is a dedicated TV tuner processor and mobile banking built-in to this incredibly sophisticated little device.







FCC Forum Starts This Week

February 24, 2008

This week there will be an FCC Forum in Boston where the FCC will be discussing many issues regarding the future of the internet. While the lobbying system of the US is wonderful in that it allows many to have their voices heard in Washington, the problem has been in many industries, the people with the most money scream loudest.

As is so common in many situations, the squeaky wheels get the grease. And let's just say that large phone and cable companies are professional squeakers. Again, not that there is anything wrong with this from a shareholder perspective and even in terms of the law… Lobbying is within a companies' rights.

So it will be with great interest that I watch what happens at the FCC Forum next week.



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