Carl Ford : 4G: For Generations to Come
Carl Ford

Research Firms Missed Again on UC

MarketsandMarkets states that the UCaaS market size is expected to grow from USD 17.35 Billion in 2016 to USD 28.69 Billion...

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End of Messaging?

Chetan Sharma has been discoursing on what he calls the “4th wave of mobile communications” for some time.  And I’ve commented on some...

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Robocalls Call for Service Provider Intervention

Robocalls have been getting quite a bit of ink lately in the United States.  Robocalls are those annoying auto-dialer calls you may...

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Talari Adds Firewall, Features to SD-WAN solution

SD-WAN is another one of those growth areas in tech which often goes unnoticed. Some time back I went to visit Talari...

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Silicon Valley Will Crush You!

The amount of PR generated by tech companies mostly in Silicon Valley like Google, Apple, Samsung, Facebook, Tesla and Amazon is staggering....

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HD Voice Finally Comes of Age

It’s been quite a while since I wrote about HD voice.  When HD voice was first coming to the market 7 or...

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Tech Culture Will Separate Winners from Losers in The Digital Economy

The 2016 Tech Culture Award winners have been announced The outlook for tech workers has perhaps never been brighter as top tech...

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Apple vs. Palm Part 2.0

July 16, 2009

It's official Apple has proven themselves to be just one more brick in the walled garden.

Apple provided their equivalent of the Carterphone decision was needed when they blocked the PalmPre from using Itunes.  In other words, it was okay to let people on windows use it, but not for them to have it.

Very interesting.

We are definitely in a new phase.  This reminds me of when all the wanna-bes wanted to attach to AIM and both sides had teams of developers.
Eventually of course the problem was no longer that interesting.

Legally, Apple has the right to do what it wants.  Its a free software package.

The questions is does that show them as a good partner to the companies who look to make revenue from the downloads.

Is this an opportunity for Limewire to support the legitimate revenue models?
It should be interesting to see what happens.

Tags: Apple, Limewire, Palm, PalmPre, iPhone.















It's Time to Develop Again

July 16, 2009

Carriers are dealing with a saturated marketplace that makes it hard for the innovative to make headway.  A price war seems like the most logical answer to some friends of mine and in fact, some companies like Clearwire have been leading the battle on both fronts.  However their innovation strategy is to be an enabler and not focus of solutions.

In my continuing conversations with my fellows, the web apps are always the most interesting to talk about, but video is something worth seeing.  So far the apps have been more about the specific applications and I am not sure they match up to the way we normally live.

But Video is different.  Its more natural in my mind and its a logical place to embedded new applications.  Unlike a phone where to expect an interaction almost always interferes with proper use, Video and external controls are not normally next to each other anymore.

So we have the expectation of interacting beyond DTMF.

As I listened to a VC friend yesterday I was struck by his expectations for mobile video. 

The Video he wants expects on mobile is interesting.  Unlike voice where the expectation is you move the phone to side and out of sight.  He is looking for the display and the control to be better blended.

I was thinking of a video kindle when he talked.  But candidly the kindle's interface except for turning pages is primitive at best.

All of this is from the adoption of ATSC 2.0 and the adoption of the H.264 codec including Scalable Video Coding [SVC].

Today's Radvision Webinar I moderated is a good place to start looking at what is possible.  We are definitely going down a new direction in Video and its worth your time to understand the paradigm is about to shift.

Tags: ATSC 2.0, Clearwire, H.264, Mobile Video, Radvision, SVC, Scalable Video Coding, VC, Video

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The Smart Approach: WiMAX Goes to College

July 15, 2009

A university campus prides in its cohesiveness, in its connectivity.  Campuses have always organized programs to bring their students together socially.  Now universities want to unify their students technologically.
In the past, students were able to connect to the Internet in various locations on campus via Wi-Fi--usually in the library, the cafeteria, the dorms, and several other isolated spots.  In an age of online communications, the Internet connection has become vital to a university's makeup. 

The 4GWE Newsletter will come out today: Me vs. GigaOM?

July 15, 2009

I hope you are a subscriber...Turns out I have taken a contrarian view from our friend's at Gigaom.  The second paragraph in particular is mind boggling to me.

The App Store is just the latest game changer to come out of Apple's Cupertino labs, and it has been a smashing success. The company today announced that 1.5 billion applications have been downloaded, with the latest 500 million downloads coming since just April. Approximately 65,000 apps are available for more than 40 million App Store-capable devices (the various forms of the iPhone and iPod Touch), and 98 percent of iPhone users have downloaded at least one app. AdMob founder Omar Hamoui thinks the App Store will be a $5 billion business in two years, though it looks like a relatively small number of apps will capture the lion's share of that revenue -- of course, like any consumer industry, advertising helps (subscription required). Some even think the iPhone is the hottest gaming platform out there; the rate at which downloads are growing would excite any investor:

This is just so much KewlAid, I dont know where to start.

First of all, lets segment this a bit better.  I would say the story here is not the store but the device.  After a lunch meeting a friend ask me the advice of should he buy and Iphone or and ITouch.  I told the the Itouch was the answer. 

Apple has made the best handheld game on the market, and if you have to you can justify having it by buying it as a phone.  A pansy way out of having spending the big bucks on a pocketgame.

But when you go the app store what you discover is that of the 65,000 apps the long tail is very long and the good stuff that takes real advantage of the game function is less than 2% (Anyone want to help really quantify this?).

I have called the rest technocrud, but candidly that is giving crud a bad name.

Opportunistic applications are better equated to viruses.  And let me tell you some of them are really annoying.

So if the AppStore turns into a $5Billion dollar business, I will be looking at the Jim Carrey Riddler role in Batman 2 as prophetic.

If you have the ability to deliver things on the Internet why in the world would you allow yourself to be constrained by an app store.

I do give Josh credit for his predictive powers  Two years ago, I predicted Apple would be bigger than Google.



















Someone with a Clue!

July 14, 2009

Thats the normal address on the NANOG list when a particular companies IP network is behaving badly with another internetworked company.  Its not always associated with facilities.  As a matter of fact more often its more virtual.  Routing Tables, Email systems, etc. 

Going through my emails today, I was thinking about how the 4G Wireless Internet would be portrayed on this mailing list.

I have been asked to start writing about the security risks of 4G. 
The opportunity for spoofers on a 4G network should generate some interesting problems and some good articles in 2600

I think the first issue to discuss is the question about how IP SEC fits into the mix of 4G.  See security on a 4G network is easy to set up for the end points that want to exclude, but when you want to hitch a ride it may be the use of OFDM generates some interesting ways to spoof on modulation. 

One more layer to apply IP SEC to in a system of layers upon layers.  So often everyone points to IP SEC and then tries to avoid actually implementing it.  It will be interesting to see if a lower layer security strategy will stay in the IP SEC space or become a proprietary lightweight tunnel.



Tags: 4G, IP SEC, NANOG, Security.














Peter MacKinnon, President of LG Nortel Gives us Perspective

July 13, 2009

I read an recent press release from LG Nortel and thought we might gain some understand by interviewing Peter MacKinnon, the Chairman of LG Nortel Ltd, and President of the LG Nortel BU.

 

[CF] Is the LG Nortel relationship an entity that exists regardless of the turmoil at the parent company?

[PM] LG-Nortel is a profitable, standalone business and has not filed for creditor protection. The company is solvent with a strong balance sheet, >1000 employee base, enjoys a leading position in building customer network solutions in Korea (across several product portfolios) and has generated positive cash flow from operations since its inception in November of 2005.

Given Nortel's filing for creditor protection and the ongoing business environment, Nortel has decided its intention to seek a buyer for its majority stake (50% + 1 share) in LG-Nortel, the company's Korean joint venture with LG Electronics.



Ericsson Do You know What You Got? Sprint!

July 10, 2009

As usual, I have to start by admitting that I am a Dan Hesse fan and my bell head nature feels for the team at Sprint.

The people who made this deal viable are long gone.  When the taffy pull of Sprint and Embarq first occurred Dan went with Embarq.  While I have no first hand insight, I remember my divestiture experience and all my ATT friends looking forward to being free of that local loop. 

Sprint's network since the split has been an interesting mix of fixed line, Internet and Wireless.  In theory it had the efficiency of the network behind it to make the company a lean mean fighting machine, but as my Dad used to say you think your are breaking up and in reality its a Taffy Pull.

Sprint and Embarq had OSS overlap and the company suffering from the digestion of Nextel could not find a strategy that equated to customer service.

Now we are going to see Ericsson manage the network, but the real question is what is the migration plan?  I would assume iDEN is out for sure and the relationship with Clearwire should make for even more interesting navigation for Ericsson.

If Ericsson pulls this off it may also indicate some opportunities beyond the US market.  Ericsson has been a lead integrator for Telefonica / 02 and it may be the Sprint asset gains some new relationships that way. 

However the market has been hard on Ericsson, it used to be you could go into the executive offices of most Latin American PTTs and find swedish being spoken, thats how embedded Ericsson was.  Today the question will be how does the commitment to 4G impact the Ericsson / Sprint network plans.

We are lucky to have keynotes at 4GWE from both Clearwire and Sprint that can hopefully give us the insight we need as we watch the rollout continue.

Tags: ATT, Clearwire, Dan Hesse, Embarq, Ericsson, iDEN, Latin America, Nextel, PTTs, Sprint, Telefonica

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Widget Wonders & Apps Trap

July 10, 2009

Finally some sense out of someone about the App Store.

Today's Journal calls Malcolm Gladwell out on his favorable view of the ability to charge for content thanks to the app store. 

Shaw Wu from Kaufman Brothers points out that at best the store is generating 1% of the revenue for the hardware.

My friend Dave Jodoin says it well about apps in general we have a long way to go.

If you asked me which is more important to build a widget or an app, I would vote for a widget that connects to you through the cloud rather than an app that traps you on a device.

As a primer lets define our terms this way.

An app needs to communicate with the OS
A widget just needs to communicate with the web

If you follow this logically this race to the app store that is going on is just one more blue tulip bulb (holy cow now entry in wikipedia for this) in a world that should have benefited form experience by this time.

Widgets I believe make so much more sense on so many more levels and yet its the weak sister right now.

And when Google announces its heading toward an OS that makes the problems worse. (more on this with another blog).



Tags: App Store, Apple, Dave Jodoin, Google, Kaufman Brothers, Malcolm Gladwell, Outliers, Shaw Wu, WSJ, Widgets

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Devices What Catches your Eye!

July 9, 2009

I walked over to Best Buy with Rich Tehrani, as a result of the 99 cent promo for a Compaq netbook with Sprint service.  Counting the floor model which had to be initialized while we talked, they had 2 in the place and no one seemed that particularly interested in selling them. 

"Tell me about the service?", was responded to with that the Mobile department. 

"So is the chip embedded or do you need to use the USB?"  once again the mobile department.

Saw a mobile person I am on break was the reply.

Ah, the joys of Retail.

But the engine is selling machines's Asus just reported a 49% increase in sales over last month which 34% Year of Year.

And i get the alert that T-Mobile was pre-selling the next Gphone.  Which I obviously need.

Its embarassing watching Rich try to like my Gphone.  He just got the iPhone 3GS and it is improvement and he loves it.  I pointed out that his VZ device was his prior method of surfing and he told me the Iphone had taken over for him.

For me the Gphone is still the right tool.  My big issue is getting my data from my gmail account and the synchronization between my contact needs in gmail and gphone is pretty good.

Mind you I could give you a list of improvements I want.
Support for .vcf on the Gphone, better dialing functions from email (like Peter Kalstrom did for Skype), better linkage to the calendering function as well.

But given i am now on a mac, gave up on mac as a trusted place to put the address book, I feel safer in the cloud then on the device and that makes Google my choice.

In the anecdotal observation mode, I still have yet to find a MobileMe advocate.  Power users on the iphone are still all about the device.

Mind you the tools continue to improve on the iPhone, the latest commercial with the video edit I think is a good sales tool for the youtube fanatics of this world.

After all its a visual world, and when LTE comes along i think that will be the story.

Tags: Apple, Asus, Best Buy, Compaq, Google, LTE, Rich Tehrani, Sprint, T-Mobile, Verizon, gphone, iPhone, netbook

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The Russians are Here: The Russians are Here!: MagicJack

July 8, 2009

With Obama in Moscow, the media I listened to talked alot about rebooting the relationship.  While the politics of the countries play out, communication as usual is going beyond the borders.

MagicJack is a great example.  SJ Labs is the SIP Client behind the business of MagicJack.  Give MagicJack credit for the business plan.  It fits a nice model and enables an online strategy that supports network services like voice mail.

Anecdotally, I sat with a Vonage booth sales woman.  I asked her how many sales a day she made and how often the people were overseas.  Her answer was 90% of the time the customer was taking the device overseas.

We talked about the Packet8 and their price point and their quality as a worthy competitor.  Most of her customers are unaware of the packet8 solution.

Likewise codec strategies have had the benefit of Andrei Sviridendo, Spirit DSP has been supporting solutions from Skype and other major Voice on the Web solutions.


Tags: MagicJack, Obama, Packet8, Russia, SJ Labs, Skype, Spirit DSP, Vonage

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