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

Foxconn Plays the Trump Presidency Brilliantly

Let’s start off with what will likely be taken poorly by U.S. workers… According to at least one company, you get paid...

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Scoring My 2016 Predictions

This is the time of year I typically grade myself on the predictions I made this time last year. NFV: I predicted that we’ll...

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Advice for Partners for 2017 [podcast]

Jeff Ponts of Datatel; Emmett Tydings of AB&T Telecom; and Chris Palermo of GCN joined the podcast this week to talk...

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$4B Wireless Repair Market Event Comes to ITEXPO

Almost 8,000 wireless repair businesses employ over 20,000 people and the market is growing. Yes, it’s a $4 billion dollar market! Apple’s next-gen phones...

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Ad Blockers vs Mobile Advertisers

In September, I wrote a blog on why mobile advertising is expected to grow based on Mary Meeker’s yearly Internet Trends report. Something to...

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Ransomware Fog Rolls over SanFran Muni, SFMTA

We’ve known ransomware costs for a small- to medium-sized business can be $99,000, per Kapersky Labs. This includes lost business data,...

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Why you would give up the chance to strut around in Middle Earth Barbie wear? Allison Smith asks.

#Thankful! What for? Being able to speak...well, not as well as Allison Smith. Being able to design software and apps with code,...

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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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Rural Broadband : All There is to Know About RUS and NTIA

July 7, 2009

Just last week, the Obama Administration published some of the criteria for its broadband stimulus money-doling.  This event followed President Obama's signage of the  of 2009 American Recovery and Reinvestment Act(ARRA), which allocated $7.2 billion to the US Departments of Agriculture and Commerce to improve broadband development in rural and remote areas of the US.  The Rural Utilities Service (RUS)-a subsidiary of the US Department of Agriculture (USDA)-and the National Telecommunications Information Administration (NTIA)-a subsidiary of the US Department of Commerce (USDC)-were entrusted with the responsibility of handing out the money to appropriate applicants.  Here is a simple, yet comprehensive guide to the who, what, and where of this major government windfall.



The ARRA provides over $28 million toward Rural Community Development. 

Should Skype be redesigned?

July 7, 2009

A friend caught me this morning and wanted to talk about the Skype IPO next year. A few months back I had been trying to get near the discussion because some from friends who had money in hand.

Ebay thinks that the IPO is the right strategy according to reports, but when I was trying to talk to them, the Intellectual property still owned by Niklas and Janus and embedded in Skype seemed to be a stumbling block.

Now in the past Skype has been clever in acquiring their own path to success.  The acquistion of Camino Networks was allowed them to go beyond Global IP Sound.

So how do they go around themselves?

Henning Schluzrinne did a great analysis of this question with his team in 2005. 

Personally, I think they have to come to terms with the patent before the IPO, but stranger IPOs have been in the market that got past these kind of issues.

Perhaps this is a sleeping dog, with 15 Million subs if they were compared to voice service providers they should do better than the 2.6 Billion previously evaluated.

However customer goodwill is not the same as salvage cost, so maybe Skype will be compared to an Oracle or Microsoft?


Tags: Camino Networks., Ebay, Global IP Sound, Henning Schulzrinne, Janus Friis, Microsoft, Niklas Zennstron, Oracle, Skype


















LG Nortel OY!

July 6, 2009

I never know what to make out of a partnerships, so the announcement out of Finland that K&K is the partner for LG Nortel fiber optics left me asking more questions.

First of all the positive side.  Nortel Enterprise has a strong history in optics and their solutions were part of a rebirth strategy shared with some friends earlier in the year.

But clearly the decision by K&K is more about support of the existing than growth of the new. 

LG Nortel  is more case of what a strange taffy pull it is to extract telecom strategies.  The primary value of Nortel in the mix is in reaching out to carrier enterprise sales with the LG Nortel product line.  Given the Nokia Siemens deal, I am not sure how the LG channel will work. 

It may be that the K&K, part of Lagercrantz) deal is part of the overall trend.  Then again, it may be time for LG to rethink its relationship with Nortel, or become a buyer for the fiber part (which would make my Adtran / Digium strategy even more logical).



Tags: Adtran, Digium, K&K Oy, LG, LG Nortel, Lagercrantz, Nortel, Nortel Enterprise.

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