The EU is a focus of a lot of things these days, and we can now add net neutrality to the list. The EC hearings on the issue, launched late in June, produced the predictable results—people are alarmed at the risk of loss of innovation and privacy and competitiveness, but they have no practical contributions…
Video-Chat Wars
As some things change, others stay the same. That’s about how I see things fresh from two weeks in Brazil, a place on which I’ll also comment here. We’re seeing changes in the networking business space as Google vies anew with Facebook and Twitter, and yet the moves raise the same issues we’ve faced all…
Alcatel-Lucent’s FP3: Good Evolution but Not Revolution
Alcatel-Lucent did its own ballyhoo this week, with the announcement that the company had promised would make the Internet faster. I’m not big on ballyhoo, and I have to admit that I have mixed feelings on the Alcatel-Lucent announcement. I want to be fair, and so I want to start with the perspective I bring…
NSN and Demand-Side Networking
The fate of NSN is now even more unclear than usual as the WSJ reports that talks to sell a stake in the venture to private equity firms has failed. Nokia and Siemens are said to be looking to restructure the deal, but Nokia has said publicly that several options for the venture remain open. …
Google, Monetization, and Carrier Clouds
Google looks like it’s facing more anti-trust angst; the FTC is reported to be launching an investigation into Google’s advertising and search business, and former and current CEOs Schmidt and Page have decided they don’t want to appear before a Senate Committee hearing on roughly the same topic. All of this comes as Google, the…
Signposts to a Video Future
Sometimes I get frustrated by surveys and research because they never seem to make the distinction between things that are correlated and things that are causal. The example today is some new research on teen mobile behavior. It lists all the usual things; they watch the least TV, they use mobile video the most, the…
Appliance Wars May Be Restarting!
Today’s market is rife with rumor about new mobile devices; the new model of the iPhone and the first true Amazon Kindle tablet. The aficionados will revel over details like processor and resolution, but the big point here is that the future of mobile services is getting decided by mobile devices and not by mobile…
Caps, Content, and Clouds
Verizon is now rumored to be preparing to move to tiered pricing for mobile data in early July, and there’s a growing conviction among operators that everyone will be charging for usage on mobile networks by the end of this year and that everyone will be charging for wireline usage by the end of 2012. …
Broadband Twins Not So Alike?
Good news to providers of wireline broadband services and their equipment vendors; mobile isn’t going to destroy wireline! Actually, nobody who takes the time to think about the reality of mobile infrastructure believed that to begin with, but the comment does offer some opportunity to look at two aspects of broadband evolution. “Two aspects” is…
The Reality Quadralateral of Bridgewater, Level 3, Ciena, and RIM
We have an interesting potpourri of tech events today, and in combination they might be telling us something about the business future of tech in general and the networking space in particular. Let’s look at Amdocs’ acquisition of Bridgewater, Level 3’s expanded content services, Ciena’s financial trends, and RIM’s disaster. Wasn’t it only this week…