Ring! Ring! Hot News, 26th November
In Today's Edition: VoIP disaster at the burger bar, bandwidth fever rages across the US, Australia, Germany, and Britain, IBM starts building its own googleplex, Etisalat thinks likewise, there's a knife fight for a huge Indian GSM contract, Telefonica is planning something big in Latin America, fixed-mobile substitution races ahead in China, Thai regulators get panned, there's a breakthrough in video encoding, and Celtel's free roaming expands to 12 African nations. Plus, Telco 2.0 Recommends...
Telco 2.0 Comment: Want to find out what happens when the VoIP link from an automated drive-in burger joint to its call centre goes sporky? Read the link...and demand your fibre access loop today.
Telco 2.0 Comment: Aussie regulators, it seems, are still trying to get real connectivity deployed through competition; the result is a tangled web like this, with competitors struggling to avoid competing and get on the shared network train. Perhaps they should take the hint, especially as it's an Australian telco that provisions the equivalent of one DS3 per 30,000 customers for its "broadband" service.
Telco 2.0 Comment: Worth bearing in mind, nameless Aussie telco - WiMAX is coming and could soon be in your subscriber premises, eating your lunch.
Telco 2.0 Comment: It's the industry's $64k question, really - do what it takes to get the fibre out there, and build businesses independent of it, or manage decline. Check out the infuriated customers. And the performing pig.
Germany's countryside desperate for broadband, turns to community networks and WiMAX...
Telco 2.0 Comment: And it's not telecommuters, either; the FAZ reports that even artisans want faster Internet access for their businesses. Remember, people, the business of telcos should be business because there's more of it than there are ads, games or movies added together.
And the UK Government puts the hard word on the telcos; we want fibre!
Portals, Partners, and Platforms
Telco 2.0 Comment: Everyone's doing it now - it being the massively parallel online computing thing. Telcos can benefit from their connectivity reach and expertise in big infrastructure; but unless you look sharpish, Google, Amazon, IBM, BT Global Services, and Akamai (Edge Computing) will have eaten it all.
Etisalat starts building a wholesale business.
Telco 2.0 Comment: Here's an example - Etisalat is using its own regional operating divisions as the launch customers for its wholesale/plex business.
Telco 2.0 Strategy
Telco 2.0 Comment: Don't imagine that selling to emerging (or emergent...) markets will be easy. India's BSNL is making NSN and Ericsson fight like cats in a sack for their huge GSM network upgrade.
Telefonica's $14bn CAPEX budget for Latin America.
Telco 2.0 Comment: So what are they going to do with that chunk of change? WiMAX? Fibre in urban centres? Big IT infrastructure? Space elevator?
Telco 2.0 Comment: Everywhere in the world the trendlines point the same way - from fixed to mobile, from voice to IP, from higher margins to low or none at all. China is no different.
Digital Politics and Regulation
Thai regulator panned.
Telco 2.0 Comment: Still talking about convergence after 10 years - how unlike the home life of our own dear OFCOM...
Telco 2.0 Comment: Everyone's vexed about web video quality. Perhaps there is another way besides either QoS control or the JCB solution - namely really powerful error cancelling?
Celtel takes its single HLR for Africa a step further; now it's the end for roaming charges between 12 nations. And you can use your cashable airtime transfer across them too...
Telco 2.0 Recommends: Telepocalypse is vexed by Nokia nagware; the other Martin collects an astonishing number of unlikely IMS adverts, there's no IMS or even SIP in Android, Microsoft .NET comes to S60, Free the Social Graph.
There's something deeply ironic about advertising IMS on YouTube...