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March 08, 2010

Telco 2.0 News Review

Telco 2.0 Top Stories

We may be facing a major moment in industry history: FCC Chairman Julius Genachowski is looking at using the Universal Service Fund (USF) to fund broadband deployment. In the past, the use of the USF has been purely voice-oriented, and has hitherto transferred large sums of money from urban and suburban telecoms users to rural operators.

If this goes ahead, watch out for many operators deciding that it’s time to set an out-of-service date for the PSTN itself - USF subsidies are assessed by PSTN line, and if they start flowing in other ways, there’s not much reason to go entirely cellular or to VoIP.

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February 28, 2010

Telco 2.0 News Review

  • Developer Communities: Apps: 2nd factor in device sales
  • Strategy & Finance: Apple: What can we do with this mountain of cash?
  • Regulation: OFCOM: Yes, BT, you’ve got to pay the pensions. Yes, everyone else, so have you
  • Voice & Messaging 2.0: Skype is in your TV looking out
  • Broadband Connectivity: Indian 3G auction back on: tower deals surge

  • You really must show more application. According to a TNS poll, apps are now the joint second factor in subscribers’ choice of device - neck-and-neck with brand loyalty, behind look-and-feel. This rises to the first factor for the 16-30 age group.

    Unsurprisingly, the other kind of applications - the ones that happen when you aren’t looking - are also burgeoning. Here’s yet another warning about the threat from malware - especially from the possibilities of a fake femtocell.

    Continue reading "Telco 2.0 News Review" »

    February 22, 2010

    Telco 2.0 News Review

    Telco 2.0 Top Stories

    All the ‘sparkle’ at last week’s Mobile World Congress seemed to be about software and developers. While Nokia chose this year to keep off the conference site itself, Google showed up for the first time. Eric Schmidt made a show-stealing keynote speech which we reviewed here after the stardust had fallen from our eyes. Alternative views are here.

    In addition, anyone who had anything to do with Google Android had rockstar status, Google told the world that it was willing to invest in 1Gbit FTTH projects, and launched a virtual tour of the Trans-Siberian Railway. To which we can only quote the view of someone on Gordon Cook’s listserv, to the effect that telcos spend money on lobbyists and lawyers, but when Google feels the need for influence, it carries out a small but spectacular tech project and everyone loves it.

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    February 08, 2010

    Telco 2.0 News Review

    Top Stories

    Potentially seismic news in the UK: BT changes its mind on duct-sharing. Both OFCOM and the Conservative Party are keen on the idea - OFCOM had a survey of some ducts carried out, and discovered that a surprisingly large percentage of the UK’s telecoms infrastructure is full of raw sewage, and the Tories have threatened to legislate to force BT to provide ducts if they win the election. Mind you, they also threatened to abolish OFCOM - work that out. It’s a major turnaround for BT, which not so long ago wasn’t even willing to provide street cabinet access for the South Yorkshire Digital Region project.

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    February 01, 2010

    Telco 2.0 News Review

    Top Stories


    We’ve said before that the leading actor in the deployment of fibre is increasingly the State. Brazil looks like it could be the latest, and one of the biggest, examples - as part of its national broadband plan, the Brazilian government is considering investing $10.7bn in publicly-owned infrastructure to reach remote and underserved areas. On a similar theme but much smaller scale, the proposals are now in from carriers and others wishing to join the New Zealand government’s Crown Fibre Holdings, which intends to deploy open-access dark fibre throughout the country.

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    January 25, 2010

    Telco 2.0 News Review

    Telco 2.0 Top Stories

    Don’t assume the crisis is over; horrible sales figures from Ericsson were published this week, with fourth-quarter revenues down 13 per cent and profits positively crashing. Another 1,500 jobs are going. However, they did manage to cling on to market share. According to CEO Hans Vestberg, the trouble was concentrated in the emerging markets, where many of their customers were still unable to raise funds for their network deployments. Interestingly, Ericsson’s best performing markets were the US, China, and India - you might think that those three would be enough to support a half decent business, and it’s telling that China and India no longer come under the heading of “emerging markets”.

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    January 18, 2010

    Telco 2.0 News Review

    Telco 2.0 Top Stories

    iSuppli has finished costing out the bits of a dismantled Google Nexus One, and they conclude that the $530 device costs about $174 to make, which is a fascinating margin by anyone’s standards. It’s worth noting that the silicon in the gadget is almost entirely Qualcomm - the main processor, and most expensive single component, is a Qualcomm Snapdragon, and the radio hardware is Qualcomm as well.

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    January 11, 2010

    Telco 2.0 News Review

    Telco 2.0 Top Stories

    Well, we’ve just had CES and the buzz was of course about the Google gadget. Connected Planet asks whether Google might subsidise apps or content on the “Nexus One”. Although there’s certainly something appealing about the idea of flipping the business model, getting rid of the handset subsidies, and instead pushing the app ecosystem, it seems unlikely - the device is pricey, at $530 a go with no carrier subsidy, so you’d have to push out a lot of subsidised applications in order to make it a financially attractive proposition that way. (Also, this is roughly the model Nokia is pursuing for Ovi.) If the iPhone was anything to go by, that $530 includes a substantial profit margin - but the problem is surely how much subsidy to applications the user could absorb.

    iFixit has a teardown out, so the genuinely intrepid can have a crack at costing out the BOM and estimating the margins themselves. We’d guess that the Snapdragon chip doesn’t come cheap. Apparently, the device is actually made by HTC, so you might expect that they’ll get the the lion’s share of the price after the upstream suppliers like Qualcomm, Broadcom, etc. have got theirs.

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    January 04, 2010

    Telco 2.0 News Review

    Happy New Year! Top Telco 2.0 Stories this week:

    [Ed. - Please help Telco 2.0 improve our analysis service to you, via a short online survey of your research interests for 2010: brief survey here.]

    It was probably inevitable that 2010 would kick off with a Google story; the rumour machine is operating at full power ahead of an announcement scheduled for tomorrow. It looks like it’s going to involve Google’s own Android handset, but at the moment it’s hard to say what if anything is special about it. Certainly, selling them for $530 a pop isn’t going to start any revolutions although the margins are probably decent, as they are with the iPhone.

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    December 21, 2009

    Telco 2.0 News Review

    Telco 2.0 Top Stories

    Please help Telco 2.0 improve our analysis service to you, via this short survey on your research interests for 2010: brief survey.

    TNS (a consumer research company) reckons the mobile industry is about to pull out of the recession, with a burst of growth expected in handsets. (Although, as we described a few weeks ago, will the vendors actually make any money?)

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    December 14, 2009

    Ring! Ring! Telco 2.0 News Review

    [Ed: Help Telco 2.0 improve our service to you - take a brief survey.]

    Top Stories, 14th December 2009


    Rich Karpinski Editor of Connected Planet (previously known as Telephony Online) has been blogging from the first-ever Telco 2.0 America Executive Brainstorm: if you weren’t there, there’s a taste of the event here and here.

    Meanwhile, pictures and details of what is supposed to be a Google Phone leak. If true, Google is making its own stab at an Android device and will be marketing it direct to consumers, which means that it will at least look expensive compared to the competition with their handset subsidies. However, you can be fairly certain that this device will come with Google Voice. Google was also working hard to snag more phone numbers this week: after Google Voice users got the ability to use the service with their existing phone numbers, they’re now being given the chance to “upgrade” and get a Google-assigned number instead.

    Continue reading "Ring! Ring! Telco 2.0 News Review" »

    December 07, 2009

    Ring! Ring! Telco 2.0 News Review

    Telco 2.0 Top Stories

    So you thought content was king? Think again; Comcast, the huge US cable operator, star of multiple net-neutrality rows, and now significant wholesale provider, has bought a controlling stake in NBC Universal. In a slightly curious deal, they’re paying GE some $6.5bn in cash and $7.25bn in kind - specifically, in rights to programming they own. That gives them 51% of NBC, owner of movie studios and TV channels.

    Continue reading "Ring! Ring! Telco 2.0 News Review" »

    November 30, 2009

    Ring! Ring! Telco 2.0 News Review, 30th November 2009

    Last week’s top Telco 2.0 news stories

    As part of the Telco 2.0 Americas event, we’ll be debating the value of AppStores with American delegates to see if they differ in their views from their European counterparts, who we asked to vote on this question: “How successful will the current focus on consumer apps and app stores be for operators?”

    Continue reading "Ring! Ring! Telco 2.0 News Review, 30th November 2009" »

    November 23, 2009

    Ring! Ring! Telco 2.0 News Review

    Last week’s top Telco 2.0 news stories

    Vodafone is keen to find new ways of deriving revenue from its soaring data traffic. One way, according to Vodafone Europe CEO Michel Combes, might be to charge end-users or perhaps even content providers for guarantees of better QoS. This could go either way - two-sided triumph or IMS-headed fiasco. After all, it’s not clear to what extent a mobile radio network really can guarantee quality of service over the air.

    Before this even becomes relevant, though, Vodafone may face a worse problem; without cross-industry collaboration, content providers, clouds, etc may not be interested in negotiating with every mobile operator in Europe and integrating with their diverse technical solutions. Delegates at Telco 2.0’s EMEA Brainstorm agreed that appropriate collaboration on APIs is now necessary to create the market.

    collabvote.png

    The CEO of Getjar, the world’s second biggest AppStore after Apple, is to speak at the 8th Telco 2.0 Executive Brainstorm in Orlando from the 9th-10th December.
    Wired News has a warning about the dangers of committing to app stores dominated by one huge vendor.

    Continue reading "Ring! Ring! Telco 2.0 News Review" »

    November 16, 2009

    Ring! Ring! Hot News, 16th November 2009

    Telco 2.0 Top Stories

    YouTube is about to turn up high-definition video, with the 1080p standard becoming available from next week. Just watch the backhaul links light up when that stuff starts flowing. Clearly, we’re still going to need a bigger boat - or rather, a better, integrated video delivery system.

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    November 09, 2009

    Ring! Ring! Hot News, 9th November 2009

    Telco 2.0 Top Stories

    Last week was Telco 2.0 Executive Brainstorm time again in London; watch this space for blogs, video, slides, etc over the next few weeks as we run up to the first ever Telco 2.0 Americas next month.

    After a panel that included the heads of API programmes at operators representing just under a billion subscribers, two-thirds of the delegates to Telco 2.0 believe that telcos should concentrate their efforts in developer communities on enterprise business processes, rather than consumer applications. “Which of the following markets are most profitable for telcos to focus their API efforts on? (Choose one)”:

    enterprisevsconsumer.png

    UK Music chief and ex-Undertone Feargal Sharkey’s keynote in the Media 2.0 session at Telco 2.0 dealt with the possibility of peace breaking out between the music industry and the Internet community; he reckons the growth of services like Spotify and DRM-free download stores like Amazon’s may lead to the industry eventually out-competing the pirates. After Pirate World, new players emerge - where have we heard that one before?

    Continue reading "Ring! Ring! Hot News, 9th November 2009" »

    November 02, 2009

    Ring! Ring! Hot News, 2nd November, 2009

    Telco 2.0 Top Stories [Ed - The Telco EMEA Brainstorm in London this week is packed to the rafters - so join us at the US Event in Orlando on December 9th-10th instead.] The standards wars have been over a while now, and here’s the peace treaty; the CDMA Development Group is joining the 3GPP, the GSM/UMTS world’s standardisation community. The specific purpose of this is to represent the CDMA carriers, like Verizon Wireless, who are transitioning to LTE.

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    October 26, 2009

    Ring! Ring! Hot News, 26th October 2009

    Telco 2.0 Top Stories China Mobile reports a return to growth in Q3, with income up 2.6% year on year after the first quarter of decline since 1999. The carrier signed up another 15 million subscribers in the quarter. Meanwhile, China Telecom saw a 48% plunge in its profits as subscribers rushed away from its core fixed-line voice business towards mobile, and its subscriber acquisition costs rocketed as it makes its own move into the mobile business. It reminds us of a crack of Boris Nemsic’s when he was running Mobilkom Austria; if all your national fixed-line and mobile calls are inclusive, what do you need fixed-mobile convergence for?

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    October 19, 2009

    Ring! Ring! Hot News, 19th October, 2009

    Telco 2.0 Top Stories The agenda is out now for Telco 2.0’s European and American events; book here while there are still places available. Nokia announced ugly Q3 results this week, booking the first quarterly loss in 10 years. In Q3, Nokia lost €559 million overall, against a consensus forecast of a €350 million profit. In fact, the analyst consensus wasn’t that far off in terms of the operating level - Nokia took a €908 million write-off against the value of Nokia Siemens Networks, which therefore implies the company must have made €351 million from operations before the monster accounting charge hammered it. (Remind anyone of Vodafone’s books back in the day?)

    Continue reading "Ring! Ring! Hot News, 19th October, 2009" »

    October 12, 2009

    Ring! Ring! Hot News, 12th October 2009

    Telco 2.0 Top Stories BT says it’s actually going to do a lot more FTTH than previously planned, and it’s going to overbuild as well as install in new construction. Apparently, this is because they’ve discovered that it doesn’t cost as much as they thought, and (according to various press reports) they can use their existing ducts. Wasn’t this obvious? Or is this a reference to the secret cable-stripping tech they bought into?

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    October 05, 2009

    Ring! Ring! Hot News, 5th October 2009

    Telco 2.0 Top Stories Coming Up: Telco 2.0 Executive Brainstorms, Europe, 4th-5th November, and Americas, 9th-10th December In other news: Aircom predicts $1.8bn per carrier for LTE deployment; Tony Blair fails to secure Wataniya Palestine’s spectrum; US operators drain the spectrum tub and holler for more; trust busters warn them against disorderly conduct; Telenor/Alfa row finally ends; France Telecom No.2 quits over suicides; Amazon settles over Orwell-zapping; Sony will publish anyone’s book; MapReduce available as EC2 instances; 50,000 new EC2 instances a day - cloud turns black, thundery, grows rapidly; Lotus Notes in the cloud; RIM, Apple, Google work together to mobilise Flash Player; Nortel GSM on the block; Sierra Leone gets mobile money; more war stories from OpenBTS’s David Burgess; 2 billion iPhone downloads; Spotify offers offline; Grauniad for your iPhone; beta release for Google Wave; another 20 million iPhones post-exclusivity; more BBC web traffic comes from mobiles than PCs in Nigeria; Comcast CEO “in top five overpaid execs” Crash of the über-merger; getting a deal that would satisfy both Bharti-Airtel and MTN’s sets of shareholders and the aspirations of their respective management teams was always going to be hard, and integrating the two companies even harder, but getting the politics right? Really hard. And that’s what’s happened - the South African government, which owns 21 per cent of MTN, has refused the deal on the grounds that they aren’t keen on foreign ownership of MTN.

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    September 28, 2009

    Ring! Ring! Hot News, 28th September, 2009

    Telco 2.0 Top Stories Vodafone boss Vittorio Colao wasn’t kidding about social networks the other day. In a major product announcement, the carrier presented its new Vodafone 360 client, which is a single interface for multiple third-party social applications. Most of the handsets that will run this suite of applications will be running LiMo Release 2, and will provide an HTML/CSS/Javascript widgetry API for the app layer. As well as an app store, there’s a cash reward out for the most compelling application - as this is presumably going to be linked up with the other JIL carriers, it’s a case of “gentlemen, start your engines”. Gadgets are expected by Christmas, with the various associated services rolling out in Vodafone’s core markets by then.

    Continue reading "Ring! Ring! Hot News, 28th September, 2009" »

    September 21, 2009

    Ring! Ring! Hot News, 21st September 2009

    Telco 2.0 Top Stories In other news: Phorm - the end is nigh; Robo.to tells you more about incoming callers than you can read before you pick up; new version of Android; I love my INQ Mini, rather too much; Palm loses money under GAAP, loses 10x less under own rules; no more Windows gadgets from Palm; Hesse sez FCC “fair” to probe exclusive handset deals; row over Walsten’s FCC seat; VZ ditches the copper world, would quite like to keep tax break; AT&T denies role in Gvoice/Appstore; CMT slashes Telefonica wholesale rates 25%; VoLGA standard is here; NSN first call on LTE; T-Mobile USA first HSPA; FON gets into GSM; David Burgess at Burning Man; Y! intros combined OpenID/OAuth; IBM, Cisco both want smart grid standards; dire desk phone GUI, mocked; Braille on your phone; dodgy iPhone update; dedicated Apple support; HD voice “driven by VoIP”; Skype, Joost suing Vodafone announces Vodafone 360, the successor to Vodafone live! The interesting bit here is exactly what 360 offers - rather than the video-heavy content offering that characterised both Live! and most operators’ ideas about what to do with 3G back in the day, its main selling point is as a wrapper around multiple social networks and other communications services. Vittorio Colao recently told investors that the social networks were one of the biggest drivers of traffic on Vodafone, and this looks like they’re suiting the action to the word. 360 is also going to include an app store - at least it’s a better name than Vodafone Widget Manager…

    Continue reading "Ring! Ring! Hot News, 21st September 2009" »

    September 14, 2009

    Ring! Ring! Hot News, 15th September 2009

    Telco 2.0 Top Stories: In other news: The end of TV ads? Raise you the end of fixed voice; China Mobile moves into Symbian’s giant app shed; spectrum upshot of T-Orange merger; Spotify hits the brakes; Rhapsody for iPhone; Vodafone outage; Vodafone launches better voice for SMEs; SingTel buys Eircom; Singapore NBN taps ALU for OSS BSS, in orgy of TLAs; US telcos - actually, we would like the money; Google’s latest SSN sails and dives deep; Indian 3G auction is go in December; AT&T adds more HSPA; NEC/Hitachi/Casio merger; weird Sony Ericsson gadget is weird; list of Ovi Maps apps; Nokia acquires startup; next INQ to run Android; DT-Sprint horrors rise from the deep; how M-PESA agents’ businesses work; Zimbabwe telco cuts everyone’s bill by half in desperate bid for cash The ups and downs of advertising. Here’s probably the world’s number 1 in targeted ads and data mining, Tesco spinoff Dunnhumby, creators of the Tesco Clubcard. Their profits were up 71%. Great, no? We could really do with some of that in telecoms…so you’re probably already thinking of all those hard disks in the billing department. [Ed. - Martin Hayward, Dunnhumby’s Director of Strategy & Futures will be joining the panel on ‘Customer Data 2.0’ at the EMEA Telco 2.0 event on 4-5 Nov in London.]

    Continue reading "Ring! Ring! Hot News, 15th September 2009" »

    September 07, 2009

    Ring! Ring! Hot News, 7th September 2009

    Telco 2.0 Top Stories:
    • APIs and Enablers: Nokia launches Ovi SDK
    • Digital Advertising: Big push for privacy legislation - will it kill or cure LBS and targeted ads?
    • Online Content: New Nokia Comes With Music phones target Spotify head on
    • Voice & Messaging 2.0: Orange: future of work is decentralised offices, not telecommuting
    • Strategy & Finance: Bidding war on for T-Mobile UK
    In other news: Nokia still loves stalkerware; new blog about Nokia musicphones, entirely useless to 90% of our readers; Symbian for mass market, Maemo for high end; Nokia “has enough operating systems for now”; MoBot, the mobile scripting tool for power users; NSN chief leaves, Nokia services chief takes over; Sony Ericsson’s PS3 streaming gadget; Verizon joins TV-streaming alliance; Gmail outage; Kai-Fu Lee quits Google.cn; sense from Telephony Online about VoIP and unicomms; new HTC gadgets; Facebook friends for sale; China Unicom and Telefonica swap shares; funny filesharing figures from the BPI; French teachers want mobiles back in the classroom; Cisco dishes out rewards for failure; Digicel brings GSM to Nauru. It’s here: at Nokia World this week, Nokia announced the launch of the first set of Ovi developer tools. There will be a software-development kit for Ovi applications in general, based on (inevitably) HTML, CSS, and JavaScript (it will be interesting to see if it conforms to the same standards as JIL), and there will also be APIs for Nokia Web services. To start with, they’re offering access to their map server and to the server which generates turn-by-turn navigation instructions. At the moment, you have to pay for this last service through Nokia’s Maps application, so one wonders what the business model is.

    Continue reading "Ring! Ring! Hot News, 7th September 2009" »

    September 01, 2009

    Ring! Ring! Hot News, 1st September 2009

    Top Telco 2.0 Stories
    • Apple App Store “selling $200m a month”?
    • Hulu pulls ahead of Time Warner Cable
    • Nokia dives into mobile banking; Orange buys digital ad network
    • EBay/Skype - the end of the affair
    • Hackers assail GSM A5/1 encryption
    In other news: Apple accepts Spotify app; broadcast still the best way to deliver live content; now that’s what we call LBS; 12% broadband growth in France; Brough Turner forecasts LTE for 2012; Maemo Linux gets telephony API; IMS still hoping for video-sharing; mystery Vonage surge; heads roll at Clearwire, again; Intel: data centres can safely warm up; SkyTap’s VPN cloud; Cloudera vs VMWare; semiconductor sales up 5.3%; new Motorola Android gadget; iPhone goes to China - no revenue sharing there; Samsung’s app store; why m-banking is right for Canada; taking over the Internet; Home Office gets it wrong Just how many applications is Apple selling through the App Store? According to AdMob, it could be as much as $200m worth for the month of August; there’s a good row going on over at GigaOm as to whether their methodology is likely to have produced valid numbers. It’s probably worth pointing out that the release and huge sales of the iPhone 3GS might have skewed the month, what with all those new iPhones getting apped-up at once. But it does tend to suggest that the App Store is a genuine business.

    Continue reading "Ring! Ring! Hot News, 1st September 2009" »

    August 24, 2009

    Ring! Ring! Hot News, 24th August 2009

    Top stories: FCC prepares for mobile competition hearings, and wades into Google/Apple/AT&T China Mobile app store launch N97 disappoints - Nokia links up with Microsoft Telco data “can tell better than you who your friends are” African Internet traffic surges as East African cables light up In other news: Verified online dating; “dynamic green routing” to save power in the cloud; Google seeks smart grid interoperability; cable cuts cause Chinese chaos, but not as much as in 2006; routing diversity scores on the doors from Renesys; BGP fatfinger strikes again; SingTel profits up on big Bharti contribution; giant credit-card hack; AT&T, T-Mobile robbed by ex-employees; Australian police too clever for their own good; Hacking at Random builds its own GSM network; Patricia Russo’s six weeks at SpinVox; 4th French 3G licence coming; O2 Germany OK with mobile VoIP; BT outsources everything, closes grad recruitment; Yorkshire lifeboat crew builds their own FTTH; slow progress on fibre in Spain; Budde, Conroy speak on open fibre networks; USDA report out on rural broadband; teledensity passes 100% in Venezuela; Orange, Vodafone looking for a social network; INQ-Spotify hookup; RIM “fastest growing company”; cops desert Airwave for RIM; John Todd speaks about Asterisk, communities, etc The FCC is considering whether it should launch a full-dress inquiry into competition in the US mobile business. As the new FCC staff have begun to bed in, the agency has been increasingly activist, and this hearing is intended to look at the complex topic of intercarrier pricing, the US equivalent of termination in Europe. Could this be the beginning of a Viviane Reding-like telco-bashing rampage? There’s a heavy agenda at the FCC right now; they’re taking submissions on the question of how to define “broadband”, or to put it another way, what the minimum standards for the US’s telecoms infrastructure should be, and they’re wading into the Google Voice/Apple/AT&T row as well. It all suggests that more regulatory pressure can be expected on the Telco 1.0 business’s margins going forward, to say nothing of more competition.

    Continue reading "Ring! Ring! Hot News, 24th August 2009" »

    August 10, 2009

    Ring! Ring! Hot News, 10th August

    Top stories: Bharti-Airtel & MTN: new $1bn cash hike Mobile in brief: US price war, Orange UK’s pirate special, Sprint’s WLAN plan Facebook: 83 top advertisers on board, and Google falls out of love with Apple; all the theories Infrastructure: Microsoft data centre move threat, AT&T and Level 3 big in CDNs In other news: Spinvox, Symbian S60, BT FTTC/VDSL, Spotify, 35 varieties of Asterisk - free! The Bharti-Airtel & MTN merger grinds on. Last week they were promising that the merger made so much sense they would have to keep running the two companies independently; this week they resorted to a more reliable form of persuasion - cash. Bharti is hiking the cash element of the deal by $1bn, reducing the volume of new shares that will be issued and also fudging the question of who controls the company. Not only do the South Africans see MTN as a strategic national asset, but there are more than 20 regulators to satisfy across the combined empire. It sounds almost as fun as that proposed FTel/TeliaSonera tie up…

    Continue reading "Ring! Ring! Hot News, 10th August" »

    August 03, 2009

    Ring! Ring! Hot News, 3rd August 2009

    In Today’s Issue: Strategy: Sprint’s WiMAX plans leak; Sprint loses contract customers; buys and closes Virgin Mobile; BT cleans up after Satyam SatScam; BT, FTel, Telefonica, Motorola shares up on non-awful results; ALU wants to sell more assets; Telefonica saved by Latin American businesses; 900MHz refarming is go!; what a mess at Nitel; Bharti Airtel/MTN - support the merger, we promise we won’t really merge; Core Services: Secret of the iPhone - telephony; AT&T accused of Telco 2.0 in reverse; Blyk swaps 200,000 MVNO subs for 12 million as a managed service; B2B Platform: TWC squeezed between Web video and IPTV; Google uses SMS for verification; BREW, RIM integrated with VZW app store; Enablers and APIs: Qualcomm, VZW plan to “explode” M2M applications; new Nokbrowser out; Technology and Devices: 1.5% of Indian Symbian devices virus-ridden; hackers explode iPhone with special SMS; spying on Amazon EC2; no MSFT phone; Intel gives “MIDs” the humane killer; upgrading your hacked TiVo; HOWTO stage the jewel heist of the century; the best papers on internetworking, ever Strategy A Sprint document leaked, giving details of their next wave of WiMAX deployments. Interestingly, they aren’t in the places you might expect; perhaps they are doing the easiest radio plans first? It would hardly be surprising, seeing as they made a large loss, as valuable contract customers left the building and they also decided to buy out Virgin Mobile USA for $420 million. The plan is to fold the Virgin customers into Sprint mainline; so what did happen to the wholesale strategy?

    Continue reading "Ring! Ring! Hot News, 3rd August 2009" »

    July 27, 2009

    Ring! Ring! Hot News, 27th July 2009

    In Today’s Issue: Strategy: The spoils of Nortel; why would RIM want to be Nortel 2.0 anyway? Ericsson the winners so far; reasons to be cheerful - AT&T spending on infrastructure again; the iPhone sends waves through AT&T’s balance sheet; Zain/Vivendi deal off, revenues up; Ahuja and friends launch WiMAX startup; East Africa online; Core Services: Data traffic booms; NSN reckons it will exceed voice by 2011; mobile broadband subscriber numbers; Vodafone results down despite data surge; America Movil results up because of data surge; O2 UK’s nightmare week; HOWTO get US Federal broadband funding; Quigley picked to run Aussie NBN; B2B Platform: KCOM in trouble over war on filesharers; Will Page: music industry actually OK, really; Apple considers iTunes-focused tablet; Enablers and APIs: Rackspace, the latest API-enabled cloud; Technology and Devices: Avaya in pole position for Nortel voice assets; NSN opts for Alvarion’s WiMAX kit; WiMAX trouble in Malaysia; Ericsson chief promises to back Sony-Ericsson; ZTE: SDR-based LTE/CDG Node B; Telus prepares for CDMA-LTE leap; SpinVox is people!; 26% of Chinese crooks wannabe hackers; no wonder, when it’s this easy; Symbian-approved virus spreads by SMS; Apple breaks Palm Pre-iTunes sync, Palm unbreaks it; Nokia buys super-address book startup; a watch in a phone in a watch The vultures swirl around Nortel. And sometimes they turn on each other…RIM complains bitterly that it’s not getting a fair chance to buy the core CDMA and LTE assets; Nortel says they can only bid for them if they promise to buy more assets after that; RIM wraps itself in the flag and claims that it must keep these strategic assets in Canadian hands. Meanwhile, one of Nortel’s creditors threw in a low bid for the assets, Nokia Siemens Networks made an offer…and Telephony Online asked why RIM wanted to become an underscaled infrastructure vendor, just like…Nortel.

    Continue reading "Ring! Ring! Hot News, 27th July 2009" »

    July 20, 2009

    Ring! Ring! Hot News, 20th July, 2009

    In Today’s Issue: More app stores, but Symbian has a giant app distribution warehouse just off the M25; Nokia sells key Symbian unit; awful figures; another service strategy…; NSN gets $1bn Brazilian contract; Palm Pre syncs with iTunes, Apple rushes out update to stop it; Pre SDK away, hooray; Google’s voluntary total surveillance project for iPhones; 1.5bn downloads from App Store, most intended to replace native applications; wall of money hits iPhone games; Google Voice for Android; Sony Ericsson - the horror! the horror!; embarrassment at Motorola; Frenchmen threaten to blow up Nortel plant; operators “can’t stop now” on infrastructure spending; IBM detects “nanoscale green shoots” with new electron microscope; Spinvox offers shares rather than cash; O2 Germany intros “Comes With Malware”; Etisalat hacks BlackBerries, gets caught, lies about it, sees profits rise 10%; 3UK wants to advertise on dongle clients; Alierta skates from insider trading charge; even more highly doubtful piracy stats; is YouTube actually profitable?; the coming CDN boom; cool new TV box comes to Britain; C&W shareholders furious; simple ad spot prevents Federal broadband funds being paid; Telstra loses case over price hike; Thailand, Angola laying fibre; new hybrid HSPA/satellite network; loads of data on HSPA; fixed-mobile collision hurts BSNL; desperately seeking a voice solution for LTE; users considered intelligent in Wi-Fi study; 36% want mobile iPlayer; VZW cuts exclusivity before the Feds do; Vodafone to update on cost cutting this week; who will be Amazon’s pet MVNO in Europe?; O2 launches prepaid VISA card; Biz Stone says…something Yet more app store noise. Well, not quite. More details are emerging of the forthcoming Symbian app store, Horizon; in fact, it’s not going to be so much an app store as a giant app shed near a motorway junction in Wiltshire, delivering truckloads of apps to stores all over the world. Not necessarily a silly idea; the plan is roughly that Horizon would be a single buyer from developers, taking care of technical support, signing and certification, and distributing revenue share, and selling wholesale to operator app stores. Presumably, the Ovi Store is going to be a front end for the project. That would make sense; but then, when has Nokia’s services strategy ever made sense?

    Continue reading "Ring! Ring! Hot News, 20th July, 2009" »

    July 06, 2009

    Ring! Ring! Hot News, 6th July 2009

    In Today’s Issue: Virgin after 4th French licence; SFR basks in iPhone glamour; India trebles teledensity, heads for 500 million subs; Indian military gets fibre in exchange for spectrum; Sarawak gets WiMAX; Oregon gets WiMAX; Portugal gets 100Mbits broadband; Econet rolls out in Kenya, Zimbabwe; Eurovendors - still got it, Ericsson edition; ignorant senators; Smart Comms’ next move; GrameenPhone IPO is go; Iran says no to Zain; Vodafone and CPW make nice; latest T-Mobile UK rumours; O2 gets Palm Pre, but Orange gets Blyk; T-Mobile: we can’t spy on our customers, we’re doing too much network-address translation!; BBC: Canvas makes sense, you know; Joost sneaks off quietly; new ad spec from CableLabs; Nokia immediately updates new phone; HOWTO make N97 homescreen widgets; rumour: Nokia to do an Android gadget; yet another dead Nokia service; Ericsson has an app store now; VCs throw money at iPhone start-ups; Zer01 launches, Tracfone is cheap; US broadband grants come with net neutrality; EU finally ends the charger madness; bad connectivity makes a fool of Bloomberg Stalking the French fourth mobile licence; Virgin Mobile is apparently interested, with a “strategic partner”. Presumably this means that a big enough MVNO, in the opinion of its own management admittedly, now qualifies as a launch customer for a greenfield UMTS network; looks like wholesale really is becoming crucial. According to French government sources, the tender should be issued before the end of July for a decision in January 2010. Relatedly, SFR claimed it had a “good” Q2 in terms of subscribers, probably driven by the iPhone halo effect.

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    June 29, 2009

    Ring! Ring! Hot News, 29th June, 2009

    In Today’s Issue: Vodafone after T-Mobile UK? Femtocells ready to launch; voiceprint ID at Vodafone Turkey; moving to the Smoke; HOWTO install unauthorised software to a Palm Pre; Intel-Nokia strategic alliance; Moto Karma launches on AT&T; AT&T femtocells coming; subscription navigation application; TV to go; Comcast, TimeWarner break with Hulu; Virgin Media to bother filesharers; ARCEP says yes to urban overbuild, divides France into three parts; NSN gets optical kit from Juniper, i.e. Ericsson; the long death of Nortel; new Ericsson CEO talks to the FT; Indians alarmed by exploding Chinese gadgets; GVoice hype and cold water; AdSense for mobile launches; native SDK out for Android; BREW’s future; iPhone 3GS costimates; EBay “bought Skype but not the code”; Genachowski’s in at the FCC; Entanet shoots back in the UK wholesale wars Consolidation watch: the Financial Times claims there is an offer on the table for T-Mobile UK, from Vodafone. How will OFCOM respond to that? A combined company would have no less than 40% of total spending on mobile service in the UK, and this would trigger yet more repercussions for the spectrum situation. Perhaps part of the regulatory solution would be to trade off a tranche of 900MHz to 3UK, in exchange for T-Mobile’s 1800MHz holdings?

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    June 22, 2009

    Ring! Ring! Hot News, 22nd June 2009

    In Today’s Issue: Nortel - the final curtain; NSN vultures up CDMA, LTE assets; CSL CEO: Chinese vendors are our rightful masters - submit!; Iran: HOWTO strangle the Internet; actually, asking NSN seems to be the staff solution; MTN chafes at the bit; more censorship data; Uncle Sam’s monster e-mail database; Novarra: half the data traffic is from basic phones, and we know because we read it!; Indian 3G auction set for September; WiMAX to follow; the great British spectrum sale?; AT&T/Slingbox/Baseball neutrality row; cablecos can community on Canoe; AT&T gives away MMS; 80% of growth at RIM now consumer; IBM R&D to spend $100m on Telco 2.0-ish agenda; Intel wants to put your phone in a cloud; Free lobbies on, self-funds fibre rollout; Wind faces cash call; BT will deploy more fibre, one day, perhaps; the call centre that can’t; augmented reality, without pills, with Gphones; new Android gadgets at T-Mobile; Palm SDK - still waiting; security alert from OpenBTS; Apple launches some sort of mobile device, apparently It has come to this: Nortel throws in the towel. The vendor, once valued at $250bn, is to be broken up in an effort to recover some cash; the first vulture is already in, and it’s Nokia Siemens Networks. They’ve acquired the CDMA and LTE infrastructure operation for $650m, which gives them a considerably boosted presence in North America and control of important patents over LTE technologies. Other plums are likely to include the optical networking and carrier-Ethernet businesses.

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    June 15, 2009

    Ring! Ring! Hot News, 15th June, 2009

    In Today’s Issue: Sprint sells iDEN assets; US mobile data price wars; value heads for the edge and for key infrastructure; T-Mobile denies Data Thieves of 2009 caper; epic net neutrality row in the UK as politicos play to the whistle on Digital Britain; C&W in fatcat punchup; Australian NBN news shows Telstra and Optus making nice; a hundred flowers blossom, a thousand schools of thought contend, and they all want a broadband stimulus cheque; universal GSM for the poor - the US poor; Telekom Austria looks at separation; Qwest - customers don’t care about speed but do want everything now; Sprint-L(3) tie up to buy up Qwest; Kenya’s submarine cable comes ashore; China Unicom “buys 125,000 Node-Bs”; Qualcomm sees recover; Dell claims to monetise Twitter; dismantle your Palm Pre; Palm hires Apple iPod chief; Nokia coming for Adobe and MS developers; two Nokia howtos; sue your way to popularity; HP mobile social network; pitfalls of the smart grid; Cisco California comms considered costly; analogue switchoff, MediaFLO on the air; Iranian BGP admins working for the clampdown So it finally happened: Sprint-Nextel is selling a chunk of iDEN assets in the Midwest to settle with one of its many, many angry affiliates. This sounds like an opportunity for someone innovative to make use of the system’s special powers in enterprise Voice 2.0. Meanwhile, price war rages; Sprint again slashed its data tariff this week after Verizon did likewise. With 500MB/month for $40, they’re yet to get close to the sort of prices 3UK offers.

    Continue reading "Ring! Ring! Hot News, 15th June, 2009" »

    June 08, 2009

    Ring! Ring! Hot News, 8th June, 2009

    In Today’s Issue: Verizon launches cloud computing offering; APIs coming up this year; the problems of being cloudy; beware potential plutonium privacy problems; hackers claim to steal entire T-Mobile USA billing database; SingTel on Bharti/MTN: “In for a billion!”; Apple App Store to start subscriptions, volume pricing; Google’s cash for developers scheme; MIDs fail; WhyMAX femtocell; satellite TV for your car; problems of network-based DVRs; Carphone Warehouse demerger on the way; “Twitter phone” = SMS; Pre SDK coming right up - eerily similar to JIL; has the Pre chased O2 off the N97?; DARPA mesh networks; Sarin’s exes are a gas; wave of missed call fraud; Pirate Party gets elected; Angola lays fibre, but not that sort yet; BSNL reissues WiMAX tenders after corruption panic Verizon launches the first telco cloud-computing service; at the moment their “Computing as a Service” offering is enterprise-focused, letting you run your applications or their applications in the cloud, but what’s this? Open APIs are promised some time this year, to match the existing device-centred ODI program.
    “The API is available today, and we’re using it for our own user interface. But we’re looking for the right use cases; we’re still doing due diligence to make sure we understand what customers are looking for when they want to interface with the environment in that type of manner. I’d say by the end of this year we’d have a published API that customers could leverage.”

    Continue reading "Ring! Ring! Hot News, 8th June, 2009" »

    June 01, 2009

    Ring! Ring! Hot News, 1st June, 2009

    In Today’s Issue:: MTN-Bharti back on in complex merger; Spanish regulators see 45% FTTH; layer-zero openness is key; fibre diet very good for Xfone; NBN numbers; Aussies row back on filtering; KCOM - managed services as a managed service; Time Warner gets out of AOL; Nortel gets out of LG-Nortel; Vodafone offers 25MB for £5 but not 5MB for £1; not the best start for Ovi Store; data pressure on at AT&T; AT&T to offer Android, Pre; Spotify for mobile; virtualisation for mobile; Facebook “valued” at “$10bn”; Orascom profits slide; Telfort fined; Vimpelcom loses money, gains subscribers; Zain Iraq fined; Wataniya Palestine appeals to Blair; Viettel buys 2,000 cellsites from Huawei; Renesys on the cybersecurity report; MetaSwitch claims softswitch leadership; decisions coming on UK universal service The MTN-Bharti emerging-market supermerger is back on, after the two carriers agreed to negotiate exclusively with each other until the end of the year. The combined beast would be the third-biggest operator in the world after Vodafone and China Mobile; in a deal which could be fairly described as complicated, Bharti would increase its stake in MTN to 49%, while MTN took a 36% stake in Bharti.

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    May 25, 2009

    Ring! Ring! Hot News, 25th May, 2009

    In Today’s Issue: Sales crunched! but smartphones hold up; 3UK+T-Mobile=Skype?; 3UK, BT want to terminate termination fees; BT not too happy with LLU pricing either; Vodafone results; US layer-zero access legislation; Oz structural separation floated; Vodafone backs national fibre in NZ; Gulf state telcos want FTTH; EU clears rural broadband aid; Safaricom results; Vimpelcom’s holiday in Cambodia; politicians intervene in Telenor/Vimpelcom, demand end to political intervention; Wolfram Alpha “not the answer”; vvvvvv.tvvitter.com fools millions; Sun’s app store ready for launch; MS Mobile Me; Verizon offers security for SMBs; MetroPCS outsources complete BSS; numbers on the Amazon Kindle; Apple recruits ARM experts, 32GB iPhone rumoured; statistics app for the iPhone; working from bed, or possibly just watching TV; Hulu UK launch timed for September; yet another Nokia service; Yahoo! voice search; location data more privacy-sensitive than we thought; Project Gutenberg app slaughtered as “too sexy”; Paris Hilton tests RIM’s remote wipe function; Venezuelan satellite gone missing Mobile phone sales suffered in Q1. Didn’t everything? Gartner estimates shipments were down 8.6%, with the smartphone segment holding up and even growing. This is rather the pattern we predicted back at MWC; as we also predicted, Nokia has ridden out the crisis while the mid-market manufacturers felt the squeeze.

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    May 18, 2009

    Ring! Ring! Hot News, 18th May 2009

    In Today’s Issue: Participants at 6th Telco 2.0 Executive Brainstorm sceptical about the industry’s transformation efforts; Vodafone opens API worldwide; slashes roaming rates; data traffic surges at Orange and elsewhere; VZW encourages bandwidth hogs with netbooks, global data plans empowered by software-defined radio; more news on VZW LTE speeds, SIMs, timings; first Indian 3G net, powered by ALU; US carriers take credit for iPhone, for regulatory purposes; iPhone as weapon; express your despair with Motorola’s new motion-sensitive device; Sony goes for better sound, but not yet for better voice; “paper” stage of Nokia open-source life cycle removed; another Nokia service acquisition bites the dust; Google outage; zombie nightmare at BT; Wipro gets into nearshoring; court go-ahead for Vodacom, Marxist rage; C&W monster-bonuses; Nortel in “not quite that awful” shock; Bill Morrow woz ‘ere; RLEC consolidation watch; satellite broadband spectrum assigned, spaceship breaks down; Facebook the platform; learning from pirates; Will Page considered right

    Continue reading "Ring! Ring! Hot News, 18th May 2009" »

    May 11, 2009

    Ring! Ring! Hot News, 11th May 2009

    We’re back from the 6th Telco 2.0 Executive Brainstorm in Nice; and as usual some interesting things came up from the voting at the event. 93% of participants think exploring new business models in these tough economic times is a higher priority than simply cutting costs and defending the legacy business. nice-vote-1a.png A plurality of Telco 2.0 attendees think the industry has made a good start with its open API programmes - but feel more needs to be done to standardise approaches and to bring commercial thinking to the fore if APIs are going to generate significant value to the Telco industry in the next 3 - 5 years. A significant minority think the existing efforts are inadequate, and almost no-one believes they are sufficient:

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    May 04, 2009

    Ring! Ring! Hot News, 4th May 2009

    Vodafone Qatar IPO; Tellabs looking up; ZTE growing fast, sells CDMA gadgets, gets gig for LTE smartphone; Ericsson profits fall 30% to general relief; Qwest profits rise 37%; more litigation at Sprint; Sprint outsources its network to Ericsson; ALU renames WiMAX “Wireless DSL”; more horrible results at Motorola; Android gadgets to save them “by Christmas”; Palm Pre, considered cheap; Palm lines up another gadget behind the Pre; Vodafone free trial reveals remarkable numbers of people googling for Google; Acer gadget with two SIM cards; more Apple netbook chatter; crisis at T-Mobile UK; fibre diet improves latency; Telcommunicator on Singaporean fibre; Enck on possible UK fibre; Wikimedians on implementing the Hitchhiker’s Guide to the Galaxy; Pirate Bay in court again; Phorm’s…unusual…PR strategy; Google Books litigatin’; David S. Isenberg, much less stupid than his network Signs of the upturn, or at least the bottom. Vodafone Qatar floats, raising $1bn; not so sure about boss Grahame Maher’s remarks, though.
    “In any other country in the world this would not be possible. Qatar has demonstrated again that it is the leading global economy with this successful result.”
    The leading global economy? Perhaps so. 65% of the shares went to 82,000 Qatari individual buyers, or an average of about eight grand each.

    Continue reading "Ring! Ring! Hot News, 4th May 2009" »

    April 27, 2009

    Ring! Ring! Hot News, 27th April 2009

    In Today’s Issue: crisis club DTAG back in the relegation zone; AT&T hits results on the nose; prepay/postpay split explains it all; sack sue the board!; 6-hour nationwide GSM outage; T-Mobile USA shifts 1 mega-Android; wants to abolish SIM cards; Reliance turns on GSM and heads for 100 megasubs; Amazon beats the spread; Texas Instruments calls the bottom; Apple ships 1 billion App Store downloads, boosts margins; “Baby Shaker” app canned; Juniper calls the bottom; AT&T CAPEX steady; IMS “business” standardisers “jump on moving train”; Nokia squorges WidSets into Ovi, announces prizes for Flash Lite apps; only 23,000 Comes With Music users; roaming price caps are here; T-Mobile UK launches “comes with connectivity” BlackBerry; Angelina is amused by the Palm Pre; weird BT/Voda/IWF censorfest; Pirate Bay judge is conflicted; Google’s peering strategy and stealthy CDN; OQO = dodo Deutsche Telekom is back in trouble; a surprise profits warning reduced its predicted EBITDA for 2009 from €19.1bn to €18.7bn. The trouble seems to be concentrated at T-Mobile USA and in the UK, where the company’s mobile operations are lagging badly. Some suggested that this means that telcos aren’t so defensive after all; but we disagree. AT&T, after all, hit off expectations nicely with its own results last week, and it’s notable that one big contributor was the differential between AT&T’s success in signing up contract customers and T-Mobile USA’s in signing up prepaid customers. That is to say, T-Mobile seems to have succeeded in attracting low-spending, high churn users…and this is never likely to be a great strategy unless you’re Lebara.

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    April 20, 2009

    Ring! Ring! Hot News, 20th April 2009

    In Today’s Issue: Nokia profits fall 90%; Intel: stockpile cleared, fabs fabbing again; Sony Ericsson in widely predicted dire straits; S60 for Intel Atom; EasyMeet, Nokia’s mobile collaboration app; IMS fans come over all Telco 2.0; no fibre, no fibre, no fibre for you!; Dunston flogging CPW telecoms interests; Tesco: target CPW!; Time Warner drops metered broadband; Verizon sues fibre-cutting hacksaw ghost, seeks acquisitions, publishes LTE gadget spec; AT&T pals with Telkom; Vodafone in court over Telkom; AT&T loves iPhones too much; Telenor pours billions into Indian buildout; tearful PCCW shareholders in court; Skype to IPO; EU: give us the mobile VoIP; ORG signs up Amazon and Wikipedia to anti-Phorm alliance; CPW censors trade union web site; better voicemail for Gphones; HOWTO convert from S60 Web Runtime to iPhone; meet the first Apple Mac botnet Nokia results are out, and unsurprisingly given the economic crisis, they were awful. Net profits were down 90% with sales plummeting, and sales at Nokia Siemens Networks were pretty bad as well; it may be true that the Eurovendors have still got it, but it’s also true that the big contracts that have been announced recently have all gone to Alcatel-Lucent or Ericsson. However, the good news is that according to Olli-Pekka Kallasvuo, the market is “no longer falling in an uncontrolled manner”.

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    April 14, 2009

    Ring! Ring! Hot News, 14th April 2009

    In Today’s Issue: Monster outage in California; tunnel boring machine will get you; NHS IT Zombie strikes again at BT; MetaSwitch attendees declare optimism; MetroPCS’ better voice service; Google and Universal = Vevo; Yahoo! runs Google software; Intel hands over Moblin ot the Linux Foundation; 100% of teenagers choose Apple, that’s 0.001% more than Saddam got; iPhones are so hot right now…that the WLAN only works in a fridge; Nokia’s really useful product for India; weird biz model at Zain; user experience with three Mobile Money Transfer systems; Moldovan blogger accidentally torched parliament; Zennstrom to buy back Skype with proceeds from Skype sale;Symbian, the “app warehouse”; Brough on bursts and bandwidth; Isenberg D goes after TWC; 3GPP has spoken and it says “femtocell” A large chunk of the Bay Area lost absolutely all telecommunications - no Internet, no dialtone, in some places no TV, and very little mobile (AT&T Mobility lost 65 BTSs on two different BSCs, along with the co-located UMTS Node-Bs).

    Continue reading "Ring! Ring! Hot News, 14th April 2009" »

    April 06, 2009

    Ring! Ring! Hot News, 6th April 2009

    In Today’s Issue: AT&T Apps - seems to be a Web site; VZW joins JIL, launches app store; links voice and maps; Palm WebOS SDK out; Apple lawyers pursue illegal app stores through undergrowth; IMS widgets (we kid you not); VZW plans LTE build; big Euro WiMAX build nixed says source; Cisco’s routers drive the backhaul; the Universal Backhoe strikes in London; snoopery D-day; Swedes squash piracy; Spotify API coming; monsters of tech batting for Skype; Qwest may swap long distance for RLECs; Freedom2Connect summaries; cable guys open-source STB code; Sky’s new EPG; PCCW buyout back on; NTT buys marketers; Eurovendors still got it, part 3, Pakistan; G-servers on show; mobile phone orchestra AT&T launches AT&T Apps; it’s described as “a place for power users and content providers to engage in dialog about applications and services”, and all the apps are free, so we think that means it’s a Web site. There’s a lot of app store action this week - Verizon Wireless has just joined the Joint Innovation Lab, alongside Vodafone, China Mobile and Softbank. The future, it seems, is made of JavaScript. How did that happen? Apparently, Vodafone wants to eventually converge the technical aspects of JIL with the OMTP’s BONDI standardisation project, which is all good.

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    March 30, 2009

    Ring! Ring! Hot News, 30th March 2009

    In Today’s Issue: Sony Ericsson warns on profits, top exec quits - we reveal the Sharapova factor; new SE gadget advertised as “comes with BBC iPlayer”; Moto shuts down video store; high speeds with unfeasible numbers of copper lines; Blockbuster’s CPE video distribution play; Nokia cans $5bn worth of outsourcing contracts; CAPEX down 20%; horror numbers at China Telecom; rather good ones at Hutch; Skype, the world’s no.1 in international voice; Ovi Store presos; UK spectrum chess - T-Mobile caves on 2.6GHz, Orange offers 900MHz universal notbroadband; first Samsung WiMAX gadget; at last, a new CDMA 3G network; Vodafone & O2 share airconditioning; Arqiva to supply cell sites to MBNL; FTel/Vivendi row continues; Telecom Plus - that’s not quite what we meant by multiutility; Dell is an MVNO; CPW wants Tiscali for some reason; i-Plate pushed; Piratbyran’s VPN; CDNs are the solution; Akamai’s State of the Internet conclusions; US shamed on Internet routing clue; no more “sell it to Google”; Chinese secret police hackers!!! Tennis star Maria Sharapova is the femme fatale of the mobile industry. Consider this: back in 2005, with Motorola riding the RAZR boom, they brought out a Maria Sharapova V3 (it was Schiaparelli-pink, with her signature). And look what happened since. Now, Sony Ericsson has signed her up. And you know, things aren’t so great there either. At least this gadget is actually a new product.

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    March 26, 2009

    Is Online Video commercially viable? new Online Video Market Study

    As you’ll be aware from previous posts (“How does YouTube make money?” and more BBC i-Player analysis here), we’ve been researching the Online Video market for a while. We’re now pleased to report that our latest essay crisis is over and that we’ve now published the new 148 page Telco 2.0 Strategy Research Report Online Video Market Study: Options and Opportunities for Distributors in a time of massive disruption. The report identifies in detail the scenarios and strategies that Telcos and other distributors should adopt in the commercially challenged online video market. cover_web.jpg Key Report findings:

    Continue reading "Is Online Video commercially viable? new Online Video Market Study" »

    March 23, 2009

    Ring! Ring! Hot News, 23rd March 2009

    In Today’s Issue: Sony Ericsson without the Ericsson; the mid-market group of death; Eurovendors: still got it, as Ericsson ties up huge Chinese contract; ZTE’s good year; China Mobile profits up, obviously time for an unwise monster acquisition; Palm’s race with the graveyard; AT&T iPhone contract=$400; MS pushing Silverlight “Deep Zoom”; spreading fibre with big lasers (but no sharks); Vivendi wants Francopenreach; Iliad doesn’t care, just keeps generating cash, wants mobile licence; fibre-to-the-desk - wanted, telcos for new business model; pricing apps on the app store; Sony+Google=trouble for Amazon Kindle; Fennec out in beta; OFCOM makes BT very happy, again; building an open source BTS; Samsung sells online videos, network operators groan with dread; pretty UIs pull traffic through the system, with added Odlyzko; UK network sharing out, outsourcing in; Zain’s giant m-banking launch, without “remittance service providers” Ericsson wants out of Sony Ericsson, German media are reporting. Apparently, they want to sell their half of the handsets operation to Sony, but this may be complicated by the fact that Sony is short of cash and might struggle to round up enough to pay the greenmail. We predicted back at MWC that SE was especially exposed to the world economic crisis; here’s some evidence of the pressure on the mid- and low- end handsets business.

    Continue reading "Ring! Ring! Hot News, 23rd March 2009" »

    March 16, 2009

    Ring! Ring! Hot News, 16th March, 2009

    In Today’s Issue: Microsoft app store and its developer tax; the crucial importance of ridiculous apps; Google Voice - you know, that thing from 2007; G-Checkout fees hiked; Reding after your data roaming margins; Skype for sale again; even more network-sharing in the UK; no DRM at Vodafone; Bill Morrow takes command of Clearwire; Clearwire presses on with WiMAX deployment; Vodafone Qatar to float; AT&T plans $17bn CAPEX; Ericsson sells Turkcell a network; all-IP MVNO at AT&T; yet more Russian ownership rows; Bharti Airtel CEO spooks the market; MTN’s stellar results; surge in mobile money transactions predicted; Orange/Barclaycard NFC; obscure niche handset meets some social network site or other; Felten: fibre in your diet keeps you open; 33 years of Ethernet Here an app, there an app, everywhere an app store. This time it’s Microsoft who have started one up. Features and terms are similar to Apple, no surprises there, with the caveat that you have to pay to get in. There’s an annual fee of $99, which entitles you to submit five applications to the store, with any further ones being charged at $99 each. The idea is, apparently, to discourage “silly” applications like the ones for the iPhone that fart. Is this sensible? Well, it’s hard to avoid the parallel with Microsoft’s business-making decision back in the 80s to give its tools away to developers while Apple was charging (quite steeply) for them. That paid off spectacularly for MSFT - developers developers developers, as Steve Ballmer said.

    Continue reading "Ring! Ring! Hot News, 16th March, 2009" »

    March 02, 2009

    Ring! Ring! Hot News, 2nd March, 2009

    In Today’s Issue: Waiting for the Fibrarians; Virgin Media decides distribution is the way; BBC looking at superbox video delivery; iPhones in Japan - can it work?; giving them away; reliability data on mobiles; Nokia 5800 FAIL; Motorola whistles happy tune; surprisingly good news at DTAG, Telefonica; mobile pirates dock in your city and want your money; USG wants $5bn from carriers; Trujillo back from Oz; Aussie censorplan wobbles; Phorm row; Chinese master censor nailed in anti-virus corruption scandal; mobile voice crypto wars, Skype troubles; white space spectrum on the Web; Isenberg on the stimulus; another take on long tail scepticism; SMS outage spoils Nepalis’ fun On tenterhooks as rumours leak out of a major announcement regarding BT, OFCOM, and fibre. Presumably it refers to the previously-announced £1.5bn fibre-to-the-cabinet plan; perhaps BT, OFCOM and DBERR have reached agreement after 25 or so years? At the time of going to “press”, the preannounced announcement hadn’t happened.

    Continue reading "Ring! Ring! Hot News, 2nd March, 2009" »

    February 23, 2009

    Ring! Ring! Hot News , 23rd February 2009

    In Today’s Special Mobile World Congress Issue: Nokia cooperating with Qualcomm - dogs, cats sleeping together; dire forecasts for Motorola’s future; VZW taps ALU for LTE RAN RFP; here an app, there an app, everywhere an app store; the Telco API cometh; everything is a Web page; the peaceful rise of LiMo; 3’s triumph with INQ; Roshan pays anti-Taliban fighters’ wages by SMS; Afghans get EDGE; comfort in the DRC for Alvarion; wind-powered base stations; ZTE threatens WiMAX boom; ZTE launches revolutionary software-defined radio tech; in “and finally” slot, Samsung’s BeatDJ handset delivers Chris Morris’s vision of the future Not only are the standards wars over, but the Nokia vs Qualcomm row is over as well; after all the suing, the two industry titans buried the hatchet at MWC to the extent of cooperating to develop a new line of Nokias for the US market, using Qualcomm’s Mobile Station Modem chips. It’s good news for Nokia, which is looking avidly at Motorola’s share of the US market; it’s good news for Qualcomm, which needs reliable major customers.

    Continue reading "Ring! Ring! Hot News , 23rd February 2009" »

    February 09, 2009

    Ring! Ring! Hot News, 9th February 2009

    In Today’s Issue: Vodafone-Hutch merger in Australia; Vodafone profits from plummeting pound; Sprint-Nextel in forced iDEN sale; horrible ALU results, quits WiMAX; IMS sales “more than TDM” but this may not be much; Alvarion left holding bag after Nortel bankruptcy, manages to ship units anyway; horrible results at Motorola; Moto goes upmarket, launches cheap “unattractive” phone; $10 lappy that isn’t; Makerere teaches African GSM hackers; shadow CDR analysis app; fridge; Google launches its take on stalkerware; Reading “not that boring after all”; MS’s My Phone contactabase; shiny gadgets; Netflix for mobile; heads roll at Salesforce and RIM; OFCOM tackles Dutch astronomers over Channel 38; strike at AT&T; nine-year old iPhone dev wanted to impress sisters Meet Vutchison - Vodafone and Hutch are merging their Australian operations into a 50:50 joint venture. The main motivation is to keep up with Telstra, whose heavy investment in its Next-G 850MHz UMTS network has left it with 42 per cent of the market, and SingTel, which has a respectable enough 32 per cent. The new firm will hold 26 per cent and will presumably be trying hard to push into second place, at least if you agree with Jack Welch’s contention that it’s only ever worth being first or second. Vodafone gets a A$500 million cash contribution as part of the deal, but retains control of the company, which will call itself “Vodafone” and be headed by Vodafone Asia-Pacific boss Nick Reed. Sounds like a deal, but then, a lot of participants in joint ventures with Hutchison thought that…

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    February 02, 2009

    Ring! Ring! Hot News, 3rd February 2009

    In Today’s Issue: Facebook builds giant base in extinct volcano, denies planning for “world domination”; is hidden or overt surveillance more worrying? epic fail at Google; scheme to detect non-neutrality; RIAA tickles Eircom’s tummy, offers biscuit; all the Carter report that’s fit to print; Vodafone buys a map; 11 innovative applications, no money; Fring+last.fm=bandwidth hog; Kenyan voice-web integration; voice-command line memories of the Blair administration; perhaps time for a more intelligent intelligent network; WiMAX base stations run Linux; Nortel bails from mobile WiMAX; $9bn for US broadband; Renesys on the BGP routing costs of freedom It’s coming: Facebook promises to make some money. This year. Real soon now. And, inevitably, it’s going to do this by selling its huge social-graph data pile to advertisers. It’s not clear whether this is going to be a Google Ads-style exercise - matching adverts to topics or groups of people - but Mark Zuckerberg’s remarks up in Davos suggest that they may be more interested in market research/business intelligence rather than advertising.

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    January 26, 2009

    Ring! Ring! Hot News, 25th January 2008

    In Today’s Issue: Obama inauguration causes Akamai to give off steam; world economy still awful; emerging market users can’t get enough WWW; Rwandan innovators sell electricity by SMS; Rwandan innovators start revenue sharing platform; Pakistan deploys FTTH through anarchy, also knit their own Akamai; Microsoft in dated, monopoly-minded product shock; NHS IT zombie army eats BT’s brains; OFCOM squeezes UK GSMers’ margins; Sprint launches rather sensible small business products; interesting new contacts/social network/IM app from Nokia Labs; Verizon’s new CPE is boring; more eldritch horrors creep out of the Bush There was some sort of political event in the US last week; millions turned out to watch the Obama inauguration, but Telco 2.0 instead spent it reading posts to NANOG about the massive Internet traffic surge caused by all that streaming video, the most demanding form of content. As Network World reports, Akamai broke all its own records, as did all the other major CDNs; total throughput peaked at 2 terabits per second, but the Internet stubbornly refused to crash. Despite the best efforts of enterprise sysadmins to spoil the fun by blocking streaming and p2p ports, network operators reported seeing traffic 150% above normal levels even on systems that were 80% business customers rather than eyeballs…

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    January 19, 2009

    Ring! Ring! Hot News, 19th January 2008

    In Today’s Issue: 2SBM - boosting productivity in the trucking industry; Google Maps on the iPhone eats telcos; Motorola sacks 4,000; Intel profits down 90%; Nortel goes bust; Samsung reorganises; Sony Ericsson loses money, ups prices; Sprint launches voice price war with barrage of sharp boomerangs; subsidy queue forms on Pennsylvania Avenue; munifibre advocates eye pile o’cash; VZW moves up LTE to NYE ‘09 if AWS OK; 700MHz spectrum traffic jam; Infineon has LTE chips; third Iranian GSM licence; Batelco buys Indian operator; Rwandatel sells out of phones, goes to China for more; infrastructure sharing in India; Latvia starts the big dig Here’s something interesting; remember the Two-Sided Business Models (2SBM) report? A key case study in it looked at the possibilities for improving load factors in the road transport industry - reducing the mileage trucks spend transporting air from place to place. The CEO of UK transport major Eddie Stobart plc is floating the idea of a tax on empty truck movements as a way of saving energy and reducing traffic congestion. He reckons that every percentage point of capacity utilisation is equivalent to £100 per truck per month, which implies that a 1% gain in load factors across the entire UK trucking fleet would equate to a gain of £540m to GDP.

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    January 12, 2009

    Ring! Ring! Hot News, 11th January 2009

    In Today’s Issue: DTAG, unlikely stock market darling; broadminded German VDSL operators share the love; wholesale prices out by CeBIT?; Telefonica beats eurotelcos, Big IT to DHL übercontract; UK broadband insufficiently broad; IPWireless bought back for pence from $100m buyer; Chinese forgers accidentally invent new phone; UIQ bites the dust; Palm’s iClone puts all your Web2 thingies in one handy e-puck, you smug git; NYC wants to turn off mobile networks when you actually need them; Nokia batteries bulge; in predictable news, EFF bashes DRM; Tata fills warchest, goes looking for a war; Jordanian government attempts to adjust camel/GSM balance DTAG is apparently back in favour with German investors, after a ghastly 2008 marked by customer flight, clashes with regulators, and ceaseless privacy scandals. Unfortunately the reason isn’t anything the company is doing as such; it’s because the economy is so awful no-one can think of a better place to keep their cash. DTAG shares are down 11%, but the all-share index is down 40%. After all, didn’t we tell you telcos were still a highly defensive sector?

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    January 05, 2009

    Ring! Ring! Hot News, 5th January 2008

    In Today’s Issue: Carter the unstoppable spec machine; UK rocked by spectrum row; double dongle density; no more BT USO, a quid pro quo for fibre? oh no; Andy Burnham is king of the world, it says here; Indian 3G licences, prices doubled; Nokia goes into crisis vulture mode; new PyS60 comes with music, without Symbian security certificate; CCC demonstrates killer SMS; Android vs OpenMoko; changes at the OMTP; Samsung fabs own mobile chips, escapes the Qualcomm Borg; Telco 2.0 elsewhere; models for efficient message-passing protocols! Ministerial intervention; the UK’s telecoms minister, Lord Carter gets involved in the increasing row about 900MHz refarming and the 2.5-2.69GHz auction. The short version is that OFCOM wants the original GSM operators to disgorge some or all of their 900MHz spectrum, which has benefits in terms of range and building penetration, in return for the industry getting any more spectrum from the public sector. They feel this is unfair, while the other UK mobile operators who either began as 1800/1900MHz PCS GSM or 2100MHz UMTS feel they are being disadvantaged by not having access to the older GSM band as more users migrate to UMTS. A fine mess. Nobody imagines either lot of spectrum will sell for anything like as much as the 2.1GHz did, but the issue is going to remain bitterly contested as all those mobile broadband dongles the networks handed out (there are more faster ones coming) chew up data network capacity. Carter has decided to leap into the open ground between the two groups of carriers, the various interested parties on 2.6GHz (notably BT), and the regulator - but what he intends to do there is far from clear. As Sir Humphrey said, we’ve got to do something, this is something, and therefore we’ve got to do it. Most of the news this week comes from the UK, and His Carterness is a strong believer in this doctrine. In an interview with The Times, he suggested dropping BT’s Universal Service Obligation in favour of hitting up the whole industry for a levy that would subsidise broadband service in otherwise hard-to-reach parts of the UK. Gordon Brown, meanwhile, has been talking about “digital broadband” (as opposed to analogue broadband?) in terms of a Keynesian public works programme.

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    December 22, 2008

    Ring! Ring! Hot News, 22nd December 2008

    In Today’s Issue: Virgin Media loves DPI, goes shaky on Phorm; do you really want to compete with iTunes?; Phorm declares victory, execs leap overboard; bizarre disinfo campaign over Google’s homebrew CDN; “Stellar Wind”, it’s like OpenSocial for spooks; Yahoo! makes nice with privacy advocates; Vodafone crunches CDRs, asks for more; Telstra left standing by SingTel, turns to Chinese spy stories; gloom descends on vendors, even iPhone vendors; traditional Christmas Cable Cut Crisis; TV studio in a box promises more, heavier UGC. Joy!; Holland, France, and Brazil sort out their fibre issues; UK - no nearer to real broadband in 2008 Much churning and stirring in the world of digital rights this week. So Virgin Media is buying a gaggle of DPI gear from Israel. Teh horrors! On the other hand, they are blowing distinctly hot and cold on Phorm and behavioural advertising in general. And they are talking about restricting BitTorrent traffic in particular as opposed to having a bandwidth cap in general, on the grounds of “fairness”.

    Continue reading "Ring! Ring! Hot News, 22nd December 2008" »

    December 15, 2008

    Ring! Ring! Hot News, 15th December 2008

    In Today’s Issue: Chinese 3G is go; China Mobile wants to get on to 4G ASAP; Lenovo’s mystery iClone; Orascom unwiring North Korea; access line growth stalls, dongles boom; ChinaTel implants CDMA phones in employees’ cranium; doom! rush to flog stock; doom! ALU managers slaughtered; doom! US R&D shuttered; Amazon: still investing; government hydroelectricity - it’s the secret sauce of cloud computing; EC2 comes to Europe; Mobile Windows Live out; Gphone hits data roamers in the wallet; fascinating new ForNok app; Stallman vs Cisco; Safaricom faces M-PESA audit; more faster Internet now in Holland; Comes With Music hacked Aaaand it’s here…! The Chinese 3G licences are out, and the complex reorganisation plan associated with it is a go. We liked this quote:
    “We think that China Mobile will muddle through in 3G and concentrate all resources on directly leaping into LTE,” says a scholar who is part of a government-affiliated industry think tank.
    You could say that…China Mobile never wanted TD-SCDMA anyway, so the oppportunity to ditch it for LTE will be all the more tempting. As we said not so long ago, the standards wars are over.

    Continue reading "Ring! Ring! Hot News, 15th December 2008" »

    December 08, 2008

    Ring! Ring! Hot News, 8th December, 2008

    In Today’s Issue: IWF denounces Wikipedia, mysteriously lets Amazon off; fighting HIV with SMS; Orange launches another m-bank; man literally SMSs arm off; EDGE gets progressively faster; putting ads in your SMS; Facebook as malware-delivery network; unlocked developer G1s; EFF seeks DMCA sicknote for iHackers; Nokia launches N97, prophesies doom; lastminute.com widgets; S60 GPS alerts; AT&T wants two single smartphone platforms; Sprint XOHM - Is an MVNO; Obama presses Keynesian button, Renesys angles for FTTH; should Alcatel-Lucent try doing less? Digital rights and digital wrongs; the UK’s discreet Internet-censorship provider, the “Internet Watch Foundation”:http://www.iwf.org.uk/, seems to have accidentally eaten Wikipedia this morning, hilariously due to the cover of a heavy metal album. Some users of participating ISPs are reporting degraded service as literally all the UK’s eyeball network traffic tries to make its way through a transparent proxy server (or should that be poxy server?). Killer detail: the album in question is available on Amazon.com and the image appears in Google image searches, and for some strange reason the IWF didn’t feel confident enough to nullroute either of these dastardly porn pushers.

    Continue reading "Ring! Ring! Hot News, 8th December, 2008" »

    December 01, 2008

    Ring! Ring! Hot News, 1st December 2008

    In Today’s Issue: Silly iPhone app of the week - MMS; EU hammers data roaming prices; Web 2.0 payola at the iTunes App Store; iPhone for business, and really silly apps; Nokia turns into an MVNO; Japan, it’s the industry’s new Holland; MTN CEO bashes bears; HOWTO make a good MVNO; Gphone demand surges; OMA device management for S60, part 2; “Faster” Vodafone beaten to Turkish 3G speccy; BCE LBO KOd; analysts back Telco 2.0 video views; mobile controls for your TiVo; Fring goes to the IMS World Congress, almost certainly youngest participant; SME WiMAX comes to the UK; BT slashes Metro Ethernet pricing; spot the tree competition. Just the thing we were missing: MMS for the iPhone! Someone’s developing it, with the hope of selling it to carriers; it’s just a pity that iPhone users already have so many better ways of sharing their moments. There’s (good) e-mail; there’s any number of clients to upload media to blogging tools, Flickr, YouTube and friends, and then all kinds of social network apps to tell all your friends about it. And for cheap, too: the spread between data pricing and MMS pricing is still significant, which is of course why the carriers would hypothetically be interested in putting MMS on the iPhone, and why nobody will use it.

    Continue reading "Ring! Ring! Hot News, 1st December 2008" »

    November 24, 2008

    Ring! Ring! Hot News, 24th November, 2008

    In Today’s Issue: Internet forecast wars on again; Odlyzko fights the nonsense; experimental high-def YouTube, and how to get it; BT: OFCOM ate my homework; Amazon’s CDN has landed; Telefonica wants a spaceship or two; T-Mobile UK is down; T-Systems blows the German secret service’s cover; VZW peeks at BHO’s CDRs; SearchWiki, another Google web-hoover; Ubuntu for mobiles; Lotus Notes for Nokia; Nokia and Yahoo!; Nokia and TD-SCDMA, possible faster Chinese rollout; HOWTO manage devices OTA in S60; GPS SIMs coming; Qualcomm’s WLAN LBS; CTIA fights for lucrative convict market; Clearwire-Sprint JV signed, shares tank; Indian consolidation coming; T-Mobile USA’s digiframe comes with data but no music; a cautionary tale about age verification. It’s another round in the Internet traffic forecast wars. The vendors’ side last week published research claiming that a coming exaflood would lead to “Internet brownouts”; as TelecomTV points out, not only did they use identical language to everyone else who’s predicted this over the last 16 years, but just as always, world authority Andrew Odlzkyo disagrees and is probably right (his MINTS project claims that backbone traffic actually fell recently).

    Continue reading "Ring! Ring! Hot News, 24th November, 2008" »

    November 17, 2008

    Ring! Ring! Hot News, 17th November 2008

    In Today’s Issue: Fibre from the home, says David Isenberg; DTAG humbled over VDSL rollout; Nortel reorgs yet again, keeps fibre unit; Telephony Online covers the backstabbing in real time; regional separatists rock the Telco USSR; cuts at Vodafone and BT, profits down at Telefonica; BT Vision gets ITV content; drive your Sky+ box from your iPhone; Mobilkom deploys femtocells; Hulu vs YouTube == sausage vs rose?; more MediaFLO; Qualcomm-powered netbooks will eat our cities; the standards wars are over; first GSM/WiMAX gadget; the emerging Adobe/ARM/Qualcomm mobile OS; app stores, competitive arena of tomorrow; O2 UK, T-Mobile USA fire up dev ecosystems; Facebook gets OTT messaging; Hutch adapts; Bubley the revolutionary! The first thing we do, let’s kill all the vendors… AT&T alumnus David Isenberg has an idea; if FTTH (fibre to the home) is difficult, then what about fibre from the home, with homeowners, developers or communities building their own fibre links out to the exchange? It’s a micro version of a munifibre deployment, and you can see how it might play well with an incumbent determined not to go beyond fibre-to-the-cabinet/node/local exchange. (Naming no names.) He also has more here regarding the maths of fibre deployment.

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    November 10, 2008

    Ring! Ring! Hot News, 10th November 2008

    In Today’s Issue: Your churning handset market; Apple beats RIM into third; horrible quarter in the Telco USSR; astonishingly trivial jailbreak for Gphones; iPhone emergency call only function lets you call any number; AT&T’s iPhone-as-router; cap watch; MobileMe sporked; some kind of election in US spikes SMS service; CEP is your new favourite TLA; Virgin Media struggles, Iliad soars; Rio gets really fast Internet service; Orange cans IPTV; DTAG feeling better now; Turkcell stars at Telco 2.0, boosts profits 50%; 900MHz 3G in Finland; Vodacom = Vodafone Africa; Nortel MetroEthernet sale off; C&W split forever delayed due to unexpected good news; YouTube eats the world The handset market is churning frantically, as Samsung unexpectedly races into the lead in the US and elsewhere. Motorola is the biggest loser, even with last week’s good news from Sprint. Here’s more on the devices, especially the Omnia iPhone clone. Apple has overtaken RIM for smartphone shipments.

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    November 03, 2008

    Ring! Ring! Hot News, 3rd November 2008

    We’re often noticeably keen on BT; but we’re not always right. This week, it happened. BT issued a profit warning combined with the message that it might have to chip in more cash to its pension scheme; the shares duly tanked. The hit to profits came at the company’s growth centre, BT Global Services, as its enterprise clients cut back on their IT spending. Perhaps, however, that’s a good problem to have; at least compared to those telcos whose core telecoms business is spiralling rapidly downwards.

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    October 27, 2008

    Ring! Ring! Hot News, 27th October 2008

    In Today’s Issue: 30% discount on broadband; AT&T iPhone overdose; Vodafear; Mauretanian WiMAX; Africa teems with Opera Mini users, apparently; Live Messenger on the SIM; Indian speccy auction slides right; criminal mobile payments; dancing nonsense from Intel, Vodafone, Orange, RIM; horror predictions; Android backlash; BT sues Germany, info wants to be free apparently; Infinera ships units; cracking new voice & messaging app for RIM; Mobilkom ties up with Fring; Blyk in Belgium; Ovi works best as part of iGoogle; Telephony Online’s search for a star “Industry” economists blast EU net neutrality; they would say that wouldn’t they? More interestingly, they reckon it might increase the end-user price of broadband by about €10 in Sweden and Germany; as nobody is doing un-neutrality now, this suggests that broadband is currently being sold about 30% below an economic price. Which wouldn’t be altogether surprising.

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    October 20, 2008

    Ring! Ring! Hot News, 20th October 2008

    Just when I thought I was out, they drag me back in: Siemens shows a concept phone using the “big touchscreen” iPhone design meme to include a large solar panel in the device. Nice; but hasn’t Siemens given up making phones?

    Continue reading "Ring! Ring! Hot News, 20th October 2008" »

    October 13, 2008

    Ring! Ring! Hot News, 13th October 2008

    In Today’s Issue: Crunch crunches Chinese corporate creativity; Nextel spinout shaky; Sprint execs “industry’s most overpaid”; WiMAX smartphone leaked; VZW starts charging for bulk SMS delivery; IfByPhone understands your call centre campaign; vendor-pays data is here; RIM’s AppStore for enterprises?; Comcast gets social TV; Vodafone buys more of Vodacom; IBM: still has money; Indian cellsites get fuel cells; MBNL-BT backhaul superdeal; xG shenanigans; yet another security nightmare at DTAG; GSMA without the GSM; mobile filmmaking to fight the Taliban. scary! This week’s main theme was telcos calling off planned corporate action in the face of the financial crisis; Huawei, like so many other vendors, has been thinking of getting rid of its handsets business, a low-margin job better left to cheap Chinese ODMs…hold on, some of us remember when Huawei was a cheap Chinese ODM. But this week, the sale was put on indefnite hold for fear someone might bid one euro and get it.

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    October 06, 2008

    Ring! Ring! Hot News, 6th October 2008

    In Today’s Issue: Sprint selling Nextel; personalisation is dead; new enterprise voice at Sprint; harassing your customers; Apple iPhone NDA dropped; new Nokia, HP iClones; bloggers drool over Gphone; no new Nokias before Noel; S60 5th Edition; Web apps vs mobile apps - synthesis achieved; Nokia music; T-Mobile phone-router; weird concept phones; BT outsourcing whole of Openreach?; C&W/Thus spaceship gaffe; T-Mobile in 17 megacustomer datafart; MTN buys small country in West Africa; transit costs the same in London and Bucharest; Georgia seeks revenge in the courts Having finally launched its WiMAX service, Sprint is moving closer to a sale of the Nextel iDEN network it bought for $35bn and has since written down to zero. Because of the vast accounting writeoff, the sale is certain to make Sprint’s books look a sight better, at least for those with short memories. It also opens an interesting opportunity for someone interested in better voice and messaging, what with its specialisation in push-to-talk and emergency service comms; however, it’s more likely that private equity buyers will squeeze it for cash.

    Continue reading "Ring! Ring! Hot News, 6th October 2008" »

    September 29, 2008

    Ring! Ring! Hot News, 29th September 2008

    In Today’s Issue: Bankers’ favourite BlackBerry bears brunt of banking bust; IBM and Salesforce.com, again; MSFT’s new Unified Comms server, works with Asterisk; Cisco launches Web-based unicomms with VZ; Dell’s business model diverges; Apple lawyers’ war on books. FACT!; Motorola deploys android hordes; HTC keeps on making Windows gadgets; funny prepaid broadband prices; awful EU telecoms bill defanged; roll-your-own MVNO; Joost and the browser plugin to end plugins; CWN vs Pirates; Roshan’s M-PESA deployment vs Taliban; Singapore’s fibre deployment, none more Telco 2.0; global M2M alliance formed Crisis at RIM; the maker of BlackBerrys issued a profits warning for the fourth quarter, as thousands of bankers handed their company-issued devices over to the administrators, filed last-minute expense claims, and packed their belongings in the traditional cardboard box.

    Continue reading "Ring! Ring! Hot News, 29th September 2008" »

    September 22, 2008

    Ring! Ring! 22nd September 2008

    In Today’s Issue: Symbian bashes mobile Linux; LiMo counterbashes; Cisco buys Jabber, threatens protocol switch; new Nokia E-series; iTrojan; building stuff for the BlackBerry; data roaming price war in Asia; Reding insists on open access to NGNs; Nortel exits optical Ethernet; EU telecoms packet in trouble; Vodafone+Vodacom; RIP Mobilink CFO Department of “He would say that, wouldn’t he?”: Symbian claims there’s no hope for Linux on mobile devices, LiMo disagrees, and Google is accused of deliberately causing fragmentation to boost cross-platform and Web apps.

    Continue reading "Ring! Ring! 22nd September 2008" »

    September 15, 2008

    Ring! Ring! Hot News, 15th September 2008

    In Today’s Issue: Nobody wants landlines; Apple zaps apps, caps AppStore competitors, Winer flaps; Open Hack Day@Yahoo!; implementation of sci-fi dystopia for the iPhone; Vodafone deckchair redeployment; T-Mobile Android phone; C&W builds non-virtual GSM operator for Tesco; free airtime for ad viewers, human or not; attack of the terminators; 3UK says no; KPN-Bouygues MVNO deal; the Internet interprets America as damage and routes around it; screen-scanning check-in; warrants needed for LBS snooping A sign of the times: David Isenberg points out that the University of Kentucky has stopped providing fixed phone lines in the halls of residence, as nobody wants them. And before mobile operators start to gloat, don’t think those same students will forever tolerate voice and messaging services that in no way integrate with the rest of their online lives. Where are the voice and messaging applications of the future?

    Continue reading "Ring! Ring! Hot News, 15th September 2008" »

    September 08, 2008

    Ring! Ring! Hot News, 8th September 2008

    In Today’s Issue: Cult of Ben? Verwaayen to ALU; “company under siege”; killing Bell Labs; police raid at Newgate Street threatens BT execs with Newgate’s knocker; AT&T 3G KO; fibre lobby thinks fibre cheaper than BT does; Telefonica fibres up, ignores protesting pipsqueaks; there are limits to Nokia; 3 offers “unlimited” “e-mail”; Vodafone mini-laptop HSPA bundle; Orange boots RIM mapping, reverses course; Qualcomm’s robo-medic; 10 years of Google So what would Ben Verwaayen do after BT? The speculation was rampant; a hedge fund? a return to Holland to become prime minister? The creation of a weird, telecoms-focused religious cult? Now we know. In fact he’s going to run Alcatel-Lucent, in which he has the advantage of having worked in both halves. At the same time, Philippe Camus becomes chairman and will be based in New York; a nice idea, but you wonder how the American half of the company will respond to yet another Gaullist industrial-establishment figure. Camus’s last gig was, of course, the huge Franco-German aerospace firm EADS, which is about as French a company as it’s possible to get, and he’s still a managing partner of Lagardere, the conglomerate that owns most of the French media, a chunk of EADS, and the bits of the aircraft industry the French government didn’t trust the Germans with.

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    September 01, 2008

    Ring! Ring! Hot News, 1st September 2008

    In Today’s Issue: Vodafone calls serpents out the vasty deep over termination fees; AT&T’s cheaper data roaming - not very cheap; Google nixes XMPP on Android; Nokia kills native SIP on N-series; Mobilkom’s new SIP softphone; Comcast’s huge bandwidth cap; TiVo turns to telcos; new navigation-focused Garmin GPS gadget; what about XOHM and Navteq then?; Skype - not compatible with mortality; Broadcom sues Qualcomm again; 21CN will eat your granny; MTN looking for mergers; Vodacom buys Gateway WOLF! WOLF! Vodafone reckons changing the termination fee regime will cause 40 million Europeans to stop using their mobiles, and even “bankruptcy”, in a bid to stop Viviane Reding’s effort to cut the termination rates drastically. We’re sure Vodafone has threatened this sort of doom and mayhem before, possibly a year or two ago, without any of it happening. Wolf!

    Continue reading "Ring! Ring! Hot News, 1st September 2008" »

    August 31, 2008

    Telco 2.0 Research Programme, Autumn/Winter 2008

    Following the publication of the new Telco 2.0 Manifesto, we’ve refreshed our overall strategy research programme for the coming year. (Like the fashion industry, our products change with the seasons.) This new programme will address the key strategic challenges that lie at the heart of creating new value in Telecoms and adjacent markets. Here’s a quick preview. 5 x New “Research Practices” We’ve organized our research into 5 Research Practices to address the key Telco 2.0™ strategic challenges. newres.png

    Continue reading "Telco 2.0 Research Programme, Autumn/Winter 2008" »

    August 26, 2008

    Ring! Ring! Hot News, 26th August 2008

    In Today’s Issue: Mobile gambling, music in Uganda; HSPA in Senegal; profits bashed at TA; freeee calls with Gizmo and Asterisk; Qtel keeps expanding; Hutchison wins on mobile broadband; P4P goes to SIGComm; the talking dog browser; fake queues for iPhones; Forbes vs Forum Nokia - fight! fight! fight!; 3G iPhone vs Nokia N73; Android out, no Bluetooth or Gtalk; Nortel buys a world; Embarq kits out for more unicomms; BT wins termination fees lawsuit Think there’s still a telco-dominated high growth world out there in the emerging markets? Yes, we mean you, Vodafone… Warid Telecom has just announced its new gaming and flat-rate music subscription service, in Uganda. Said Warid’s COO:
    “We have been pleasantly surprised by the response of the consumers to these services and will strive to make a mobile phone go beyond mere voice telephony to a complete 360 degree consumer experience.”
    Meanwhile, Senegal gets its first HSDPA upgrades from Orange; so far it’s a trial with 200 customers, described as mostly being journalists, but it’s a start.

    Continue reading "Ring! Ring! Hot News, 26th August 2008" »

    August 18, 2008

    Ring! Ring! Hot News, 18th August 2008

    In Today’s Issue: 3G iPhones don’t work; developers think Google is being evil; Sun open-sources more stuff; China Unicom inflates the Chinese 3G bubble; UK MNOs not so good at ISPing; public doesn’t want Be CCTV after all; Orange UK gives away Asus EEEs, makes money; UK 2.5GHz is with the lawyers; Sprint’s new apps; Yahoo! FireEagle - your telco should do this; East Africa gets fibre Oh dear. The iPhone iHype is followed by a wave of customer dissatisfaction, with hordes of iPhone buyers complaining that the device’s performance on UMTS is poor, and worse, that it struggles with connectivity in areas where other 3G devices find no problem at all - which points the blame straight at Apple rather than AT&T. It’s a serious problem. After all, if (as rumoured) the issue is somewhere in the signal path between the antenna and the RF amp, there’s no alternative to a hardware fix, which means recalling the Jesus Phones. As we periodically have to point out, radio is hard. There’s a suggestion here that the device doesn’t comply with ETSI’s specifications for UMTS terminals. Hmmm, let’s think… Moto are good at wrapping radios in boxes, but struggle at software. Maybe there’s a CEO phone call to be made…

    Continue reading "Ring! Ring! Hot News, 18th August 2008" »

    August 10, 2008

    Ring! Ring! Hot News, 11th August 2008

    In Today’s Issue: Emergency! Emergency! Paging Dr. Q!; Sprint reduces Nextel value to zero, then hopes to sell it for nonzero price; Sprint exec’s unusual $1m bonus; DTAG’s minor success; Moto reacts, joins a wave of LiMo gadget innovation; Apple zaps subversives; TD-SCDMA still doesn’t work, Huawei doesn’t want it; Chinese export industries perhaps not all they’re cracked up to be; re-re-wind to the first iPhone; Stingy download caps; AOL doom; new Nokia e-mail clients We told you Qualcomm was responding skilfully to the end of its patent monopoly years. Here’s your evidence, if ever there was. They’re planning an MVNO dedicated to medicine, it turns out according to Wireless Week. Apparently they’ve been working on it for some time, but have only now named a CEO and got ready to give some details. The project’s applications will aim at helping to manage chronic conditions. We liked this quote a lot:
    One hint that LifeComm seeks a broad audience is that the initial handsets at least will not require a physician’s prescription.
    So you can get LifeComm over the counter, and not have to resort to handing over used banknotes in dark alleys.

    Continue reading "Ring! Ring! Hot News, 11th August 2008" »

    August 04, 2008

    Ring! Ring! Hot News, 4th August 2008

    In Today’s Issue: Moto splits again, makes actual money; CDMA - the edge of darkness; Nortel loses customer, 15% off shares, gains WiMAX obsession, 13% back on shares; most pointless network tech announcement?; the LTE voice problem; FCC KOs TCP RST DPI; good news shock at FT, NTT; Indian WiMAX speccy shocker; IKEA is a mobile operator; BT shareholders panic; free N810s We’ve been following the crisis at Motorola for some time. The latest reorganisation is here. As well as selling off the failing handset division, they’re now planning to split up the rump of the firm into several chunks. The set-top box and related business goes in one, the cellular business in another, and the WiMAX operation in yet a third. (Motorola’s declared tech strategy assumes that WLAN, UMTS, and WiMAX are the default radio network technologies, and these roughly map on to this structure.)

    Continue reading "Ring! Ring! Hot News, 4th August 2008" »

    July 28, 2008

    Ring! Ring! Hot News, 28th July 2008

    In Today’s Issue: All the Vodafone that’s fit to print; just what’s in that tall glass of mobile data?; the Spanish builder menace; AT&T discovers principled objection to mergers, porcine aviator sighted; Sprint flogs towers; Sprint’s multi-gigabit radio backhaul, departure from the NGMN; is MediaFLO short of spectrum?; frantic open-source activity; Nokia pays for friends; Intel dumps Ubuntu from its mobilinux; Win95 on a Nokia N810; better voicemail for all; Bundesnetzagentur’s odd idea of regulation; BT begins to move on fibre Vodafone found that once the stock market doesn’t like you, there’s very little you can do about it this week. You wouldn’t imagine that interim results including the phrases “first-quarter £9.1bn revenue” and “expecting full-year profits around £11bn” could scare the markets, but that’s what happened — vodashares were marked down by around 11 per cent. The monster carrier responded by offering to buy back a billion pounds’ worth of stock. Yet if the best repartee is a parliamentary majority, as Prime Minister Disraeli “once suggested”:http://www.brainyquote.com/quotes/authors/b/benjamin_disraeli.html, the best trading statement is usually a bag of cash.

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    July 14, 2008

    Ring! Ring! Hot News, 14th July 2008

    In Today’s Issue: Some phone or other launched; “ZZZPhone” debunked; Verizon ODI dip stick; Launchcast “Dashboard” open to hackers, in a good way; Verizon - dangerously interesting?; Sprint pushes push-to-talk; iPhone Truphone; NTT DoCoMo on the unwise monster acquisition trail again; unwitting private equity fund sups with Richard Li, helps 3UK double its customer base; pass the separator, Mme Reding; Comcast in trouble with the FCC; open search at Yahoo!; the coming mobile data boom? Apparently the 3G version of some device or other launched today….but beyond such trivia, there were far more interesting things going on in the industry. For a start, wouldn’t you like to design your own phone? It’s a cool idea, but you’re probably best starting with an OpenMoko; it turns out that the devices are actually a job lot of old ZTE stock and the orders tend not to be fulfilled.

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    July 07, 2008

    Ring! Ring! Hot News, 7th July 2008

    In Today’s Issue: OFCOM moves towards BT’s line on fibre; £31,000 phone bill; GTalk for mobile, where’s the talk?; iPhone bank run; pity about the OS security patches, though; cross-platform widgets; Files On Ovi; MTN-Reliance rift; EU offers more 2.6GHz TDD, WiMAX Forum delighted, Ericsson furious; RIM shares dive after profits double; how do you value mobile ads?; GSMA’s funny figures Big news: OFCOM director Ed Richards spoke to the UK IT trade association, Intellect, in terms that suggest he’s leaning towards offering BT concessions on regulatory pricing in exchange for deployment of fibre in Openreach’s access network. This is an instance of the two-level bargaining process we described “here”:http://www.telco2.net/blog/2008/06/prospects_for_ftth_in_britain_1.html; it looks like BT is still succeeding in monopolising influence on the regulator, but the next step will be to see how this can be made compatible with the existence of a competitive ISP/Altnet market in the UK. Details are to be published in September. Here’s a telling quote:
    One thing is certain: the government is very keen that taxpayers don’t shell out to make Britain’s internet infrastructure competitive with more advanced networks in countries such as South Korea and France.
    The horror….the horror…

    Continue reading "Ring! Ring! Hot News, 7th July 2008" »

    June 30, 2008

    Ring! Ring! Hot News, 30th June 2008

    In Today’s Issue: WiFi in your car; connectivity included with O2UK iPhones; Nokia buys Symbian and gives it away; LiPS and LiMo; OpenMoko ships; Sony Ericsson struggling; Reding terminates 70% of termination fees; France Telecom hits the silk from the Telia deal; T-Mobile USA launches femtoVoIP; FemtoForum+NGMN=sense; where is the network API? probably not in the IMS; Blyk expands; FISA fight goes on; T-Mobile UK goes down; Vodafone to buy Ghana Telecom? Just what I always wanted — WiFi in the car. Chrysler’s UConnect product will essentially give some vehicles a WLAN router with a 3G radio modem for the backhaul. The interesting question will, of course, be the business model. Chrysler says there will “be no tie-in to long term contracts”, but it’s going to be hard to get this off the ground without some element of two-sidedness — perhaps by bundling connectivity in the car as an optional extra, or doing something clever with GPS and localised ads. You’d better hope the WLAN is encrypted by default, or the term “wardriving” will take on a whole new layer of meaning as hackers chase open WLAN vehicles down the freeways of California, trying to stay in range just long enough to finish that torrent download, or to spork the satnav display with a specially crafted packet. All your SUV are belong to us.

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    June 23, 2008

    Ring! Ring! Hot News, 23rd June 2008

    In Today’s Issue: 60 years of computing - our Mancunian future; 25 years of DNS, 10 years of a post-Jon Postel world; securing the root DNS; Yahoo! loses clue to the wider environment; Apple’s outrageous iPhone margins; iPhone-RAZR culture shock; 1st VZ ODI gadgets; Moto tries to slim itself fat; Huawei handsets up for grabs; Telefonica leads misguided acquisition rush into China; Chinese bank buys Poland; first WiMAX.eu; Sprint XOHM goes live in September; Sprint offers enterprise e-mail; Nokia builds mapping capabilities; “IMS light”, again; communicating non-neutrality; Isenberg makes stabby over FISA It’s been sixty years since the very first computer that accepted a stored program, Manchester University’s “Baby”, successfully determined the prime factors of a given number. The beginning of computing is one of those events it’s hard to date - in the UK alone, you’d have to consider the rival claims of the Cambridge Maths Lab, NPL, and Manchester, to say nothing of the code-breaking COLOSSI (although they weren’t capable of re-programming in memory), the US’s ENIAC, or Konrad Zuse’s work in Germany. But Baby’s special claim is because it was both a digital computer, and one which could read a stored program; you can date the beginning of the primacy of software to this point, and hence essentially everything that defines the IT industry and its distinctive culture. Whilst we’re on the topic of history, it’s been 25 years this week since the first DNS server went on line, just one of the many contributions of the late Jon Postel as co-author of RFC882, which specifies the DNS, administrator of the .us TLD, president of the Internet Assigned Numbers Authority, and editor of the RFCs. This is a fine excuse to link to RFC2468, the tribute to Postel written into the Internet’s standardisation process (Postel’s own invention) by none other than Vint Cerf. And yes, that is as in “2,4,6,8, who do we appreciate?” More practically, the Renesys blog has some thoughts about the problems of securing the root servers, with a handy list of where they should be.

    Continue reading "Ring! Ring! Hot News, 23rd June 2008" »

    June 16, 2008

    Ring! Ring! Hot News, 16th June 2008

    In Today’s Issue: Mobile spam horror looms; Gyahoo will eat your ad business anyway; Nokia starts its own ad platform; open-source unicomms for prison warders shames telco engineers; roaming in Africa; Reding on the rampage again; Swedish military intervention; MTN-Reliance sporked by brothers’ brawl; Clearwire’s world domination plan; Nortel ducks for LTE; Sprint-powered jukebox; the end of WAP; Carphone in trouble; AT&T caps hogs; BT fibre - not all it’s cracked up to be; when number portability works too well Computerworld asks - are we on the edge of a mobile advertising disaster comparable to the spam phenomenon? A close reading of the story would suggest that their definition of a disaster might be quite close to a mobile advertiser’s definition of success - however, Telco 2.0 would point out that in telco terms, advertising alone is just not that big a deal and operators need to look to facilitating a far wider set of interactions between users and enterprises.

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    June 09, 2008

    Ring! Ring! Hot News, 9th June 2008

    In Today’s Issue: FTel/Teliasonera nightmare off; Singtel/Indosat off; visual voicemail for all; iPhones to be 50% subsidised; David Isenberg, underworld spy; DTAG, spy; VZW buys Alltel; secret Phorm docs; Android-Access row, but mobile Linux marches on; 3GPP femto standard less unready than before; 3UK crash; Qtel spends a billion in Iraq FTel backs away from a fresh round of value-slaughtering M&A - that’s sense, Withnail. Apparently there have been so many leaks that the French stock market regulator won’t let them go ahead - as if that would be a problem for a French state company wanting to make a huge deal. Sounds like a good pretext to back down with dignity - especially as the deal involved paying €24 a share in shares, with France Telecom shares at €18.

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    June 02, 2008

    Ring! Ring! Hot News, 2nd June 2008

    In Today’s Issue: More spy scandal at DTAG - Ricke implicated; your insecure mobile; iPhones that look like Windows!; killer photos hack RAZRs; “Safari” browsing, not browsing with Safari; FeliCa hacked; shareholder revolt at ALU; Isenberg on teleconferencing; Google’s app store; BREWidgets; Intel - they’re back; UK WiMAX delays; it’s Christmas for Openreach; Phorm demonstrations; Virgin Media adds more limits to unlimited broadband; KPN launches mobile TV - sort of; mobile phone shipments sink in Europe Oh dear, oh dear; the Deutsche Telekom spy scandal takes another turn for the worse, as it turns out the spy was receiving money from the firm as recently as early last month, although the company had claimed it had all ended in early 2007. DTAG management, of course, claims that they were paying for something different and entirely aboveboard…they just don’t seem clear what. Interestingly, the spying included the mapping of targets’ movements using the mobile CDR stream — now that’s what we call a location-based service. The Frankfurter Allgemeine Zeitung, meanwhile, claims that the spying project’s bills were sent to the same cost centre as the then CEO Kai-Uwe Ricke’s office.

    Continue reading "Ring! Ring! Hot News, 2nd June 2008" »

    May 26, 2008

    Ring! Ring! Hot News, 26th May 2008

    In Today’s Issue: Chinese restructuring and 3G licences are here!; Unicom tapped for UMTS; Every breath you take, every move you make, DTAG is watching you; no further disaster this week at Moto; 3UK squeezed on MTR; dumb pipes smarter than you think; Nokia drinks the DRM Koolaid; MTN-Bharti off, MTN-Reliance on; no money for you, WU; two-sided API-enabled OTA config firm launches in Telco 2.0-fest; send in photos of your unmentionables for only £49.99. The great Chinese 3G story is at an end. After years of speculation, MII — that’s the Ministry of the Information Industry if you’ve not been keeping up — has spoken. China’s essentially going to end up with three huge converged telcos, in a sort of ‘Son of RBOC’ arrangement mimicing the USA: as China Unicom merges with China Netcom, China Mobile buys China Tietong, China Telecom buys Unicom’s mobile assets, and China Satellite becomes a China Mobile division. (Yes, there will be a test afterwards to check you’ve remembered it all.)

    Continue reading "Ring! Ring! Hot News, 26th May 2008" »

    May 19, 2008

    Ring! Ring! Hot News, 19th May 2008

    In Today’s Issue: Motorola in the psychiatric ward; Verwaayen takes a bow;Bharti/MTN deal in the offing; Vodafone buys social network app, customers; Orascom: Iraq, Syria, Zimbabwe, North Korea, and now Cuba; C&W soon to be C and W; data from space cheaper than SMS; Qualcomm in the UK; more mobile-TV alphabet soup; Sprint launches WiMAX, loses 1 million customers and Embarq wholesale contract; MacBooks with WiMAX?; new J2ME toolkits; Verizon Linux; NFC SIMs in Thailand; death of muni-WiFi Oh dear. Evolving Excellence have a killer detail about the crisis at Motorola and the rather non-obvious solutions they’re adopting - namely, picking a CEO who refuses to use computers and cutting back on R&D. Because, you know, they stopped meaningful product development for two years after the RAZRs came out, and that worked so well. Not just that, but the new guy’s background at the company was in the automotive business, which they’ve now sold as non-core.

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    May 12, 2008

    Ring! Ring! Hot News, 12th May 2008

    In Today’s Issue: DTAG wants a monstermerger; T-Mobile USA subscriber surge; Sprint/Google/Clearwire/Cable/Intel; superduper HSPA; the coming US mobile broadband price war; profit at HTIL; cunning Charlie Dunstone; Broadband (breadth differs); some sort of device from Apple; TV needs a new business model; Vodafone vs MTN?; Huawei handsets havailable; BlackBerry discovers “fun”; poor KDDI results; TeliaSonera likes the FTTH; heart-controlled mobile games; Brough Turner is right Deutsche Telekom boss Rene Obermann didn’t want to discuss the Sprint-Nextel order, but he did confirm that there will be a huge (and undoubtedly overpriced) foreign merger in the company’s future and that he wants the company to make two-thirds of its income abroad in the future.

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    May 05, 2008

    Ring! Ring! Hot News, 5th May 2008

    In Today’s Issue: DT/Sprint murder’n’acquisition poses world’s biggest OSS BSS MESS; shareholders scared; political egos swell; warming up by buying OTE; and a side order of Nokia Ovi content, please; Mobistar MVNO mastery; Microhoo muffed; Yahoo+Jajah; huge Brazilian mergermonster slithers out of rainforest, eats shareholders; Virgin Media intros TV-over-IP-over-TV-over-IP; Globe Tel intros TV-over-3G; Sony Ericsson offers nightmare coding turducken; all-open-source mobile dev framework Flyer No! Don’t do it! Think of your family! It’s one of those moments where someone’s about to be very ill-advised indeed, and the rest of us can but watch in horror and incredulity. Yes, we said Deutsche Telekom was a company with a huge overseas acquisition in their future, and guess what? They want to buy…the Telco USSR, Sprint Nextel. Apparently DTAG considered a bid for Nextel way back when - so no wonder they’re interested in getting it cheap, with Sprint thrown in free (they spent $40bn on Voicestream alone - they’re now looking at $23bn for the whole Sprint empire). But you have to wonder why anyone would want this: let’s see, that’s German, British, Dutch and US GSM and UMTS, German DSL, VDSL and even some ISDN, CDMA2000 at mainline Sprint mobile, iDen at Nextel, WiMAX at Sprint XOHM, more GSM/UMTS in Central Europe, FLASH OFDM in Slovakia and UMTS TDD in the Czech Republic. To say nothing of their competing global carrier operations, and WLAN hotspots, and SprintLink US fibre, and T-Systems call centres… It’s like a charming screwball comedy entitled Converge This!, in which we follow the exploits of two hilariously ill-matched OSS-BSS engineers, Sven and Sven, as they strive to integrate the back-office operations of a giant mobile phone company that uses literally every network protocol in existence…no wonder the Frankfurt stock market doesn’t like it at all. What is considerably less funny is the answer to our question: basically, the German government, which owns a large chunk of DTAG, is mad keen to see them do a “Made it, Ma! Top of the world!” moment in Washington (well, Overland Park, KS) by becoming the US’s biggest mobile operator. They may have forgotten that the character in Raoul Walsh’s film said that whilst standing on top of a giant tank of petrol in an oil refinery on fire, being shot at by the police…. But what is funny is that some US politicians apparently think German ownership of Sprint would be a menace to national security…

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    April 29, 2008

    Money, Money, Money. 29th April 2008

    Welcome to the all-new Telco 2.0 weekly update relating to financial wheeling and dealing in the TMT sector around a specific topic each week. Our aim is not to regurgitate earnings releases amply covered elsewhere, but to look at the financial world through the Telco 2.0 telescope. This week we look at the latest batch of results and data around handsets.

    Continue reading "Money, Money, Money. 29th April 2008" »

    April 28, 2008

    Ring! Ring! Hot News, 28th April 2008

    Meet JIL; that’s the Joint Innovation Lab, a project worked out between Vodafone and China Mobile that’s meant to establish standards for mobile widgetry. Apart from the obvious point that only telcos could come up with anything like a standards body for widgets, what’s the betting the standard turns out to be a lot like the Nokia Web Runtime?

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    April 21, 2008

    Ring! Ring! Hot News, 20th April 2008

    In Today’s Issue: Online businesses crave telco capabilities (potentially…). Motorola rearranges the deckchairs. Nokia profits up 25%, but you wouldn’t want to see what went into that. Is Comes With Music a lossmaker? Nobody pays for the stuff anyway. Silverlight everywhere. And Moonlight. Is Microsoft IBM in 1993? 1,788 entries in the Android dev competition, but Google can’t keep a SIP server running. They can send a man to the moon… O2 users optimise radio network by whingeing. FTel+TeliaSonera=nightmare on Wall Street? Truphone gets a cash dump. UPS saves fuel with a platform. Pat Robertson, selfless crusader for your digital rights? AT&T fearmongering vs Andrew Odlyzko; there can only be one winner. Data centres in containers will eat the world. EBay finds giving away telephony is not a business. And there’s the day the YouTube died. Ed Wray, CEO of Betfair, the world’s biggest betting exchange, came to last week’s Telco 2.0 Executive Brainstorm and told the assembled crowd of telcosians he would be delighted to pay a telco to solve his ‘digital logistics’ problems. Authentication is crucial to Betfair’s business, not just to prevent fraud but also to prevent Americans and the under-age from using the site, something which can lead to an executive jail problem. And telcos, he says, can provide it. At the moment, it’s costing him $22 to verify the identity of each new customer; with 1.5 million active customers, you could see how that might get expensive. “There’s a tendency when building a platform business to do too much yourself - I come back to payments, I come back to authentication. People in this room can do this,” he said. A couple of telco execs came up to him afterwards to double check that he really was supporting the analysis on which the event was based. In a keynote the day before, Sally Davies, CEO of BT Wholesale, described the 2-sided business model opportunity as “exciting and compelling”, but with many challenges in execution ahead. If there was a single theme of the conference, that was it; you couldn’t move for people who’d independently come to similar conclusions to those in the newly released the Voice & Messaging 2.0 and 2-Sided Business Model reports. The issue, of course, is how to disseminate these ideas more widely… Much more analysis of last week’s Telco 2.0 event to come…

    Continue reading "Ring! Ring! Hot News, 20th April 2008" »

    April 14, 2008

    Ring! Ring! Hot News, 14th April 2008

    In Today’s Issue: Data surge at 3UK; price war in Sweden; Vodafone (powered by BT); what next after Big Ben?; more Phorm horrors; Carphone vs BT vs OFCOM; BT vs WiMAX; UK 2.5GHz auction coming; Qualcomm: Is a Telco; flying femtocells and Truphone; bad science at NTT; Apple zaps SDKs; Opera for Android; mystery MVNOs; Sonopia is toast; Embarq embarks on Telco 2.0; big chip merger; Safaricom caught fibbing about subscribers; mobile banking hits Orascom There’s been a surge in data traffic and revenue at 3UK after they launched their wave of HSPA dongles last year; can anyone guess their secret? That’s right, they radically cut prices, and guess what, demand went way up. While it’s certainly good news for anyone who wants mobile Hovisnet service (it’s the Net wi’ nowt taken out), how long will it be before they find themselves stuck between raging demand and yet another trip to see the nice man from Ericsson?

    Continue reading "Ring! Ring! Hot News, 14th April 2008" »

    April 07, 2008

    Ring! Ring! Hot News, 7th April 2008

    LAST CHANCE TO JOIN 200 SENIOR EXECS AT THE 4TH TELCO 2.0 EXECUTIVE BRAINSTORM NEXT WEEK (16-17 APRIL, LONDON). ALL PARTICIPANTS GET A FREE COPY OF ONE OF NEW RESEARCH REPORTS. DETAILS HERE. In Today’s Issue: 60 WAP sites - meh; Tellabs - beware big telcos; Google not buying Skype; Carphone Warehouse joins forces of Righteousness; cars! with periscopes!; Visto on the skids; Yahoo! Other people who searched for Yahoo! also searched for Yes!; unofficial iPhone SDK; cheap iPhones; new Nokia E90 firmware; WiMAX optimism; LTE promises; iClones; dumb terminals for your smartphone; 35 years of mobility NBC Universal offers a thrilling new content play: “direct access to more than 60 WAP sites on your handset”, no less. We thought you already had “direct access” to considerably more than that. Of course, what they mean is that they’ll yuck up all the menus with ones they want you to visit so they can show you ads. So very 1999-dotcom-boom. Just don’t tell us there’s _another_ bust coming…

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    March 31, 2008

    Ring! Ring! Hot News, 31st March 2008

    In Today’s Issue: Motorola gossip: the demerger cometh; cablecos’ Comcast-Clearwire concert party; HOWTO deploy fibre in NZ?; here’s an answer from San Francisco; Symbian OS platform security is hacked; free WLAN in BA lounges; 3UK is profitable, pigs fly; another MVNO casualty; Virgin Mobile India “not an MVNO”; Miss Bimbo; $20 a month on ringtones; Cuba Movil!; Chinese 3G; really fast stuff; 3G iPhones; another startup-without-money. Inside gossip at Motorola; someone claims to have been the Richard Kinder figure of their crisis and accuses Ed Zander of working their past CMO to death, and also playing too much golf. Which of these sins is more serious is left as an exercise for the reader. It was also this week that saw Moto finally take our repeated advice. They got rid of the handsets operation, thus leaving it “floating downwards to find its own level”, in the immortal words of Sir Norman Fowler describing the “collapse of Sterling”:http://news.bbc.co.uk/onthisday/hi/dates/stories/september/16/newsid_2519000/2519013.stm.

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    March 25, 2008

    Ring! Ring! Hot News, 25th March 2008

    In Today’s Issue: 37% of Ultra-Mobile PCs to get WiMAX; Virtual PBXs could eat your business customers; low-cost telepresence like low-cost spaceflight, i.e. not very; MSFT buys callcentreco; Don Price on managed services; topology aware P2P; variable speed limits for the Net; price war rages; i-mode fails in Europe; huge telcos win huge telco auction; epic Aussie brawl over WiMAX; Sprint’s new core network - platform perfection or IMS infection?; Vodafone & MTN; French FTTH; Deutsche Telekom disaster; sickening “human skin” phones. 37% of ultra-mobile devices to fit WiMAX. So says Intel — but then again, how big will the market for ultra-mobile PCs really be? Time will tell…

    Continue reading "Ring! Ring! Hot News, 25th March 2008" »

    March 17, 2008

    Ring! Ring! Hot News, 17th March 2008

    In Today’s Issue: Big Trouble over Phorm; no immunity for US telcos; mystery letters from Apple; iPhone hacked, cracked, and rehacked; 500 million Flash devices; unified comms drives datacentre demand; Deutsche Telekom looks at OTE; Sprint merger dread; Virgin Media USA suffers; Verizon does topological P2P; Safaricom IPO back on; BSNL looks for prepaid packet-pushing partners; Bharti Airtel looks for wholesale customers; broader broadband beats basic broadband BT get caught over using personal data in Phorm trials: real customer data *was* used to test the system. The *Phorm Ultimatum* highlights two key considerations for any successful platform: privacy and rewards. The Pope of the Web himself, Tim Berners-Lee puts its succinctly:
    It’s mine - you can’t have it. If you want to use it for something then you have to negotiate with me, I have to agree; I have to understand what I’m getting in return.
    At the same time, the US telcos are back on the hook for illegal wiretapping after a new version of FISA, without immunity, passed the House of Representatives. It makes you wonder who you’d prefer to spy on you.

    Continue reading "Ring! Ring! Hot News, 17th March 2008" »

    March 03, 2008

    Ring! Ring! Hot News, 3rd March 2008

    In Today’s Issue: Mobile apps RIP? And are mobile RIAs the killer? Control your private plane with a Nokia N810; or develop for IMS. It’s your choice. NEC pushes “It’s not IMS”. Sprint = Telco USSR? British ISPs; how not to do it. Comcast: much the same. iPhones; hacked again. Hackers deploy platform strategy. Salesforce.com menace rises. Big changes ahead at Telecom Italia. Nokia GPS-tags photos. Virgin Mobile in India. EU “worse than communism”. And cancerogenic BTS doesn’t exist after all. Have downloadable mobile applications died the death, to be replaced by a Web-based future? Former Palm and Apple exec Michael Mace thinks so; Carlo Longino agrees. The argument is that the diversity of possible platforms, the difficulty telcos (especially) and vendors have relating to the developer world, and the restrictive terms of business they apply, have rendered it just too difficult for a real developer ecosystem to emerge. Meanwhile, the surge in things like Microsoft “Silverlight”:http://www.microsoft.com/silverlight/default.aspx, Adobe AIR, and JavaFX means that the richness of applications that run in a browser is beginning to challenge what you can achieve reasonably quickly in a native application. This is a significant change in the balance of power between the Web 2.0 players and telcos, since you don’t need a special (telco-issued) digital certificate or pre-installation for web applications.

    Continue reading "Ring! Ring! Hot News, 3rd March 2008" »

    February 25, 2008

    Ring! Ring! Hot News, 25th February 2008

    In Today’s Issue:: Flat-rate menaces US cellcos, mobile voice volume booms, COLT feels the pain, Voda/Orange mast-share, OFCOM after the fibre, mobile filth disappoints, DVD Jon turns on mobiles, Pakistan breaks the Internet, GSM crypto cracked, BlackBerry down again, Facebook loses traffic, microwave spectrum in demand, France resists Reding, pretty PDFs, and Sprint-Nextel goes all Telco 2.0… It was the week of flat-rate: all US national mobile operators are now offering flat-rate calling plans, as well as flat-rate data plans. Some day this war’s gonna end. We knew T-Mobile USA’s UMTS rollout would boost competition; we just didn’t think it would happen quite that quickly. Broadband incentive problem, meet US MNOs; US MNOs, meet broadband incentive problem…as Telegeography points out, this is ugly news for the landline world as well. Here we go; mobile voice minutes of use in Europe are expected to whizz past fixed any time now.

    Continue reading "Ring! Ring! Hot News, 25th February 2008" »

    February 11, 2008

    Ring! Ring! Hot News, 11th February 2008

    Telco 2.0 comes to you from the Mobile World Congress … sorry … 3GSM this week; not only were we covering the news but we were part of it, but that’s another story. A big theme in the news this week was mobile Linux; Orange joined the LiMo Foundation, the outfit Motorola ginned up to boost open-source operating systems on shiny gadgets. Azingo, an Indian software house that markets a LiMo-compliant Linux distribution and developer kit, was showing off some of the unexpected capabilities of the technology. Specifically, using a Broadcom reference gadget running their system, they were successfully using Nokia S60 widgets on a device that was neither a Nokia nor a Symbian S60 platform; we’re not sure if this is fantastic or scary. Which one depends whether you work in the S60 or Maemo Linux groups at Nokia, presumably.

    Continue reading "Ring! Ring! Hot News, 11th February 2008" »

    February 04, 2008

    Ring! Ring! Hot News, 4th February 2008

    [Ed - reader promotion: If you’re thinking of coming or sending a delegation to the next Telco 2.0 Executive Brainstorm - 16-17 April, London - there’s a 20% discount if you book before 12th Feb. Details here] This Week: Winners and losers from the cable cut crisis; Deutsche Telekom loses 2 megasubscribers, copies BT’s homework; AT&T EDGE outage; Sprint relaunches iDEN to battle $31bn writeoff; Dunstone darks DunBlog; Vodafone in data price cut, number porting case; Moto considers handset sale; MS vs Yahoo; Android phones are coming; Nokia-Trolltech analysis; IMS pony still yet to be located; 2.5 million SMS news subs in India. It was the week the network died, what with no less than four major submarine cables getting backhoed (or rather, anchored). Some thought terrorists were assailing the world’s communications infrastructure; others that the giant squid were getting restless down there. Others thought it was the prelude to a US air-raid on Iran; Todd Underwood and his team at Renesys, though, had the data; Iran wasn’t even in the top 10 countries for outages as a percentage of BGP prefixes. As the operators of FLAG & Co scoured the world for cableships, divers and the like, their competitors who still had capacity in the area (like SMW-3, SAFE et al) were circling like vultures.

    Continue reading "Ring! Ring! Hot News, 4th February 2008" »

    January 28, 2008

    Ring! Ring! Hot News, 28th January 2008

    A very selective tech downturn: as the stock market tanked, Nokia reached its world-domination target of 40% total market share. They celebrated with a recreational acquisition, buying Norwegian mobile-Linux specialists Trolltech. This brings not only their Linux technology, but also their cross-platform development environment Qt on board; this is presumably a means of hedging against Google Android _et al_. The mobile development race continues. Meanwhile, a closer look at the figures for handset market share suggests one thing. It’s not just that Nokia is doing well; Motorola is doing catastrophically.

    Continue reading "Ring! Ring! Hot News, 28th January 2008" »

    January 21, 2008

    Ring! Ring! Hot News, 21st January 2008

    O2 sells fewer iPhones than expected. Here’s a Telco 2.0 teachable moment for you; you know how we keep banging on about the importance of the enterprise and SMB markets? Well, what they need is something like this: IBM has ported the Lotus Notes client for the overhyped gadget, thus making it considerably more useful. No wonder that, during a week of horrible economic news, IBM announced stellar results from a parallel universe of high-end custom integration services built from open-source application servers. Let’s list those ingredients for success again: open platform, integration services, sold to people with the money and the real customer relationship.

    Continue reading "Ring! Ring! Hot News, 21st January 2008" »

    January 14, 2008

    Ring! Ring! Hot News, 14th January 2008

    This year, we’re focusing on seven themes in the industry; Investment and Market Valuations, Disruptive Threats, Two-Sided Business Models (a key theme in the forthcoming Platforms report), Adjacent Markets, Core Products and End-User Needs, and of course Regulation. So these news posts will be centred around these concerns. Despite everything, it looks like Sprint is going ahead with the big WiMAX rollout; launch is scheduled for mid-April, and a gaggle of new contracts have been issued to hardware vendors like ZyXEL. The mob that is the Apple fanbase is working itself up over the thought that this year’s Macworld might see the launch of a WiMAX-capable device of some sort — apparently they’ve got ad banners reading “There’s something in the air”. There’s conclusive evidence for you. However, it’s true that Sprint is looking at bundling WiMAX connectivity with devices, just as it wraps EV-DO data in the price of the Amazon Kindle (“In Amazon, book reads you!”), so perhaps there’s something in it. Meanwhile, China Mobile doesn’t want the iPhone.

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    January 07, 2008

    Ring! Ring! Hot News, 7th January 2008

    BT strikes in the set-top box market; they’re the first to ship Xbox360 consoles as IPTV endpoints. And there’s more; BT Vision gets an “on-screen magazine” based on the same single platform. We’ve often said that the fixed-line world doesn’t get user equipment, and that this creates interesting opportunities; BT has just leapt right on it. See our case study on Iliad’s Freebox in the Broadband Business Models report. PS: we’re trying out a new format for Ring! Ring!…

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    December 17, 2007

    Ring! Ring! Hot News, 17th December

    Telco 2.0 Strategy Structural separation? We don’t need no stinkin’ separation! So says Belgacom…
    Telco 2.0 Comment: They built a VDSL network, and now their competitors want to play. Belgacom of course claims they took the risk and therefore should reap the rewards; but the biggest competitor is the company that laid the fibre already everywhere else, and now wants to offer unbundled service in the rest of the country. Will profits come from pleasing customers, or regulators?

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    December 10, 2007

    Ring! Ring! Hot News, 10th December

    In Today’s Issue: Asia goes crazy for network sharing, plastic fibre, fixed-line videocalls (yes, really), Opera Mini conquers all, make a widget and win a Nokia N95, UMA gadget with 2GB storage, data centre heists, iFlop, BlackBerry WiFi on a plane, Nokia threatens UGC boom, new torrent tracker tech terror, free music, ads in P2P movies, and Telco 2.0 Recommends… Broadband Connectivity Vodafone, Bharti, Idea in monster network sharing deal.
    Telco 2.0 Comment: Shared, structurally separated, and community-owned infrastructure is a major industry trend in responding to the broadband incentive problem. This deal is especially interesting due to its sheer size; India is getting a giant shared mobile infrastructure operator, which will probably draw in other carriers.

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    December 03, 2007

    Ring! Ring! Hot News, 3rd December

    In Today’s Issue: 3.3bn Mobiles, Open VZW, 3UK sues the world, Peter Erskine spends more time with his money, another WiMAX outbreak, Japanese data prices tumble, Dutch fibre prices untumble a tad, Saudi Mobily buys huge IP network, Vodafone and Telefonica and adverts, Lithuanian and Brazilian IPTV, rapid withdrawal from Iraq, Nokia’s cool tools, sinister stalkerware from Google, and Telco 2.0 Recommends: the best of the blogs. Telco 2.0 Strategy 3.3bn mobile subscribers worldwide
    Telco 2.0 Comment: And that’s still only 50 per cent world penetration. The big question is now just how close to the world adult population it’s possible to push; is more than 75 per cent achievable?

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    November 26, 2007

    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… Broadband Connectivity US businesses crying out for bandwidth.
    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.

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    November 19, 2007

    Ring! Ring! Hot News, 19th November

    In Thiis Edition: Vodafone’s first data billion, investment plans in China, Romanian call centres, Expansys’n’Truphone, China Mobile switches off Everest, India joins Google in the WiMAX queue, a contest for rural mobile apps, Sarin vs the iPhone, and just how difficult is it to develop for the thing? Plus, of course, Telco 2.0’s favourite blog posts this week. Telco 2.0 Strategy Vodafone makes a billion from data
    Telco 2.0 Comment: Possibly the first operator to break a billion sterling from data traffic? It’s where the disrupters are, after all. More importantly, note that Voda had to shift 19 per cent more minutes of use to gain a 2 per cent uplift in revenue.

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    November 12, 2007

    Ring! Ring! Monday ‘Hot News’, 12th November

    In this edition of Telco 2.0’s ‘Hot News’ : Viviane Reding wants the power; The iPhone fails to explode in Europe; Who needs Google Android when we’ve got LiMo?; TD-SCDMA gadgets, at last; T-Mobile Shadow under test; 900MHz 3G is here; Sprint and Clearwire fall out; Helio burns yet more cash; BT buys Sonus kit; COLT buys an IMS. Plus, ‘Telco 2.0 Recommends…’: the best from last week’s blogosphere. Digital Politics and Regulation Reding wants the power…the power to unbundle all Europe.
    Telco 2.0 Comment: Proposed; a single regulator for everything that’s European and telecoms, with you-know-who in charge. It’s a fearful vision if you’re Telco 1.0, and pretty scary if you’re Telco 2.0, come to think of it. Expect much more structural separation if this happens.

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    November 05, 2007

    Ring! Ring! Monday News Analysis, 5th November

    Telco2.0 Strategy Telecom NZ profits down 18 per cent.
    Telco2.0 Comment: Barbara Castle once advised someone to “Think, think, think - it’ll hurt at first but you’ll get used to it”. You could say the same thing about structural separation - just ask BT.

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    October 29, 2007

    Ring! Ring! Monday News Analysis, 29th October

    Portals, Partners, and Platforms Apple: sorry, we don’t accept money. Seriously; you can’t buy an iPhone for cash. Unless you’re a telco, in which case Apple may be after as much as $400 in revenue-sharing for each gadget.
    Telco2.0 Comment: There are a couple of interesting things here. First up, the relationship between Apple and AT&T; handset subsidies have landed in North America with a vengeance. One wonders how long AT&T will stick it; if they have any choice. Secondly, Apple’s increasingly desperate efforts to keep control of the devices - they have started refusing to sell iPhones to cash buyers, presumably so they know where their customers live. [Business idea: French law prohibits sales of locked devices. Stock up on iPhones there and re-sell them around the rest of Europe and/or re-import them to the US!]
    O2 and Orange, meanwhile, plan to recoup the Apple Danegeld from data charges.

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    October 22, 2007

    Ring! Ring! Monday News Analysis - 22nd October

    US telcos who participated in illegal surveillance aren’t out of the woods yet; Senator Chris Dodd plans to filibuster the act granting them immunity. Remember that the Foreign Intelligence Supervision Act provides that each subscriber in the US could individually sue….that’s a chunk of change. Here’s the Senator in his own words.

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    October 15, 2007

    Ring! Ring! Monday News Analysis, 15th October

    No O’Reilly ETel for you!
    Telco 2.0 Comment: You’ll just have to come to Telco 2.0 instead. We designed it specifically as a reaction against the kind of conferences where all you remember is the delegate bag — although ETel wasn’t among them and will be missed.

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    October 08, 2007

    Ring! Ring! Monday News Analysis, 8th October

    As a preview to the Telco 2.0 event next week in London, here are some relevant news items from the last week to help stimulate the furious debate among the participating cognoscenti: Ever wanted to physically wave a game controller round your head? Now you can, thanks to Nokia researcher Paul Coulson.

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    October 01, 2007

    Ring! Ring! Monday News Analysis - 1st October

    Digital Product Innovation Here’s an example of negative product innovation: an Apple software update that kills hacked iPhones. Hacking was once defined as unauthorised innovation; all third-party apps, among other things, are eliminated by the patch. So all the enthusiasm that oozes out of that video is now going to waste, or else turning to virus-building bitterness..
    Telco 2.0 Comment: Apple’s decision to bundle its own services with the iPhone made it rather less like a computer company and rather more like a telco. Fascinatingly, it’s now behaving in a way that shows all the worst features of telcos.

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    September 18, 2007

    Vodafone: A “Total Communications” Company?

    The Times recently interviewed Arun Sarin, CEO of Vodafone. The Newbury empire once held ambitions of global hegemony as the biggest, baddest vertically integrated telco of them all. In a more pragmatic era, they’ve been working on getting the basics of business right, with their own _glasnost_ and _perestroika_ programmes to re-invigorate the mobile operator model. Sarin’s remarks are consistent with the strategic move Vodafone is making into a new phase of its business. In the last year or so they have moved away from being simply a really big mobile network operator. He says he wants Vodafone to become a “total communications company”. In pursuit of this, they’ve been investing in fixed-line DSL and PSTN activities, either as a reseller (as in the UK) or by buying up assets (as with the acquisition of Tele2), or just by integrating more closely with their once forgotten fixed assets (as with Arcor in Germany), . There’s a clear Telco 2.0 angle here; a key point in Telco 2.0 analysis is that the connectivity is no longer special. Rather, it is becoming a commodity — something easily purchased on the open market by any entrant for a predictable price. Further, its tight coupling with other parts of the value chain is melting away. Therefore, the distinctions between mobile and fixed operators, between networks and virtual network operators, and between telcos or ISPs, content providers, IT service providers, and consumer electronics firms are increasingly irrelevant. What now matters is the assembly of elements from the horizontalised soup into attractive propositions to customers. As we said about France Telecom, this may mean that integrated fixed-mobile telcos have more life in them than you might think. (Our current Survey will help to clarify that point anyway). Sarin spoke of “mobile plus”, and pointedly mentioned that the company is getting into mobile advertising but would not become a content producer. Could this perhaps signal that Vodafone — traditionally the most telcoish of mobile operators — is thinking of a platform strategy?

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    September 17, 2007

    Ring! Ring! Monday News Analysis, 17th September

    Technology Disruptions Motorola to tout WiMAX, again; Sprint boasts of 2.5GHz quality; it’s been a week of WiMAX. So we’re interested to see that having made it far more difficult to communicate with customers by calling their product “Xohm”, Sprint’s now gone and got itself a blog dedicated to their coming WiMAX network, in order to communicate with their customers better. Says the blogger: As I’m discovering, RF is perhaps just as much an art as a science (yes, I’m from the Internet world not the wireless telecom domain)…
    Telco 2.0 Comment: Everyone has to learn, you know. Just be glad you didn’t join Earthlink.
    EDGE connections are being observed on O2’s UK network, which counts as the only hard evidence for any of the speculation about who gets the iPhone. Of course, Orange already has an EDGE network. Oh well.
    Telco 2.0 Comment: Just a reminder that GSM is likely to last longer than we expect, what with there already being further evolutions of EDGE towards data rates of 400Kbits to 1Mbit/s.
    New entrant to the mobile OS space: QNX’s Neutrino real-time operating system is (kindasorta) open source.
    Telco 2.0 Comment: Sounds interesting - don’t imagine S60 is the last word!
    New details on the Great Skype Crash; looks like it was the client software and the Microsoft patchday whatdunnit. See also Brough Turner’s blog.
    Telco 2.0 Comment: Spot the bonus STL content in the first link! Worth remembering that large p2p networks are essentially experimenting on their customers; also well worth rereading this post in the light of this.
    Portals, Partners, and Platforms Aricent joins the IMS Forum.
    Telco 2.0 Comment: Convergence means competition; it broadens the possible base of competitors. Commoditisation follows shortly!
    Salesforce.com introduces a web-based API.
    Telco 2.0 Comment: Platforms are coming.
    T-Mob UK and 3 meditate network-sharing.
    Telco 2.0 Comment: Note that the two flat-rate data carriers in the UK are also the first to consider net-sharing…and how long before we see either a wireless version of Openreach, or else a really big network outsourcer?
    Digital Product Innovation Sprint Nextel intros… a femtocell product! No, it’s not a dual-mode box, although the obvious comparison is T-Mobile USA’s product. It’s a true CDMA femto product, which may be a first.
    Telco 2.0 Comment: Mmm, Sprint, still the US’s most advanced carrier. SAWS, big IP backbones, affiliates, WiMAX, femtocells.. You might almost think they read this!
    The UK goes 100% plus penetration. Britons now have on average 1.6 phones; where do the carriers go from here? <
    Telco 2.0 Comment: Telco 2.0, of course! Ask Dean Bubley.
    T-Mobile USA acquires SunCom: a battle looms for Leap.
    Telco 2.0 Comment: More C’s - commoditisation, created by competition and convergence, causes consolidation, conflict, and complexity. Amusingly, the Financial Times reported that xG shares rose due to the initial offer for Leap; now that makes us laugh.
    Digital Politics and Regulation Meanwhile, a ferocious competition bill enters the US Congress, promising to ban essentially all the annoying ways telcos try to cling to their customers.
    Telco 2.0 Comment: The chances of this getting through the telco lobby must be small, but it could happen. Barriers to entry and exit are still falling. And here’s Viviane Reding, piling into wholesale interconnection fees this time.
    Verizon appeals the “Google amendment”.
    Telco 2.0 Comment: Cheekily, they claim the open-access clause violates their free speech rights (to violate others’ free speech, presumably). Well, they’ve got to try…

    September 10, 2007

    Ring! Ring! Monday News Analysis, 10th September 2007

    Technology Disruptions When billing attacks: Vodafone suffers. Telco 2.0 Comment: They say billing is for people who find operational support subsystems too exciting, but there’s a reason for that; it’s got to work every time, especially if you’re charging for every bit. Because that means every bit has to be kicked and counted through the billing system before you can do anything else with it. More seriously, Vodafone has been very keen on setting up big, partly outsourced shared-service centres recently. Here’s an example of this going badly wrong. Imagine if they had been charging “by event”… Digital Product Innovation Another m-payments attempt. Telco 2.0 Comment: From the people who brought you triumphs like Simpay - European network operators! Where’s my M-PESA? Can’t think of anything to do with phones? There’s always surveillance; in this case, it’s intended to improve the quality of TV ratings data. Telco 2.0 Comment: Having spent all this time and money inventing a new medium, it’s ironic that one of its uses is to improve TV advertising…

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    September 03, 2007

    Ring! Ring! Monday News Analysis - 3rd September, 2007

    This week we look at important stories concerning Product Innovation, Broadband Connectivity, Technology Disruption, Regulation, Partners. Digital Product Innovation Nokia is reconceptualising itself; it wants to be an “Internet-driven experience company,” not just a crummy old vendor. To that end, its web presence is being shuffled into a new portal called “Ovi” (it’s Finnish for “door”), which will integrate its new music shop, its Web 2.0 activities (eg Lifeblog), and a rebooted mobile games division. Even N-Gage looks like it might get a new lease of life.. Telco 2.0 Comment: Horizontalisation isn’t just for travel agents and bloggers, y’know. Nokia is probably the keenest of the vendors on trying to shunt the carriers out of the way and get a direct relationship with users; this was only to be expected. 100 million prepaid subs in the Middle East. Telco 2.0 Comment: Note the surging growth at Iran’s two heavily prepaid networks, Taliya and Irancell (MTN Investcom); contrast the sluggish incumbent MCI. The recipe for emerging markets is still low prices, prepay, credit transfer, SMS, and autonomous distribution. These strategies also work pretty well in Germany too… China Telecom’s business is hammered by mobile. Telco 2.0 Comment: It’s not just in the 100% mobile penetration world that the fixed-line business model is sinking fast - it’s also in rural China.

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    August 27, 2007

    Ring! Ring! Monday News Analysis: 27th August

    These weekly news roundups are a new Telco 2.0 service; they focus attention on news items that might not be Telco 2.0-related at first sight, or big enough to warrant a whole post to themselves, but do contain important developments. They are grouped under the same categories as the rest of the Telco 2.0 blog. Digital Politics and Regulation Rene Obermann, CEO of Deutsche Telekom, wants to keep some monopolist privileges; and who can blame him? Telco 2.0 Comment: It’s curious how some of the regulations introduced to create competition in the telco market are actually profoundly anti-competitive. Network-sharing, for example, was discouraged in order to create competing physical networks. Now, of course, it’s becoming ever clearer that competition is horizontal; and requiring duplication is really a way of protecting big telcos by increasing the barriers to entry. Viviane Reding is reportedly plotting a new, broader European regulator on the model of Ofcom. Telco 2.0 Comment: As the competition spreads horizontally, so does the regulator. 700MHz auction set for the 18th of January. Telco 2.0 Comment: It’s gradually coming closer; soon we’ll see the colour of Google’s money. Speaking of money, the FCC seems very keen to insist on big reserve prices, a total of $10bn. As usual, the notion of free spectrum is a long way away. Digital Product Innovation Microsoft Windows Live apps on your Nokia N-series phone. Telco 2.0 Comment: It may “only” be Live Messenger, Hotmail, Contacts and Spaces, but please note that these are all communications applications. And the carriers? They’ve been disintermediated. New MVNO offers cheap roaming rates…with an interesting twist. Telco 2.0 Comment: Now this is interesting; we wonder what the “network” they claim to own is. Clearly they haven’t got spectrum rights in 110 countries, nor have they bought enough base stations to cover the world. Perhaps this is one of the first rogue core networks? Damned cool idea from Hewlett-Packard: the printer that is everywhere. Telco 2.0 Comment: Here’s a cracking idea; rather than print documents and take them with you, why not print-to-file on one of HP’s servers, which gives you an SMS shortcode in return? When you need the document, you send them the code as an SMS, and they either send you a PDF file, or route it to a publicly-available printer of your choice. There’s a Google Maps mashup to help you find them. HP is bringing in chains of copy shops as commercial partners, Google as map provider, and acting as a platform itself; so where are the telcos? Digital Worker Unified Communications vs End Users Telco 2.0 Comment: Is the vision of unified enterprise communications, so dear to companies like Cisco, opposed to end-users’ freedom to organise their own communications and communities? Skype, and the Asterisk folk, seem to think so. Digital Youth Security expert: beware security threat. According to F-Secure there are now some 400 items of mobile malware in the wild. Telco 2.0 Comment: It’s not malware, it’s unauthorised innovation! Online gaming shoots past social networks Telco 2.0 Comment: We’re talking low-investment casual games here; but even if the margins are tiny, the growth rates here show that there is real potential in this sector. Clearly, it addresses some human motivation. Broadband Connectivity Indonesia ; mobile network number 10 launches Telco 2.0 Comment: No-one should need telling that the emerging markets can’t get enough telco, but this is extreme. 10 mobile operators? It’s also interesting that the new entrant, Smart, is a greenfield CDMA operator. Far from common.. Hutchison 3UK loses slightly less money. Telco 2.0 Comment: Perhaps their new role, competing with T-Mobile as the geek’s mobile operator and throwing out partnerships with MSN, Yahoo!, Slingbox, and Skype, is beginning to help? You’d do well to remain sceptical, though. It’s not as if 3 hasn’t spent enough money being cool.

    August 20, 2007

    Ring! Ring! Monday News: 20th August, 2007

    These weekly news roundups are a new Telco 2.0 service; they are meant to focus attention on news items that might not be Telco 2.0-related at first sight, or big enough to warrant a whole post to themselves, but do contain real insight. They are grouped under the categories used in the rest of Telco 2.0. Digital Youth When Search Attacks: Participants in a fancy ID-business social network were horrified when a bot used to auto-populate their profiles libelled leading sci-fi author John Scalzi. He’d repeatedly written about disgraced congressman Mark Foley and used the word “paedophile”; guess what the bot decided to put in his “description” field? Telco 2.0 Comment: Remember, automatic robots and highly personal information are a dangerous mix. If the AOL security breach was farce, this is tragedy, especially as Spock includes a function for users to vote on each other’s reputations. T-Mobile Tees Up 3G: First 3G device for T-Mobile USA leaked…but the real news is that even without UMTS, data usage ex-SMS is booming. Telco 2.0 Comment: T-Mobile is better known for its open-slather Web’n’Walk tariff in Europe, but how to explain its US data boom? Our theory is that its historic price leadership, going back to the days of Voicestream, captured a demographic that’s now adopting new gadgets and services rapidly. Note that AT&T just got FCC approval for the US’s first HSUPA data card - 2Mbits/s uplink, 7.2 down. Digital Cities Wi-Fi…Why? Cali-utopian geeks’ dream of free Wi-Fi everywhere doesn’t work. Maybe they could have a crack at the space elevator instead? Telco 2.0 Comment: There’s a reason why mobile operators have lots of radio engineers, you know. And billing departments. Paranoia in the palm of your hand: New Sprint service lets you browse sex offenders’ register from your phone; so you can find a sex offender in a hurry? No, of course, it’s for your peace of mind.. Telco 2.0 Comment: “Checking for local offenders is free…after normal data charges” It’s one way to get those metered bits moving. In Telco 2.0 terms, this is somewhere between Digital Home and Digital Town. Notably, some other carriers offer various security-related services; MTN in South Africa streams your home CCTV camera feeds to your 3G device and texts you if the alarm goes off. At least you can do something about that other than “move house” or “collect angry mob”. Digital Politics and Regulation AT&T spotted wielding censor’s scissors! Astonishingly, David “Stupid Network” Isenberg isn’t at all pleased that AT&T’s web music portal censored Pearl Jam being rude about President Bush. Perhaps it says more about AT&T that they’re hoping to make a profit streaming Pearl Jam over the web? Isenberg, again unsurprisingly, thinks this is an argument for network neutrality. Telco 2.0 Comment: So that’s what they wanted all that IMS gear for! More seriously, as John Waclawsky said, monitoring is the first step to control. ESPN’s efforts to have fewer customers are a roaring success; the cable-TV sports channel may give up on a scheme to restrict access to its website to customers of ISPs who pay it for the privilege. Telco 2.0 Comment: The idea was that viewers who couldn’t get to see the videos would complain to their ISP; it could have perhaps been predicted that they would complain to ESPN’s website about not being able to see content on their website. Further, the economics of this are a little strange; there is no pot of gold in the customer ISP world for content providers to get their hands on, quite the opposite with margins tanking all over the world. Too many zeros; Telekom Malaysia bills subscriber 17 times the GDP of the United States. Sorry, that should be “bills deceased ex-subscriber”… Telco 2.0 Comment: When you do something often enough, even 99.999% sometimes isn’t enough. Digital Product Innovation 3UK to offer cheap mobile data; 1GB/month=£10, 7GB/month=£25. Telco 2.0 Comment: In the future, data transfer will be cheap. Cheaper and cheaper. How will 3 make money from this? Nokia does identity and social networking: sadly, they call it Mosh. In other awful branding news, will Sprint-Nextel call its WiMAX service XOHM? Telco 2.0 Comment: I, ah, hope you know what you’re doing with that ad budget.. Seriously, there’s so much interest in SNS these days it’s no surprise Nokia is interested, if only as a research project into user interfaces. It probably helps if your users can pronounce the service..Oh God, they’re actually going to do it…

    August 17, 2007

    404 Skype Not Found

    Centralised architectures can always cause trouble. Not that this is a point in distributed systems’ favour, necessarily; look what just happened to Skype, which has suffered a whole day’s outage. We at Telco 2.0, as you may know, are actually a group intellect, structured rather like the brain of a large cephalopod. Rather than one single brain, there is a node for each tentacle, the whole being interconnected by the highest-bandwidth nerve fibres known in nature. Unlike the squid, the Telco 2.0 team uses Skype quite heavily in order to maintain coherence among its multiple cerebellums (cerebella?), so we may be forgiven for feeling a little sporky. We’ve been debased to using Google Talk for much of the day. p=. Telco 2.0 in its natural habitat
    Telco 2.0 in its natural habitat So all day, access to Skype has been to all intents and purposes impossible, starting around 1000 hours GMT. The pathology takes the following form; on start-up, the Skype client successfully registers on the network (often with considerable delay), but rapidly logs-off again, and struggles to reconnect. During the brief intervals of successful operation, the number of logged-in users is very low; between 100,000 and 320,000 according to our own observations. What was up? Surely the nature of a peer-to-peer network means that there is no single point of failure? Well, everyone speculated, so why not us too?

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