Tuesday, April 16, 2013

Dish Network Offers To Buy Sprint In $25.5 Billion Deal

Dish Network Offers To Buy Sprint In $25.5 Billion Deal: For years, Dish has been able to grow rapidly by luring cable TV subscribers with better deals. But its subscriber numbers have been flat for the past three years. Unlike TV cables, satellite dishes aren't good conduits for Internet access. That means that Dish and larger rival DirecTV have been left behind in the rush to connect homes to broadband, while cable has been able to retain customers by offering TV, Internet and phone bundles

Nor are mobile wireless networks good "conduits" for premises Internet access.  This is a move of desperation on the part of Dish Network.  The trend is toward high capacity, low latency premises Internet service delivered via cable or optimally, fiber optic infrastructure.  Both the satellite TV providers and the dedicated satellite Internet providers such as HughesNet are caught on the wrong side of the trend and face a limited future.

Saturday, April 13, 2013

Deterrence: AT&T launches pyrrhic war of mutually assured diminished returns against Google

On the heels of Google's announcement it will build fiber to the premise (FTTP) Internet infrastructure serving the Austin, Texas area, AT&T announced it will build its own 1 gigabit FTTP infrastructure to match Google's.

The announcement amounts to a declaration of pyrrhic war by Ma Bell, designed to impose diminished returns on Google since the economics of competing fiber infrastructures could drive down take rates and ARPU for each player. AT&T is sending a message of deterrence to anyone that dares to invade its sovereign service territory with FTTP infrastructure faces mutually assured prolonged ROI and potential losses.

Meanwhile, as Ma Bell and the Googlers engage in a war of attrition in a select few metro battlefields, much of the United States can and should pursue a more peaceful and sane alternative in municipal and cooperatively constructed and owned open access FTTP infrastructure. 

Monday, April 08, 2013

Holy disruption, Batman! Tech upstarts threaten TV broadcast model | Reuters

Tech upstarts threaten TV broadcast model | Reuters

Around the time television began to reach most U.S. homes in the 1940s and 1950s, cable TV came into being with CATV (Community Antenna Television), using a single large antenna to pull in and pipe weak, distant TV signals via cable into communities at the fuzzy, snowy edges of metro area TV broadcast signals.

Now just as it has distributed broadcast radio from all over the globe for the past decade and longer, the Internet is becoming a global CATV of sorts, capturing broadcast signals over thousands of antennas, according to this Reuters dispatch.  

This poses a major disruptive threat to the business models of paid cable TV and satellite featuring packages of hundreds of channels. Not to mention over the air TV broadcasters that have invested large sums to upgrade to digital TV broadcast equipment and transmitters with the end of analog TV broadcasts.

As the late mass communications theorist Marshall McLuhan wrote of television in its 1964 heyday, "The medium is the message." Now that medium is no longer TV.  It's the Internet.

Tuesday, March 26, 2013

Google testing white spaces cloud in South Africa

Memeburn has the story here involving the test involving the Tertiary Education and Research Network of South Africa (TENET).

The test is delivering connectivity comparable to basic Wi-Fi (2.5Mbps) to 10 schools, according to the story.

Friday, March 22, 2013

Google to Offer Internet Service in Olathe, Kansas - WSJ.com

Google to Offer Internet Service in Olathe, Kansas - WSJ.com: Google hopes its fiber initiative can put pressure on cable and phone companies to improve their networks as Americans use more bandwidth for online-video services such as Google's YouTube, among other sites.

Nonsense. Even assuming the truth of this purported rationale, Google can apply pressure all it wants, but for these publicly traded, investor owned Internet service providers -- Google included -- the real pressure is the pressure to produce quarterly earnings plus in the case of the incumbent telcos and cablecos, generous dividends.  And that imperative will always win out over CAPex to improve and build out network infrastructure.

Saturday, March 16, 2013

Broadband 'black spots' across UK - Yahoo! News UK

Broadband 'black spots' across UK - Yahoo! News UK: Britons living in rural areas are stuck in "digital ghettos", an expert has warned as figures showed average broadband speeds have more than trebled in the UK.

These now reach 12 megabits per second (Mbps) - around three times the speeds recorded in 2008 and up by a third in the six months from May to November.

But "black spots" still exist across the country and users face a "postcode lottery" in terms of the service they receive, it was claimed.

More than three years ago, Prince Charles warned of the emergence of UK "broadband deserts."  Apparently he was right.