Broadband Developments

November 15, 2008

Great News For Broadband - Kevin Werbach and Susan Crawford On Transition Team For The Obama FCC

Filed under: BroadDev — Tags: , , , — John Furrier @ 8:01 am

Ok I am very excited by this move by Obama recent appointment for the FCC transition team. Two good friends of mine who I’ve known for many years were just appointed to the Obama FCC transition team.

Meet the new guard - Kevin Werbach and Susan Crawford. Both are industry experts in the area of policy, technology, and innovation. More importantly they both have a global view. Both Kevin and Susan have long been proponents of ‘broadband everywhere’ and the impact to innovation and global leadership.

I’m excited to see this announcement and throw my hat in as a volunteer to the efforts of Kevin and Susan. This is a fresh change and a big day for broadband and all the innovation behind what broadband offers.

Crawford is a professor of law at the University of Michigan, teaching communications law and Internet law. She was a partner with Wilmer, Cutler & Pickering (now WilmerHale) until the end of 2002, when she left to become a legal academic. Crawford recently ended her term as a member of the board of directors of ICANN.

Werbach is an assistant professor of legal studies and business ethics at the University of Pennsylvania’s Wharton School and the organizer of the annual Supernova technology conference. His research explores the legal and business dynamics of information and communications technologies. During the Clinton administration, he served as counsel for new technology policy at the FCC.

“The teams will begin their efforts today, and will ensure that senior appointees have the information necessary to complete the confirmation process, lead their departments, and begin implementing signature policy initiatives immediately after they are sworn in,” the Obama transition office said.

November 5, 2008

Google’s Larry Page Posts About White Space - Broadband Freedom Is Coming - Hope and Change Is Here

Filed under: BroadDev, Networking, UC, Web 2.0, virtualization — Tags: , , , , , , , , — John Furrier @ 10:08 am

Now this is a huge development in Broadband (Broadband Developments). As you all know I am a huge supporter of the white space intitiative.  Now that the broadcasters are migrating up to the digital channels this freed up spectrum will enable MASSIVE innovation in wireless broadband.  Why?  Two major reasons (there are many others but these are the most relevant imo) 1) battery capacity and 2) antenna technology.

Both of those areas will be able to thrive in the white spaces.  Signals range and strenght are critical to capacity and the white spaces and other frequencies are key.  I can’t wait to see the startups come out of the woodwork to deliver on this new area.

Kudos for Google (and others) to really support this and get behind this to make it happen.

BROADBAND FREEDOM !!

Here is Larry Page’s Post

All eyes are on the presidential election today, but another important vote just took place at the Federal Communications Commission. By a vote of 5-0, the FCC formally agreed to open up the “white spaces” spectrum — the unused airwaves between broadcast TV channels — for wireless broadband service for the public. This is a clear victory for Internet users and anyone who wants good wireless communications.

The FCC has been looking at this issue carefully for the last six years. Google has worked hard on this matter with other tech companies and public interest groups because we think that this spectrum will help put better and faster Internet connections in the hands of the public. We also look forward to working with the FCC to finalize the method used to compute power levels of empty channels adjacent to TV channels (we have a number of public filings before the commission in this area and it is a vital issue in urban areas).

I’ve always thought that there are a lot of really incredible things that engineers and entrepreneurs can do with this spectrum. We will soon have “Wi-Fi on steroids,” since these spectrum signals have much longer range than today’s Wi-Fi technology and broadband access can be spread using fewer base stations resulting in better coverage at lower cost. And it is wonderful that the FCC has adopted the same successful unlicensed model used for Wi-Fi, which has resulted in a projected 1 billion Wi-Fi chips being produced this year. Now that the FCC has set the rules, I’m sure that we’ll see similar growth in products to take advantage of this spectrum.

As an engineer, I was also really gratified to see that the FCC decided to put science over politics. For years the broadcasting lobby and others have tried to spread fear and confusion about this technology, rather than allow the FCC’s engineers to simply do their work.

Finally, I want to applaud and thank FCC Chairman Kevin Martin, the other commissioners, and the FCC Office of Engineering and Technology for their leadership in advancing this important issue. And, thanks to the more than 20,000 of you who took a stand on this issue through our Free the Airwaves campaign, the FCC heard a clear message from consumers: these airwaves can bring wireless Internet to everyone everywhere.

October 28, 2008

White Space In Contrast - It’s A No Brainer

Filed under: BroadDev, Networking, UC, Web 2.0 — Tags: , , , — Anton Wahlman @ 12:59 pm

The white space debate, for all its technical complexity, is otherwise
very simple to judge.  So many frequencies remain unused or
dramatically underutilized – either in space, or in time, or both.  A
cognitive radio should therefore be able to fill in these blanks with
useful stuff, such as Internet access akin to WiFi, WiMax, HSPA, EV-DO
and LTE.

Most of these frequencies are between 150 and 850 MHz.  This makes
them particularly complementary to most of the cellular frequencies,
who start at 850 MHz in the US (soon 700 MHz) and at 450 MHz in some
other European countries (although mostly 900 MHz).  Most other
cellular frequencies reside between 1700 and 2200 MHz, while WiFi and
most mobile WiMax launches are between 2300 and 2700 MHz.

These lower frequencies are used for things such as old-fashioned
broadcast television and military applications.  Some of those
military applications have limited geographic scope, and many of the
allocated television channels are also not used in most areas.  Those
are cases where this spectrum ought to be privatized outright, under
any circumstance.  At a minimum, this spectrum can be repurposed for
as long as no interference is proven.  Basically, there is no downside
to trying.  In this respect, the advocates of white space use
legalization are 100% correct.

However, the white space argument is even stronger and ought to be
taken at least one full step further.  Over 90% of American households
have cable TV, satellite TV, or some other form of non-terrestrial
broadcast TV such as wired TV from a telco (Verizon FiOS, AT&T U-Verse
etc.).  This percentage has also been increasing.  With only a few
remaining households taking up this valuable real estate in the air,
it’s beginning to look like the “bridge to nowhere.”  Basically, we
are foregoing an untold billion dollars (perhaps trillions) in
consumer welfare just so that a tiny single-digit percentage of
households can get to watch a handful of channels without paying for
TV from cable/satellite/telco.  This is a shameful exploitation of
government property, at a huge expense.

The solution is of course very simple:  The government a long time ago
should have told the TV broadcasters that the game is up.  No more any
free ride.  No more exploitation at the public trough.  This is
valuable real estate, which, just like almost all government property,
should be sold to the highest bidders as soon as possible.  Just this
February, the sale of a few tiny thin slices of the 700 MHz spectrum
fetched $20 billion.  Imagine what the spectrum all the way down to
below 200 MHz would fetch?

This idea isn’t new; I have been proposing it for years.  The rebuttal
has always been that this is somehow politically impossible.  I have
never understood this argument, because we talking about less than 10%
of households who are exploiting the other 90%+.  Any politician worth
his salt ought to be able to explain that the only thing standing in
the way of vastly more available, capable and lower-priced wireless
broadband are a bunch of people who refuse to get
cable/satellite/telco TV, just like the rest of us.

Some say those 10% are unusually poor, and need access to free TV.  To
this I say: If they are that poor, they are probably watching too much
TV, and working too few hours.  Daytime TV is also a bad influence,
culturally.  Besides, those same people who insist on watching free
TV, are also the same people who smoke and drink for a lot more money
than it would cost them to pay for the same kind of
cable/satellite/telco TV subscription that the rest of us do.  People
shouldn’t have to run around and pay for each other’s entertainment
habits.  What’s next – government-subsidized movie tickets, opera
passes or ballpark games?  Wait – don’t give the new Congress any
ideas…

August 18, 2008

Google: Free the White Spaces!

Filed under: BroadDev — Tags: , , , , , — PaulK @ 7:14 pm

Though the company is still a relative newcomer to the political lobbying game, Google showed Monday it knows how to get everyone’s attention with its creation of a public-advocacy organization aimed at freeing up the so-called “white spaces” of empty wireless spectrum between TV channels. Though we’re still years away from anyone being able to use new gizmos to connect via white-space channels, the conversation about finding new spectrum for communications in the U.S. seems to be a good one to have.

Why is this a big deal? If you remember the $19.6 billion the FCC raised in the recent 700 MHz auctions, you know that wireless spectrum is a precious and scarce commodity. If the white spaces bandwidth gets released into the unlicensed realm, it could be a lot cheaper for service providers to set up new networks.

And even though Google is upfront about why it wants to help free the white spaces — “Google has a clear business interest in expanding access to the web” — some like Om and Cynthia are publicly doubtful that we’re getting the full picture of Google’s intentions. My take is that in these times of duopoly broadband services, any conversation about getting more spectrum is a good one to start having, no matter what the motivation is.

The next big thing in the white spaces arena is likely to happen next month, when the FCC releases the results of its latest round of device testing. Google, along with device builders like Motorola and chip vendor Intel are behind making white spaces open and free, while TV broadcasters and folks who build wireless microphones (who both say there will be too much interference) are in opposition. Let the lobbying begin!

Paul Kapustka, former managing editor for GigaOM, now has his own blog at Sidecut Reports, which has recently published a report on the state of the Net Neutrality debate.

July 31, 2008

FCC Metered Broadband and Om Malik

Filed under: BroadDev — Tags: , , , , — John Furrier @ 11:37 am

If you love a political, technical, and sometimes religious debate head over to Om Malik’s post on metered broadband. Read the post and then jump into the comments. Good stuff.

I love Om when he gets back on his broadband horse. His post and comments are worth bookmarking and taking your time to read and revisit.

Highlights:

In an effort to burnish his public image, Federal Communications Commission Chairman Kevin Martin has taken up a populist and politically lucrative crusade against the evil cable company Comcast and its nefarious efforts to block certain kinds of traffic.

The reality is that all this talk is nothing but hot air, a diversionary tactic that taking the attention away from a bigger, more evil problem that’s emerging for the U.S. Internet: metered broadband.

If Martin wants us to believe in him as one of the people, the 21st century Robin Hood who is looking out for the U.S. Internet consumer, then he should start by putting an end to this metered broadband nonsense right now.

Enjoy the post. This is certainly a great conversation to hear from the experts.

July 28, 2008

Internet Crisis - Who’s Going to Solve it? We Have To Now!

Filed under: BroadDev, Security, UC, Web 2.0, virtualization — Tags: , , , — John Furrier @ 6:04 pm

Robert McDowell wrote a piece for the Washington Post about the Internet Crisis. It worth reposting the story here. I’ve added some color of my own.

The year was 1987 and the Internet had a problem. It was growing (aka broken). What to do?

The loosely knit Internet engineering community rallied to improve an automated data “traffic cop” that prioritized applications and content needing “real time” delivery over those that would not suffer from delay. Their efforts unclogged the Internet and laid the foundation for what has become the greatest deregulatory success story of all time. (Of course the building blocks for the Web and other great networks).

The Internet has since weathered several such crises. Each time, engineers, academics, software developers, Web infrastructure builders and others have worked together to fix the problems. They have remained largely self-governing, self-funded and nonprofit, with volunteers acting on their own and not on behalf of their employers. No government owns or regulates them.

The Internet has flourished because it has operated under the principle that engineers, not politicians or bureaucrats, should solve engineering problems.

Today, a new challenge is upon us. Pipes are filling rapidly with “peer-to-peer” (”P2P”) file-sharing applications that crowd out other content and slow speeds for millions. Just as Napster produced an explosion of shared (largely pirated) music files in 1999, today’s P2P applications allow consumers to share movies. P2P providers store movies on users’ home and office computers to avoid building huge “server farms” of giant computers for this bandwidth-intensive data. When consumers download these videos, they call on thousands of computers across the Web to upload each of their small pieces. As a result, some consumers’ “last-mile” connections, especially connections over cable and wireless networks, get clogged. These electronic traffic jams slow the Internet for most consumers, a majority of whom do not use P2P software to watch videos or surf the Web.

At peak times, 5 percent of Internet consumers are using 90 percent of the available bandwidth because of the P2P explosion. This flood of data has created a tyranny by a minority. Slower speeds degrade the quality of the service that consumers have paid for and ultimately diminish America’s competitiveness globally.

While the Federal Communications Commission are trying to spur more competitive build-out of vital “last mile” facilities, especially fiber and wireless platforms, this congestion will not be resolved merely by building fatter and faster pipes.

Last summer, a new nongovernmental organization, the P4P Working Group, was formed to find a solution. The group has already field-tested dramatically increased delivery speeds of P2P content over cable networks (up 235 percent) and other networks (up 898 percent in some cases). It is working with industry and consumers to create a “P2P Bill of Rights and Responsibilities.”

Such dynamic work is progressing without a government mandate or regulatory framework. Soon, however, that could change.

Since the fall, the FCC has been considering allegations filed by public interest groups that cable operator Comcast violated FCC rules by “managing” or “interfering with” the upstream flow of certain P2P video applications, namely those of a company called BitTorrent. The allegations boil down to a suspicion that Comcast was motivated not by a need to manage its network but by a desire to discriminate against BitTorrent for anticompetitive reasons. Comcast maintains that any interference was imperceptible to consumers, occurred in minuscule amounts of time, and was limited to peak congestion periods and areas. Comcast and BitTorrent settled their dispute in March; in fact, they issued a statement saying in part that “these technical issues can be worked out through private business discussions without the need for government intervention.”

Despite this settlement, some are calling for the FCC to rule that Comcast’s actions were illegal and should be punished. Others contend that the FCC has no enforceable rules that apply to such situations and that the issue should be addressed through a rule-making proceeding, with an opportunity for public comment, or through congressional legislation. We have examined the arguments on both sides and are poised to decide the matter this week. But regardless of what that ruling stipulates, the issue of what constitutes appropriate Internet network management will be debated for some time.

Our Internet economy is the strongest in the world (debatable but not the fastest). It got that way not by government fiat but because interested parties worked together toward a common goal. As a worldwide network of networks, the Internet is the ultimate “wiki” environment — one that we all share, build, pay for and shape. Millions endeavor each day to keep it open and free. Since its early days as a government creation, it has migrated away from government regulation.

If we choose regulation over collaboration, we will be setting a precedent by thrusting politicians and bureaucrats into engineering decisions. Another concern is that as an institution, the FCC is incapable of deciding any issue in the nanoseconds that make up Internet time. And asking government to make these decisions could mean that every few years the ground rules would change based on election results. The Internet might grind to a halt in such a climate. It would certainly die of clogged arteries if network owners had to seek government permission before serving their customers by managing surges of information flow.

A better model would allow collaborative groups to continue to do what they have done for years. If they can’t reach an agreement, — which has never happened — then government could examine the situation and act accordingly. Sometimes shining sunlight on issues produces amazingly beneficial effects, and the public interest groups that raised the BitTorrent matter should be praised for doing so. Yet before venturing into the unknown, we should remember something President Bill Clinton said in 1997: “Governments should encourage industry self-regulation wherever appropriate and support the efforts of private-sector organizations to . . . facilitate the successful operation of the Internet.” What we do, or don’t do, will affect tomorrow’s networks. Let’s stick with what works and encourage collaboration over regulation.

Editors Note: we need more broadband and we need faster access. With advances at the computing power and HD like video it’s a matter of time that the US advantage diminishes (at all levels).

July 24, 2008

Upside to Wireless Spectrum Wars - NextWave - Next Big Google Wireless Jackpot?

Filed under: BroadDev — Tags: , , , , — John Furrier @ 10:44 am

Analyst Anton Wahlman wrote a post on seekingalpha that is bullish on Nextwave. Anton goes on to suggest that Nextwave might be spinning off the Videopacket technology that is from what I’m seeing being the centerpiece of Google’s Android platform.

Google reiterated its plan to bring its Android operating system to market later this year. WAVE’s PacketVideo software is part of this, and several top-tier handset makers finalizing their products.

This is one of those quiet stories in the confusing spectrum wars. As the spectrum maps starts to materialize around providing broadband like coverage (hello iphone and mobile broadband), is NextWave positioned for a big score?

Anton Walhman thinks so.

Anton writes that the stock is rising because of the following:
1. WAVE sold $150m worth of AWS spectrum, primarily to T-Mobile USA. My preliminary analysis suggests that approximately 600m MHz POPs were sold, implying an average price of $0.25 per MHz POP. This price, while significantly lower than the recent prices paid in Canada, was still materially higher than the price suggested by short-sellers (see SeekingAlpha article “Why I’m Short NextWave Wireless” from May 16, authored by an anonymous source). This would leave WAVE with 347m MHz POPs in the AWS band to be sold at a future date, perhaps at higher prices resembling the recent Canadian auction.

Conspicuously, the $0.25 price paid for these tier-2 city properties resembles the $0.28 nationwide average price assumed in the Sprint (S) - Clearwire WiMax merger little over two months ago. In the US alone, WAVE now has 347m + 2,807m + 972m = 4,126 MHz POPs left after the first tranche sold to T-Mobile USA and others. Forgetting the huge premium normally assigned to NYC and other properties, simply and crudely applying a $0.25 price across the board, still leaves you with over $1 billion coming into the door over the next several months. Figure $150m or so per month for 7 months for $1.05 billion.

WAVE’s market cap on Tuesday was $3.91 x 103m shares = $403m. Then add WAVE’s international spectrum assets plus the chip, systems level and software businesses.

2. Speaking of future spectrum sales, Tuesday night’s 8-K filed with the SEC provides for what will likely be the next milestone in WAVE’s monetization schedule: “NextWave plans to provide an update regarding these efforts upon filing its Quarterly Report on Form 10-Q for the fiscal quarter ended June 28, 2008 on August 7, 2008.” These next steps can include a combination of more spectrum sales, divestiture of any of the chip, software or systems level businesses, or new equity/debt investments. The newly beefed-up balance sheet could also allow for a favorable debt renegotiation.

3. WAVE appears to be only a week away from hitting the jackpot with the FCC in conjunction with the Sirius (SIRI)/XM (XMSR) merger. This article lays out the details as well as any. In brief, the FCC may impose a condition on the Sirius/XM merger to the effect of them having to clean up their long-time pollution of the 2.3 GHz WCS spectrum. If this happens – and it’s now looking likely, if one is to believe the experts and the recent reporting – it would dramatically increase the value of WAVE’s 2,807m MHz POPs in this band. The FCC vote is scheduled for August 1. Would anybody in the right mind dare be short WAVE stock going into that meeting?

4. Google reiterated its plan to bring its Android operating system to market later this year. WAVE’s PacketVideo software is part of this, and numerous reports on Engadget and similar sites show several top-tier handset makers finalizing their products. The significant value of this WAVE software will become evident in less than 6 months from now, when it will be mentioned alongside iPhone and Blackberry in terms of underpinning the hottest handsets in the market.

$60-$80m in 2008 revenue, growing 100%+ into 2009, multiplied by a 4x-5x multiple…hmm, could be worth almost $1 billion once the Google Android phones hit the market this Holiday Season. Hey, why not spin it out or sell it? Is this the update we should expect on August 7? Probably not, but would you dare bet against it?

Powered by WordPress