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- Web 2.0 Innovation Not Dead
- Tim Poulus submits: How long has it been since a great new Web 2.0 service was launched - or bought for a crazy amount of money? Has innovation come to a grinding halt? Take a look at Twitter or LinkedIn; seem like the latets fads, but they have been...
- External links 2008-11-13
- Thoughts on Verizon's Wholesale FiOS Internet Deal
- Tim Poulus submits: Verizon VZ has closed a wholesale deal with DSL Extreme to resell FiOS internet not TV or voice, which will be marketed as Fiber Extreme. Fiber Extreme will undercut Verizon's price points. The 50/20 Mb/s service will be sold for $100/mo, whereas at Verizon it costs...
- External links 2009-05-08
- How ISPs Can Differentiate Their Video Offerings
- Tim Poulus submits: One question that keeps being asked is: why don't ISPs move away from the flat-rate pricing model? Good question of course, and not so easy to answer.ISPs started this offering when always-on broadband made its appearance, most notably at a time when video wasn't part of...
- External links 2009-03-11
- KPN N.V.: Structural Separation Revisited
- Tim Poulus submits: What do you do when officials from a regulator and a munifiber operator tell you that they think that structural ownership separation of the Dutch national incumbent, [[KKPNY.PK]], is not needed? That is what happened last Friday. They asked me not to quote them, which of...
- External links 2009-03-10
- Telstra Gears Up to Take on the NBN
- Tim Poulus submits: Telstra (TLSYY.PK) is launching the roll-out of DOCSIS 3.0 on its five city HFC network. They are targeting 100 Mb/s to 1m homes in Melbourne by Christmas and claim it is upgradeable to 200 Mb/s. Total spend in 2009: AUD 300m. Some remarks: by Tim Poulus
- External links 2009-03-10
- FTTH vs. DOCSIS vs. VDSL
- Tim Poulus submits: Comparisons of FTTH and DOCSIS (.pdf) usually aren't very thorough. So I got some industry intel to help me better understand the differences. Here's a first shot at providing a better comparison.The conclusion could be that FTTH is superior, but upgraded HFC networks will go a...
- External links 2009-03-03
- Telstra CEO Steps Down, Good News for Open Access FTTH
- Tim Poulus submits: What was rumoured before is now a fact: Sol Trujillo will step down as Telstra's (TLSYY.PK) CEO by June 30. The board expects to have found a successor by that time.This is potentially good news for all who believe in open access FTTH. The real reason...
- External links 2009-02-26
- Silicon Valley Clusters Might Limit Skype Sale
- Tim Poulus submits: Skype was probably rumoured to be for sale the day after eBay EBAY bought it. Recently, at the Q4 analyst meeting, new speculation found fertile soil. I added a little myself.There is an interesting case for incumbents to take a look at Skype (which is not...
- External links 2009-02-19
- Ingredients of a Possible KPN/OPTA Deal
- Tim Poulus submits: My son takes swimming lessons, and I discovered there is something distinctly fishy about it. It has all to do with perverse incentives: the teachers have no interest in making him go through the course in the shortest possible time. That would only endanger their jobs....
- External links 2008-12-03
- Telstra Threatens Against Structural Separation
- Tim Poulus submits: Conventional wisdom is: an incumbent building a NGN equals re-monopolisation; it therefore must offer open access to rivals. But if it has to offer open access, it has no way of earning a decent return on NGN investments. So much for conventional wisdom. by Tim Poulus
- External links 2008-11-23
- KPN Still Deciding on FTTH or FTTC
- Tim Poulus submits: Last week, KPN's FTTH plans were leaked - possibly to test investor appetite for large-scale FTTH investments. Officially, they are testing demand and will decide 09 H2 to go either FTTH or FTTC. Whatever is the case, the coming week will be eventful. Not only does...
- External links 2008-11-23
- IBM Launches Stimulus Fund as Business Case for FTTH Is Improving
- Tim Poulus submits: In theory, the business case for FTTH and the like is improving. Total cost of ownership is being reduced continually, broadband demand and traffic are growing, the cost of waiting is increasing, etc. Again, in theory that should attract investors. Obviously, the crisis, a...
- External links 2009-05-28
Additional Resources
- Fiber To the Home: Will They Ever Learn?
- Tim Poulus submits: This is a remarkable statement coming from an alternative operator, TelstraClear of New Zealand. The telco says the main result of faster broadband links to the home may be more downloads of pornography and movies rather than improvements to productivity, quotes the New Zealand Herald. "At...
- External links 2008-09-02
- Alcatel-Lucent's New CEO: I Will Bring You Down, Baby
- Tim Poulus submits: Everybody seems Himmelhoch jauchzend over Ben Verwaayen as Alcatel-Lucent's new CEO. Following a very sound tradition, here are some second thoughts. After all, he's Dutch and so am I; he's getting his hands on millions and I'm not. So, I will bring you down, baby....
- External links 2008-09-04
- Peek Is to T-Mobile What Kindle Is to Sprint
- Tim Poulus submits: Peek is a New York company launching a specialized email device no other functions under the same name, including service. Read this article for all the details. The Peek device will cost $100 and service will be 20 $/mo (flat fee, no contract). T-Mobile USA is...
- External links 2008-09-04
- Recent Developments in FTTH
- Tim Poulus submits: On Monday, Analysys Mason published its fiber-in-the-UK report for the Broadband Stakeholders Group. Recently, there have been a wide range of FTTH related developments. Let's first make a little list of them:Incufiber: KPN is steadily, if not stealthily, rolling out through its Glashart ('heart of glass')...
- External links 2008-09-10
- Telefonica: No Takeovers?
- Tim Poulus submits: Telefonica TEF, for the umptieth time, denied any interest in E-Plus owned by KPN, or any other European telco for that matter.I feel however that a 'minor' transaction in Germany (not E-Plus) cannot be ruled out. The market is fragmented and any next-generation investment requires a...
- External links 2008-09-16
- Google's Using My Pipes for (Almost) Free!
- Dean Bubley submits: Tip of that hat to Tim Poulus for pointing me towards this amusingly partisan "study" about the fact that consumers - and implicitly their broadband providers - are "subsidising" Google's GOOG use of the Internet access. Sponsored by a "a pro-competition e-forum funded by broadband interests"...
- External links 2008-12-08
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