The Special G Diet Plan

Mercury News reported that Google paused the roll out of its Google Fiber network across the Silicon Valley, and considered wireless (mmWave) instead of fixed (FTTP) for building connections. Big G purchased last June* Webpass, an ISP operating in 5 markets including the Bay area, and proposing both fiber and point-to-point wireless broadband solutions.

 
Google can use unlicensed spectrum and get a significant base to test broadband services, particularly for companies. These small, captive cells could become interesting entry points for 5G, without waiting for WAN technos to emerge. 

Will Google Fiber have to rebrand itself? Well you always need some for the backbone. And since Alphabet is also into medical fields, they already know that one fibers can't be digested, and two fibers can facilitate digestion.

Webpass won't be the last one to be wolfed down.

mot-bile 2016


* " Google Fiber agrees to acquire Webpass" (Webpass - June 22nd, 2016)

FCC : the end of regulation or the end of non-regulation ?

mot-bile 2010 - A regulator that fails to regulate may need some fixing.

After being awarded the right to deregulate broadband by a Supreme Court ruling in 2005 on the ground that it would not be a telecom service but an information service, the FCC allowed broadband subs to plug whatever hardware or software they pleased to their access, but after that ordered ISPs to fight against peer-to-peer abuses. Comcast logically sued and won the case at a federal court.

That same FCC has also been working on a much advertised National Broadband Plan which now appears to be left to its own devices.

The only way out of this farcical situation would be for lawmakers to restore some regulatory power, a move that could prove unpopular for partisans of freedom on the liberal front (no regulation for the internet : that's fascism) as well as on the libertarian side (no regulation whatsoever : that's socialism). If Obama thought he was done with ideological battles between health care madness and financial reforms, here's yet another hot potato to catch before mid-term elections.

Google Smokescreen Computing : May The Dark Fiber Be With You

Google has made some progress since its previous experience as an innovative ISP (see "Google TiSP - US Open at Flushing Windows). Big G issued a nice video (see below*), but here are a few keywords :

Crowdsourcing - "Today we're putting out a request for information (RFI) to help identify interested communities".

Interested in what ?

1 Gbps FTTH - "We'll deliver Internet speeds more than 100 times faster than what most Americans have access to today with 1 gigabit per second, fiber-to-the-home connections. We plan to offer service at a competitive price to at least 50,000 and potentially up to 500,000 people."

A lightweight on the market ?

Lobbying - "We've urged the FCC". We'll soon be urged by the EU but that's not the issue of the day...

Not in a hurry when it comes to digging your own grave ?

Digging - "We'll test new ways to build fiber networks". Like we don't actually build but find partners, or bail out people lost in the dark fiber, or invent smokescreen computing.

Smokescreen computing ?

The highest stage of cloud computing.

mot-bile 2010

*

"Think big with a gig: Our experimental fiber network" (20100210 - Official Google Blog)

Femtosat, but not seamless yet

Covering France has always been a headache for operators : unlike in the UK, population is very much dispersed, and 75 million visitors roam the country every year with a special fondness for bullet trains, mountain hiking, or kayaking down remote valleys.

Curing the great "digital divide" between broadband France and forsaken France became a national cause, local administrations pushing their own agendas to prevent businesses from leaving their regions, and national authorities forcing operators to pool resources in non-telecomly-strategic areas... As of today, total unbundling is available only in 30% of France Telecom POPs, and even Paris is struggling : rolling out FTTH remains a painstaking process from one old building to another.

As far as 3G is concerned, SFR is supposed to cover 90% of the population and 98% by 2012, but remains closer to 80%. Orange is not respecting its own obligations either. Bouygues Telecom ? even further downhill... Many wonder how potential newcomer Iliad Free could roll out a brand new nationwide 3G network...

But for the public, all 3 incumbents are seen as Scrooges : either of the Scrooge McDuck kind, sitting on a mountain of money and refusing to spend it, or of the Ebenezer Scrooge kind, bitterly sitting in the dark while everybody else expects Santa Claus Free Mobile for Christmas.

SFR obviously refused the role and announced two innovations for this week (for the moment, same brand but different worlds) :

=> a Satellite Internet Pack with Eutelsat (from EUR 29.90 / month for a not so broad band - max 3.6 Mbps and 4.7 GB -, but unlimited browsing between 11 pm and 7 am)

=> a femtocell quad play booster, Home 3G (via SHD, a.k.a. Société du Haut Débit, a SFR / Neuf Cegetel unit). Theoretically, Home 3G's EUR199 adaptor can be plugged on any ADSL box, but not all equipments will be compatible :



4 SFR 3G subscribers will be able to communicate at the same time on the same femtocell, but if they fully enjoy the service from day one, they may adapt their usage after receiving the first bill... and reconsider the virtues of the ADSL box they had in the first place.

Nevertheless, the best defense is a good offense, and being the first to strike at the macro and micro level necessarily paves the way for the next steps.

mot-bile 2009

Virgin Media Universal Music Unlimited

UGC certainly boosted movie theater frequentation in France with their unlimited movie service. Back then, preventing piracy was less the issue but somehow, it hooked a new generation to the going-out-for-a-movie experience... and broadcasters to the idea that the movie industry was still able to produce blockbusters.

This time, mother company Vivendi is more directly coping with illegal music download. The answer : legal but unlimited music download for Virgin Media customers (for GBP 10 to 15 per month according to Reuters).

The innovation in the concept comes from the pledge made by the ISP : Virgin will fight piracy and even suspend temporarily the lines of offenders.

The partners can expect positive peer pressure : UMG rivals to join the Virgin initiative, and Virgin competitors to follow the scheme.

A win-win proposition which could - at last - help legal streams become mainstream.

Orange Hello, is it me you're looking for ?

Orange Hello is an internet computer for dummies, the word "dummies" covering the minority of techno- / PCphobes who never considered purchasing nor using a computer, and people ready to pay EUR 1 + EUR 39.9 per month for a simple play (internet access) instead of the standard EUR 29.9 per month for a full triple play... Ideally, seniors with a comfortable pension but lacking the courage to join their kids and grandkids in the internet age. Grandkids who mock at their absence of smart screens at home. Grandkids who may even not enjoy staying overnight simply because here, they can't browse the web on a bigger screen than their own smartphone.

Hello is expensive, granted, but delivers, installs, and maintains at your place a PC with an almost iMacish look : a thick 15 inch- screen connected to a keyboard and including a 120 Go hardrive, a webcam, and a broadband modem. Orange makes sure Kids can get their daily fix : features include messenging, video, music, games, web TV... (plus text to speech for their myopic dinosaur ancestors).

A little sexier than Jean-Louis Constanza's first device meant as an entry point to French households : a no-frills fixed phone that would automatically compose the 4 prefix for Tele2 France customers.

Now CEO of Orange Vallee, Constanza (who after the Swede category killer moved on to Ten MVNO) is still working on pedagogy and simplicity for new usages in daily communications, only with smarter technologies, and different budget constraints for the operator... and obviously the customer.

Hello can be considered as the big brother of another Orange Vallee device* : Tabbee, an always on, family friendly, stand alone web terminal featuring a 7 inch touch screen.

But Hello doesn't have a touch screen. So don't even dream about smearing your Hello screen while imitating John King with your greasy fingers. All you may ruin is the supposedly more intuitive and user friendly keyboard. Because believe it or not, even French dummies know how to use a keyboard.

Orange can thank mother company France Telecom for this miracle : most post Y2K seniors are former Minitel users.


* While I'm at it : "Orange Vallee"'s 2009 Summer Collection include mobile platforms (WorMee music platform, Application Shop, TV d'Orange for iPhone, Orange 24/24 news engine), entertainment accessories (Hi-Fi Adapter, Media Remote Control), business / messenging solutions (Instant Messenger for all, Visual Voicemail, Teleconference, Medical Office)... see Orange Innovation TV for details.

Bouygues not for sale ? How about TF1 ?

France's new president makes no secret of his friendship with Martin Bouygues, Arnaud Lagardere, Serge Dassault or Vincent Bollore, major players in France's industrial and communications landscape.
As soon as Sarko got elected, L'Expansion revived rumors of a takeover of Areva and its nuclear gems by Bouygues, and the eventuality of the sale of Bouygues Telecom for EUR 8+ bns. Sarko loves Amerika but AT&T may have other fish to fry than a small spot in the middle of a saturated Europe. Deutsche Telecom just sold its ISP in France (Club Internet), but KPN (a fellow DoCoMo partner) confirmed its interest. And Telefonica has been expecting some reciprocity since Orange entered its home market. Even Vodafone could prefer 100% of France's #3 to 44% of #2 SFR....
Whatever. Bouygues doesn't seem as focused on communication as it used to. Lately, the group lost TPS to Canal+, the battle for TNT / DTV's best slots, part of its soccer rights to France Television, plus his Darth Vaderish leader Patrick Le Lay is about to be replaced by Nonce Paolini, a man who was deliberately sidelined during the elections nights, these key moments when medias meet with all politicians...
Beyond Bouygtel, the sale of TF1 would be a major hearthquake.
Vincent Bollore hates Bouygues and provided the private jet and yacht to Sarkozy for his Malta honeymoon with France. Silvio Berlusconi loves Nicolas Sarkozy and has unfinished business with France. He would be delighted to help Bouygues refocus on its core industrial activities. Bouygues Telecom could be sold once the question of the 4th 3G license is closed, opening a new era of partnerships at the wireless as well as the landline level (Free Iliad ?).

Google TiSP - US Open at Flushing Windows

Big G's top execs kept a poker face each time they were asked how their ISP plans were doing ? They just answered with a royal flush.

Forget about PLC (PowerLine Communications) : even in its Beta version, Google TiSP (see Google Box below) sounds like the perfect solution for broadband applications. And Google does have the content to fill the pipes (for those who subscribe by the end of the first day of April, Google Music offers a free download of Screamin' Jay Hawkins's famed "Constipation Blues").

Google Labs are already working on premium add-ons. Rumors mention cross marketing with Nike for Google Air Freshener.

free without Boukobza

Mickael Boukobza, who brilliantly ruled for 7 years over the development of France's most disruptive player in the telecom arena, will quit by this summer. His successor took part in some of TF1's most exciting moves beyond its core business (TPS, Metro, production...). A protege of Patrick Le Lay, Maxime Lombardini leaves the TV giant just before his boss retires, and joins Iliad at a rather exciting moment : here, the whole business is about to venture in unknown territories.
free should easily reach its target of 2.8 M ADSL customers EOY 2007*, and 4 M EOY 2010 doesn't seem a totally farfetched goal... It's just that the competitive landscape and the nature of the job are bound to change with WiMAX and FTTH (not to mention 3G**). It's just that you'll have to be strong to make it in the convergent, troubled, boost or bust times ahead.

The capacity to deliver, but also to anticipate and to evolve quickly have been free's trademarks under Boukobza. Let's see if this survivor of the internet bubble manages to reach yet another level with a different player at the joystick.

* EOY 2006 : 2,278,000 - 75.9% undbundled - ARPU EUR 34.5
** see previous episodes : "3G license part III - France's fourth wedding or a funeral ?" (20070309) "3G & 4G - WiMAX flirts with ITU " (20070303) "Free WIMAX and quadruple play" (20051226)

Free broadband for broadwallets

Back to the future : remember the panic seizing operators when the "free internet" tidal wave landed on their shores ? We're back at it and with a larger magnitude.
But this time is different. Operators surf the wave and just unleash a small part of the potential of truly convergent offers.
After Carphone Warehouse and BT, Orange UK announced a free broadband bundle. Actually, you have to subscribe to Orange the mobile service to get Orange the fixed broadband service for free. In other words, Wanadoo is dumped a second time within a few weeks.
So even these days, there's no such thing as a free service. For instance, "Free" requires paying £20.99 per month at CWH.
Vodafone are expected to announce something beyond their getting rid of Arcor or a few of their top execs getting rid of their positions.

IPTV and happy TV

Korea already enjoys 12M broadband connections ; about 80% of all households or 25% of the population, compared to about 45% and 80% for fixed and mobile lines. Yet, genuine IPTV cannot be launched, limiting Korea Telecom to a few symbolic demos despite their ambitious plans for 2006 ($300M). Now they're talking Q2 2006 for an actual launch.
The Korean Broadcasting Commission, backed by the country's powerful cablecos, plays it "over my dead body" : IPTV is broadcasting stuff, not to be regulated by a telecom body.
Elsewhere, Mobile TV is still struggling. We're not hearing much about TuMedia stats and SKT officials are more verbal about MelOn (600k paid subs out of 4M).
Anti-competitive issues notwithstanding, Korea's MNOs would certainly love to put a few wons in classic TV channels. And I guess with higher stakes than NTT DoCoMo in Fuji TV.

Free WIMAX and quadruple play

Iliad remains a great wonder in the ever consolidating telecom world. When the minitel specialist launched its disruptive None Networks in the late 90s, I must confess I didn't think they could last very long. Freesbee (now the triple-and-soon-quadruple player Free) looked like the kind of free ISPs the founders would sell right before the bubble burst.
But they're damn good at what they do and since they're actually free, they don't have to cope with international partners and don't care about standardization* : they can go straight to the point with the solution they need, even if they have to develop it for themselves. The Freebox was the ultimate proof of their ability to deliver the goods - even technically tricky ones - with a very aggressive TTM. From an ADSL2+ basis, they recently reached 174 / 18 Mbit rates with a home made "F-ADSL". "Asynchronous" ? You bet, from a competitor's point of view. And it shows in the "Digital Subscriber Lines" : two thirds of Free's 1.5M ADSL customers (France Telecom's main challenger) can enjoy TV over DSL (Europe's leader). Following the deal with Altitude Telecom, Free enjoys a nationwide Wimax license and announces disruptive quadruple play offers... nothing seems to stop them. Hell, thanks to Michaël Boukobza's well deserved aura, Iliad even survived a nasty scandal involving its founder Xavier Niel.
2006 looks like another make or break year and could turn out to be both the best and the worst year to confront France's big guys : the 3 MNOs have just been heavily fined for anti-competitive behaviors and the broadcasting landscape is being totally reshuffled after the CanalSat - TPS deal.
Guess what ? All could face yet another disruptive new entrant.

Saturday night Feeva - gloocalization

More about Google's next steps : after Business 2.0, Business Online cites Big Goo's interest in Frisco's Feeva as the sign of a potential move towards network operating but I'm not so sure that's the point.
Feeva are not into WLAN rolling out. They consider themselves as "dedicated to (i) Personalizing the user’s Internet experience to deliver relevant, timely, localized and customized information
(ii) Accelerating the proliferation of personal broadband Internet access
(iii) Shifting the economic center of gravity by making the usage of networks underwrite the cost of using the networks".
Google is into providing their clients with what they want, starting with relevant search results for consumers, relevant targets for advertisers and relevant ROI for shareholders.
They're traditionally weak in broadband demanding apps but all their recent moves are meant to change this.
With people like Feeva, they're learning about new dimensions in context marketing. Feeva and Google Earth are about localization and Google is simply going gloocal.

Hardcore gaming

According to Marketing Insight, 40% of Korean mobile users are also m-gamers - over 6% for hardcore mobile gamers (daily use). If you want to know what a Korean hardcore gamer is, ask Mr Lee : the 28 year old collapsed after playing 49 hour non stop in a PC Bang. Mr Lee would often stay there 3 days in a row but this time he died. No wonder : I tried the same game ("World of Warcraft") in a PC Bang and had to leave after one hour, my heartbeat pulsing a steady 359. Around me, people wouldn't leave the screen one second, even while ordering ramions or pizzas with their mobile phones. I also left because I had been methodically buldozed, nuked and vaporized by a giant bug army (who happened to be controled by a 12 year old), but luckily enough, I survived in real life.
Now you can turn your own home into a PC Bang : in http://ftth Korea (Fiber To The Home), 100 Mbps rates are getting common and BcN (Broadband Convergence Network) first pilots are starting in Seoul thanks to DaCom* (a broadband-VoIP-broadcasting triple play for the 350 first customers). The Government wants every Korean to have at least a 1 Mbps connection by 2010 and the country proved it could deliver.
I wonder how life in appateu will look like when everybody's playing with 3D goggles on an ultimate shoot'em all...

* Among the other 3 BcN consortia, those led by KTF and SKT are focusing on wireless first (unlike DaCom, their core business) : real convergence in BcN may take 2 more years and both players already enjoy key entry points in the country's households. Note that KTF launched their mobile music portal half a year after SKT : dosirak started last may (download & streaming services - 192 Kbps for streaming, interesting coupon packages) and should get 300,000 customers by year end (MelOn targets 800,000 paying subs at that time out of 3M total subscribers - they hit the 2M mark after 7 month).

WiBroken hearts

How could WiBro possibly make it ? KT seems to maintain their 2006 TTM but earlier this week Hanaro decided to drop a techno their partner SKT was already feeling so-so about (focusing on HSDPA, the next "universal" mobile techno...). The MIC may be looking for new WiBro license holders, who can sign a check for it and for the roll out ? That would be a little bit less than a billion bucks for an ailing project even the nation's #2 broadband powerhouse can't afford. Hanaro still needs to recover from the purchase of Thrunet and must face fierce competition : Dacom's Powercomm is coming, and the leader KT keeps pushing harder on convergence (ie their last phone service KT Ann extends the home sphere with sms and more innovative gimmicks such as ringo). Even in Korea, being a leading broadband ISP is not enough anymore.

Quadruple play : all bases loaded

Road Runner has been running a M-VNO-like trial for about two monthes in Kansas City, MO. The heart of the US seems to be beating fine, even if the commoditization of quadruple play bypass surgery can take some time. "Beep-beep" took a Sprint to outpace the competition, but Time Warner Cable expects the Vile E. CableCoyotes (Comcast, Cox & Co) to follow suit soon.
Content isn't the key issue : the ability to deliver will count (ie Time Warner Investments keeps a few coins in GoldPocket), and voice will remain the killer app... If not the killee app.