Friday, March 27, 2015

25 Annoying Phrases to Avoid at Work

Here are 25 cliches or "annoying phrases" we all should try not to use. I suppose the phrases are annoying because they are almost value free throw aways. 

I've been working on avoiding "at the end of the day" for some months. But "touch base" and "ping me" are on my list.

At the end of the day
Back to the drawing board
Hit the ground running
Get the ball rolling
Low hanging fruit
Thrown under the bus
Think outside the box
Let's touch base
Get my manager's blessing
It's on my radar
Ping me
I don't have the bandwidth
No brainer
Par for the course
Bang for your buck
Synergy
Move the goal post
Apples to apples
Win-win
Circle back around
All hands on deck
Take this offline
Drill-down
Elephant in the room
On my plate

Johnson and Johnson, Google to Create Surgical Robotics System

Johnson and Johnson says Ethicon, a medical device company in the Johnson & Johnson family of companies, will work with Google to develop a surgical robotics platform.

Robotic-assisted surgery is a type of minimally invasive surgery that uses technology to give surgeons greater control, access and accuracy during the surgical procedure while benefitting patients by minimizing trauma and scarring, enabling accelerated post-surgical healing, Johnson and Johnson said.

Cable TV Unbundling Coming to Canada, in 2016

Cable TV channel unbundling--though not complete unbundling--is coming to the Canadian market. By the end of 2016, subscription TV customers in Canada will be able to buy many channels they want, one by one or in small packages, the Canadian Radio-Television and Communications Commission has ruled.

By the end of 2016, TV subscribers will have the option to add those networks to a “skinny” basic cable package that will cost no more than $25 a month. But consumers can buy a traditional bundle of channels if they choose.

Distributors must have the “skinny” basic service announced Thursday in place by March, 2016.

That tier must include all local and regional stations, public interest channels such as the Aboriginal Peoples Television Network (APTN), education and community channels, plus provincial legislature networks.

If distributors wish, they can add national over-the-air stations such as CTV, City and Global, or U.S. networks ABC, CBS, NBC, FOX and PBS. But they cannot raise the price beyond $25 a month.

By December of 2016, other channels must be available a la carte. But those channels also can be sold in a small bundle of perhaps five or 10 channels, which might be built by the viewer or the distributor.

It isn’t yet clear what the impact will be, as consumer can buy the traditional bundles or the skinny bundles, plus a la carte channels. At some point, the traditional bundle is cheaper, so many consumers will not switch.

One issue might be how many non-subscribers will find the skinny bundle--with or without a la carte channels--attractive. Another issue is the extent of downgrades to the skinny bundle.

Some of us would not expect significant changes in subscription rates. But to the extent there are changes in average revenue per account, the pressure has to be to the downside.

Thursday, March 26, 2015

AT&T Boosting High Speed Access to 75 Mbps, Prelude to Gigabit

AT&T has boosted consumer Internet access speeds to 75 Mbps in parts of Houston ; Baton Rouge, La; Grand Rapids, Michigan, Milwaukee, Wisconsin; Mobile, Alabama; New Orleans, Louisiana; and South Bend, Indiana.

Those speeds also are available in Augusta, Ga.; Charleston, S.C.; Cleveland, Columbus and Toledo, Ohio; El Paso, Texas; Fort Lauderdale and Miami, Fla.; Monterey and Sacramento, Calif.; and St. Louis, Mo.

Those efforts are part of AT&T’s broader effort to enhance speeds in markets across the country, including gigabit access networks in a number of metropolitan areas across the United States.

AT&T invested nearly $1.4 billion in Houston between 2012 through 2014, and about $1.5 billion in Los Angeles over the same period and $2 billion New Jersey, among investments across the United States.  

AT&T announced a major initiative in 2014 to expand the availability of U-verse with AT&T GigaPower in up to 25 markets nationwide, including Houston. The upgrades to 75 Mbps are a first step in that process.

Will History Repeat for Major New Satellite Constellations?

The assumption made by a number of would-be operators of brand-new satellite constellations designed to bring Internet access rapidly to users across the globe is that there is a sizable untapped market.

That is true today. How true the assumption might be in several years is the issue. That has been a market-opportunity killer in the past. An earlier generation of entrepreneurs argued new satellite constellations would supply huge unmet demand for mobile telephone use.

Instead, mobile operators moved dramatically to fill the demand before a couple of the ventures could launch, while Iridium, which did launch, went bankrupt.

That scenario is at least conceivable, once more.

Consider Thailand. Though details are yet unsettled, Thailand wants to launch a national high speed access program to reach literally all villages in Thailand, and provide affordable Internet access for all,  within about 18 months.

If implemented, the initiative could affect the addressable market for new providers, as well as market share of mobile and fixed service providers in rural areas of Thailand. Replicated more broadly across South Asia and Southeast Asia, the market opportunity for affordable Internet access provided by satellite could shrink dramatically.

It is unlikely mobile Internet service providers, for example, will do nothing, and wait for the demand to be filled by rival suppliers. In Thailand, the government itself has ambitious plans.

"Infrastructure  is the fundamental factor of the digital economy,” said Deputy Prime Minister MR Pridiyathorn Devakula.

The focus on digital-economy policy is touted as the key foundation of the country's economic development. To be sure, previous governments have made the same argument.

Thai Internet access adoption currently is about 26 percent of households.

Thailand also is preparing for an auction of spectrum to support fourth generation Long Term Evolution networks in Thailand.

Just how much spectrum will be made available is yet unclear.

NBTC Secretary-General Takorn Tantasit announced that a 50 MHz spectrum cap would be put in place for private sector bidders in Thailand's upcoming 4G auction and would take into account current spectrum holdings.

That move is intended to stimulate competition by ensuring that smaller bidders can acquire spectrum.

Two licenses of 12.5 MHz each in the 1800-MHz band will be available, as well as 20 MHz of 900 MHz spectrum, the bulk of which is currently being used by AIS under concession from state-owned TOT.

The Thai government also has asked the Information and Communication Technology Ministry to reclaim 100 MHz of unused 2.3 GHz spectrum from state-owned operator TOT for re-bidding as part of the upcoming 4G auctions.

At a meeting of the digital economy committee last week, deputy prime minister Pridiyathorn Devakula asked the National Broadcasting and Telecommunications Commission (NBTC) to look at including additional spectrum bands in the auction as well as the planned 900 MHz and 1.8 GHz bands.

The ICT minister has suggested that in return for giving up spectrum, TOT might be allowed to keep the 17.5 MHz of 900 MHz spectrum now used by market leader AIS.

At issue is whether some 2.6 GHz spectrum will be part of the auction. That seems unlikely, as use of 2.6 GHz for Long Term Evolution is not a global standard. Those frequencies were previously used by state-owned broadcaster MCOT.
Though Thailand is free to do so if it chooses, costs of handsets would be affected, as suppliers would have to create special Thai versions of their devices. Some other infrastructure implications, such as cell site planning, also would be affected.

National Broadcasting and Telecoms Commission (NBTC) the freedom to choose which spectrum bands it will auction and what format the sale will take. It has 900 MHz, 1800 MHz and 2.6GHz frequencies at its disposal. http://www.totaltele.com/view.aspx?ID=489415
The 1800 MHz spectrum the state has earmarked for 4G was previously used by True Move and AIS unit Digital Phone Co (DPC) for 2G services.
Some would argue the 50-MHz spectrum cap is specifically intended to help Dtac, a smaller provider in the market.

The larger point is that the market for consumer Internet access across South Asia and Southeast Asia seems to be entering a more-aggressive phase. ISPs will have to move faster to take advantage of the opportunity.

Global Average Internet Access Speeds Increase 20% in 4Q 2014

In the fourth quarter of 2014, the global average Internet connection speed increased 20 percent to 4.5 Mbps, while the global average peak connection speed increased 16 percent to 26.9 Mbps, according to Akamai.

In the Asia-Pacific region, South Korea had the highest average overall connection speeds at 22.2 Mbps, while Indonesia had the lowest at 1.9 Mbps.

Hong Kong had the highest average overall Internet peak connection speed at 87.7 Mbps, while Indonesia had the lowest at 13.4 Mbps.

In the fourth quarter of 2014, average mobile connection speeds ranged from a high of 16 Mbps in the United Kingdom to a low of 1 Mbps in New Caledonia in the fourth quarter of 2014. China had an average mobile speed of four; Hong Kong about 5.7 Mbps. India had average mobile speeds about 1 Mbps.

In the fourth quarter of 2014, China had an average mobile Internet access speed of about 4 Mbps; Hong Kong about 5.7 Mbps. India had average mobile speeds about 1 Mbps, according to Akamai.

Sri Lanka and Malaysia had average mobile speeds of about 2 Mbps, while Thailand average speeds were a bit lower, at about 1.8 Mbps. according to Akamai.

Wednesday, March 25, 2015

In 2019, 79% of U.K. Households Will Buy a Bundle

By the end of 2019, 79 percent of U.K. households will be buying a bundle with two or more services such as telephone, high speed access, subscription video or mobile service,  from the same provider, according to CCS Insight.

That pattern would not be unusual. In the U.K. market, some 60 percent of U.K. consumers buy a bundle of some sort, the “typical” bundle is a dual-play bundle of fixed network voice and high speed access, according to Ofcom, the U.K. communications regulator.

In 2014, about 43 percent of U.K. consumers purchased triple-play bundles.

Hard to Say What is Happening to Global Telecom Capex

It is impossible, yet, to say whether a big forecast revenue miss by Sonus Networks also will affect other suppliers of global telecom infrastructure.

Sonus blamed an expected miss of as much as 32 percent to 36 percent in the first quarter of 2015 on delayed orders and longer decision cycles.

For the first quarter ending March 27, 2015, revenue is now expected to be in the range of $47 million to $50 million compared to previous guidance of $74 million.

Some might expected a bit of a slowdown in global capital spending, as some mobile programs, primarily around fourth generation Long Term Evolution, wound down. But many analysts have been predicting capital investment levels that are flat.

Others have forecast declining capital investment in 2015, however.

It is possible some U.S. carriers are slowing investment because of unfavorable regulatory rulings, but other carriers, in other regions, might have reasons to maintain or even increase investment, especially to support new mobile infrastructure and fixed network Internet access.  

Zero Rating Facebook Lead to a Doubling of Mobile Internet Purchases in Philippines

Zero rating of content--allowing mobile users access to one or more Internet apps without requiring a mobile Internet subscription, is controversial in some quarters as a violation of network neutrality principles.

But zero rating works, as a way of introducing mobile users to the value of using the Internet, according to tests run by Globe Telecom in the Philippines.

The “Free Facebook” test, which offered all Globe mobile users access to Facebook, including those without a mobile data plan, ran from October 2013 to May 2014.

Over the course of the test, the number of data users on Globe’s network doubled, and the portion of Globe’s prepaid subscriber base who were active on mobile data expanded from 14 percent in September 2013 to 25 percent in November 2014, Facebook and Globe say.

In other words, the mobile Internet customer base nearly doubled.

Globe’s Free Facebook campaign (and similar internet outreach efforts by other players in the market), led to a six million increase in the number of active mobile internet users in the Philippines as a whole.

During the first phase of the trial, Globe’s user base increased by 17 percent. Along with continuing to use data, these users also shifted core telco spend over to Globe’s network, growing voice and text messaging revenues by five percent.

By the end of the first campaign, prepaid mobile data users grew from 4.8 million to 9.7 million, more than a two-fold increase.

After the test, Globe saw a 34 percent jump in average revenue per user, as customers converted to paid mobile service.

The percentage of Filipinos who access Facebook only from WiFi--and never from a mobile data network--decreased from 38 percent at the start of the Free Facebook campaign to 17 percent at the end of Free Facebook Phase two.

Comparing third quarter 2013 (pre-Free Facebook phase one) to the third quarter of 2014 (post-Free Facebook phase one) saw a 58 percent increase in mobile browsing revenue on Globe’s network.

Complain about zero rating if you desire. It worked to acquaint millions of Filipinos with the value of the Internet, and increased the number routinely using the Internet.

Does Net Neutrality Decision Illustrate New Balance of Political Power Within Ecosystem?

Some might take a cynical view of the Federal Communications Commission’s network neutrality rules, since politics matters in Washington, D.C., and matters greatly for the setting of communications policy.


To a great extent, politics also reflects perceived political power. So one might argue the perceived power of the ISPs has dropped, while the power of the app providers has grown.


In a way, this is the political analogy to the “content versus distribution” debate within the video ecosystem: who has more power within the ecosystem?


“What the net neutrality rules really demonstrate--and a little sooner that we are all comfortable with--is that a new status quo is emerging. And that status quo is Google, Netflix, Facebook et al,” writes Kieren McCarthy, of The Register.   

Others might note that executives from Google visited the White House once a week, on average, during the tenure of President Barack Obama.


Some might call that an exaggeration of the situation, but others might say there is great merit. Power within the Internet ecosystem has, for some time, shifted away from ISPs and access providers, and towards the app providers, in the same way one might argue power has shifted to content owners versus content distributors in the video ecosystem.


It perhaps is no coincidence that the video and content distributors (pipes and access) are one and the same. What seems most unique and valuable in video content or Internet ecosystems are apps and content, not access methods. In fact, people only want Internet access because they want to use the apps.


If you subscribe to the view that power matters, and gets expressed in politics and then FCC decisions, the net neutrality ruling will come as no surprise.


“The FCC hasn't suddenly discovered it must fight for the people's rights: it's simply realized that it's time to serve new masters,” said McCarthy. “The new rules are simply paving the way for the next generation of companies who will bend the market and government to their profit-making will – and be given the freedom to do so in the policies of today.”


McCarthy is blunt: “The people that will be most served by the rules are not consumers but large Internet companies.”


Google and Netflix didn't want interconnections between networks regulated, and so they were not regulated.  While the FCC sees future possible negative motives in the cable companies, it seems to think the opposite is true when it comes to the internet companies, McCarthy noted.


As McCarthy sees matters, one huge problem is that the FCC acted without knowledge. The agency’s "open internet" plan wanted Internet service providers to supply all information about network packet congestion including the source of it, its location, its size and so on. The actual order does not require such information. Why?


As the document notes, “we decline at this time to require disclosure of the source, location, timing, or duration of network congestion, noting that congestion may originate beyond the broadband provider’s network and the limitations of a broadband provider’s knowledge.”


In other words, congestion can happen for all sorts of reasons beyond an ISP’s control.


One might cynically say the FCC continues to “blame” ISPs for bottleneck or oligopoly practices, while it continues to see app firms as aggrieved parties.


The FCC is going to force cable companies to provide many more details over their internet offerings: everything from speeds, rates, restrictions and packet loss stats.
But the agency doesn't know how to. So it is asking its Consumer Advisory Committee to come up with a plan within six months.


The FCC is also going to be the place for disputes over how cable companies are ripping off consumers and internet companies on a "case-by-case basis." But it doesn't have such a facility, and has never really run one before so it will have to create and hire a new ombudsman, McCarthy says.


One might argue the Commission acted to prevent clear abuses of market power by cable companies. The issue is whether the Commission adopted remedies that are unnecessary, and ignored the growing power of app providers (edge providers) in the ecosystem.

The view seems to be that the ISPs are inherently monopolists, while app providers inherently are innovators posing no threat to Internet openness.

Tuesday, March 24, 2015

Google Fiber Salt Lake City Gigabit Network is in Design Phase

Salt Lake City is among the new U.S. metropolitan areas--including Atlanta, Charlotte, Nashville and Raleigh-Durham-- metro areas now in the design phase of Google Fiber’s gigabit Internet access service.

In a Competitive Market, the Low Cost Provider Wins

One business lesson I learned in the cable TV business decades ago was that,  “in a competitive market, the low cost provider wins.”

It also helps when a business can create or discover entirely new sources of revenue as well. But operating costs, profit margins and capital investment burdens, do matter as well.

Right now, U.S. mobile operators are feeling pressure on all those fronts. Several have made huge investments in new spectrum, and new auctions are coming. The industry is in the midst of a price war and new competition seems to be coming.

All that also has put pressure on equity values. By some estimates, U.S. mobile operator equity values have dropped $45 billion between November 2014 and March 2015.

It is probably coincidence that the cost of new spectrum purchased in the AWS-3 auction was about $43 billion. The bigger issue has been the warnings by AT&T and Verizon that profits will be challenged in the early quarters of 2015.

So the eventual winners will have found ways to create big new revenue streams, maintain profit margins and cut costs.

In the absence of consolidation by the top four national providers (regulators seem unwilling to approve), contestants have to cope by considering losing market share to protect margins or sacrificing margins to gain share.

Some think a four-provider market would become much more stable with two “premium” suppliers--AT&T and Verizon--and two “value” suppliers Sprint and T-Mobile US.

But at least some fear the mobile operators might never recover investment costs, as network upgrades and spectrum purchases escalate.

AT&T’s Domain 2.0 program is one way to attack capital and operating costs by virtualizing the network.

Telecom "Structural Decline" is Spreading

“Structural decline” of the market is not a phrase the provider of any good or service wants to hear.


Nevertheless, that is precisely what has happened in a number of segments of the communications business, including  long distance voice, business and consumer voice overall, mobile voice and mobile texting.


Now we can add linear video subscriptions to the list. The Cabletelevision Advertising Bureau estimates that about 40 percent of third and fourth quarter TV ratings declines can be attributed to over the top  subscription online video services.


Total TV viewing fell about 10 percent in the third quarter and about nine percent in the fourth quarter, according to an analysis of Nielsen data by Sanford C. Bernstein.


In the first quarter of 2015, so far, TV viewing appears to be down about 12 percent, according to Bernstein estimates.


“We believe the U.S. television industry is entering a period of prolonged structural decline, caused by a migration of viewers from ad-supported platforms to non-ad-supported, or less-ad-supported platforms,” wrote Bernstein analyst Todd Juenger.


The only “legacy” business that has not yet reached saturation, and begun to decline, is high speed Internet access. And some would argue that is because it is a “new” product line.

But high speed access will eventually become saturated as did the earlier products lines. That is why the search for big new revenue streams is so important, and why some believe industry regulation should aim to foster growth, not damp it down.

US Telecom Filed Lawsuit Challenging Net Neutrality Rules

The first of several lawsuits challenging the new Federal Communications Commission network neutrality rules has been filed, this one by the USTelecom, the trade group representing U.S. telcos. 


Monday, March 23, 2015

Broadcasters, TV White Spaces Supporters Disagree About Database "Problems"

Any database-driven approach to spectrum sharing will hinge on the accuracy of the databases, it goes without saying. Citing errors in the databases, the U.S. National Association of Broadcasters has asked for an immediate halt to TV white spaces operations in the United States.

The Wireless Innovation Alliance, which supports TV white spaces deployment, counters that NAB provided no evidence of interference, no evidence that any FCC requirement is not being met, and no instance of any harm to a broadcaster from the data-entry rules and processes it criticizes.

NAB alleges there is evidence of “false entries.”

“The current database design allows--and may encourage--users of TV white space devices (also known as TV Band Devices or TVBDs) to falsify information they are required to enter into the database when they register certain fixed and mobile devices,” NAB argues. “This information includes, among other things, the location information upon which the Commission premised the entire concept for spectrum sharing in the TV band.”

NAB says it has conducted multiple analyses of the TVWS database in 2014, and, that at various points, more than a third of the devices in the database contained “patently inaccurate” location information.

The Wireless Innovation Alliance counters that test entries are a necessary part of the verification process.

The "discrepancies" between location and address are not indications of a messy database, the Wireless Innovation Alliance says.  

The database contains two entries for each device: Its actual location and a contact record for the operator of the device.

The “location” is where the device is; the “address” could be where the responsible company can be contacted.

The skirmishing is not terribly unusual. Struggles over allocation of spectrum often pit broadcasters against communications interests or satellite interests against mobile interests.

Goldens in Golden

There's just something fun about the historical 2,000 to 3,000 mostly Golden Retrievers in one place, at one time, as they were Feb. 7,...