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DSL Prime - the trade paper of an Internet community

May 8, 2008

• p2p Down to 20-25% of Traffic, US and UK  Bandwidth cost rapidly dropping in UK
• DSL Down in Taiwan  Joins Japan in the shift to fiber. Is Verizon next?
• Clearwire May Find Home Customers  Anton's Contrary View Will 5-10% turn off their data landline?
• Tasmanian DSL Shut Down Blamed on High Backhaul Costs Telstra charges 6x regular rates
• West Virginia's Smart Subsidy Law If enforced: minimal subsidy, only where needed
• Four is Not Enough For Ideal Competition
• Editorial: Just Say Nein to Deutsche Telekom-Sprint
• Briefs: Cyworld sales down, Telecom New Zealand margin over 80%, 500 units of Cisco TelePresence, declining dollar, AT&T has raised prices $20, 10GiGE adapters “Inexpensive, Powerful and Blindingly Fast,” Ed Eckert ATIS Award, 20% growth for Ciena, Qwest record line loss

• 992 new ADSL lines in Nizwa, Oman 
• Madness of Crowds on Wall Street: 24 Months From Now Doesn't Exist
• Arthur Clarke's Three Laws and Broadband History
• How We Won Freedom for WiFi: Deregulation that creates competition
• Open Range: $267M U.S. Rural Loan for Wimax   Bill Beans' history
• Briefs: TDC Denmark cutbacks, Infineon may have the iPhone contract, DT's silliness, U.S. Wireless prices are mostly up, Chunghwa price cuts, Verizon backhaul, John Batelle's Searchblog, Total Telecom goes free, Brian Santo, Al Gore and John Chambers are new friends, Nicholas Sarkozy's brother Oliver and Numericable, Jaynie Studenmund, Vindu Goel to the NY Times, TI/Infineon TI interoperability labs, PE in trouble, Bell Canada underinvesting, why split Motorola?, Sprint is too cheap

March 8, 2008

• Trouble in Kennard's Hawaiian Paradise  DSL subs actually fall
• Bell Canada Takeover Hanging in the Wind   Teachers Fund pushing ahead
• Seven Terabits, 10,000 Kilometers, $300M Pacific Fiber  Cost to Google: $1-4 per megabit per month
• Cable Capex “Freefall” 
• Is the economy dying like DSL CLECs in 2001?   Enormous Risk, True Recession Fears.
• Martin Won't Agree to Go  Tate, Adelstein stuck in D.C. election year politics
• Reliable Sources, D.C.
• Briefs: Workers can only be fired for cause, Has Verizon decided the open access battle is lost?, No Blu-rays from China, Saul Hansell, Sandvine, Joe Weizenbaum died, David Gross and Gary Shapiro, Dave Weinberger

February 26, 2008
* 2007 Traffic Growth Rate: Early Data Shows No Increase Comcast right on trend, Plusnet flat, BSkyB could change the U.K. market
* ECI DSLAM Division for sale
* O Tempora O Mores: ZTE In Philippine Broadband Scandal $130M alleged in bribes, over 30%
* Verizon, AT&T: We Don't Use or Need Traffic Management honoring promise not to degrade
* Comcast Case: Please Begin With Facts Million dollar attorneys making too many mistakes
* Briefs: Ikanos new chip, Dan Artusi, Om Malik, China reorg, Broadcasting & Cable, Ted Hearn, hedge fund crisis, ?buying opportunity at Alcatel, Ivan's back, Alan Lefkof, Jayant Kadamdi, Howard Stringer of Sony, Verizon No traffic shaping confirmed, Kevin Martin surprises people, Amit M. Schejter

January 18, 2008

* AT&T, Verizon: Up So High They Look Down Very Far
* The $20B AT&T price drop wasn't irrational
* Sprint, Level 3, Regional U.S. telcos
* Centillium: Japan Was Not Enough Ikanos grabs pioneer for $12M
* Huawei rescinds 7,000 resignations
* Firestorm Over Time Warner Caps
* 190 write the NY Times in protest
* Verizon Taking Manhattan
* Staten Island, too. But the Bronx ...

• Deutsche Telecom is watching you "Every session, of every customer, all of the time." Net Neutrality hitting Europe fast
• Comcast Blocking: What's Actually Going On  Cuts off Bittorrent seeds
• 50 Meg Downstream “12,000 Feet”  8 asymmetrical pair bonded
• DSLAMs going to Deutsche Telecom, AT&T and China Surprisingly high sales as upgrade cycle continues
• WiMAX Future: One Day, Equipment Cost Similar to DSL  Waiting for the chipsets
• History Lesson: AOL’s VOIP Failure CTO explains adding customers cost too much
• Briefs: Henny Sender, Carol Matlack, Owen Thomas at Valleywag, Loïc Le Meur’s LeWeb3, Pierre Pringuet,

  September 11, 2007

  • Surprise Free Future: DSL 328M in 2010, Growing 30M/year  UBS predicts annual growth down 30%
  • Infineon-TI: Keeping the Lab and Most of the Team "Some of the best engineers in the business"
  • Broadcom + Conexant + Infineon + Ikanos = 95% of world DSL Market  Still a competitive industry?
  • AT&T is Building U-Verse  Millions of ports being installed
  • Editorial: Start with the Facts   Bravo Kevin Martin
  • Dear Commissioner McDowell
  • Briefs: Powell's Four Freedoms, Video phone calls, Joe Nacchio's appeal is a longshot, Scott Wallstein, Larry Craig’s kids, Rick Merritt of EE Times on cheap flash,  Matt Richtel NY Times, Natalie Apostolou leaves CommsDay, Doug McIntyre, Almar Latour and Peter Grant, Conexant possible layoffs, Mike McCormack on Verizon's options, Stifel U.S. Spectrum Catalogue, "Hedge funds are largely a fraud."

  July 26, 2007

  • VDSL: Slight Recovery at Ikanos   Most deployments still slow
  • Bye-Bye TI
  • Corruption, continued   Have things really changed?
  • Broadband by Households vs. Population   Small change in rankings
  • Editorial: Start with the Facts   Bravo Kevin Martin
  • Dear Commissioner McDowell
  • Briefs: AT&T and others lower net adds, Carol Wilson takes over at Telephony, The Murdoch Journal less accurate, AT&T sale/leaseback, false market guru, hedge fund doubts, Gary Tauss, Dan O’Shea

  June 25, 2007

  • India: 1.3M New DSL Lines   BSNL also plans VDSL test
  • DSL Complete Network Under $100 Modem + DSLAM + gigabit Ethernet switches + RPR  + BRAS + software
  • Noise Reduction - “It Really Changes Everything” Xavier Niel is convinced
  • New Explanation For U.S.  Broadband Gap: Excessive Poverty  Kevin Martin provided the clue
  • PMC: VDSL2 and 600 Mhz MIPS on chip Gigabit PON Gateway chip adapted for VDSL
  • Russia’s Approaching 2M
  • VDSL Interop, Bonding at NEXcomm
  • “We‘re going to control the video on our network.”  Stephenson’s answer on Net Neutrality
  • Gross "Pleased with OECD Response"   Always a way to get better data
  • U.S. FCC: Slim Must Invest $1B After Puerto Rico Takeover  Enough for 75% fiber to the home and 4G wireless

  June 4, 2007

  • Correction: Telcos Not Nearing Destruction Due to Technology, VOIP and Competition
  • $100+B increased stock value, $B+ in higher profits
  • 300 “Affected” as Westell Outsources
  • Selling VDSL gateways to Verizon
  • Telecom Reporting at Risk: 25% Cuts at San Francisco Chronicle & San Jose Mercury
  • LA Times, Chicago Tribune also cutting. WSJ soon to follow
  • Shara Evans: Numbers Need More Precision
  • Countries may be closer than they appear in the rankings
  • Three Big DC Mistakes coming
  • Permanently selling spectrum is technological idiocy, Missoula ICC likely to drive up bills $4B, mostly to AT&T and Verizon Iowa Telecom wants USF "high cost support" but doesn't have high costs.
  • Briefs: Conexant, Kudos to Verizon, 09-f9-11-02-9d-74-e3-5b-d8-41-56-c5-63-56-88-c0, North Cyprus, Zhone's new FiberSLAM, Hanaro ordered 150,000 120 down/30 up bonded cable modems, Goodbye James Enck's EuroTelcoblog, Mike Ricci takes over as CEO of Ikanos

  April 13, 2007

  • Conexant “Above-Average Pricing Pressure” Set top, VDSL progress
  • Mexican Invasion of Milan   Carlos and Ed Cross the Alps
  • NAB: Video to Mobile for Millions, HD becoming standard, 3D’s taking Hollywood
  • New Giant: NSN.com Nokia Siemens, established April 1 
  • Briefs: ATIS, Motorola/ECI, France Telecom fiber all the way home (GPON), Qwest bumps Alcatel for Adtran, Robert McDowell on AT&T/BellSouth, Mark Cuban, Twitter IRC on crack, Mike Powell on the board of Cisco, Jeff Baumgartner to Cable Digital News, DSL Prime doesn’t move the markets, wireless pricing up.
  • To come: Peak DSL, Martin's devastating tech error: SDR means wireless auctions should never be more than 10 or 15 years, Switzerland’s 98% DSL coverage, India’s BSNL/UTStarcom, Verizon $65 support calls, Iliad/Free, FCC requiring Slim to invest $1B in Puerto Rico Telephone. Matt Beal of BT makes mincemeat of the “block the Internet crowd,” Iowa Telecom High Cost Corporate Welfare, $B+ a year net to AT&T in ICC deal

  March 19, 2007

  • Germany Tripling VDSL to 8.2M Homes Passed
  • 14 more cities getting 10 meg up, 50 meg down
  • GloPhone, Tello Die on Eve of VON Conference
  • DSL Forum, ITU-T, ATIS NIPP NAI Lack “The Necessary Speed”
  • Alcatel’s Incredibly Tough Choices
  • Alcatel/AT&T: Three Years Battling
  • Briefs: DSLAM vendor fudging, Telekom South Africa,  Cortina VDSL?, Boston Globe’s new telecom reporter Carolyn Johnson, David Young, John Backus, Ray Wilkins, Paulino do Rego Barros Jr., Ralph de la Vega,  Clayton (Innovator’s Dilemma) Christensen thinks wirelss incumbents should be scared

  March 7, 2007

  • The Big Picture: DSL Still Growing
  • $1.5M+ Cost of Ikanos Chip Replacement Traced to faulty chip packaging
  • Telia, New Zealand Telecom May Split in Half  Retail, wholesale separated. Loop cost crucial.
  • North Monopoly to China Netcom, South Monopoly to China Telecom
  • Day the Music Stopped  Mark Cuban says “Goodbye to Webcasting”
  • Briefs:AT&T’s Jason Hillery says St. Louis wireless non-exclusive, Alcatel no layoffs in France and India but many in U.S. and Canada, Occam Networks, Ericsson progress, Nimrod Kozlovski caching servers, Sue O’Keefe to mBlast, Juan Villalonga of Telfonica accused of fraud, Matthieu Coppet at UBS wonders about DSL in the triple play, Mike McCormick on Verizon equity reduction, Merrill on rural telcos as cash generation, KPN eliminating most exchanges, Kevin Martin "pre-campaign" in North Carolina, David Isenberg’s conference, Verizon and AT&T want to raid USF, Missoula plan $1B+ AT&T might slip through, Washington Post new telecom reporter Chuck Babington, Milo Medin and John Muleta’s M2Z gets FCC notice.

  DSL Prime

  • Breaking News: AT&T Ready to Unwire All of Saint Louis
  • “Phone bills on the rise again” Granelli on LA Times breaks the big story
  • Reports of Death of German VDSL Greatly Exaggerated DT on track for 3M homes passed
  • Texas Instruments: End Coming for Our Digital Chipmaking Plants
  • Conexant Reports “Pricing Pressure” ADSL2 market continues tough
  • Chip Deals Bringing DSM Closer  Conexant, Ikanos, Upzide sign on
  • Existing Breaches of “Net Neutrality”
  • A Guide To Broadband Interface Chips, Focusing on VDSL2 and PON, Bredband speed, Ralph de la Vega, Keith McMahon on hiding data, James Enck, Tim Poulus, Martin Geddes, AT&T financials
  • From our advertisers: Infineon Enables First VDSL2 Deployments in Korea:

  January 9, 2007

  Whitacre halved capital spending
  • Bonding VDSL
  • India to 2 meg minimum
  • Correction: VDSL “Crossover” Not Close  ADSL equivalence, interoperability disappointing
  • Conexant Looking to Resolve VDSL Problems with new chips and bonding
  • Verizon’s Cantv DSL Results  As Chavez plans re-nationalization
  • Alcatel-Lucent  could “unwind”
  • McCormick, Shapiro: Don’t Make Kevin Martin Look Like A Racist
  • (At end) Radical Transparency - A New Kind of Journalism Stories in process: Paul Reynolds of British Telecom "keen to find the best way forward to fiber;" Xavier Niel tests fiber Freebox; every set top obsolete; Coming Breakthrough in HDTV Encoding Will allow 2 HD channels in 20 megabits Ateme, Ambarella; Update on IPTV Swisscom has 10,000 customers live; Your TV is Watching You. IPTV systems track what each home is watching
  • Briefs: AT&T is moving $M 's in engineering to India, Alcatel/Lucent research, China’s 3G licensing, Esme Vos, Alex Pham and Jim Granelli, Leslie Cauley, ADSLguide.org.uk relaunched as thinkbroadband.com. Babbio’s departure, Pip Coburn’s The Change Function, Chris Savage, Jeff Waldhuter, Safa Rashtchy, Charlie Glavin, Anton Wahlman and Eric Kainer, Rupert Murdoch’s $B tax break
   

  December 30, 2006

  • Big deal in D.C., Better Deals in Paris
  • 75% Up in Saudi Arabia and GCC  From 290,000 to 530,000
  • Q3 Growth Good, But Slightly Down Net adds, total broadband, some surprises in the household figures
  • More on BellSouth's Demise, and a Possible Net Neutrality Turnaround
  • Briefs: Bit Torrent not half of Internet, D.C. 10 April Chairman’s Dinner, Ofer Vilenski's Jungo to NDS, Anick Jesdanun at AP wants faster uploads, Ikanos lawsuits, China Mobile rose $10B, Adtran down dramatically as Bells cut capex, Hong Lu Wells notice, BigBand China accounting, Claire McCaskill new Democratic Senator  hires AT&T lobbyist Sean Kennedy

  November 30-December 5

  • As Lucent and Bell Labs Dies  Set the flags to half-mast
  • Verizon $15 DSL Now $19.99  Think $35 as typical broadband price, remember devalued dollar
  • Prime Minister Demands Soonest Possible DSL For Kazakhstan  Enough with the Borat jokes.
  • Turkeys TV Smiles   Dogan Yayin starts DSL service with Skype included
  • Editorial: Republicans Should Become the Party of Ethics
  • Corruption did the GOP in. Dick Morris on the U.S. election
  • The obvious compromise on Net Neutrality and Special Access
  • Enforce AT&T Promises not to degrade
  • Politicians Sweep Midterm Elections

  November 24, 2006

  • Whitacre Isn't Sure About AT&T/BellSouth Deal
  • Now circulating at the FCC: "No efficiency gains" in Bell Mergers.
  • Lightspeed Explodes in Houston 5,000 DSLAMs will soon be turned on
  • Sistema Russia Want Deutsche Telekom, Bundestag modifies Lex Deutsche Telekom, 200M Siemens payoffs
  • Conexant Promises ADSL2+ DSM 1 & 2, Loop Testing
  • Alcatel-Lucent: Deal is Done   Bush had to approve, painful job cuts coming in U.S. and Europe
  • For your consideration
  • Everyone is coming to New York.
  • For Your Consideration: iHollywood at New York’s Harvard Club 28 Nov, HD World, Columbia’s Ultrabroadband NY 1, UBS Media NY 4-7 Dec, Le Web 3 in Paris 11 and 12 December
  • Briefs: China’s 3G licensing February (maybe), Ken Belson and Arshad Mohammed leaving telecom,  “fatigue” at the Web 2.0 conference, Jessica Rosenworcel, Michele Donegan, Walt McCormick's future, Jason Calacanis

  October 31-November 3

  • Cable Operators Blocking Internet TV
  • Korea leads the world again
  • China Telecom Q3 + 2.09M to 27.35M, Netcom  + 783K to 14,289
  • Disappointing quarter as fixed lines flat to down
  • TI predicts slow ADSL to VDSL shift
  • Rajesh Vashist built Ikanos into a dominating leader in VDSL, but now is leaving as sales fell Q3 and look to Startling Results: Cell Phone Infertility, Chip Manufacturing Cancers
  • If confirmed, major changes required
  • DSL Contribution Up 50% at BellSouth
  • ‘At scale … all or a vast majority of the revenues flows through to the margin”
  • AT&T Confirms Heavy Churn
  • Slow Growth Explains Coming $10 promotion
  • Briefs: Covad, LD prices in the U.S. are going up, Scott Cleland, Om, Scott Leith, Zhone

  October 16, 2006

  • NTT West: 100 Cities of Wireless Mesh  Trendsetting massive build
  • Carphone’s TalkTalk: DSL Hell Returns   600,000 switch for low prices
  • Denmark is #1. No, Korea is #1  Depends on whether you measure by population or households
  • Lowest Quarter, But 7% Quarterly Growth  Still pretty darn good
  • BellSouth emergency response has peers
  • AT&T Considering $10+ 768K for New Customers   Converting the last dial-up tier
  • Special Report on AT&T in Washington:
  • Meaningless “Concessions” From AT&T
  • Editorial: AT&T Shouldn’t Disrespect George Bush   President promised “affordable broadband to all Americans”
  • Killing the AT&T Deal is No Longer Unthinkable  AT&T shareholders share the public interest
  • Cable Even Higher on Unbundled Pricing
  • AT&T’s Backroom Lobbying “Probably Legal”   NuVox and XO suit needs more evidence
  • Briefs: ZTE, France Telecom, Fine Point, Sanford Nowlin’s AT&T Weblog, Chris “Long Tail” Anderson, Penni Chaloux

  October 11, 2006

  • AT&T HD “Up and Running”  Will two streams require a Lightspeed upgrade?
  • A Gigabit over Phone Wire   Not an impossible dream
  • UTStarcom “Explores Strategic Alternatives”  A true pioneer had a great run
  • TI’s New Generation: 90 nanometer Gateway on a Chip   ADSL or VDSL, fast processor, DSP for four channels of voice
  • Tate’s Law: More Networks Mean More Reliability   Make spectrum available
  • AT&T/BellSouth: Small Changes That Make a Difference  Low cost to AT&T, real public benefit
  • The Imminent, Unnecessary Antitrust Violation by AT&T  Offering HD video while denying an “essential facility”
  • Briefs Cisco-Linksys buys Ashley Laurent, India pays $107 per wireless user, Carphone Warehouse, Whitacre on broadband for all, Citynet fiber in Amsterdam, Dave Barden finds less competition
   

  September 30-October 4

  • Ikanos VDSL down 30-40%  Announces likely sales of $24-26M
  • Disaster: 40,000 Consumers in Eircom Payment Dispute  Ireland at the bottom
  • Norway and Net Neutrality - the story that isn't here
  • Slow Processors, In-Home Interference Challenge VDSL
  • Worth the Trip - Really Strong Events  Telco 2.0, Telecosm, FTTH Conference, Broadband World Forum, Marconi Foundation Symposium, Voice 2.0,  Public Knowledge, CITI The State of Telecom,  MuniWireless, Rural Broadband
  • AT&T: Customers must apply for new rates $15-$35, or $45-55
  • Briefs: India fast growth, Amy Schatz, Jessica Reif Cohen, Robert Anton Wilson, Charlotte Wolter, Mick Reeve, Pat Romano, Miriam Hill

  September 27, 2006

  • What Verizon FIOS Can Do   250/125 GPON, 100/40 BPON, Promise of Open Set Tops
  • Q2 International DSL
  • Top 25 Total DSL
  • Growth % Q2
  • DSL Top Household Penetration
  • Broadband total penetration
  • Woz Buying Into the Conexant Fab  Amelio, Hancock, and Wozniak paying $260M
  • BellSouth: 100 meg VDSL To Over a Million Homes  $100/home where fiber is in place
  • Editorial: Protect the BellSouth Engineers

  DSL Prime September 10

  • Amazon, Apple Video Will Change the Rules  margins disappearing
  • $0.25 To Stream a DVD Quality Movie  $0.80 for HD, .05 for iPod or AOL TV shows
  • Greece at last  Orders 200K lines from Huawei
  • Paris and Tokyo Lead the World  Xavier, please move to New York
  • Telcos and the Hewlett Packard Scandal

  DSL Prime's main service is news, distributed three times a month to 14,000 in the industry