www.marcus-spectrum.com             Michael J. Marcus, Sc.D., F-IEEE                     Former Associate Chief for Techno...
Overview Will review interaction of regulation and technology in wireless  technology How a bipartisan political movemen...
Why Is Wireless Different than OtherTechnologies? Basic spectrum policy concepts were formed in  aftermath of Titanic sin...
4Birth of Unlicensed in US            US legislation does not provide             explicitly for unlicensed use          ...
The Strange Case of iTrip:                       5      T      The Classic Problem for Unlicensed in Some Countries       ...
Traditional Spectrum Policy      Prioritize uses of spectrum      Controls interference and market entry      Pick tech...
But Wi-Fi and Bluetooth can from a Very      Different Background than GSM!         Rest of presentation will explore tec...
Roots of Wi-Fi (and Bluetooth) Wi-Fi came about as a result of spectrum deregulation  creating a “blank slate” for innova...
Hedy Lamarr:Legendary Inventor of Spread Spectrum       As is often reported in popular press, Hedy Lamarr        was awa...
1953 MIT Lincoln Lab System Developed by Paul Green  (later of IBM) as a thesis  project One of earliest SS/PN  systems ...
Early Literature In the 1950-1970’s spread spectrum generally remained a  classified technology with only occasional refe...
Dixon’s Book 1975 First comprehensive, though  mathematically inelegant, unclassified  treatment of spread spectrum Intr...
Commercial Spread Spectrumc. 1979                     Magnavox produces a                      “civil” version of        ...
Setting the Stage for Wi-Fi:   Prophets of Deregulation Pres. Carter                Alfred Kahn                       Pres...
FCC Chairman Ferris (1977-81)Makes Deregulation FCC Focus Translates Kahn’s concepts and Carter’s mandate into more  spec...
FCC Chairman Fowler (1981-87)Makes Spread Spectrum Deregulation Part of “Reagan Agenda”  Chmn. Fowler replaces Chmn. Ferr...
Early FCC Action 1980 MITRE Corp. report to  study options for civil use of  spread spectrum Best 70K FCC ever spent!! ...
Early FCC Action 1981 2 initiative begun:   Docket 81-413 – General use   Docket 81-414 – Amateur radio use While H-P ...
1985              May 9, 1985 FCC adopts spread spectrum               rules in ISM bands                  1 W limit    ...
“First Light”                        In 1988 the first real commercial                         spread spectrum product   ...
Creation of IEEE 802.11 5 years after 81-413 decision - after several  proprietary products tested the market and  explor...
1991 Snapshot                      Many key players went to Quebec                       woods to discuss the future of  ...
Wi-Fi Growth                            Niche applications                             worldwide demand!Early Growth     ...
Unexpected Uses of Wi-Fi        & Related Systems        Municipal Wi-Fi                                                  ...
The FCC Team That Lead ISM Band   Policy 1979-1985From left: Robert Powers, Stephen Lukasik, Elliot Maxwell, MM, Marjorie ...
Are “Unlicensed” or “802” MagicElixirs of Success? “.com” once seen as magic elixir Some other unlicensed initiatives, s...
Conclusions                               “If you believe the impossible,                                              the...
ns ?    s tio  ueQ                    More details and other sources at:                    http://www.marcus-spectrum.com...
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F2C 2012: Mike Marcus

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Freedom to Connect 2012 speaker MIke Marcus on the history of wireless. The video for this presentation is here:
http://youtu.be/H41zqtyxLW4
Marcus is introduced by Dewayne Hendricks.

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Transcript of "F2C 2012: Mike Marcus"

  1. 1. www.marcus-spectrum.com Michael J. Marcus, Sc.D., F-IEEE Former Associate Chief for Technology FCC Office of Engineering and Technology Director, Marcus Spectrum Solutions, LLC Cabin John, MD, USA www.marcus-spectrum.com Adjunct Professor Department of Electrical & Computer Engineering Virginia Tech N3JMM/ 7J1AKOTechnology Regulation
  2. 2. Overview Will review interaction of regulation and technology in wireless technology How a bipartisan political movement for deregulation unexpectedly removed roadblocks that kept a promising wireless technology & underutilized bands locked in “Pandora’s box”  Serendipity and (generally good) unexpected consequences  Today’s ubiquitous Wi-Fi and Bluetooth and other useful niche applications Technology Regulation
  3. 3. Why Is Wireless Different than OtherTechnologies? Basic spectrum policy concepts were formed in aftermath of Titanic sinking 100 years ago Many regulators resemble Soviet economic planners, projecting demands and allocating resources Classically, entrepreneurs, “disruptive innovation” and niche applications get little attention  Wi-Fi started as a niche application! Technology Regulation
  4. 4. 4Birth of Unlicensed in US  US legislation does not provide explicitly for unlicensed use  1st system was a Philco remote control system for radio receivers in late 30s  FCC ruled that since it was unlikely to cause interference license was not needed  Subsequent legislation has noted unlicensed but never explicitly authorized it  ARRL claims FCC has no legal basis for unlicensed Technology Regulation
  5. 5. The Strange Case of iTrip: 5 T The Classic Problem for Unlicensed in Some Countries  Prescriptive nature of spectrum regulation in many countries held back unlicensed innovation, e.g.  iTrip is a low power FM transmitter user to connect iPod music to nearby FM broadcast receivers  In US, FCC has allowed such low power systems for decadeshttp://www.ofcom.org.uk/media/news/2006/11/nr_20061123b  But were banned in Europe for several years because of lack of rules in this area Technology Regulation
  6. 6. Traditional Spectrum Policy  Prioritize uses of spectrum  Controls interference and market entry  Pick technological winners and losers  GSM was extremely successful and came from such a policy environment  Only GSM equipment can be sold in Europe and some other countries (prior to 3G) Technology Regulation
  7. 7. But Wi-Fi and Bluetooth can from a Very Different Background than GSM!  Rest of presentation will explore technical and regulatory roots of of Wi-Fi  If traditional spectrum management is similar to Soviet economic policy, the origins here are basedГосплан on Field of Dreams concepts “If you believe the impossible, the incredible can come true.” Technology Regulation
  8. 8. Roots of Wi-Fi (and Bluetooth) Wi-Fi came about as a result of spectrum deregulation creating a “blank slate” for innovators Spread spectrum (SS) was the basis for creation of spectrum that became the home of Wi-Fi and Bluetooth  Prior to FCC 1981-1985 action, SS was implicitly banned in general  Carter-era FCC sought to remove barriers from technology to stimulate economy  SS was selected as initial area  SS was the core technology of Wi-Fi until 802.11(g) and continues as Bluetooth core Technology Regulation
  9. 9. Hedy Lamarr:Legendary Inventor of Spread Spectrum  As is often reported in popular press, Hedy Lamarr was awarded an early frequency hopping spread spectrum* patent during WWII  But invention was not reduced to practice  Like with the computer, it is probably impossible to identify a single inventor of spread spectrum • Spread spectrum comes in 2 “flavors”: direct sequence/pseudonoise and frequency hopping. Wi-Fi started as DS/PN, Bluetooth is FH Technology Regulation
  10. 10. 1953 MIT Lincoln Lab System Developed by Paul Green (later of IBM) as a thesis project One of earliest SS/PN systems  More related to early Wi-Fi and Qualcomm CDMA than Lamarr concept Technology of the day required large size Technology Regulation
  11. 11. Early Literature In the 1950-1970’s spread spectrum generally remained a classified technology with only occasional references in the open literature. My first exposure was at a classified 1972 conference Only textbook-like discussion was a classified Sylvania report for NSA Technology Regulation
  12. 12. Dixon’s Book 1975 First comprehensive, though mathematically inelegant, unclassified treatment of spread spectrum Introduced a generation of designers to the technology Technology Regulation
  13. 13. Commercial Spread Spectrumc. 1979  Magnavox produces a “civil” version of AN/ARC-50/90  Unit shown is modem, separate transceiver needed  Japan MPT purchases and tests for possible civil applications  Concludes no practical value for civil use! Technology Regulation
  14. 14. Setting the Stage for Wi-Fi: Prophets of Deregulation Pres. Carter Alfred Kahn Pres. Reagan Cornell University Professor Former Chairman of New York PUC US Civil Aeronautics Board Technology Regulation
  15. 15. FCC Chairman Ferris (1977-81)Makes Deregulation FCC Focus Translates Kahn’s concepts and Carter’s mandate into more specific program:  Identify technologies that are being held back by anachronistic regulations and “liberate” them - so they can sink or swim under their own merits  Hires former (D)ARPA Director Steve Lukasik to implement program  Spread spectrum identified as a candidate technology Technology Regulation
  16. 16. FCC Chairman Fowler (1981-87)Makes Spread Spectrum Deregulation Part of “Reagan Agenda”  Chmn. Fowler replaces Chmn. Ferris after the Reagan election  While disagreeing with predecessor on many issues, he embraces the spread spectrum initiative seeing its connection to Reagan’s deregulatory agenda – despite mainstream industry opposition  “Looking back, it is clear that adoption of these rules was one of the significant achievements of the Reagan FCC —though I doubt if anyone thought so at the time.” 4/08 Technology Regulation
  17. 17. Early FCC Action 1980 MITRE Corp. report to study options for civil use of spread spectrum Best 70K FCC ever spent!! Raises unlicensed option Available from NTIS as PB81-165284 and on MITRE site Technology Regulation
  18. 18. Early FCC Action 1981 2 initiative begun:  Docket 81-413 – General use  Docket 81-414 – Amateur radio use While H-P (now Agilent) was supportive, most industry opposed IEEE IT Society filed support Technology Regulation
  19. 19. 1985  May 9, 1985 FCC adopts spread spectrum rules in ISM bands  1 W limit  PN or FH  Almost any application  But no explicit mention of Wi-Fi-like RLANs  Same basic rules until 2002  incorporated July 1985  CDMA becomes major cellular player  Key part of most 3G mobile systemsTechnology Regulation
  20. 20. “First Light”  In 1988 the first real commercial spread spectrum product appeared – a LAN  “Spontaneous generation” – developer was a Canadian startup aiming at using new FCC rules! Technology Regulation
  21. 21. Creation of IEEE 802.11 5 years after 81-413 decision - after several proprietary products tested the market and explored technologies - 3 pioneering firms joined in IEEE 802.11 to explore 2 niche applications:  Wireless cash registers  Warehouse mobile bar codescanners (building on supermarket scanners) Vic Hayes of NCR’s lab in Holland leads standardization discussions
  22. 22. 1991 Snapshot  Many key players went to Quebec woods to discuss the future of spread spectrum  “Myth or Reality”  Future was still not clear Technology Regulation
  23. 23. Wi-Fi Growth Niche applications  worldwide demand!Early Growth Technology Regulation
  24. 24. Unexpected Uses of Wi-Fi & Related Systems Municipal Wi-Fi Supermarket Public system at marina customer product scanning while shoppingBathtub with Wi-Fi iPod music link §15.249 Equipment – Cousin of ISM Band rules Technology Regulation
  25. 25. The FCC Team That Lead ISM Band Policy 1979-1985From left: Robert Powers, Stephen Lukasik, Elliot Maxwell, MM, Marjorie "Peggy" Reed Greene May 2010
  26. 26. Are “Unlicensed” or “802” MagicElixirs of Success? “.com” once seen as magic elixir Some other unlicensed initiatives, some with broad industry support, have had little success:  U-PCS, U-NII, UWB, HiperLan Unlicensed with detailed regulations may not be able to adapt to meet demand 802 efforts to standardize UWB were unsuccessful  802.16 (WiMax) has had mixed success Today’s 802 is very different than 1990
  27. 27. Conclusions “If you believe the impossible, the incredible can come true.” Wi-Fi and Bluetooth had their roots in White House-directed deregulation to stimulate economic growth A major break from previous “Soviet style” planning of radio spectrum where bureaucrats tried to predict markets, technologies, and demands years in advance Deregulatory concepts grew into a new worldwide market serving unanticipated needs for mobility Synergy of unlicensed and regulatory flexibility is powerful approach to facilitate wireless innovation and economic growth Technology Regulation
  28. 28. ns ? s tio ueQ More details and other sources at: http://www.marcus-spectrum.com/SSHistory.htm Technology Regulation
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