G.Fast was one of the themes of the show, with much discussion on the economics versus
fiber to the home. 20 years ago the discussion was FTTC (Cabinet) vs FTTH (Home) and
the winner was unclear. FTTP (distribution Point / Pole) was the more expensive option
of the three. What’s changed? Need for more speed beyond FTTCab, Moore’s law, and
opex savings of FTTH are not that great as a cable cut is a cable cut regardless of
technology. The next slide shows the architecture and number of nodes across these
options for the UK, which is common across most developed markets.
To the subtitle of this deck, history keeps repeating itself, these are the same issues from 20
I include these slides to provide a little more info on G.Fast as its likely going to be a hot
discussion point through 2014/2015 as telcos examine how to plug the speed gap in FTTCab
I already have a broadband home, as a customer I’m unclear what a home gateway offers. I
was circumspect on the home gateway 20 years ago and still HGI continues to exist with
limited deployments (unless you label a STB as the home gateway).
What’s the end-customer benefit? I have tens of devices and hundreds of services running
in the home without the need to a gateway. Any project requires a clear end customer
benefit state, else it simply shouldn’t exist. Al the web-guys have in their first slide the endcustomer benefits of their tech/service before that presented anything else.
I liked this presentation and thought it worth highlighting the role of WiFi and Video in the
evolution of the network.
I partially agree with the vision, the challenge is over what timeline, likely >10 years
This trend in using WiFi can Homespot is growing strong and extending across Europe and
other densely populated countries.
I think we will see an interesting discussion on mobile broadband economics in the coming
years versus WiFi
The first step is zero sign-on, next using policy to improve performance, and lastly security
as shown in the next slide.
An example of how WiFi aggregation can at least partially meet customers mobile
For MNOs the focus is HetNets, and KPN gave a good summary of the challenges – site
acquisition remains top.
Contrived analysis of the incumbents. These are not new trends! Mobile networks
have provided national coverage for decades. Broadband and Cloud (Hosting)
have been around over a decade, SFDC was founded in 1999 (nearly 15 years ago).
Industry regulation blocks opportunities and regulators are politicians nearing
retirement and even more detached from what competition means than the telcos.
This is not trend spotting, this is just contrived thinking.
This is missing the point, its diversity. Text has evolved into: Whatsapp, IM, tweet, email,
snapchat, post.. Call to Poke? Poke is now out of fashion, and Call is so much more than
a poke. Call has evolved – Viber, Skype, Whatsapp... The phone has become part of a
handheld computer – the weakness of their analysis is shocking. And what the hell is app
coverage! We use services, an app is a container like an Android app, iPhone app, iPad
app, web app, HTML5 widget, etc. for Facebook or Netflix, or Mahjong. The NEP
presentations left me annoyed and frustrated.
Self Aware? They must have been watching Terminator before writing these
slides. Self healing is decades old see SDH. Sliceable, I guess they’re trying to
create the next greatest thing since sliced bread!
I’m unclear on how the network takes center stage, the network is a utility.
Plusnet did a great presentation which I’ll review later that recognized the
telcos role and focused on delivering what the customer wants.
A recurrent theme was framing arguments to make the web service providers
look like they are taking advantage of telcos, its silly self-serving analysis and
will not change the situation – focus on customers
Its all about the capex – everything else is spin. M2M already exists, monetize
what? They say service velocity – the key term is services…
SDN came up again and again – this slide is simply for definition
Keep an eye on the OpenDaylight Project – it could deliver some of the the savings telco are
I thought a little bit of reality would bring us back to Earth – yep most telcos are managing
IP migration of their PSTN.