Index Guide to TelNotes if you are new to this blog

InfoStack Topics:

1) Horizontalization:
a) Brough Turner highlights paid peering arrangement between Google and France Telecom, because this is anathema to IP folks.  As well, the large telco and cable players are perfectly happy with bill and keep to transit traffic.  B&K is the opposite of calling party pays.  The former simplifies billing and makes it difficult for small guys to gain entry.  The latter is really necessary for service creation.  The world of APIs and exchanges going forward will be more of a middle of the road solution I call a "balanced payment systems" (BPS) that include performance requirements, QoS, security, etc…BPS will allow for and enable 80% subsidization of traffic by corporations via ads, vpn, applications, etc…; and they will pay for the best and most effective performance.  These APIs and software will point horizontally within a layer and vertically to layers above and below the particular component/app/process.  This is the new, IP and competitive driven IMS.  Service and infrastructure providers need to wake up to this.  And one final thought, pricing will be driven by the true marginal cost of supporting each application/user.  Monopolies run their businesses on average cost, which is why they need caps and bandwidth controls.
2) Upper Layers:
a) Googles local search includes click to call; a very popular feature from GV.  Supposedly 9 out of 10 smartphone searches result in actions.
3) Middle Layers:
a) patent dispute Google vs Bedrock on Linux worth following especially as it might impact “open standards” in the future.  My guess is it won’t stand.
b) 2600 Hertz is offering a free, open-source internet calling solution to whoever wants to integrate voice into their app/website.  Company will make money off of support.
4) Lower Layers:
a) Institute for Local Self-reliance releases report on govt funded muni networks.  Need greater coordination at regional and national level to drive backhaul pricing down 90%+.
b) FCC 706 report to indicate no additional broadband in rural markets; perhaps too soon for BTOP impact, but the latter is $7.2bn wasted impact if not coordinated.
c) RCR Wireless NJ conference made projection that wireless networks would need to handle 1,000 times more capacity than currently

Market and General Interest Topics:

5) Industry Statistics and Events:
a) WSJ article on top 10 dying industries; wireline leads the pack
b) 70% growth in the enterprise SBC market will expand communications (IP, mobility and video) significantly
6) Business Strategy:
a) follow-on to yesterday’s comments on mobile data roaming, here is some hope
b) advergaming for kids; the unhealthy downside to communications meets commerce
c) back in 1994 I questioned which Baby Bell name would remain by 2000.  I reasoned it might be Ameritech as BellSouth wouldn’t sell in Portland.  As it were US West (through Qwest) made it longest; until now.  Bye bye baby!
d) we’ll monitor the Sprint/Google voice integration to see what develops.
e) CNET review of AT&T merger filing; commentary is priceless!  T is doing us a favor!
7) Financial:
a) Fiercewireless report on 2010 R&D for top infrastructure vendors up across the board.
8) Other:
a) great advice on disconnecting in order to think and communicate better
b) WSJ article on how the smartphone will change sociology and a view of society through a lens