A Practical Navigator for the Internet Economy

Why Does the US Have Expensive and Obsolescent Broadband?

COOK Report, Comparing US and Canada, Scrutinizes Current State of Regulatory Gridlock

How to purchase this issue. $200 single copy or 600 group.

Introduction - Eyes Wide Shut

The talk is all about investment in broadband. But the reality is the use of lobbying and lawyers to twist the framework of regulations so that cablecos and telcos are free to sell expensive and obsolescent broadband. This issue of the COOK Report scrutinizes the current state of regulatory gridlock in the USA. It looks to Canada to answer questions like why Bell Canada’s cost for DSL is only 10.95 Canadian and most American prices are nearly $40.

We claim that building a broadband infrastructure is important. The tardy telcos say that they need encouragement given the huge expense of the buildout. However, the poor quality, broadband DSL offered is likely so cheap to deliver that the result is a subsidy of the inefficiencies of the old phone network. The goal is supposed to be radical change. The result is likely more of the same. As we shall show, policy is built on a wing and a prayer because we simply have no way to find out what DSL actually costs companies like Verizon and SBC to deliver.

Read more: January 2004

Exploring Googin's Six Equations of the Real Time Global Corporation, TinyOS, and Free Space Optics

From Wireless Fiber to an OS for Wireless Motes -- An Examination of a Growing Global Web of Interconnected Technology

How to purchase this issue. $200 single copy or 600 group.

Some Thoughts on Modularization, Interconnectedness and a Dearth of Innovation

After a thirty year burst of innovation digital computers and digital telecom are now commodities. Huge disruptive breakthroughs can no longer be seen. The technology will “improve.” It will get smaller. And in bits-per-dollar cheaper. But the huge changes are likely to move toward biology, bio-engineering and integration of digital and nano technology into living systems.

At a recent meeting we talked with Robert Lucky, a distinguished researcher who spent a large part of his career at Bell Laboratories. He was saying with dismay that he and many senior colleagues had been discussing whether there was any expectation of any new developments within telecom that might serve as an enabler for any of the industry innovation that marked the 1990s. The conclusion was that, if anything were out ‘there,’ they simply didn’t see it.

This is one symptom of commoditization. Another may be seen as publication of research. From roughly 1970 to 2000 research papers in electronics, IT and telecom had been published primarily by industrial research laboratories. Perhaps 80% from the labs to 20% coming from the universities. The trend has now reversed. Bell Labs hardly exists as it and many others have been pruned to enable its parent corporation’s bottom line. A sad tale. We don’t have enough wisdom to judge whether it was an inevitable one.

Read more: February 2004

RFID Middleware, RFID Architecture, Supply Chains, Offshoring, and the Real Time Global Corporation

Explorations in the Globalization of Everything - a Three Part Issue

How to purchase this issue. $600 or $2400 group.

Global Technology Change Speeds Up

This three month issue started out to investigate the ideas and technology behind what Roxane Googin called in our February 2004 issue the emergence of the real time global corporation. Here we have examined the economics and technology dynamics of offshoring. We have looked at some not yet well observed events in China and, in a long interview, with Art Kleiner have examined the application to technology of Art’s newest research on Core Group Theory. Toffler’s “Third Wave” has arrived with crushing impact.

We also have taken an exhaustive plunge into supply chains and RF-ID technology as enablers of real time tightly knit corporations. As we have recently seen with the maturation of both telecom and computers into commodities, people in the field have been shaking their heads in dismay saying that the great burst of technology innovation that marked the last 30 years was dying out.

One area that is still basically innovative is the area made possible by the advances in miniaturization enabled by the continuation of Moore’s Law and RF technology. In ways never before imaginable both telecommunications and computing are becoming ubiquitous. This is leading us to an environment of omnipresent computing grids of various types. It is enabling the application of RF-ID techniques across supply chains.

Read more: March - May 2004

Explorations in the Globalization of Everything -- Supply Chain RF-ID Middleware, Off Shoring, Real Time Global Corporation

and a industry overview of

RF-ID and Supply Chains - An Industry Overview
We Find Three “Rivers” of the Industry Rushing Toward a Hoped for Confluence

The Nature of Organizations is Changing

Decentralized organizations, specialized and usually quite small are taking advantage of the availability of broadband, home networks, collaboration tools, wireless always connected mobility to become suppliers of goods and services within and across industries.

At the large corporate level these same technologies are being used to obtain cost cutting dividends by outsourcing everything except core business concepts. To give one example here is what Reed Cundiff Senior VP in the Yankee Group has to say about on Wal*Mart’s changing RF-ID driven direction.

Read more: March 2004

Economic Pressure on Long Haul Fiber

Five Years After Bubble Burst Prices Have Plunged Yet Nothing Fundamental Has Been Fixed

Examination of Data Network Woes Shows Termite-Riddled Foundation Leading to More Bankruptcies in Absence of Broader Understanding

Tech-Telcom Recovery? Or Pause Before New Round of Bankruptcies?

In this issue we explain why we believe that competitive fiber backbones have a failing business model that has driven prices below the cost of maintenance and replacement. We point out that the carriers are making up the difference with cost cutting in every way imaginable and by subsidizing the loosing backbones with what profits remain from voice. As the voice profits disappear via government (GIG BE), corporate, and municipal networks that are buying and lighting their own strands of fiber, and hence leaving the PSTN, another round of bankruptcies looks to be inevitable.

Read more: June 2004