Telecoms.com

2 comments

1. 186k 19/09/2017 @ 9:53 am

   Reply

   I enjoyed the podcast. Here are a few observations:

   – The key reason for Vodafone’s German fibre investment is to improve their fixed broadband/connectivity propositions NOT backhaul for mobile. ~75% of the investment is to connect business parks which wouldn’t be the case if it was all about backhaul

   – iPhone X: you should’ve asked them for their prediction of what share the X will make of iphone sales in the UK over the next year. My guess is way below 50%

   – Distributed cloud is not going to be a big deal in the short/medium term (if ever) although the vendors would love it to take off. The number of apps that need that sort of extreme low latency have close to zero penetration and anyway many of these apps can get round latency with on device capabilities e.g., automonous vehicles will have to function with intermittant connectivity

   • Scott Bicheno 19/09/2017 @ 10:00 am

     Reply

     Thanks a lot for your thoughts. I wonder if the business connectivity opportunity alone will offer sufficient return on such a big investment. I would’ve thought Apple will be delighted to get close to 50%. The distributed cloud feels like an inevitability for the reasons discussed but it’s definitely not a short term thing.

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