Bad Time for Silicon Valley IPOs

This can’t be good: Brenon Daly, who tracks IPOs and mergers in the technology and telecom industries for the 451 Group in San Francisco, said both the avenues VCs use to achieve liquidity have been drying up for months. “The IPO market is dead,” Daly said flatly. Acquisitions had been strong through 2007, when big … Continue reading “Bad Time for Silicon Valley IPOs”

This can’t be good:

Brenon Daly, who tracks IPOs and mergers in the technology and telecom industries for the 451 Group in San Francisco, said both the avenues VCs use to achieve liquidity have been drying up for months.

“The IPO market is dead,” Daly said flatly. Acquisitions had been strong through 2007, when big firms spent $476 billion to buy 3,559 smaller firms in Daly’s market, but a good chunk of that activity was buyouts by private-equity firms like the flailing Carlyle Group, now caught in the credit crunch. So that means fewer M&A buyers in 2008, he said.

Having recently left one privately-held firm for another, this is the last thing I wanted to hear, but facts are facts and we all have to face them. It’s a damn shame that the crisis in the mortgage markets would reach out and smack down promising high tech IPOs, but it has.

Japan to Ban P2P Piracy

Net Neutrality folks like to tout Japan as the model of a fine and healthy Internet access ecosystem, despite the VoIP blocking. They’re going to have a major fit when they learn P2P piracy is about to be banned in Japan: The nation’s four Internet provider organizations have agreed to forcibly cut the Internet connection … Continue reading “Japan to Ban P2P Piracy”

Net Neutrality folks like to tout Japan as the model of a fine and healthy Internet access ecosystem, despite the VoIP blocking. They’re going to have a major fit when they learn P2P piracy is about to be banned in Japan:

The nation’s four Internet provider organizations have agreed to forcibly cut the Internet connection of users found to repeatedly use Winny and other file-sharing programs to illegally copy gaming software and music, it was learned Friday.

The move aims to deal with the rise in illegal copying of music, gaming software and images that has resulted in huge infringements on the rights of copyright holders.

Resorting to cutting off the Internet connection of copyright violators has been considered before but never resorted to over fears the practice might involve violations of privacy rights and the freedom of use of telecommunications.

The Internet provider organizations have, however, judged it possible to disconnect specific users from the Internet or cancel provider contracts with them if they are identified as particularly flagrant transgressors in cooperation with copyright-related organizations, according to sources.

How can they do that, you ask? Well, it’s pretty easy. We can’t ban piracy in the US because critics can say “just upgrade the pipes like they’ve done in Japan and it’s not a problem.” That dodge obviously doesn’t fly over there.

Japan has a 100 Mb/s connection to the home that’s over 95% occupied at the busiest times of the time, a completely unacceptable situation. So they’re taking sensible action in the absence of a technical solution to bandwidth-hogging.

They’re not stupid, you see.

UPDATE: Count Sweden in as well:

STOCKHOLM, Sweden (AP) — Swedish courts will soon be able to force the country’s Internet providers to produce information on suspected file-sharers in a move to crackdown on piracy, the culture and justice ministers said Friday.

File-sharing can be traced by tracking the IP addresses of the computers that download or distribute a file.

…along with France and the UK. I’m sensing a trend here, where Kevin Martin is the only opposition.

UPDATE 2: George Ou comments on the story.

World’s Largest 802.11n Network

Trapeze Networks finally has announced their deal with U. of Minnesota to build the world’s largest 802.11n network: PLEASANTON, Calif., March 10, 2008 – Trapeze Networks®, the award-winning provider of Smart Mobileâ„¢ wireless solutions, today announced that the University of Minnesota plans to deploy its Smart Mobileâ„¢ 802.11n wireless network product suite campus-wide, marking the … Continue reading “World’s Largest 802.11n Network”

Trapeze Networks finally has announced their deal with U. of Minnesota to build the world’s largest 802.11n network:

PLEASANTON, Calif., March 10, 2008 – Trapeze Networks®, the award-winning provider of Smart Mobile™ wireless solutions, today announced that the University of Minnesota plans to deploy its Smart Mobile™ 802.11n wireless network product suite campus-wide, marking the largest ever 802.11n deployment to date. Beginning in May and continuing over the next five years, approximately 9,500 access points (APs) will be deployed to serve more than 80,000 people across the university’s two campuses. Students, faculty and staff will have fast and secure wireless access wherever and whenever they want it.

This network features a lot of the code I wrote for Trapeze for 802.11n, 802.11e, and bandwidth management, so I hope Trapeze hasn’t screwed it up too badly in the weeks since I left that company for my current gig.

Solving problems with technology rather than law

Communications Daily did a good write-up of the ITIF’s Network Management Forum yesterday, where Brett Glass and I held forth with our views and recommendations about the Internet’s traffic glut. CD is a subscription-only publication, so I can’t link to the article, but here’s a little snippet where I pitched tiered service and Weighted Fair … Continue reading “Solving problems with technology rather than law”

Communications Daily did a good write-up of the ITIF’s Network Management Forum yesterday, where Brett Glass and I held forth with our views and recommendations about the Internet’s traffic glut. CD is a subscription-only publication, so I can’t link to the article, but here’s a little snippet where I pitched tiered service and Weighted Fair Queuing:

ISPs might reduce worries about competition and free speech raised by neutrality regulation supporters by putting management in consumers’ hands, Bennett said. A common argument for neutrality regulation says network management lets ISPs favor their services over competitors’. Bennett proposed letting consumers designate the services they want given the most bandwidth. Consumers would use their home gateway to assign VoIP, Bit-Torrent and other services to tiered subscription “buckets,” he said. Each bucket would offer an amount of time for each level of bandwidth, he said. A consumer wanting fast BitTorrent service could put it in the high-priority bucket and demote Web browser service to a low-priority bucket. If the bucket used up its high-priority minutes, the BitTorrent service would be “demoted” to a lower tier bucket, he said…

Adding bandwidth on networks won’t fix congestion woes, Bennett and Glass said, citing Japan. At 100 Mbps, Japan has some of the world’s largest pipes, but still faces significant congestion due to P2P networks, they said.

This is an example of solving a problem through technology rather than by regulation and law, and that’s what we do in networking.

Slides from ITIF Network Management Forum

Here’s the slides I showed at the ITIF in Washington, DC today. The talk was well-received, if I do say so, especially the concept of ISPs selling buckets of packets at high and medium priority while allowing unlimited scavenger class for peer-to-peer.

Here’s the slides I showed at the ITIF in Washington, DC today.

The talk was well-received, if I do say so, especially the concept of ISPs selling buckets of packets at high and medium priority while allowing unlimited scavenger class for peer-to-peer.

Clueless remark from Chairman Martin

Multichannel News has reported that FCC Chairman Kevin Martin made an exceptionally clueless remark about Comcast today: Martin added that “two of the more troubling aspects” of the Comcast matter was that in his view Comcast at first denied the allegations, though he didn’t specify the nature of the allegations or the denials. He said … Continue reading “Clueless remark from Chairman Martin”

Multichannel News has reported that FCC Chairman Kevin Martin made an exceptionally clueless remark about Comcast today:

Martin added that “two of the more troubling aspects” of the Comcast matter was that in his view Comcast at first denied the allegations, though he didn’t specify the nature of the allegations or the denials.

He said he was also troubled by allegations that Comcast altered certain user information in packets to effect a delay in peer-to-peer transmissions.

The first remark is spot-on, as Comcast clearly hurt itself by denying it was shaping traffic, but the second remark is clueless. Martin confuses the RST bit in the TCP header with “user information” when in fact it’s nothing of the kind. As RFC 3168 says, it’s a control bit:

There exist some middleboxes (firewalls, load balancers, or intrusion detection systems) in the Internet that either drop a TCP SYN packet configured to negotiate ECN, or respond with a RST. This document specifies procedures that TCP implementations may use to provide robust connectivity even in the presence of such equipment. – p. 4

I understand that Martin is a political creature and not an engineer, but is it too much to ask the head of the FCC to understand the difference between “user information” and network control?

Jesus, Mary, and Joseph, this guy needs to get over his blind hatred of cable companies. I don’t care if the cable guy ran over his dog, he needs to bring a little balance to his job.

ITIF Network Management Forum

Next Wednesday, March 12, Brett Glass and I will be speaking on network management at the Information Technology and Innovation Foundation‘s office in Washington, DC. For me, this will be an opportunity to develop some of the points I raised but didn’t have time to flesh out at the FCC hearing at Harvard, such as … Continue reading “ITIF Network Management Forum”

Next Wednesday, March 12, Brett Glass and I will be speaking on network management at the Information Technology and Innovation Foundation‘s office in Washington, DC.

For me, this will be an opportunity to develop some of the points I raised but didn’t have time to flesh out at the FCC hearing at Harvard, such as per-user fairness, Quality of Service tagging, and the role of back-pressure in the IETF model of congestion management. Most of the heavy lifting on traffic management is done inside ISP broadband networks today, and the Internet protocols have some unfortunate side effects when layered on top of them.

I’ll also explain the consequences of applying Free Press’ “Deadwood System” to modern broadband networks and contrast it with a practical alternative.

Next on the speaking agenda is an appearance at Supernova 2008, one of the premier events at the intersection of networking and public policy. I’d like to speak at Dave Isenberg’s Freedom to Connect, but he’s not real thrilled about the idea. Isenberg trashed me in absentia during a talk Tom Evslin made at the Berkman Center a while back, and I’d like equal time to respond.

UPDATE: Mr. Isenberg has offered me free registration to F2C. That’s not as good as a place at the table, but it’s a start. I should point out that his conference is highly-regarded by people who agree with his “stupid network” formulation as well as by those who don’t. We all want our networking experience to be as free from barriers as possible, we just disagree on which barriers are most significant. In Isenberg’s world, the carriers are the problem because they want to squeeze every last penny out of their customers; in mine, the biggest barrier is the unbridled appetite for network bandwidth of about 1% of the people who share wires with me. His concern is theoretical, while mine is real.