Broadband Home Fall 2000Welcome and
Industry Perspective
Sandy Teger and Dave Waks
Copyright © 2000
System Dynamics Inc. brought to you by
pulver.com
Slide 2
Goals of the conference
•Understand what’s happening – In the market today –Emerging for tomorrow –Relevant across industry sectors
•Surface issues to be worked on
•Encourage collaboration across industry sectors–Ask us for introductions
Slide 3
Conference Themes
•The Broadband Home is “The Next Big Thing”
•Technology is sexy only for techies– It’s really all about applications and content
•Minimize customer hassle–Should be easy to learn and use–Customer needs help in installation and support
•We’ll grow the pie faster by working together– It’s not a zero-sum game– It hurts us all if products and services don’t work together and disappoint the customer
Slide 4
It’s “The Next Big Thing”
•“Broadband: The $1 Trillion Bet” – (Fortune 10/9/2000)
•More than just PCs and high-speed Internet
•Transforms our lives
•Impacts many industries (infrastructure, products, services, content, applications)
•Global
Slide 5
The Emerging Broadband Home
ISPServices
Cable ModemDSLFixed WirelessFiberSatellite
BroadbandAccess
HomeGateway
Slide 6
Transforms Our Lives
Fast access to information, shopping, entertainment, education
Voicemail,“follow me” service, PBX extension
Video on demand, enhanced TV
Personal radio and music
Games and software
Untethered access to content
Transparency in and out of home
Audio & video content
Slide 7
Interconnected Industry Sectors
Content
Backbone Networks
Broadband Access
Networks
Home Gateways
and Servers
Home Networks
Broadband Appliances
Hardware and software enablers
Applications and services
Slide 8
Global
•Broadband access happening everywhere
•Broadband Home Report subscribers–70 countries–21 countries with 20 or more subscribers
•Conference delegates–17 countries
AustraliaBelgiumBermudaBrazilCanadaGermany
Hong KongIndiaIsraelItalyKoreaMexico
NetherlandsSwedenSwitzerlandUnited KingdomUnited States
Slide 9
Participating Companies
2Wire3ComAirSwitchAP EnginesAT&TBlueprint VenturesBrink's Home SecurityBroadband Access SystemsBroadband GatewaysBroadbandLiving.comBroadcomCABACableLabsCahnersCanal+ TechnologiesCeonCiscoClearBandCoactive NetworksCom21ComcastConcurrent Computer Corp.
CyberManorEarthLinkEfficient NetworksEmperativeEnikiaEricssonExcite@HomeGeocast Network SystemsGilat Satellite NetworksGlobal IP SoundHewlett-PackardHome Phoneline Networking
Alliance (HomePNA)HomePlug Powerline Alliance
(HomePlug)Hughes Network SystemsIBMICTVIgnite Sports MediaIncantaInktomiInnoMedia
Slide 10
Participating Companies - 2
IntelInto NetworksInvensysIshoni NetworksiSKYKobalt InteractiveLauder PartnersThe Lightspan PartnershipMassive Media GroupMicrosoftMotorolaM-TEC WIRELESSMusic Reports, Inc.NetplianceNorthPoint CommunicationsOpenTVPace Micro TechnologyPortalProximQwest CommunicationsRadioCentralRespondTV
RioPortSandstream CommunicationsSega.comShareGateSoftBook PressSony Online EntertainmentSprintSystem Dynamics Inc.Telcordia TechnologiesTelocityTexas InstrumentsTiVoTrident Consulting GroupUcentric SystemsVerizonViaLightViciniumWinfireWinkYAS CorporationZatso
Slide 11
It’s Just Starting
•Focus has been on installing BB access, hooking up one PC
•Future is–Home networking–New appliances–New applications and content–Making it all work well together–Making it simple for “real folks”
Slide 12
Conference Themes
•The Broadband Home is “The Next Big Thing”
•Technology is sexy only for techies
•Minimize customer hassle
•We’ll grow the pie faster by working together
Slide 13
The Dream
“They walk into a store, buy a device -- fully loaded -- bring it home, plug it in, and they’re ready to rock & roll.”
Dan Somers, CEO AT&T Broadbandon his dream experience for consumersFortune 10/9/2000
Slide 14
One Family’s Experience
•Our “quasi-broadband” home
•Rewired for broadband in 1996–PCs–Telephones–Audio and video
•Illustrates today’s realities
Slide 15
First, Some Background
•Sandy and Dave–Math degrees–Assembly language programmers–Always worked in technology–Always fascinated by “the next big thing”–“Walk the talk”
•Dave–Hands-on–“If I can’t buy it, I’ll build it”–“Keeping it working is half the fun!”
•Sandy–“What can it do for me?”–“It drives me crazy when it doesn’t work!”
Slide 17
The Broadband Home
Much of the technology is available now -- but it’s too damn complex!
•Skill and time to set it up
•Needs sophisticated trouble-shooting skills
•Seemingly simple things are hard to do
Slide 18
Industry Challenges
•Make it easy for the user
•Allow flexibility without increasing complexity
•Satisfy both early adopters and mass market
•Facilitate interworking of products and services–Needs to be “a symphony, not a solo”
Slide 19
Some Specific Challenges
•Accommodate diversity in the home
•Get wireless networking into the market
•Engineer for traffic before the customer complains
•Make it easier for application and content developers
Slide 20
Diversity in the Broadband Home
•One broadband access network from many choices
•Multiple devices–Each suited to application and room
•Multiple home networks–Wired and wireless each have place
•“One size fits all” won’t work
Slide 21
Wireless Networking
•Very attractive home networking solution
•Too many competing flavors
•Reconcile home and office–Like to use same wireless LAN in both
•Reconcile personal area network with home network–Will Bluetooth step on wireless LANs?
•Broadband home is more than PCs –Need to provide adequate bandwidth–10 Mbps for PC-to-PC communications–25 Mbps for video distribution
Slide 22
Deliver On The Promise
•Broadband isn’t living up to the hype
•Congestion is a reality in every network
•Many points of congestion - not just in first mile–The user sees the weakest link
•Doctor Erlang worked it out in the 1920s–Telephone traffic measured in Erlangs
•Networks need “traffic engineering”–Many telephone people have it in their blood
•Everyone needs to learn it and apply it to satisfy the customer
•Shouldn’t promise “50 times faster” until we can deliver it
Slide 23
Make It Easier for Content Developers
•New applications and content are central to long-term success
•Video is most attractive broadband application, but production is expensive
•Diversity fragments opportunity
•Need to work together to simplify development environment
•Applaud multi-vendor efforts to encourage content development–The Broadband Content Delivery Forum–“The Bandies”
Slide 24
Making “The Next Big Thing” Real
•Reduce complexity
•Facilitate new applications and content
•Collaborate between sectors
Let’s Work Together to Speed The Reality!
Slide 25
Conference Logistics
•Schedule–General sessions–Breakout sessions–Tracks
•“Internet lounge” in Balboa room–Email, Web access
•Breakfast, lunch and breaks in Portola Suite and hotel restaurant
•Party Wednesday night at Kuletos Trattoria–Bus operating 6:00 to 10:00
•Feedback please!– Dave, Sandy, pulver.com staff