Comments on: Despite critics, Cisco stands by its data deluge http://gigaom.com/2012/02/14/despite-critics-cisco-stands-by-its-data-deluge/ Wed, 19 Jun 2013 13:35:41 +0000 hourly 1 http://wordpress.com/ By: Dean Bubley http://gigaom.com/2012/02/14/despite-critics-cisco-stands-by-its-data-deluge/#comment-809831 Wed, 15 Feb 2012 11:20:52 +0000 http://gigaom.com/?p=484461#comment-809831 …edit to my comment. Should read >100% for 2012 vs. 2011

]]> By: Dean Bubley http://gigaom.com/2012/02/14/despite-critics-cisco-stands-by-its-data-deluge/#comment-809830 Wed, 15 Feb 2012 11:19:46 +0000 http://gigaom.com/?p=484461#comment-809830 I think the VNI numbers look overstated. For instance, the detailed figures show forecast growth in both North America & Western Europe predicted at >100% for 2012 vs. 2010. Yet we have AT&T at 40%, Vodafone Europe at 20%, Telefonica O2 as quite low or even flat… so unless VZW, Orange, T-Mo & a couple of others are pushing 200%, there’s no way that particular number can add up. I’m also highly doubtful that the *average* smartphone user in 2016 will be doing 2.6GB/month – given that will probably include hundreds of millions in emerging markets with cheap $50 smartphones on “thin” networks and a $5 ARPU. There’s some good stuff in VNI but some of the numbers don’t, to me, pass the “smell test”.

Dean Bubley
Disruptive Analysis

]]> By: David H. Deans http://gigaom.com/2012/02/14/despite-critics-cisco-stands-by-its-data-deluge/#comment-809519 Tue, 14 Feb 2012 18:13:51 +0000 http://gigaom.com/?p=484461#comment-809519 Also, keep in mind, some U.S. mobile service providers may intentionally be using a pricing strategy to send a message to the top 1% — they actually don’t want those customers.

Therefore, if you push customers to competitors (by whatever means), then you will surely experience a decline in data usage growth. My point: don’t assume that a carrier’s lower data usage growth is always viewed as a “problem” that needs to be resolved.

]]> By: Mark Kelley http://gigaom.com/2012/02/14/despite-critics-cisco-stands-by-its-data-deluge/#comment-809447 Tue, 14 Feb 2012 15:50:59 +0000 http://gigaom.com/?p=484461#comment-809447 Cisco is, if anything, underestimating the increase. Everybody has experienced lagging mobile broadband performance at least once per day – much like we all did as our fixed broadband connections were in the midst of their own tech upgrades a decade or so ago. The NPRG Data Deluge analysis – which focused exclusively on mobile networks from the cell site upwards, makes a strong case that in for as much as 25% of the high capacity cell sites (or more) the demand will exceed 500 Mbps by 2016.

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