Top 5 Tech Trump Expectations for 2017

Dan Jones
12/28/2016
50%
50%

Donald Trump's policy statements on technology before the election were nearly non-existent, so what's going to happen when he becomes US President in January? Here are just a few possibilities...

1. Huawei & ZTE: USA, no way
We can be relatively certain that Huawei Technologies Co. Ltd. and ZTE Corp. (Shenzhen: 000063; Hong Kong: 0763) aren't getting a sniff of US carrier business a Trump administration. It would also have been unlikely if Clinton had won instead. But Trump has named Peter Navarro to oversee US trade and industrial policy. Harvard-educated economist Navarro is the author of the 2012 documentary "Death By China." So there may be further trade impact with China beyond the Huawei and ZTE ban, as yet unknown.(See Surprise! Sprint Still Has Huawei in Its Network.)

2. We'll be FCC-ing you!
Trump has appointed two advisors to his transition team who make no bones about their desire to end Net Neutrality and gut the FCC. Jeff Eisenach and Mark Jamison joined the Trump team in November: Eisenach had previously told a government committee that, "Net Neutrality would not improve consumer welfare or protect the public interest." (See Trump Team Appoints Net Neutrality Naysayers for FCC Transition and Wheeler to Leave FCC Next Month.)

3. Trumping 5G?
The possibility of a neutered FCC does lead to an interesting question about the future of next-generation wireless services: How might a potentially hamstrung FCC handle opening up 5G spectrum? Tom Wheeler's FCC has been aggressive about moving toward opening millimeter wave spectrum for 5G use around 2020, but it's not happened yet. Will it be a priority for Trump's FCC? (See 5G in US: Will Spectrum Be the Speed Bump?)


For all the latest news on 5G, visit the 5G site here on Light Reading.


4. Bigly M&A?
If Trump can do as he promised and reduce corporate tax from 35% to 15%, that will likely mean a lot of US companies bringing cash back from overseas. Will it return in the form of share buy-backs and dividends or be used by tech titans to buy up startups and rivals to expand their reach? Probably a combination of both, but as I've reported before, the tax and regulatory environment could mean that some Yuuuge acquisitions are in our future. (See Trump Promises Tech Execs 'Easier' Trade Conditions and T-Mobile CFO on Trump: Expect More Consolidation & More Competition.)

5. Who's gonna drive you home?
Elon Musk and Uber CEO, Travis Kalanick, have been brought on as advisors to Trump. Their roles may cover a wide remit, from space travel to renewable energy. Both men, however, have a strong interest in getting self-driving cars on road. States in the US have typically set the pace on self-driving cars so far, but could that change if Musk and Kalanick have Trump's ear?

— Dan Jones, Mobile Editor, Light Reading

(35)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Page 1 / 4   >   >>
brooks7
50%
50%
brooks7,
User Rank: Light Sabre
1/9/2017 | 11:51:17 AM
Re: Trump Tech
No, I completely understand.

The thing is that those non-Internet connected services are failing.  The value is in the services.   Why would they want to offer being an ISP (value 0) when they can just offer the Internet connected services WITHOUT being the ISP.  Once they are the ISP they have deploy equipment so that others can get all the money out of the connection/

So, those private services are dead in the water.  There is no point to them now.  Every service possible is available over the public Internet.

seven

 
GregW333
50%
50%
GregW333,
User Rank: Lightning
1/9/2017 | 8:15:00 AM
Re: Trump Tech
@seven...   I think you are missing the fundamental aspect of open broadband access.  All the SPs (VZ. T, Comcast) could all offer their services over the same strand of glass at the same time... "walled garden" or a la carte.  At the same time, netflix et al could also offer their services directly to their customers NOT only not accessing the public Internet but also NOT accessing any SP's retail network.  That's the big win for Cloud Companies. 

Greg W. 
brooks7
50%
50%
brooks7,
User Rank: Light Sabre
1/6/2017 | 8:53:46 AM
Re: Trump Tech
Walled Garden IS running IP based services over a network not connected to the public Internet.  Those services are only available via the one service provider.   OTT public services are available over ALL service providers.

seven

 
GregW333
50%
50%
GregW333,
User Rank: Lightning
1/6/2017 | 7:51:52 AM
Re: Trump Tech
Seven...."Open access" not "walled garden"   ...although you could offer walled garden services over the open access networks :-)  
DanJones
50%
50%
DanJones,
User Rank: Blogger
1/6/2017 | 12:30:39 AM
Re: Trump Tech
You have the best words!
wanlord
50%
50%
wanlord,
User Rank: Light Sabre
1/5/2017 | 6:39:16 PM
Re: Trump Tech

I'm, like, a really smart person...

brooks7
50%
50%
brooks7,
User Rank: Light Sabre
1/5/2017 | 12:41:21 PM
Re: Trump Tech
Gregg,

 

So you think the future is Walled Garden services?  Didn't the iPhone kill those about 10 years ago?

I think if you are building walled garden model for residential service (which is the point of 100% take rate) then that is a failed model.  The reason is pretty simple.  You will have to compete with services over the public Internet that can address much larger audiences.  I know the MEF is trying to keep itself in business, but I think this ship sailed a really long time ago.  

I started building IP based video services in a walled garden for IOCs in 2001.  But if I were an IOC (or any form of SP), the cost to do so in the face of Sling TV, Hulu, Netflix, etc. just doesn't fly anymore.  Isn't Comcast itself throwing in the towel and offering Netflix?

seven
GregW333
50%
50%
GregW333,
User Rank: Lightning
1/5/2017 | 7:49:25 AM
Re: Trump Tech
Seven,

I don't think you get the distinction.   I agree... TDM voice = Dead ... LinearTV = Dying 

OTT implies 'over the Internet'.   The emerging model is to deliver services without traversing the Public Internet... and only use the Public Internet as a last resort for anywhere connectivity and to access services/content that's not 'on-net'.   The MEF 3rd Network architecture is an interesting example of this.  So in this model, 'Internet Access' is just one service over the broadband 'pipe'.  Streaming video, for example, is also a broadband application/service that doesn't require traversing the public internet.  It's the same protocols and packets delivered directly to the subscriber without the Internet's inherent lack of QoS and Security.  The same is true for VoIP services.  It get's more interesting when you look beyond triple-play.  

Best,

Greg W.

 
brooks7
50%
50%
brooks7,
User Rank: Light Sabre
1/4/2017 | 8:06:49 PM
Re: Trump Tech
 

Gregg,

I understand your distinction.  My difference is that I believe in OTT services and see no - zero - none - nada point in support Linear TV or TDM voice.  At that point, there is only Internet Service.

seven

 
GregW333
50%
50%
GregW333,
User Rank: Lightning
1/4/2017 | 10:29:06 AM
Re: Trump Tech
Seven, change the words "internet access" to "broadband access" and we are in 100% agreement.  The nuance being the former is a subset of the latter.  GW
Page 1 / 4   >   >>
5G Poll
Twitter Feed
Supporting Partners