Havent been following Bronx for awhile, but it looks like NYC deployment is at a very slow pace in the Boroughs other than Staten Island. Verizon/MCI is almost done, one more state left for approval, Washington.
After the 2 companies integrate, I think you will start to see more things happening because of cost efficiencies, greater profit, and everything inbetween so deployment speed should accelerate somewhat I hope.
I had expected Queens like Bayside would have been done already and was wrong. Seems like it will be ready sometime in 2006.
Seems like there is room for 3 competitors for residential in some urban parts (Incumbent cable co either Time Warner or Cablevision), Verizon + RCN) while others will have 2. Later on if profitability outlook changes maybe others will enter but who knows. RCN is kinda funky and will be moving into Brooklyn. It just reversed its debt structure whereby it will owe a creditor more but for the 1st few years they actually OWE less. RCN is kinda like the energizer bunny which never makes a profit but just keeps reshuffling things internally so it keeps going and going and going.