WSJ Claims Verizon Scaling Back Fios > WSJ got it wrong on fiber inside home; but right on growth

reply to fAcEtIOUs

Re: WSJ got it wrong on fiber inside home; but right on growth

I dunno, I think it might be the video component that scares them most. You can sell the need for additional bandwidth. But with entrenched cable/sat competition and a slew of IP video services, on-demand, place-shifting, and other services, I'd be worried about telco TV.

The best way to sell it I guess is to bundle, but that's still a long time before Telco-TV becomes profitable.

Without some "sex appeal", Wall Street would have been happy to cash cow the Telcos into twisted pair oblivion.

I think you are correct though, when it comes to video services, the Telcos don't know what they don't know and it is going to be quite sometime before they have a widely deployed, competitive product that is financially viable (assuming they even have the stomach to get there).

Cable and Satellite haven't even begun to compete.
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"If PCs are hard, then Macs are flaccid" -bb

I certainly wouldn't want to be trying to compete in the video space in 2010. If the offerings are good from the five-zillion companies planning to offer TV to iPod, phone, and everything else - there becomes no need for traditional "cable" service, or anything like it.

Existing cable-operators could have a hard time, much less a telco with only 45% of its footprint capable of offering IPTV.

That's without even mentioning piracy and show-trading, which I'll assume will explode even more in popularity.