| The only war is going to be in Verizon areas. Only Verizon has the cash and the will to go full blast on FIOS. ATT (SBC, BLS, ATT) will try to convince people Project Lightspeed is FIOS. They won't. And, do they want to?
Cable pretty much will own the markets FIOS isn't in. I'll bet they get more phone customers than this report says. CEO Brian Roberts, Comcast, is going to be ruthless against the surviving Bells except in Verizon land.
Of course, this report doesn't really take into account that cell phones outnumber landlines. In five years, I doubt we will be having the telephone discussion just the broadband one. If cell companies just doubled their talk time, which they will, the Bells and Cable's plans are irrelevant. |
