| There is no way either could win without major upgrades. Both Cable and Telco's are "super" saturated right now. Most are on the brink of critical breakdown when it comes to the back-end of their networks. If you tip the scale, even by 20% either way, without doing major upgrades, that one provider will see massive issues. Take Verizon for example, they started the new 14.95 plan and can't keep up. Sprint introduced a new speed tier and pricing structure, and their network is barely treading water. All of these companies have one thing in common, and that is an over-utilized network. You can run all the fiber you want for the last mile, but until more OC-192's are installed at head nodes and redbacks, then I think the market will balance itself out with QOS, as customers flip back and forth to the best quality provider. |
