| Which is to say, The rollouts are too slow. Even Verizon's rollout at the cost of billions of dollars every year will only take 5% marketshare per year which barely makes a dent in the cable companies marketshare because Verizon is more likely to get customers away from satellite than another cable company (for video). By the time any cable company is in danger of losing more than 20% of their markets due to broadband or voip.. cable companies will have technological upgrades and co-marketing/branding with wireless and low cost (and free/adbased) internet based media to compete with telco.
So, when all is said and done. Telcos will be finished warming up around halftime... (10-20 years) at current pace. Many major projects away from Verizon (att/bellsouth/qwest) haven't gotten off the drawing boards and press-release wet-dreams yet. You can include in this the second ambitous plan: project lightspeed. |
