Re: Cable's got the next several years, but then in http://www.dslreports.com/forum/r18105384 en Wed, 11 Nov 2009 07:37:10 EDT Wed, 11 Nov 2009 07:37:10 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18106742 Rick : C'mon Doc. We both know that Telco has so little FTTN as to be laughable at the present time.
And, it's going to take them years just to get anywhere close to what Cable has already.

The big problem though for the telco's is what will come next.
Cable has a much better network with their Coax to the home than Telco does with their old phone lines.
And it's those last miles that will take telco MUCH more time and Dollars to replace.

The question is, how big and dominant does cable become in the meantime? Today, they're taking a lot of telco's phone customers as well. This loss of revenue could wind up being very big and crippling telco's efforts even to roll out a new network.

Cable can compete for many years to come with the likes of Docsis 3.0 just around the corner. Even today, without that, as you know..companies like Comcast are deliving 20Mb powerboost speeds..which is plenty to even compete with FTTH even today.

Obviously, Verizon has it right with their FIOS rollout.
Right, in terms of really..it's all they could do to eventually become competitive.

But, what about AT&T? No FTTN even to speak with, and then their plans to try to utilize their existing copper in the form of Uverse.

I think they stand to wind up in a world of hurt with this strategy.

If you think in terms of cable now offering up to 20Mb +..and then even more when docsis 3.0 comes out..
and compare that to Uverse's 6Mb which we both know is 5.4Mb in disquise..the world is looking pretty bad for AT&T for years to come.

Can they even survive? Time will tell but losing hundreds of thousands of landlines now to VOIP providers surely must be giving them some very bad nightmares.

Combine that with the up and coming switch to all digital TV..HDTV at that..and really...what do they have left?

I'm not anti AT&T. I'm anti their horrible strategy as I see it.
And think that really, they'd better get on the Verizon train VERY quickly.
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The Coyote captured the RR! Roadrunner Rick is now Comcastic!]]> http://www.dslreports.com/forum/remark,18106742 Mon, 02 Apr 2007 19:13:42 EDT You're right, lots of bandwidth http://www.dslreports.com/forum/remark,18106229 Sammer : Look at what's happening in Chicago, there will soon only be twenty analog channels. Recapturing that much bandwidth is the equivalent of going from a 500 MHz system to an 860 MHz system. IMHO AT&T will have to go to FTTP because of what will happen when popular networks and/or popular live events air at the same time. Cable will handle those situations the way they always have with linear cable and still have the option of switched video for even more capacity.]]> http://www.dslreports.com/forum/remark,18106229 Mon, 02 Apr 2007 17:32:57 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105864 RadioDoc : Yep. Anyone who thinks that the telcos are going to just roll over and die have another thing coming. The cable cabal is getting too fat, too arrogant and too disconnected from it's customers to be able to react to a desperate, evolving competitor, which is what the telcos may very well become.

Cable has FTTN, but so does telco. It's a bit more of a pain in the ass to extend fiber to the home from a remote terminal, but at least around here there are multiple fiber feeds to those and they've got more capacity than the fiber nodes the cable companies use. Cable will have to completely re-think their engineering model to do FTTH, while the telephone network is already half (some cases 90%) there already.

FTTH may not be "needed" for 10 years, but when it is needed the cable companies are going to be way behind. It may not even be telco who knocks them off the mountaintop, but they'll be knocked off unless that fiber is ready to light.
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Toolmaster of La Grange.]]> http://www.dslreports.com/forum/remark,18105864 Mon, 02 Apr 2007 16:29:27 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105780 dmeyer : Most people are completely ignorant that much of cable's potential bandwidth is wasted by 80 or so analog channels. Once analog goes away, they will be able to give us 3 times as many channels, all in HD 1080i, and have plenty of bandwidth to spare.

The infrastructure itself is fine for now, it's just the ugly analog content that's making it all go to waste.]]> http://www.dslreports.com/forum/remark,18105780 Mon, 02 Apr 2007 16:15:08 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105606 digitalfreak :
said by GOLFnSUN See Profile :

FTTH is NOT needed for at least 10 more years.
At least not by the cable companies... :0)]]> http://www.dslreports.com/forum/remark,18105606 Mon, 02 Apr 2007 15:45:04 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105418 morbo : cable will be able to buy at&t in a few years. let the blood letting begin!]]> http://www.dslreports.com/forum/remark,18105418 Mon, 02 Apr 2007 14:59:27 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105384 GOLFnSUN : Reports of cables death have been greatly exaggerated. There is still plenty of growth capability there, and with Docsis 3 higher internet speeds are possible with relatively low additional infrastructure investments. FTTH is NOT needed for at least 10 more years.
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My BLOG
My Web Page]]> http://www.dslreports.com/forum/remark,18105384 Mon, 02 Apr 2007 14:53:44 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105378 dr2500 : BINGO!!....The cable infrastructure is already laid out with fiber to the node. Taking it from the node to the home would be a lot easier than the Telco’s bringing fiber to the home currently. This is the time for cable operator to start thinking beyond DOCSIS 3.0]]> http://www.dslreports.com/forum/remark,18105378 Mon, 02 Apr 2007 14:52:32 EDT Re: Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105372 jslik :
said by RadioDoc See Profile :

If they want to maintain dominance they'd better get off their asses and replace that coax with FTTH.
Why? Telco sat on their rears too for ten years, and now have pretty fairly successful to change the regulatory environment to favor them...why not cable?

I'm only HALF kidding....]]> http://www.dslreports.com/forum/remark,18105372 Mon, 02 Apr 2007 14:51:23 EDT Cable's got the next several years, but then http://www.dslreports.com/forum/remark,18105233 RadioDoc : it's going to be an all out dogfight. Unless the cable dog can't hunt, which is entirely possible. Some would say probable, due to their being 10 years behind in tech by then.

If they want to maintain dominance they'd better get off their asses and replace that coax with FTTH.
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Toolmaster of La Grange.]]> http://www.dslreports.com/forum/remark,18105233 Mon, 02 Apr 2007 14:26:26 EDT