Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs: 
| reply to RadioDoc
Re: Cable's got the next several years, but then
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! |
