TKJunkMail
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|  Note that Capex costs may not be what Burstein says
Burstein's OPINION:
The current projections are they can do these upgrades without raising capex, bringing per bit costs down along a Moore's Law curve and keeping bandwidth costs per user essentially unchanged. Karl's rewording of Burstein's OPINION:
So if the capacity costs of keeping pace with demand are nominal, does that still make AT&T's push into metered billing "inevitable?" Please note that that wasn't the part of Burstein's post "where he quotes AT&T". I am sure AT&T would not agree that their costs aren't rising to expand the network.
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| said by TKJunkMail  :Burstein's OPINION: The current projections are they can do these upgrades without raising capex, bringing per bit costs down along a Moore's Law curve and keeping bandwidth costs per user essentially unchanged. No, that was Dave Burstein's recounting of his AT&T source's current projections.
said by TKJunkMail :Karl's rewording of Burstein's OPINION: So if the capacity costs of keeping pace with demand are nominal, does that still make AT&T's push into metered billing "inevitable?" No, that was Karl's discussion question based on what we've just read.
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join:2002-04-16
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| reply to TKJunkMail
said by TKJunkMail :Please note that that wasn't the part of Burstein's post "where he quotes AT&T". I am sure AT&T would not agree that their costs aren't rising to expand the network. If you leave out U-verse costs on the last mile, what evidence is there that AT&T's capex costs are rising to maintain and upgrade the core network? What would make telecom equipment unique from all other digital technology with regards to Moore's Law? The reports I've seen is that at&t is cutting capex. So either costs are dropping or they are cutting back on network maintenance. |
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