Tcomp
join:2008-07-29
Greenbelt, MD
|  Closer look at DSL
Although the heady days of 500k DSL net adds may be over, at least for 3Q08, they are reversing the dramatic slowdown in DSL. They only had 34K net DSL adds, but in 3Q08, they had 148K. I think this could be driven in part by wireless/DSL bundles, sans a voice wireline.
Check out my analysis at '»telecompetitor.com/node/887' |
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DGLewis
join:2006-03-10
Freehold, NJ
| In their analyst call, they cited an attach rate of "over 85%" for U-verse broadband. That means that about 200k of the 232k U-verse video adds also added U-verse broadband.
Total broadband net adds were 148k.
That means that vanilla DSL had a net loss of about 52k. (Disregarding WildBlue.)
OK, that's better than 2Q, when the same math puts DSL with a net loss of about 100k, but I wouldn't say that the slowdown in DSL was by any means "reversed". "Attenuated", perhaps. |
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