kapil
The Kapil
join:2000-04-26
Chicago, IL
| Re: Just in time There is no bandwidth crunch. Comcast is worried because it doesn't own its own backbone and has to buy its bandwidth from an upstream provider or at the very least be on the losing end of a peering relationship since most of its traffic is customers downloading from the Interwebs.
AT&T, on the other hand, owns more bandwidth than god but has been incredibly short sighted and greedy when it comes to planning upgrades for the last mile. They don't like bandwidth hogs because they can't really compete with their competition. DSL pair bonding never left the lab and their FTTP footprint is so minuscule, it might as well not exist.
As another poster mentioned...you don't see Verizon worried about this silliness, do you?
That's because VZ had the forethought to actually buy their way to owning a pretty big chunk of the Internet backbone via the MCI/UUNET purchase. And then they went out and built a FTTP plant.
Shareholders hated it at the time. Many shortsighted oafs, the same kind that are out of work on wall street now, were crying murder. But If I were an investor with cash, I'd buy VZ.
They have a long term plan that beats all others and have proved that it works. ...and with the current stock market conditions, the stock has never been a better buy.
AT&T will only succeed if it can buy its way to success with lobbyists and killing competition.
Comcast can always go back to being a video provider. |
