Reviews:
 ·Verizon FiOS
 ·voip.ms
·PHONE POWER
 ·Time Warner Cable
| It makes sense I read through VZ financial statement. They reduced wireline capex by 50% (2 to 1 billion) which means that this is gravy for the next 40 years. Inherent in their strategy is offloading wireline for marginal areas (why upgrade to fibre and then sell). So they will eventually cover fringe areas that have low competition when the churn rate overtakes the FIOS additions (maybe 2013), and they convert legacy copper to fibre.
AT&T HFC model doesn't make LONG TERM sense because you have the last mile issue w/ copper, and that problem isnt going to go away, so in a few years that will bite them. So for areas w/ FTTH that will be a problem.
FTTH will allow VZ to have hybrid cell/fibre projects and then just bypass copper 100%. They need whitespace or LTE to be done first before they try it (this needs to be 100% IP first), and that will probably happen at the time of VoLTE rolls out (okay maybe 6 months later). Once they do that they can reclaim 3G (1xrtt first), then they can use spectrumco to blanket the big markets.
So the backhaul will be a combo to microwave, LTE, and fibre (depending upon market) and will be LTE/Fibre--that it.
The losers in all of this are going to be areas served by the offloading of the baby bells to the mini bells who have loads of debt and DSL (not that its bad). Economically speaking copper doesnt make sense. Maybe the new pres wakes up and directs all that USF to building FTTH to the people that big corps will never service. That is the ONLY way it will happen, because they are not going to mandate telco like the old days...
This is all very smart. AT&T has taken the more conservative approach approach to this, and is sort of lucky however wireless is where the gravy is so even the dimwitted survive. I have to give credit for iphone tho, it made them rich.
If VZ buys a CDN, then it makes sense to increase fibre. They probably will. |
