If You're Waiting on FiOS, You Could Be Waiting a While > 100%

100%

Fiber Optic has a pretty expensive install cost but that will only lower with time. Perhaps the long term strategy is to form an alliance for a few years with Cable for spectrum issues to be brushed under the rug.

Then as Fiber gets cheaper and cheaper (and it is) go out and start aggressively upgrading its DSL base to FiOS.

Fiber isn't going anywhere. Investors are completely clueless to what people actually want , they want people to use LTE modems in there home because the cost of tower deployment is much cheaper than digging up and laying fiber all over town. The reality however is that 4G LTE has tiny bandwidth caps that make home use impossible to even the most basic user who won't pay $60 a month for 5 gigabytes of bandwidth and then pay $10 more per month per gigabyte.

Home data consumption is only going up. LTE will not be able to keep up with the demand , its a solution that only appeals to the smartphone market. Unless Verizon does a complete 180 on its bandwidth caps on LTE its pointless for investors to tell them to ditch landlines entirely.

There will come a point where Verizon will begin to bleed DSL customers because Cable will finally get around to those areas and offer cheaper and faster solutions. That's will force Verizon to start aggressive deployment of FiOS again.

Cable's reach is much bigger than Verizon's copper area. What would be really aggressive is if they started overbuilding AT&T copper areas with FIOS, which would be very interesting, although a high risk/cost investment for Verizon.

They can offer LTE with much higher caps (100+GB) as a replacement for rural DSL in more rural places, but in suburban and urban areas, it is has place in the home, because it, like other mobile networks will become strained just with mobile traffic.

Verizon is already bleeding DSL customers to cable, they have been for years. I think they should go 100% FIOS, and kill off DSL, and try and fully kill off copper. If anything, they could save a lot on maintaining copper, as they could just let them rot, and the few remaining POTS lines could be switched to pairs that still work.

reply to BiggA
Investors don't care about what happens to Verizon in 2 years, so long as they make their capital gains this quarter. And when VZW would tank, they would be more than happy to short it into the ground.

Yeah, that's exactly the problem. AT&T obviously has it too, otherwise they would be building fiber out as fast as they could buy the fiber cable.