| 90% of Red now - most likely wireless My prediction:
DSL deployment will continue to spread out by a small amount, achieving more consistent coverage where it already is, and filling in CO's where it's not.
Cable deployment will eventually start to yield some better quality and hit very high utilization in suburban areas where it's tough to do DSL
Wireless deployment will accelerate in 2002 or 2003 with most of the red having very good wireless service by 2003. It so much harder to segment the wireless networks in dense areas this will take a lot longer, but some motivated entrepenuer with the right investors and a relative handful of towers can really jump ahead in this market.
My two cents,
Rob Froelich
Formerly of Phoenix Networks, now AT&T |
