dbarc
join:2000-01-22
Fort Wayne, IN | reply to Network Guy
Re: Likely speculation said by MosDef112:
I find it hard to believe that a company like Rhythms, a CLEC also in the brink of ceasing operations themselves, or a company like AT&T, a multi-tier, muti-service carrier with billions in debt, can actually participate in these auctions. ...stuff snipped... If I owned NorthPoint, I'd bypass the ISP's and offer everything in one bundle myself. After all, doing that is what really gets you profits, and avoids dealing with ISP's screwing you out of payments in the first place.
Actually, though ATT has massive debt, it also has tremendous cash flow.... and your last statement about bundling everything would actually seem a good fit for them. With their cash flow, the price is going to be 'cheap', and for a change they'll be buying something at the low point (vs. the 100B they paid for cable when their prices were sky high). They still like the idea of bundling..and while they may still have to 'rent' the last mile, they can put more than just one thing over that pipe. I can see them looking at one copper line, and supplying you with dsl data, voice, and their ISP service, which is good sized. I'm not sure they'd try the VODSL route, but they have all the 'pieces' needed for that as well, in those areas they don't have cable. (Of course, I'm sure you'd have ATT long distance service with that voice line).
The disclaimer:......certainly all speculative and not based on any press reports or releases. |
