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lml2000
Whazzup

join:2000-08-17
Los Angeles, CA

reply to Iforgot0

AT&T Broadband Strategy

AT&T (T) will want to operate as a CLEC in areas that extend beyond its cable plant, and in areas where it does not intend to necessarily deploy its fixed wireless service.

In light of this, I think T has already reviewed where and what markets (COs) Northpoint maintains leased space and equipment and assess how those locations might fit into their overall broadband strategy. Weighed against this is all the other crap that they might have to purchase in order to obtain the assets they want. I think they will weigh the value of what they want against the likelihood that they could profit by immediately flipping what they don't want to another carrier.

They may have already made the decision to pass. I dunno. No one does until the bids are opened. The things weighing in T's favor is (1) they have the cash to lay on the table, and (2) that have a great need to establish a significant presence in the CO to begin to provide local carrier service to feed their dying long distance business.

Should be interesting.

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