Broadband Competition: This Is As Good As It GetsAt least according to one Wall Street analyst... ( old news - 08:45AM Friday Aug 22 2008) tags: competition · businessThe current state of broadband competition is about as good as it's going to get, according to Stifel Nicolaus analyst Blair Levin, who thinks it may be downhill from here. With municipal broadband facing mixed results, and broadband over powerline (BPL) essentially dead on arrival, that leaves Clearwire/Sprint as the only foreseeable disruptive force on the competitive horizon -- and they face deep-pocketed AT&T and Verizon, who'll likely do their best to ensure the project doesn't succeed. What about Google " White Space" broadband? "There’s not that much left to be disruptive," Levin continued. "White spaces could be in rural areas, and a little bit in broadband, but I don’t think so. Other things that people are looking to be disruptive I don’t think will happen." That poor "third pipe," so ballyhooed by the FCC, appears to be little more than a pipe dream. So enjoy it kids -- we've apparently reached the pinnacle of broadband competition in the United States. Let's hope Levin is wrong.
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tad2020
join:2007-07-17
Orange, CA | Re: Break Broadband Service into Transport and Internet Access. Isn't that the way Japan does things? And wouldn't the terrorist win if our internet becomes as good as Japan's? | |
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join:2008-02-13
Hingham, MA
| Re: Break Broadband Service into Transport and Internet Access. In Japan, correct me if I'm wrong, but ISPs do NOT lease capacity from the pipe owners, but instead you personally buy both a pipe and an ISP to provide services over the pipe. So the consumer could theoretically have a choice of both pipe provider and ISP. | |
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tad2020
join:2007-07-17
Orange, CA | Re: Break Broadband Service into Transport and Internet Access. Maybe I was thinking about phone lines there, I read that anyone can lease them for ~$2/m wholesale to any residence. | |
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mrchris
We don't miss you Bush
Premium
join:2002-10-01
North Babylon, NY | Wall Street Investors and Shareholders They don't care, they just want to make money without having extra players on the field to compete with the big ones. | |
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Noob
@optonline.net | Re: Wall Street Investors and Shareholders I could have sworn everyone knew this already... | |
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GOLFnSUN
Enjoy the sun
Premium
join:2002-03-03
Avalon, NJ
 ·Sprint Mobile Broa..
 ·Comcast
|  BUT - Levin does see 4G as being disruptive....
Levin said 4G wireless rollouts in 2010 or 2012 could represent a significant change in the competitive landscape. “That is a far more significant competitive threat than I think people realize,” he said, adding that, for wireline providers feeling the sting of wireless substitution, “The worst, in wireless, is yet to come.” And Levin could be a future FCC commissioner if Obama wins:
Levin, who is rumored to be a potential candidate for an FCC appointment should Barack Obama win the presidency
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My BLOG .. .. Internet News .. .. My Web Page
Ask yourself one question: 'Do I feel lucky?' Well, do ya punk? | |
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mrchris
We don't miss you Bush
Premium
join:2002-10-01
North Babylon, NY | Re: BUT - Levin does see 4G as being disruptive.... If he's not as bad as that prick Martin.. | |
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Break Broadband Service into Transport and Internet Access.
As in the days of dial up internet access the network owners (Cable/DSL) should be limited to providing transport of internet access, with regulated rates for the customers. The ISP's would lease capacity from the network owners to provide transport to their customers. The ISP's would be charged for volume and speed of their connection to the network. Unfortunately the breakup will probably increase cost to the customer because they will have to pay the network provider and the ISP on separate bills. On the other hand this will give the customer a choice of ISP's.
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