You're correct splicer2, my mistake:
»
biz.yahoo.com/ap/041022/ ··· e_7.htmlSBC, BellSouth and Verizon are all heavily in debt and pouring money as it is into upgrading their wireless operations with advanced technologies that would compete at least partly with the services to be delivered over fiber.
Then again, those very same concerns could be masking longer-term plans at SBC and BellSouth to install fiber all the way to the home once their wireless joint venture, Cingular Wireless, completes a $41 billion purchase of AT&T Wireless Services Inc.
"SBC and BellSouth can't give the notion to shareholders that they need to spend billions on fiber because they are in the process of raising billions to close Cingular's acquisition of AT&T Wireless," said Lin.
-----------------------------------------------------------
Verizon stood by its projection to reach about 1 million homes at a cost of $800 million and another 2 million homes in 2005, though anecdotal evidence suggests it, too, has picked up the pace.
"Every discussion we've had with people close to (Verizon's) project indicate they are moving, and moving faster than the publicly announced plans," said Albert Lin, industry analyst for American Technology Research. "Contractors working on that program are making installations of equipment that would not make sense to install unless you were planning to introduce service."
----------------------------------------------------------
Isn't it ironic that an ILEC like VZ may actually be deploying FTTP faster than they are proclaiming publicly? I think that shows just how much VZ wants to take an offensive stance toward the competition, with a certain element of surprise.
1 million homes passed by the end of this year?
I don't think so. Everything I've seen here and elsewhere seems to be indicating that they've likely already surpassed that by a big margin, probably more like double that figure already. They've publicly announced 9 states; however, just based on all the sightings on these forums it's obvious that deployments are happening in at least 12 states currently. The companies directive to lash the new fiber to the already existing copper lines has been reported to have sped up the deployments by a factor of 4. And they've already started upping capex for the project, which is no surprise since early take rates according to FTTPEngineer are very very encouraging (~50% in some turned up areas). I read that in the 10 weeks after having gone live in Keller, VZ has been able to double their broadband subscribership there.
The CEO himself said that in the next two years they hope to reach a critical mass of connected lines whereby the economics start to pay off. Reading between the lines that means they will be going all out in a veritable Blitz Krieg fashion to get this stuff rolled out.
What's your impression from within the trenches splicer2 or FTTPEngineer?
Do you think VZ is passing more than they say they are?