In the past, some companies referred to a mostly deceptive number, "homes
passed," when describing their DSL footprint. "When you quote SBC at 66 percent,
Verizon at 80 percent, etc, is this percent of their COs that are deployed
with DSLAMs. Or, is it the percent of the homes that are served by their COs
that can actually get DSL?" The number I look for is homes servable, which
has been the telco standard at least since the Pronto announcement.
Briefs
Correction: Both Actelis and Hatteras
are aimed at the key niche of 5 to 20 Mbps symmetric service over multiple
lines, but that's no excuse for me to confuse them. Hatteras is the one with
the new CEO, Peter Savage, who moved up from a marketing position to replace
Thomas McPherson. Apologies to Tuvia Barlev of Actelis and his team.
Correction: In an item about the increasing
capacity of foundries, I mentioned ADI as an example of a company who produced
their own chips. The ability to ship from your own plant was traditionally
a strong selling point, but fabs expect to have excess capacity and hence
low prices for the next several years. Maury Wood writes that today, "ADI
uses foundry fabs for our DSL ICs, not captive fabs." ADI was a strong number
two in DSL chips behind Alcatel for many years, but as part of a larger company
was not as visible in DSL as more focused companies. Wood adds "We are making
strong technical progress with our next generation ADSL2+." I spoke to another
chip vendor, who told me to watch for the results coming from UNH and the
DSL Forum ADSL2+ Interoperability testing. Seems some of the companies with
big announcements in recent months haven't delivered chips that meet the complete
stan dard yet.
Qwest doesn't have the cash to expand their VDSL service, so they are actively
talking with the satellite folk for an alternate way to deliver video, Steve
Starliper told the RMN. The Rocky and the Denver Post have done a consistently
outstanding job covering Qwest, including a Rocky series on Anschutz that
should win awards. Wish the New York papers did as well covering hometown
Verizon; not one of the three big dailies covered Verizon's plan to halve
the number of homes that can't get DSL by the end of the year. Mark Harrington
at Newsday has been more alert, including reporting local service issues.
Ben Silverman in the New York Post did break the story that Vonage is facing
a potential $5 million claim from Microsoft and friends for unlicensed software.
Vonage is delivering a breakthrough service, so I wish them the best of luck.
But problems like this, as well as the $20 million fine founder Jeff Citron
is paying for SEC violations at Datek, raise concerns.
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Prime website.
People
Adrian Mello, once Editor-in-chief of Macworld and Upside, takes over at
Electronic Business. He's already generating lively reporting. Happy to report
they are increasing frequency to twice monthly, rare news in these days of
cutbacks. Mello writes along with the frequency change there will be expanded
coverage of topics such as semiconductors, supply chain management, and EDA.
Fred D'Alessio, recently retired as president of Verizon's Advanced Services
Group, joined the board at Hatteras. Joe Zell, once at Qwest, also on the
board, and raised the last funding round for them. Hatteras should have no
difficulty getting serious consideration at key customers.
Copyright 2003 Dave Burstein.
The DSL Prime Newsletter is reprinted with permission.
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