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DSL Prime: 100 Mbps Bell South VDSL2 Don't try to order it tomorrow, but the nicest of the RBOCs plans to deliver real speed in the future.
"Connect possibilities, enrich knowledge and inspire progress."
SBC has just announced a $14.95/month special, a few days after I wrote, "Big Ed ... You're promoting $19.95 service, and you'd do an even better job saving voice revenues if you went to $14.95." S.B., you don't have to go looking for a deep throat inside your companyit was purely coincidence. The press reports say new customers only, preventing your 5 million loyal users from getting the same price, so this isn't the price break the U.S. is hoping for. Best news is COO Stephenson telling Reuters SBC will go from 80 percent to 90 percent coverage in 12 to 18 months. Perhaps that will inspire BellSouth to go beyond 84 percent, and perhaps get Verizon back to their 90 percent goal for the beginning of 2005 (they are being coy about the current figure). Qwest, Sprint, and some of the other regionals are even farther behind. Meanwhile, Europe is proving DSL competition can work, as Telefonica doubles DSL speeds at no increase in price. Expect similar moves from British Telecom as Tiscali and Cable & Wireless/Bulldog complete their DSLAM deployments to half the homes in the UK. The Bulldog is currently offering an 8 Mbps service for sixteen pounds. Even Deutsche Telecom is reacting, planning a VDSL trial finally. China, however, is slowing down. China Telecom President Wang Xiaochu tells Dow Jones they will exceed last year's 6.6 million net DSL additions, but that is far less than expected. Modem orders this quarter have plummeted. Growth is still substantialthey've ordered 1 million DSLAM ports from ZTE and over 2 million from others, and have reached 40,000 IP TV customers in "trials." Expect, soon, another issue of Jennie's Future of TV.net, a Fiber News, and a long look at regulation. The U.S. is planning to sell off its birthright, control of crucial spectrum, for far too long and far too little. That's as unthinking as selling the Grand Canyon for condominiums, or the Mall in front of the U.S. Capitol for office towers. "Broadband for All" in Qatar The picture of the launch event featured glorious Arab flowing robes, not western business suits. Despite the different culture, the goals could come from a British policy paper, a "mission to create an advanced knowledge society through ICT infrastructure and skills development, the delivery of e-services and the establishment of a regulatory environment that promotes growth and benefits citizens, businesses and the government." BellSouth FTTC: Competition coming 2006 and 2007 from 50 to 100 Mbps cable is driving this decision. BellSouth's Hank Kafka saw the 100/100 demo at Fast Net, as well as John Chapman's Cisco presentation of how cable can easily move to a shared gigabit. I wouldn't claim that day's presentations influenced himBellSouth has a fiber/coax deployment and knows the technology wellbut anyone who heard Mattson wouldn't want to be competing in 2008 with a network tuned for 15 mbps download and only 1 mbps upload. No details available yet on BellSouth's timing or deployment particulars, but deploying a network like this will take several years, minimum. BellSouth, even if the Board authorizes a jump in capital spending, would be doing remarkably well if it reaches even half their homes with this speed by 2008.
Copyright 2005 Dave Burstein. "The power of the printing press belongs solely to those who own the
presses" The Internet is the cheapest printing press ever invented.
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