Re: cable guy "vapor"-izes DSL 3X cable TV troll!

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#428

From: John Navas
Date: Sat, 03 Feb 2001 20:16

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[POSTED TO comp.dcom.modems.cable; PLEASE REPLY THERE]

In <3A7C4010.2CEC5ED7@mynetwatchman.com>, Lawrence Baldwin
<baldwinlSPAMMENOT@mynetwatchman.com> wrote:

>Worse yet folks at ATT that concluded that cable is best architecture
>for broadband deployment and bet their business on massive
>acquisitions.  I may be wrong here, but I think in 2-3 years we'll see
>that was a $100B mistake.  How many DSL customers (and how much
>effective bandwidth) could you reach for $100B?  AND, most importantly,
>how does it scale from there.

Maybe; maybe not.  That price tag was for instant market share -- AT&T
was probably worried about missing the boat, and paid a big time
premium.  Otherwise I think cable probably has a lower cost per
subscriber connection than DSL, particularly for the more difficult half
of the market.  Let's also remember that AT&T was interested in far more
than just Internet service -- witness the big push into "digital" local
telephone service.  Nevertheless, the payoff has been slow in coming,
long distance revenues have been slipping, and the recent changes in
AT&T suggest that this might well have been a $100B mistake.

-- 
Best regards,
John Navas     <http://navasgrp.home.att.net/>
     CABLE MODEM/DSL GUIDE:  <http://Cable-DSL.home.att.net/>

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<20010116192016044.AAA95@adsl-209-204-185-87.sonic.net@john.navasgroup.com> <3A64B680.2A79F24D@erols.com> <3A76B6CA.73B36B26@mynetwatchman.com> <4OGd6.100$mW6.5202@typhoon.sonic.net> <3A776B57.C495242C@mynetwatchman.com> <R3Ld6.144$mW6.6010@typhoon.sonic.net> <3A782325.2538A5E2@mynetwatchman.com> <diEe6.142$Tf1.5347@typhoon.sonic.net> <3A7B357B.3C2C1C79@ufl.edu> <3A7C2957.6083F801@mynetwatchman.com> <3A7C3C37.3A68AD2C@ufl.edu> <3A7C4010.2CEC5ED7@mynetwatchman.com>

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From: John Navas <spamfilter@navasgrp.dublin.ca.us>
Newsgroups: comp.dcom.modems.cable,bellsouth.net.support.adsl,comp.dcom.xdsl
Subject: Re: cable guy "vapor"-izes DSL 3X cable TV troll!
Organization: The Navas Group, Dublin, CA, USA
References: <20010116192016044.AAA95@adsl-209-204-185-87.sonic.net@john.navasgroup.com> <3A64B680.2A79F24D@erols.com> <3A76B6CA.73B36B26@mynetwatchman.com> <4OGd6.100$mW6.5202@typhoon.sonic.net> <3A776B57.C495242C@mynetwatchman.com> <R3Ld6.144$mW6.6010@typhoon.sonic.net> <3A782325.2538A5E2@mynetwatchman.com> <diEe6.142$Tf1.5347@typhoon.sonic.net> <3A7B357B.3C2C1C79@ufl.edu> <3A7C2957.6083F801@mynetwatchman.com> <3A7C3C37.3A68AD2C@ufl.edu> <3A7C4010.2CEC5ED7@mynetwatchman.com>
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