Article Info

AT&T Manhattan Investor Conference

AT&T LogoThose of you interested in AT&T should check out this monster 169 page presentation (warning, .pdf link) made yesterday at their analyst conference.

The specifics on Project Lightspeed can be found on pages 86 – 113.

Highlights:

  • Homes Passed in 2006, 2007, 2008 – 3M, 9M, 18M
  • $4.4B in capex to reach all 18M customers
  • $700M in annual Opex savings (huh?)
  • Only 6% of revenue at risk due to cable telephony (pg 123)

I have a hard time buying the reductions in opex. The reality is AT&T is going to have MORE, not less hardware in the field that can break. This is where the FiOS all optical approach really shines ( ha ha -rimshot-).

Discussion

Comments are disallowed for this post.

  1. amazing site you got here!

    anyways, I tried to read the Ma Bell report and it didn’t load properly — did the link break?

    Best,
    -D

    Posted by c! media | February 9, 2006, 3:20 AM