Comments on: The Proving Ground of NTT http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/ More Signal. Less Noise. Thu, 02 Apr 2009 12:29:57 -0700 http://wordpress.org/?v=2.9.1 hourly 1 By: Andrew Schmitt http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1478 Andrew Schmitt Sat, 15 Sep 2007 16:21:45 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1478 I've heard both sides of the table for rural environments. For: Opex in rural environment is high for equipment in the field. Eliminating remote terminals is a big advantage. Rights of way are more accessible, and homeowners may be willing to foot some of the bill. Against: Low density means much of the fiber is a home run, not shared. THerefore while costs/meter installed are lower, the number of meters installed per home is much higher. So cost per home ends up being more than an urban environment. Obviously, which story you get depends on what the particular person is selling. I’ve heard both sides of the table for rural environments.

For: Opex in rural environment is high for equipment in the field. Eliminating remote terminals is a big advantage. Rights of way are more accessible, and homeowners may be willing to foot some of the bill.

Against: Low density means much of the fiber is a home run, not shared. THerefore while costs/meter installed are lower, the number of meters installed per home is much higher. So cost per home ends up being more than an urban environment.

Obviously, which story you get depends on what the particular person is selling.

]]> By: Reuven http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1479 Reuven Sat, 15 Sep 2007 15:37:15 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1479 One of the advantages of fiber is that it is relatively distance indifferent. GPON for example, is designed for a distance of 20 km. The majority of the cost of deployment is spent on civil engineering and not on the fiber. So, deploying GPON in a rural environment using areal cables should not be more expensive than deploying in urban areas which require using buried plant at a very high cost. Am I missing something or is there another reason for not deploying fiber in rural areas? One of the advantages of fiber is that it is relatively distance indifferent. GPON for example, is designed for a distance of 20 km.
The majority of the cost of deployment is spent on civil engineering and not on the fiber. So, deploying GPON in a rural environment using areal cables should not be more expensive than deploying in urban areas which require using buried plant at a very high cost.
Am I missing something or is there another reason for not deploying fiber in rural areas?

]]> By: DSL Market Consolidation Dynamics at Nyquist Capital http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1477 DSL Market Consolidation Dynamics at Nyquist Capital Wed, 12 Sep 2007 20:27:34 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1477 [...] Japanese transition away from DSL (see “The Proving Ground of NTT“) decimated Centillium’s DSL business and in our opinion the company has no reason to [...] [...] Japanese transition away from DSL (see “The Proving Ground of NTT“) decimated Centillium’s DSL business and in our opinion the company has no reason to [...]

]]> By: The Bandwidth Explosion Myth at Nyquist Capital http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1476 The Bandwidth Explosion Myth at Nyquist Capital Mon, 10 Sep 2007 17:05:02 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1476 [...] Japan is our favorite proxy for the future of broadband in the world given their aggressive deployment of broadband and more recently, Fiber to the Home. Japan leads the world in absolute FTTH deployment as well as per capita FTTH deployment. It is the worlds de facto FTTH testing lab (see “The Proving Ground of NTT“). [...] [...] Japan is our favorite proxy for the future of broadband in the world given their aggressive deployment of broadband and more recently, Fiber to the Home. Japan leads the world in absolute FTTH deployment as well as per capita FTTH deployment. It is the worlds de facto FTTH testing lab (see “The Proving Ground of NTT“). [...]

]]> By: Andrew Schmitt http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1457 Andrew Schmitt Thu, 06 Sep 2007 16:07:07 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1457 It is confusing. The idea is that the most expensive fiber to install is the last 1000m or even 100m. Instead of doing this, the existing copper is re-used for this segment. No new copper is put into the building. This makes the most sense in apartment buildings or 'MDU's - multiple dwelling units. It is a trade off. You eliminate installation costs but now have active electronics widely distributed in the network. It is confusing. The idea is that the most expensive fiber to install is the last 1000m or even 100m. Instead of doing this, the existing copper is re-used for this segment. No new copper is put into the building. This makes the most sense in apartment buildings or ‘MDU’s – multiple dwelling units.

It is a trade off. You eliminate installation costs but now have active electronics widely distributed in the network.

]]> By: Cyril http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1455 Cyril Thu, 06 Sep 2007 07:26:48 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1455 Can anyone explain a beginner like me why telcos would deploy, as part of their FTTH roll-out, copper inside buildings rather than fiber? When copper already exists and can be re-used, I understand, but otherwise I don't. Is the fact that fiber is not enough bendable the reason? Thanks to anyone who can answer my naive question. Can anyone explain a beginner like me why telcos would deploy, as part of their FTTH roll-out, copper inside buildings rather than fiber? When copper already exists and can be re-used, I understand, but otherwise I don’t. Is the fact that fiber is not enough bendable the reason?
Thanks to anyone who can answer my naive question.

]]> By: FiberGeneration http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1470 FiberGeneration Wed, 05 Sep 2007 21:46:45 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1470 <strong>Leadership, Economy, and Fiber Optics...</strong> Thanks to Benoit Felten, this article by Andrew Schmitt of Nyquist Capital : The Proving Ground of NTT, or how Japan expect to reach 100% broadband coverage, 90% of which to be ultra-high speed (read : fiber-based) by 2010.In the... Leadership, Economy, and Fiber Optics…

Thanks to Benoit Felten, this article by Andrew Schmitt of Nyquist Capital : The Proving Ground of NTT, or how Japan expect to reach 100% broadband coverage, 90% of which to be ultra-high speed (read : fiber-based) by 2010.In the…

]]> By: Ikanos Picks Up Alcatel’s Check at Nyquist Capital http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1466 Ikanos Picks Up Alcatel’s Check at Nyquist Capital Wed, 05 Sep 2007 18:22:28 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1466 [...] Alcatel is the #2 provider of DSL equipment worldwide and a leading provider of optical access hardware, and VDSL is primarily a FTTB/FTTC technology. Since Alcatel is not a 10% customer for Ikanos it is hard to deny the importance of forging a strategic relationship with this supplier. Ikanos already supplies VDSL for leading Korean and Japanese equipment makers engaged in FTTH build outs. (see “The Proving Ground of NTT“) [...] [...] Alcatel is the #2 provider of DSL equipment worldwide and a leading provider of optical access hardware, and VDSL is primarily a FTTB/FTTC technology. Since Alcatel is not a 10% customer for Ikanos it is hard to deny the importance of forging a strategic relationship with this supplier. Ikanos already supplies VDSL for leading Korean and Japanese equipment makers engaged in FTTH build outs. (see “The Proving Ground of NTT“) [...]

]]> By: Benoit FELTEN http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1463 Benoit FELTEN Wed, 05 Sep 2007 07:59:21 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1463 The rural vs. urban conundrum is here to stay. First of all because the cost differentials in deployment, even using GPON and even aerial, are huge (mind you, Verizon, like most incumbents, uses GPON in urban areas as well...) Sure, it's a shame. But you can't expect commercial ventures to go where it's not profitable "for the good of the people". That's what governments are for. And think about the poor germans and italians (not to mention australians) who will get FTTC VDSL at best because the incumbents don't want to invest and have no significant competitors to prod them towards FTTH. At least Verizon is serving part of its customer base with genuine FTTH... Nice post, Andrew, by the way. I won't bother with analysied this data on www.fiberevolution.com, I'll just point to you! The rural vs. urban conundrum is here to stay.

First of all because the cost differentials in deployment, even using GPON and even aerial, are huge (mind you, Verizon, like most incumbents, uses GPON in urban areas as well…)

Sure, it’s a shame. But you can’t expect commercial ventures to go where it’s not profitable “for the good of the people”. That’s what governments are for.

And think about the poor germans and italians (not to mention australians) who will get FTTC VDSL at best because the incumbents don’t want to invest and have no significant competitors to prod them towards FTTH. At least Verizon is serving part of its customer base with genuine FTTH…

Nice post, Andrew, by the way. I won’t bother with analysied this data on http://www.fiberevolution.com, I’ll just point to you!

]]> By: FTTHblog » Japan FTTH Ststs http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1462 FTTHblog » Japan FTTH Ststs Tue, 04 Sep 2007 19:19:04 +0000 http://www.nyquistcapital.com/2007/08/28/the-proving-ground-of-ntt/#comment-1462 [...] summary of a Japanese Ministry of Internal Affairs and Communications report on broadband is presented at [...] [...] summary of a Japanese Ministry of Internal Affairs and Communications report on broadband is presented at [...]

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