1.3 Million Add Broadband in the Third Quarter of 2008 | Leichtman Research Group
2 out of 3 new USA broadband subscribers took cable over telco. This is shockingly bad, particularly when you consider 30% of the telco subs were FiOS, an offering that is supposed to win handily against cable. A few more years of this and we will be talking about bailout bills for AT&T and Verizon. No joke.
Verizon Takes FiOS Fight to Buildings With Chips, Goo : Bloomberg.com
Nice update on VZ's efforts in New York City. Bloomberg technology journalism is a surprising treat.
Light Reading – Report: UK FTTH Would Cost $50B
I call BS. There's no way it can cost this much. 20-25M UK households, aerial connections similar to East Coast USA but with higher density. Exactly why are they projecting costs higher than FiOS? It should be around $30B, and probably less.
Barron’s Online : Verizon: Q2 EPS Beats; Revs Light; Wireline Crumbling
Over 1 in 10 landlines disconnected in last 12 months. Only added 52k net broadband subscribers, even with the compelling FiOS product. Net FiOS adds up only 6% while footprint expanded 33%.
Broadcom is entering the PON chip market and has secured design wins with a major tier-1 equipment vendor. While this is something predicted here, the timetable was sooner than expected. This will have a substantial impact on FTTH component and equipment suppliers as well as the carrier currently conducting lab trials with the device.
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Verizon says FiOS buildout may exceed plans
We’ll pass 12 million by the end of this year, 15 million the next, 18 million the next. I think even within that same time period, there may be some upside for us in number of homes passed without significantly changing the capital requirements.
Verizon FiOS Seeks New Niche – WSJ.com
VZ's FTTH project is using VDSL to service the biggest apartment building in Manhattan
Comcast: 50/50Mbps To Half Their Users by 2010? – dslreports.com
The source of the data is unclear but the implications are large. Comcast is on the record with a commit to roll out DOCSIS 3.0 to 20% of their base this year. Deployment is likely to be concentrated in areas where they compete with Verizon FiOS.
Verizon FiOS TV Sub. Count Tops the Million Mark
Nice summary of VZ’s Q407. FiOS users top 1.5M, of which 1M are TV subs. Note this is all BPON. GPON revenue is not being delayed- it is being eliminated. The big question is can the revenue from landline losses be replaced somewhere else?
CES 2008 is best remembered as the year when it became fashionable for the media to question the relevance of this uber-convention, and for many to skip attendance altogether. Given the intense and in-depth media coverage of the show, attendance should no longer be considered mandatory unless you’re trying to tease out the trends and make the observations missed by the mainstream media. This is what we took away from the show and what Nyquist readers will find relevant.
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