Nyquist Capital » BT

Free FTTH in France

Andrew Schmitt — Fri, 12 Oct 2007 21:19:44 +0000

Fiber to the Home broadband is not Free in France, but Illiad (Corporate Website) is rolling out FTTH in Paris through it’s broadband ISP Free (note the capitals).

We’ve written about Free before (see “FTTH vs. VDSL in France“) but had a chance to learn more about what Free is doing while having Dinner with Benoit Felten. He consults by day and blogs by night over at Fiberevolution… What an appropriate name for a French Fiber blog.

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The Proving Ground of NTT

Andrew Schmitt — Tue, 28 Aug 2007 14:05:51 +0000

The Japanese Ministry of Internal Affairs and Communications is a great source for data on Japanese communication infrastructure and usage. A recent document provides a state-of-the-network update and lays out the goals for the next 3 years.

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State of the Photon - Global FTTH Activity

Andrew Schmitt — Thu, 31 May 2007 21:56:39 +0000

I haven’t been shy about my prediction that GE-PON would trump GPON deployments and so far I’ve been right. The dominance of GE-PON continues, with large deployments planned or underway throughout Asia. Verizon (VZ) is the only carrier deploying BPON/GPON in size though some activity is promised in Europe. We shall see.

Let’s take a quick look at the state of the photon.

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FTTH Stakeholders /= FTTH Shareholders

Andrew Schmitt — Mon, 16 Apr 2007 14:57:56 +0000

People tout the big benefits of fiber but refuse to allow those who put capital at risk to make big profits. They seem to be afraid that someone, somewhere, might actually make some money.

A report from the Broadband Stakeholder Group summarizes ongoing worldwide fiber to the home (FTTH) projects . The report highlights the need for FTTH in the UK, something BT (BT) has steadfastly refused to do.

I cannot blame BT- asking them to deploy an expensive network and then be forced to lease it out to competitors (with no downside investment protection of course) is a ridiculous thing to expect of a profit driven entity.
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Enterprise Access Capex - A Ray of Hope?

Andrew Schmitt — Thu, 12 Apr 2007 20:13:55 +0000

Only one half of Verizon’s wireline (VZ) revenue comes from consumers; the rest comes from business connectivity and services. Verizon, as well as other carriers, have been spending money to deliver better broadband services to consumers. What will happen when they spray this capex hose in the direction of their long neglected business customers? Which equipment companies will benefit?

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OFC 2007 - Carriers Speak Out On Peer to Peer

Andrew Schmitt — Tue, 27 Mar 2007 20:31:19 +0000

I’ve got 9 pages of notes from yesterday’s OSA Executive Forum that I will distill and distribute this evening. Craig Matsumoto from Lightreading captured and blogged my fastball question to the Carrier panel composed of BT, Comcast, AT&T, and Verizon. My question was:

There has been a lot of discussion today about Video and the explosion of bandwidth needed to carry it but Peer to Peer traffic is now the largest consumer of bandwidth on your networks. Do you view P2P technology as an opportunity or threat and why?

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BT’s 21CN - Reversing a Victorian Tradition

Andrew Schmitt — Tue, 27 Feb 2007 23:08:07 +0000

England is near the top of the list of countries I don’t like to visit. My wife likes watching the tedious Victorian England dramas of BBC “Masterpiece Theatre”. I last about 10 minutes until their images force memories of stuffy rooms, bad heating, weird ergonomics and truly god-awful food to resurface.

There is one exception to my stereotype. British Telecom’s (BT) 21st Century (21CN) initiative. No Victorian Bric-a-Brac here.

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Ciena Sees Red at BT

Andrew Schmitt — Thu, 22 Dec 2005 22:21:15 +0000

Two things happened today. Ciena (CIEN) inked their contract with British Telecom for the BT’s 21CN project. And Marconi shareholders approved the sale of the company to Ericsson. Many readers know these two minor events have a bellwether common denominator - a willingness to meet the new price targets set by Chinese competition.

Just as Vietnam and Afghanistan were proxy wars for the 20th century superpowers, BT’s 21CN will be the first full-blown encounter between incumbent and Chinese research, customer service, accounting practices, and cost structures.
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