rd greer: I'll give this one a shot....
This next year we will see tons of articles stating that ADSL and Cable aren't delivering. I'm more worried that cable modems will not place the needed pressure on the RBOCs to deploy a high speed solution.
"Cable Pullback Dampens xDSL Panic; Wall Street Journal Article is Sign of the Times
January 2, 1997 -- 1997 is starting out on a realistic note, a change from the normal hype-heavy new years we usually get in the telecom industry. The front page article in Jan. 2's Wall Street Journal on TCI and John Malone reiterates the message that cables are re evaluating their telephony and Internet services strategy. The upshot is that this will force telco's to re evaluate their own implementation rationales for new technologies like xDSL....
A year ago, xDSL was hot and heavy because the cable companies were breathing down the telcos neck with telephony and Internet products. Today, the Wall Street Journal reports that Malone is questioning whether the technology the cables are implementing is even the correct choice! "And he [Malone] doesn't know whether the two-way technology that cable operators are aggressively deploying over their cable lines is 'the right technology, given the understanding we currently have of where the business is going...."
Now to that Article:
<<ADSL vendors who saw their stock value tumble,>>
WSTL tumbled from 45 to the low 20's. It was believed that WSTL would get some of the contract... but didn't.
<< Ameritech, BellSouth, Pacific Bell and SBC Communications retained France's Alcatel Telecom as their future supplier of ADSL products. At the same time, they emphasized that the deal depends on the conclusion of successful contract negotiations.>>
Those negotiations are complete.
telechoice.com
"JPC Finalizes ADSL Contract
December 20, 1996 -- Ameritech, BellSouth, Pacific Bell and Southwestern Bell have reached agreement with Alcatel Telecom on multi-year contracts that will help the companies speed deployment of high speed data access services to customers.....
"Alcatel offered the best combination of cost, availability and performance based on the DMT standard," according to a joint statement issued by the four companies. "We strongly believe that DMT represents the most logical and cost-effective approach to introduce ADSL-based services. Furthermore, the teaming of Alcatel and our four companies will help with the rapid deployment of ADSL-based services in general by efficiently resolving any operational or technical issues that may arise."
ALSO:
GTE, US WEST, and BT are looking at deploying IP in the near term.
<<GTE...These services require routers and Ethernet switching at the subtending exchange and small routers at the customers' premises (see Figure 2). "We use ADSL modems from Westell and Amati, Bay Networks and Cisco routers, and GTE-provided Ethernet interfaces and browsers. We also install special shielded twisted pair premises wiring," says Olshansky. The latest rumor heard on the street is that GTE is re-evaluating ADSL for this application.>>
This fellow goes all this way to understand how GTE is going to implement ADSL... and his last statement is based on RUMOR... Ask Olshansky if GTE is re-evaluation ADSL. I guess it depends on which street your on.. the intersection of TCI and CABLE or ADSL and GTE. I can't find the GTE restatement on the special wiring... but I don't believe they installed special wiring... I'll find it later and post it.
"December 9, 1996 -- One of the nations most advanced high-speed Internet access and remote office connectivity trials using ADSL is getting bigger, and much faster. GTE announced today, in cooperation with Microsoft Corp., that it will expand its data ADSL trial in Redmond, Wash., by adding up to 100 Seattle-area businesses and 50 additional employees from Microsoft....
Based on the success of the two current trials, plus what is learned from others GTE will initiate over the next few months, the company expects to begin commercially offering the warp-speed service in several of its key markets in the first half of 1997. The estimated price of service will range between $40 and $100 per month, depending on the class of service offered. " |
