Eric, just a curious kind of observation on my part, concerning your:
"...assumption that limited resources infrastructure buildout is the primary limitation in reaching new customers. I'm not so sure that is true. AT&T has already proven it has far more access to cash than AOL ever could imagine...."
For eons, the dominant carriers have used reverse tension in their buildout strategies, artificially squeezing supply in order to maximize element-level pricing. Like I said, a curious observation on my part, which seems to work against present demand dictates facing T at this time. Or, in reality, have things really not changed all that much in this respect? For one thing, I view the proliferation of additional HFC builds as opposed to stating a more optically-rich alternative for the future, as standing pat on this principle. I could be disproved on this in the near future, but I tend to think not.
T knows better than anyone, and they have to be obsessed with this, that subdivisions in the supply of their products (i.e., bandwidth, switching, routing, even rebilling) can easily lead to leaks and appropriations of those resources by users and purveyors alike, in ways that can, and often do, detract from their core offerings and financial interests. |
