Re: SBC Pronto Plans (Webcast Notes)
Thread,
Well I listened to the entire webcast for the second time. This time I took notes. Although tedious, I would still highly recommend Last Mile investors listening to it. It is full of last mile investment ideas, plans, and costs. Almost the entire hour was devoted to talking about how the Pronto project will turn the Last Mile problem, into a "First Mile," solution.
I'll post only what is of most significance to Last Mile investors below.
MikeM(From Florida)
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--Pacific Telesis+ Southern New England Bell+Americtech, etc will add up to 60 million access lines.
--Pronto will deliver, in three years, broadband to 77 million customers over 13 states and 30 local markets.
--Pronto will reach 1/3 of North America.
--SBC's Williams investment will give SBC the long haul network to do LD when FCC allows.
--SBC's Direct TV will allow them video when their network allows.
--Will implement broadband strategy with AOL.
--In reality, Pronto was started 12 months ago.
--Will push fiber closer to the home using Next Generation DLC (NGDLCs).
--Customers in target markets will be within 12,000 feet of NGDLC or CO.
--50% of them will be within 6,000 feet.
--NGDLCs will be on ramps to ATM network.
--Will replace circuit-switched trunk with ATM core.
--Neighborhood Broadband Gateways will be fed fiber from the CO.
--SBC will install 25,000 Neighborhood Broadband Gateways over life of Pronto.
--$4.5 billion will be spent in the last mile/local loop upgrades.
--$1.5 billion will be spent for metro/CO-CO/Interoffice upgrades.
--Will deploy voice over ATM (VTOA) in their interoffice/tandem network.
--Pronto will allow migration path Circuit Switched-VOTA-VoDSL-VoIP
--By November of 99, will provision 539 COs with DSL capabilities.
--In three years will have provisioned 900 more COs with DSL.
--10 million customer will be provisioned for DSL service by year end.
--SBC has sold, year to date, 100,000 DSL lines.
--100% of DSL customers will have guaranteed 1.5 mb/s service.
--60% will be capable of 6 mb/s service.
--85% of their business customers will get fiber to their doors.
--Reducing copper to minimize interference to DSL to consumers.
--SBC forecasts will capture 50% of the broadband consumers or 5.4 million lines.
--SBC forecasts will capture 40% of business broadband or 1.3 million lines.
--Total broadband lines estimated to be 6.7 million lines or $3.5 billion in revenues by 2004. |
