[Re: Changing Strategies]
Hi Pat!
<<<Now, however, I'm beginning to see how wary the telcos are (at least, GTE) to commit to a technology on an interim basis, especially if they see the replacement within a few months of launch>>>
My comment was written from the perspective of the poor CAP vendor, and why it is so critically important for them to move product immediately, before their window of opportunity closes.
The recent BA CAP announcement shows that not all telcos are going to wait for DMT. On the other hand, maybe they were promised a "painless" DMT solution later...?
There is a strong dis-incentive to go with interim solutions, of course. The cost of redeployment of new hardware, and re-training of techs who install and service the hardware is substantial.
On the other hand, we now have competition in an area that never really experienced it before. There's risk in not offering a service either ahead of, or to meet your competition - you may lose customers for all the other services you offer instead of only not receiving revenue from the service.
<<<As for Cisco being the gorilla of networking, what will happen if they go with Amati's DMT from the get-go? I know this is a stretch, but I can dream. >>>
If Cisco's prior performance can be used to predict their future strategy, they are only interested in buying companies who have established themselves as "Gorillas" in their particular market segment. From this, I'd guess that perhaps CSCO would wait until one of the DSL vendors has established a leadership position, and then try to buy that company.
Steve
[Summer's here! Sunny a.m., increasingly cloudy in p.m. 90F/humid] |
