Hi Jim,
re: "Perhaps when we all have FTTH, with XbE and VOIP, the incumbents will be displaced."
Don't be surprised if you see the incumbents taking these measures, first. They are already into each of the areas you cited, albeit in a limited, toe-testing way, right now. While they may be slow, they aren't altogether stupid. When they sense the tsunami headed their way, they will create a bigger wave. Many of the ILECs already have backbone fiber deployed in their feeder networks, waiting for the signal to launch an offensive.
Again: As in the contest between the cablecos and the telcos, it's an ongoing game of chicken to see who will blink first. And, in that manner they each, in a perverse kind of way, cooperate with each other so as to avoid making very large expenditures before the end user threshold for pain warrants it. All IHMO, of course.
FAC |
