"Re: SBC's warning.....
Ray/lml- In reading some of the details of the SBC CC, what am I missing? 3,500 to 4,000 installs a day! And that is bad news? So they sign up 800,000 DSL subs instead of their projected 1,000,000 for 2000. 800,000 is not that awful in itself. So it must be something in the way it was said.
Does anyone know what the problems are with the Ameritech region and DSL rollouts? Thanks. -MikeM(From Florida)
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From Cnet: Yesterday, December 19, 2000, SBC Communications hosted a conference call for analysts outlining its growth initiatives for 2001. We believe SBC’s outlook represents a net neutral to slight positive for Efficient based on:
•Q4 DSL install rate of 3,500 – 4,000 per day, with total net adds likely to approach 300,000 in the quarter versus 117,000 in Q3
•Very positive commentary regarding consumer demand for ADSL services
•A conservative view on subscriber additions in the first half of 2001, with current daily install pace expected to be maintained in first half of 2001.
•A “measured approach” to DSL rollouts in Ameritech region, resulting in a delay in ADSL deployment ramp to the second half of 2001. |
