Well maybe... Fiber to the home hits around 2010.
These behemoths move like sloths into new capital investments on existing infrastructure. Billions in new investment will take Time time time. see below story
And the 10Q commentary doesn't sound like DSL is "going away " at VZ. New developments will get "fibered" just as those in my home area. Still DSL is being brought further out from the CO with these fiber feeds.
DSL is still in its infancy in many markets thoughout the US.
Witness VZs claim to just introduce DSL in 14 states this past month. The rollout will continue for years and the service bundling (DSL plus Sat-TV and LD/local/cell) will keep customers until the fiber can be rolled out. New I-net services chewing up bandwidth will force a move beyond say 10Mb/s and into fiber.
Years not months.
Now whether WSTL can be a part of this in some way is a different question. But DSL will have a shelf life at least as long as the flour and sugar I keep in stock.
cbs.marketwatch.com
From VZ latest 10Q...
"Revenue Growth – Our emphasis is on revenue transformation, devoting more resources from traditional services, where we have been experiencing access line losses, to the higher growth markets such as wireless, digital subscriber lines (DSL), long distance and other data services as well as expanded services to enterprise markets. In the second quarter of 2004, revenues from these growth areas increased by 21% compared to the second quarter of 2003 and represent more than 52% of our total revenues, up from 46% of total revenues in the second quarter of 2003."
and...
"Supporting these key focus areas are continuing initiatives to more effectively package and add more value to our products and services. At Domestic Telecom, we recently announced the introduction of VoiceWing sm , Verizon’s nationwide VoIP service that allows customers with DSL or cable-modem broadband service to make telephone calls and utilize advanced service features through an Internet connection rather than the traditional telephone network. In addition, Verizon announced its fiber optics to the home product name, Verizon Fios sm , pricing and two additional locations in which it will be offered: Huntington Beach, California and Tampa, Florida. In 2004, we have also begun expanding our bundles to include video in the retail bundle through an agreement with DIRECTV and plan to add iobi sm call management services later in the year. Innovative product bundles include local wireline services, long distance, wireless and DSL for consumer and general business retail customers."
"We added 625,000 new DSL lines in the six months ended June 30, 2004, including 280,000 in the second quarter, for a total of 2.9 million lines at June 30, 2004, representing a 52.5% increase from a year ago."
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