Kevin and Trey:
It was a good question, and needs a more complete answer.
A year and a half with WSTL, and I'm about out of stories to tell myself on this one. I admit that my #1 strategy to capitalize on the xDSL bandwidth phenomenon croaked bigtime (AMTX, PAIR, and WSTL) but perhaps I can learn from it.
The GTE deployment represents the biggest rollout of all time(so far), and therefore represents the biggest loss for WSTL.
WSTL has got to be demoralized by this and the upheavals at their corporate level. Their early reliance on CAP hurt them,(plan A) and it took time for them to broaden their strategy to include ADSL (AMTX, plan B)--and then the fish slithered out of the boat, and the tank started again.
Now the GTE loss, and enough time has passed for us to begin to see another strategy,-if there is one. Sorry--I don't see it.
Their aquisition of management software by an alliance with Redback seems a necessary move- made very late. Small deployments with ISP's are better than nothing, but will not bail out the boat--just delay the sinking.
-- Does anyone have a good explanation of how a company that did not even participate in the trials came to steal our thanksgiving dinner?
-- Does anyone see another viable "plan c" coming on-line?
Jim Miller |
