WCII Competitive threats:
Remember that WCII is primarily a CLEC. Their MAIN market is an alternative to ILEC voice. They also will provide highband data services as these techs mature, but this isn't currently the target market.
IMO, cable's enterprise/voice threat is significantly less than from the ILECs fiber approach - with less money than an ILEC (though helped by Gates) cables are trenching for HFC, installing 2way switching at the cable CO, and will need to test and install cable/IP voice capable products. Data is the same, but in place of voice, ATM access (or some IP form of QoS) will need to be integrated.
ADSL is strictly a broadband copper tech. It cannot be muxed for voice (though this is what RBOC HDSL and HDSL2 have done for a good while, but at prices only somewhat less than traditional T1 links). But to the extent there are instabilities with copper (bridge taps, load coils, crosstalk, radio interference and a generally old and decaying copper infrastructure), wireless is the low cost alternative (to both the lacking physical plant and RBOC monopolistic pricing) that provides quality voice and data bandwidth.
In short, HDSL is just an ILEC alternative to T1s, cable is a minor threat and ADSL is a non-threat.
Steve |
