The DSL angle is a smoke screen. DSL is a flying wing or spruce goose. It won't fly, but it will hurt all the fool RBOCs that are wandering into those elysian fields having been enchanted by the sirens of MSFT, CPQ, INTC, TXN, and other great gods. The physics just ain't there. As far as this putting a DSL mixed feed on cable, oh come now. This is just an attempt by the company to play to the know-nothing Wall Street pseudo-scientists. The strategy is , "well, if these fools want to run DSL, we'll support 'em". I guess I like the attitude. Don't fight them, get them and then switch them, with the ATM packet managed in software and sent repackaged DWDM IP for Gbit or ATMIP at the video voice level. How am I going to inlink to 200 Gbit and edge interface with DSL? Answer: Supermux. Great. What's that?
Half the known universe expected T to dump cash into ATHM and here is ATHM doing a second for working capital. I told everyone they were an independent company. Wonder why they all thought that wasn't true? T needs a presence in cable but all they really did was sneak into the stock cheaply. They did the old "end-around" on the public. I haven't heard a word of complaint. Why, it is outright dastardly. Not a peep from the sheep. Must be too concentrated on smashing the true villain of the age: MSFT. |