ADSL: The Phoenix Rises Again - Allied Business Intelligence Reaffirms its Position on ADSL
Moonray asks...and he receives.
NEW YORK, Dec. 2 /PRNewswire/ -- ''As cable modem subscriber figures close in on the 400,000 mark, the stance of the US analyst community on ADSL has turned remarkably bleak. Many of these so-called ''experts'' are now casting doubt on the technology's ability to attain market success of any kind. This, the same group that once proclaimed ADSL as a salvation from The Almighty himself, is now looking to play the role of the creator once again by shooting down ADSL and lifting cable modems,'' said Andy Fuertes, Senior Analyst, Allied Business Intelligence, Inc.
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The idea that ADSL will fail is completely without merit. G.Lite has fortified the position of the industry, and Compaq is already pre-installing a consumer ADSL modem in its PCs. Moreover, satellite, LMDS, 38 GHz, and cable modem operators are all closing in on the grounds of the RBOCs. Limiting access to local plant will not work forever. RBOCs need a solution to provide broadband access to consumers to fight off competitors. ADSL is that solution.
RBOCs need ADSL and so does the computing and communications industries. PC, semiconductor and software makers need a ubiquitous form of broadband access to justify upgrades to more powerful computers. The use of cable modems alone will not provide this justification. Cable providers also need ADSL since broadband services won't be truly successful unless access is universal.
Recent hype regarding difficulties in deploying ADSL to customers that are served by digital loop carriers ignores an important fact. DLCs serve about 30% of the US access lines, leaving 70% that are not served by DLCs. Moreover, solutions for ADSL over DLCs are becoming more prevalent in the market today. G.Lite resolves many of the other implementation problems of full-rate ADSL, leaving only time between ADSL and its rightful role as the dominant broadband delivery method in the US.
Allied Business Intelligence, Inc. is an Oyster Bay, NY-based technology research think-tank specializing in communications and emerging technology markets. ABI publishes strategic research on the broadband, wireless and electronics industries as well as findings on new technology-driven markets such as home automation, human-machine interface systems, and intelligent transportation systems. Details of these studies can be found at www.alliedworld.com. Or call 516-624-3113 for more info.
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