{RBOCs and pricing. . .]
>>>My guess is this is the price that the telco's must fight, which means they arent going to deploy en masse until ADSL modem costs go down to $350/modem. Not too far off, but we're not there quite yet, which is why the RBOC's arent ordering yet.>>>
jrector --
You numbers are impressive and I certainly wouldn't argue with them. I don't, however, think this is what's keeping the telcos from announcing deployment. To the contrary, I think they're already committed to deployment, as witnessed by comments like BA's Ray Smith, by the backlog of ASND's GRF and TNT systems that support high-speed IP connections, by the JPC contract announcement, and by GTE's proposed deployment in mid'97, to name a few. Yes, I believe they're looking at costs, but considering what they're saying about potential revenues, I think they know ADSL's their trump card.
As kids growing up in the vast wheatlands of Eastern Washington, we could tell a train was coming by listening to the tracks. The same is true with deployment. We may not be able to see the engine off in the distance, but if you listen closely, you can hear the rails humming.
Thanks for the numbers. I know they're important.
Regards,
Pat
|
