No, they don't. As any telco tries to scale DSL, they will find exponential rising costs. Those who choose the DSL route and get in deep, will cause themselves significant operating losses which will not be recoverable. Those who go the cable route will suffer a reduction in earnings, but the situation will reverse and the companies will reap a large and leveraged benefit. They also realize the ancillary dividends of being capital investment positioned when other synergies are discovered in the cable cornucopia.
Re: MPEG. I agree with your comments on MPEG. It is the dog that wags the VoIP tail, not the other way around. Initially, companies are just trying to field a reliable implementation of VoIP. Once that is substantially achieved, they will realize that the added value comes from video even in telephony. Voice will just be an adjunct to the important video flows like the soundtrack on a motion picture. Video always refutes voice if only because voice can be represented in video, but the opposite can't occur.
As you indicated the inadequate bandwidth available puts the MPEG dominance in the future and probably in a new protocol standard, say, MPEGV. However, bandwidth will be going from drought to flood even though it is true that available bandwidth is used up to its capacity. It just so happens that technological developments in throughput are getting ahead of infrastructure developments to tax them. It is in this "glut" environment that MPEGV will arise to dominate. |
