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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: MikeM54321 who wrote (9224)11/21/2000 10:13:54 AM
From: Gaffa  Respond to of 12823
 
voice, data and video applications... hummm, hope they do not take on too much debt before they figure out what these applications are.



To: MikeM54321 who wrote (9224)11/26/2000 10:15:23 AM
From: MikeM54321  Read Replies (1) | Respond to of 12823
 
Frank and ftth- As I was using the web to weigh how our election fiasco may effect foreign confidence in US markets, I ran across something I thought may interest you. It pertains to FTTH. Japan is sounding a lot like the USA's Incumbents versus the CLECs. -MikeM(From Florida)
_____________________

NTT Required to Open Fiber-Optic Networks, Supply Capacity in December

November 24, 2000 (TOKYO) -- NTT East Corp. and NTT West Corp. will likely be required to open up their fiber-optic telecom networks, according to a proposal from a government-related advisory body.....The likely outcome of this consultative process is that the NTT regional companies will be required to lease their optical-fiber lines to other telecom carriers from this December.

Both NTT regional operators have come under pressure from digital subscriber line (xDSL) carriers such as eAccess Ltd., Tokyo Metallic Communications Corp., KDDI and Japan Telecom Co., Ltd. to open up their fiber-optic networks. If these operators[CLECs] are given the option of leasing optical fiber, they will then be able to offer high-speed fiber-to-the-home (FTTH) services at low cost, or build their own networks and reduce the relay costs for xDSL services.....

nikkeibp.asiabiztech.com (just click 'cancel' to the Japanese character request and the article will still open in english)



To: MikeM54321 who wrote (9224)1/3/2001 2:21:33 PM
From: MikeM54321  Read Replies (1) | Respond to of 12823
 
Re: More of WINfirst FTTH Plus HFC Network Details

Thread- I finally ran across a blub where it states that overbuilder Winfirst is building a new FTTH residential network and have decided to build a HFC plant alongside it. IMO, this is a significant gesture and shows that legacy TV broadcasting is hard to fight.

Message #9924 is where I first brought up the parallel HFC plant note. And I subsequently brought it up at:
Message 14887063

Now here's an excerpt out of the article below where they admit HFC is also being built into their network:

"WINfirst is constructing an optical access network that will connect each home with a dedicated fiber optic cable and laser equipment to send and receive information using IP (Internet protocol) and Fast Ethernet to provide 100 Mbps of symmetric bandwidth. The company will also bring a strand of coax to the home. “We’re building what we’re calling a DFC network,” says Shiraz Moosajee, vice president of business development at WINfirst. “The dedicated fiber allows us to do data and voice. The coax, or cable allows us to do broadcast video."

Anyhow, I just think it's a pretty significant statement for a greenfield FTTH builder to throw in coax.
________

The article below happens also brings up an idea that I think makes the most sense for a telco to compete with the cablecos-- DBS. BellSouth has done it, and now apparently SBC may do likewise.

"As far as video goes, Southwestern Bell isn’t breaking any new ground in Austin or anywhere else. Given the fact that SBC dropped PacBell’s cable-based video efforts like the proverbial hot potato after its acquisition, it’s no big surprise that Southwestern Bell is taking all of its video cues from SBC and marketing DirecTV service."

IMHO, TV will never be delivered to any significant number of subs over the twisted pair no matter what the PRs out of Project Pronto(and other telco VDSL-type projects) say. -MikeM(From Florida)

*************************

Austin: Broadband battleground

One of the country’s most wired cities is ground zero
for a battle royale between broadband competitors


By Michael Lafferty, Associate Editor

It’s no secret that Texans do everything big. They live big. They spend big. Hell, they even fight big. Remember the Alamo? Well, don’t forget Austin either. Yep, that’s right, Austin.

As the United States enters the digital world of the 21st century, the primary goal of the 1996 Telecommuni-cations Act is finally coming to fruition. Competition amongst tele-communications providers is breaking out all over the place, and Austin, Texas is one of the key battlegrounds for this high-tech war for voice, video and data.

Why Austin?

The city jumped to the number-two spot on the ZDnet/Yahoo! Internet Life’s America’s Most Wired Cities and Towns list in 1999. Beat out only by San Francisco (a repeat at number one), Austin bested such burgs as Seattle, Washington D.C., Boston and Atlanta in the annual comparison that used home and network ’Net use, domain density, hosts per capita, directory density and content quality to rank the cities.

But what’s put Austin at the top of the broadband battleground list? It’s a matter of demographics, business diversity, high-tech savvy and, well, location, location, location. “Austin is in the center of the state and it’s a corridor for all routes through the state,” says Michael Parks, director of telecommunications and regulatory affairs for the city of Austin. “So, that makes it very attractive for long-haulers to come through and put in facilities within our infrastructure so that they can then reach any direction in any way at any time.”

Kirk Ladendorf, a technology reporter for the Austin American-Statesman newspaper, believes the city has an appeal for broadband service providers with the people and the businesses that call Austin home. “It’s both demographics, with the fact that this is a very tech savvy town, a very tech hungry town and a very bandwidth hungry town. And, it’s also the perceived business base,” says Ladendorf.

Companies in the area include the headquarters of Dell Computers, as well as such companies as Motorola, Texas Instruments and Tivoli Systems. There’s also the Texas state government and all its sundry departments, bureaus and offices. And, of course, it’s the home of the Longhorns, the University of Texas.

One ringy dingy

Covad, NorthPoint and Rhythms, and their local ISP reps, are all slugging it out in neighborhoods all across Austin. The DSL providers have had to work out interconnection agreements with the incumbent RBOC (regional Bell operating company). In Austin’s case, that means Southwestern Bell (part of SBC Communications Inc.), and it hasn’t been pretty.

Both Rhythms and Covad fought Southwestern Bell at the Public Utility Commission (PUC) over those interconnection contracts. The fight got so nasty that for the first time in its 23-year history, the PUC forced the RBOC to pay $850,000 for failing to produce documents and witnesses.

Despite its apparent foot dragging on DSL interconnection agreements in the past, Southwestern Bell and SBC aren’t twiddling their thumbs on expanding DSL’s reach today. The companies are currently involved in a $6 billion Project Pronto initiative which pushes fiber and digital electronics deeper into its networks so that customers are within 12,000 feet of a central office or one of its neighborhood gateways. SBC says it plans to have activated approximately 4,000 neighborhood gateways by the end of 2000, and 18,000 by the end of 2002.

As far as video goes, Southwestern Bell isn’t breaking any new ground in Austin or anywhere else. Given the fact that SBC dropped PacBell’s cable-based video efforts like the proverbial hot potato after its acquisition, it’s no big surprise that Southwestern Bell is taking all of its video cues from SBC and marketing DirecTV service.

Austin’s high fiber diet

The real battle for broadband services (video, voice and data) is being fought in the telecom trenches of Austin by the likes of Time Warner Cable, Grande Communications and WINfirst (formerly known as Western Integrated Networks).

As the incumbent broadband provider, Time Warner has parlayed its position as the first TW division to launch digital service to bolster its leap into new services. “For the most part, we’re probably 90 to 95 percent upgraded,” says Steve Farabee, Time Warner’s director of digital online services in Austin. “That’s 750 MHz, two-way. And we were the first TW division to launch the digital set-top box. Consequently, our growth of our digital cable has been great.”

The company has spent millions over the past two years to rebuild its network. As a result, it has put more than 30,000 high-speed data customers on its books.

Farabee hopes to trump his cable modem success with a VOD (video-on- demand) offer. The company is “working out the kinks” of a VOD service in nearby Round Rock, using technology from Scientific-Atlanta and SeaChange International. Farabee says the service is in 5,000 to 10,000 homes already and he expects it to be generally available in most of Austin over the next six months.

The telephony part of the broadband play is still under consideration, says Farabee. “We really haven’t done anything with our cable plant in terms of residential voice yet,” says Farabee. “That may occur down the road.”

If Grande Communications or WINfirst have anything to say about it, Farabee can take all the time he needs.

Grande Communications has already started construction on a deep fiber network in Austin that will stretch along I-35 and connect with a similar network in San Antonio. Grande’s 860 MHz network features fiber all the way to 24-home nodes, says Bill Morrow, CEO at Grande. This network, says Morrow, “is the deepest fiber deployed network in the nation at this point. We’re building in Austin, San Antonio and San Marcos today.

“We have actual signal going through our new retail network in San Marcos. We’re adding test customers next week (mid-December), and we’ll be adding test customers in Austin in December and in San Antonio in January. And we’ll go full commercial launch in January, February and March in San Marcos, Austin and San Antonio respectively.” He says the buildout will take about five years to complete, and once completed, will pass nearly 1 million homes in the central Texas corridor.

Morrow says it’s not so much the declining cost of fiber, but the more affordable equipment that makes this network and its future growth possible. “The optronics are coming down in cost. When I started in this business back in the early ’90s, we were building 500-home nodes. And now, we’re at a 24-home node at almost the same cost structure.”

Meanwhile, fiber-to-the-home (FTTH) is the goal of WINfirst. While the company hasn’t broken ground yet in Texas, it has broken ground in Sacramento, Calif. The company has franchises in Austin, San Antonio and San Diego, as well as franchise efforts in eight other markets in the Western U.S.

WINfirst is constructing an optical access network that will connect each home with a dedicated fiber optic cable and laser equipment to send and receive information using IP (Internet protocol) and Fast Ethernet to provide 100 Mbps of symmetric bandwidth. The company will also bring a strand of coax to the home.

“We’re building what we’re calling a DFC network,” says Shiraz Moosajee, vice president of business development at WINfirst. “The dedicated fiber allows us to do data and voice. The coax, or cable allows us to do broadcast video.

Two key pieces of this FTTH network have been developed by Lucent Technologies. A Network Demarcation Unit (NDU), attached to the outside of the home, will terminate the fiber connection and use a laser to send and receive voice, data and video traffic over the network. The NDU will also connect to a Residential Ethernet Gateway (REG) located inside the home and connects to the PCs and telephones inside.

This dramatic commitment to fiber, says Moosajee, is based on a firm belief that the days of DSL and cable modem technologies are numbered. “Both DSL and cable modem data solutions are Band Aids,” says Moosajee. “They are very, very poor at what they’re trying to force them to do, i.e., data transport.”

“I think the question is, how do you transport data at the highest level? We came to the conclusion that it was fiber. Once you solve that problem, a lot of the problems that you see in terms of availability of DSL, shared bandwidth, install procedures, install times, etc., simply disappear because you’ve answered the right question.”

The company broke ground on its Sacramento system in August. It’s expected to begin turning on service by mid-2001. Next on the agenda are San Diego and four Texas cities, Austin, San Antonio, Houston and Dallas.

Austin city limits

All this competition has both its upside and downside for the city. “Austin finds it very desirable to have those companies come in because we believe it provides choice for residents of the city,” says Parks. “Competition is good–not that competition will cause prices to decrease, but it will provide choice. And choice will make each company that’s a player in this market be very high on customer service levels and what they’re offering in order to distinguish themselves within this market.

“I think any city would want competition to come to their city just to provide choice to their residents. However, there is the disruption associated with your streets being cut. Given that, that may be a discouragement unless you have some sort of infrastructure already in place that will minimize the amount of construction.”

Parks says there are problems with disrupted traffic, parking and noise every time a street is cut. On top of that, every trench shortens the life of the road. It’s estimated it costs $40,000 to repave and from $100,000 to $300,000 to reconstruct a mile-long lane of street.

The solution, says Parks, is for service providers to work with the cities to minimize future construction. It’s something that could benefit both the provider and the city. “I think they really should come in and meet with city officials with a quick assessment of what they feel the city needs by way of infrastructure management,” says Parks. “As they’re trenching and digging up things, they should agree to provide capacity or help the city in the future put in conduit or duct work. Or they could allow the city to put in ductwork as they’re building.

“They’ll be giving back to the city, but they’ll also be protecting themselves as well. Because if no one else has to cut that area, there’s less likelihood of some of their stuff getting cut.”

cedmagazine.com