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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: John Carragher who wrote (24845)	9/17/2006 2:28:26 PM
From: diddlysquatz	Read Replies (1) \| Respond to of 79163

Hi John/Paul I hope you don't mind if I throw in a couple of my thoughts on your conversation. I think Verizon is way ahead of most other companies because of their decision to commit so heavily to true fiber-to-the-home. The argument against FTTH has always been cost for connecting the last mile. Japan FTTH has exploded and it has proven to be very successful. New technologies are and will continue to increase the capacity of fiber at a magnitude greater then cable. The services that Verizon will be able to deliver and the ultimate cost savings of fiber will pay off in the long run. As well deployment methods are helping to dramatically drop the cost of fiber to the premises. So the $20 billion or so that Verizon is proposing to spend on FTTH should be an extremely wise investment in securing dominance. Here's is a great article on the subject: online.wsj.com Japanese FTTH: hitel.com As well here is an example of some of the new deployment technologies that will drive down costs especially in metro areas which have always been the major concern. liteaccess.com I'd love to continue this dialogue.