& cplSiteName &

RBOCs Hungry for Fiber

Light Reading
Supercomm News Analysis
Light Reading
5/29/2003
50%
50%

Three of the top U.S. carriers say they're serious about fiber to the premises (FTTP) and plan to issue big new RFPs for equipment deployments in "2004 and beyond."

Late this afternoon, BellSouth Corp. (NYSE: BLS), SBC Communications Inc. (NYSE: SBC), and Verizon Communications Inc. (NYSE: VZ) issued a press release saying they've decided on a "set of common technical requirements" for extending FTTP and have put appropriate manufacturers on notice that they'll be issuing an RFP for gear very soon (see RBOCs Agree on Access Specs).

Shawn Dainas of SBC confirms that the technologies the group is seeking are based on PON (passive optical networking) standards, such as the G.983 specs from the International Telecommunication Union (ITU) and the GR-909 standards from Telcordia Technologies Inc.

Interestingly, Qwest Communications International Inc. (NYSE: Q) wasn't part of today's announcement. "We did know about the fiber-to-the-home project and were approached to join, but after conducting our own internal analysis we decided it didn't meet our own success threshold," says a spokeswoman. Qwest won't rule out joining in the future, she says.

Notwithstanding, PON vendors are in high spirits from the news, which apparently has been anticipated for months. Most expect the RFP to be issued within a couple of weeks.

"This is very, very good news for the industry," says Darryl Ponder, CEO of Optical Solutions Inc., which by most accounts leads in PON market share. He says carriers realize it doesn't make economic sense to install copper cable if data, voice, and video are on the cards for future services.

Others agree. "We're excited about it," says Tom Tighe, CEO of Wave7 Optics Inc. He says the carriers had surveyed manufacturers industrywide in April, and vendors have been eagerly anticipating the announcement ever since.

At least one analyst thinks it's significant. "Sources suggest the RBOCs are collectively looking to deploy between 500,000 and 1 million lines per year beginning as early as 2004, if the price is right," writes Steven Levy of Lehman Brothers in a note this morning. He says current prices of $1,200 to $1,800 per line will probably go down to $700 or so once the RFP action begins.

But Levy's cautious about getting investors too hyped. He says PON rollouts will likely mimic the slow uptake of DSL. Further, he says it would be misguided to think the RFP signals any uptick in carrier capital spending.

Levy says one possible outcome could be M&A, however, as large companies that have pulled away from PON hasten to get with the small players that have persisted in the market despite the negatives.

Indeed, Alcatel SA (NYSE: ALA; Paris: CGEP:PA) stands relatively alone among large companies that have stood by PON. Others, including Marconi Corp. plc (Nasdaq/London: MONI) and NEC Corp. (Nasdaq: NIPNY), put their efforts on ice indefinitely.

Some expect next week's Supercomm 2003 to be a convenient venue for PON partnerships. "I'm certain partnering will happen," says Jeff Gwynne, VP of marketing and a founder at Quantum Bridge Communications Inc. He says a crucial juncture has been reached, as the cost has dropped and carriers finally see a chance for revenue-producing services via PON. "Everything's coming together," he says.

Wave7's Tighe agrees that partnerships are in the offing. Indeed, Wave7's been working on deals with larger companies for months particularly in Asia (see Pining for PON). Regarding next week's show in Atlanta, "It'll be fun," he says.

— Mary Jander, Senior Editor, Light Reading

For extensive and up-to-date coverage of next week's Supercomm tradeshow, visit Light Reading's Supercomm Preview Site.

(79)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
Page 1 / 8   >   >>
metroshark
50%
50%
metroshark,
User Rank: Light Beer
12/4/2012 | 11:59:30 PM
re: RBOCs Hungry for Fiber
Can't believe that RBOCs got together and decided to deploy an already obsolete technology. The rest of the world seems to be converging on 100Base-BX for FTTH/FTTB applications.
rjmcmahon
50%
50%
rjmcmahon,
User Rank: Light Beer
12/4/2012 | 11:59:29 PM
re: RBOCs Hungry for Fiber
As much as I dislike and distrust the RBOCs, their validation of the fiber demand is good for our industry. Too bad most will have to wait until 2004 and beyond to see if they are just blowing more smoke up our collective asses.

In the meantime, the numbers are looking better for the independents who can do the job at a much cheaper cost and using much better technology. In other words, just say no to PON and to RBOC expense structures.
Jet
50%
50%
Jet,
User Rank: Light Beer
12/4/2012 | 11:59:28 PM
re: RBOCs Hungry for Fiber
The best technology doesn't always win, and its wi-fi (despite its imperfections) not fiber to the home that can win on a cost/benefit basis the battle for consumer ultra-high speed net connectivity
rjmcmahon
50%
50%
rjmcmahon,
User Rank: Light Beer
12/4/2012 | 11:59:26 PM
re: RBOCs Hungry for Fiber
The best technology doesn't always win, and its wi-fi (despite its imperfections) not fiber to the home that can win on a cost/benefit basis the battle for consumer ultra-high speed net connectivity.

Wi-fi isn't ultra-high speed. It's just another fraudband technology. It's mostly being used to create Wall Street hype and justify the jobs of too many lazy people. And it doesn't work very well when the microwave is popping corn or heating up a cup of coffee. Wi-fi could work for Windoze 3.1 users -- though those MSFT licensing fees will make the FCC auctions (for some real spectrum) look affordable.

Starting with something that supports at least 1 Gb/s, full duplex, per premise seems like the bare minimum for anybody serious about deploying a real public infrastructure.
dljvjbsl
50%
50%
dljvjbsl,
User Rank: Light Beer
12/4/2012 | 11:59:24 PM
re: RBOCs Hungry for Fiber
Extending my argument


People want to have strucdtured and personalized connectivity with their friends and acquaintances. This requires intelligence at the end points and especially not high bandwidth connections.


And of course WiFi is ideal for this.
dljvjbsl
50%
50%
dljvjbsl,
User Rank: Light Beer
12/4/2012 | 11:59:24 PM
re: RBOCs Hungry for Fiber

Starting with something that supports at least 1 Gb/s, full duplex, per premise seems like the bare minimum for anybody serious about deploying a real public infrastructure.


What would the 1Gb/s be used for? It is hard to think of applicaions that would require such speed.

My own impression is that what is required is not high bandwidth but high connectivity. The killer applicaion of the Internet has turned out not to be commerce but community. People want to have strucdtured and personalized connectivity with their friends and acquaintances. This requires intelligence at the end points and especially not high bandwidth connections.
Jet
50%
50%
Jet,
User Rank: Light Beer
12/4/2012 | 11:59:23 PM
re: RBOCs Hungry for Fiber
Now if you actually believe fiber offers a practical/wide-scale/cost effective solution at those speeds - then you have just made the case for the need for massive bandwidth in the wide pipes, ie Corvis, among others. Once typical homes get that kind of connectivity and speed, the need for bandwidth would be never ending

I tend to see (less speedy but still fast) Wi Fi as the near term 3 to 5 year most probable solution to the consumer "last mile" bottleneck. Now recently "fraudband" Wi Fi is being hyped but that is precisely due to its very success w/o much hype the last few yrs. Wi Fi has been a ground-up revolution not something manufactured by venture caps at cocktail parties.

Keeping in mind what Thomas J. Watson, chair of IBM, said in 1943: "I think there is a world market for about five computers." I will concede that at some point 1 Gb/s home service might be commonplace, again supporting the case for Dr Huber's all optical approache.














spegru
50%
50%
spegru,
User Rank: Light Beer
12/4/2012 | 11:59:22 PM
re: RBOCs Hungry for Fiber
strucdtured and personalized connectivity with their friends and acquaintances. ....

And of course WiFi is ideal for this.


I think you'll find that that if you want ubiquity of connectivity it'll be GSM & 3G. Text and Picture messaging has already done this. GSM is growing in the US too.

WiFi? well it's ok in the office I suppose.

What that says for the fibre requirement I'm not sure... surely DSL and cable have that last mile sewn up??
opca2004
50%
50%
opca2004,
User Rank: Light Beer
12/4/2012 | 11:59:22 PM
re: RBOCs Hungry for Fiber
I guess they are very serious to think about using one line to carry everything. Like, no cable needed, if fiber to home. Then, only RBOCs, no cable companies. Now, cable company are in local phone market.
Accelerated  Photon
50%
50%
Accelerated Photon,
User Rank: Light Beer
12/4/2012 | 11:59:21 PM
re: RBOCs Hungry for Fiber
... surely DSL and cable have that last mile sewn up??

Surely this is backwards thinking, the truest broadband connection to the home is FTTH. PON is the best technology available today that make economic sense for the RBOC to deploy to compete with the cable companies and provide service where the limitations of DSL prohibit its deployment.
Page 1 / 8   >   >>
Educational Resources
sponsor supplied content
Educational Resources Archive
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Custom TV
How Intel Is Powering the 5G Era

3|29|17   |     |   (0) comments


Light Reading tours a series of 5G "super demos" so see how Intel envisions the 5G-connected future. We take a look at a prototype connected BMW, a light pole with environmental sensors that provides 5G wireless to a smart home and a fully untethered virtual reality experience.
LRTV Custom TV
Source Photonics CEO Doug Wright Talks About the Future of Source Photonics

3|29|17   |     |   (0) comments


Source Photonics' CEO, Doug Wright, talks to Light Reading about how the company is continuously investing in its operations to meet not only its customers' current technology demands but also to deliver their next-generation technology needs.
LRTV Custom TV
Live Demo: DevOps in Service Chains & 5G Network Slices PoC

3|29|17   |     |   (0) comments


Executives from PoC collaborating companies – Patrick Waldemar, VP and Head of Technology at Telenor Research, John Healy, VP of the Datacenter Network Solutions Group at Intel, Vincent Spinelli, SVP of Global Sales and Marketing at RIFT.io, Mats Eriksson, CEO and co-founder of Arctos Labs, and Mats Nordlund, CEO and co-founder of Netrounds – review ...
LRTV Documentaries
The Year of Fat & Skinny Bundles

3|29|17   |   21:06   |   (0) comments


In this fireside chat, Roku's Andrew Ferrone predicts that 2017 will be the year of multichannel OTT video bundles and spells out other trends in the OTT and pay-TV markets.
LRTV Huawei Video Resource Center
BBWF 2016: Orange Poland's Next-Gen Central Office

3|28|17   |     |   (0) comments


Introduction to Orange Poland's legacy next-generation central office solution.
LRTV Custom TV
Viavi at OFC 2017

3|28|17   |   4:15   |   (0) comments


Light Reading's Editor-in-Chief Craig Matsumoto reports from the Viavi booth at OFC and gets an update on the 400G testing market from Tom Fawcett, VP and GM of LAB & Production. At this year's event, Viavi won three awards from Lightwave magazine and showcased an interoperability demo with Ethernet Alliance and Finisar.
LRTV Custom TV
Connecting the Entire Home With DOCSIS 3.1

3|28|17   |   3:58:   |   (0) comments


Hitron Technologies had the first cable modem certified for DOCSIS 3.1 and already has over 120,000 units in the field. Greg Fisher, CTO of Hitron, provides an update on his company's rollout of new gateways and why he thinks DOCSIS 3.1 will continue to drive value for operators into 2017 and beyond.
LRTV Interviews
Amazon Prime's Hand of God Creator on Producing for OTT

3|28|17   |     |   (1) comment


Ben Watkins is the creator, writer and producer of Hand of God, a series on Amazon Prime. At Light Reading's Cable Next-Gen conference in Denver, he explained the advantages of producing for an OTT platform versus traditional TV.
LRTV Custom TV
How Metrological Keeps Cable Customers on the Couch

3|28|17   |     |   (0) comments


Metrological offers an open source solution that reduces the time it takes cable operators to integrate OTT content into the linear television viewing experience.
LRTV Documentaries
The ABC of OTT

3|28|17   |     |   (0) comments


At Light Reading's Cable Next-Gen conference in Denver, Ben Watkins, creator of Amazon Prime's Hand of God show, explained how producing content for an OTT platform differs from producing content for traditional TV.
Shades of Ray
Why Analytics Is the Tech World's Digital Glue

3|27|17   |   02:20   |   (0) comments


It was obvious at the massive annual CeBIT enterprise tech trade show that the foundation for tech innovation right now is real-time analytics.
LRTV Custom TV
CommScope – Meeting the Demands of Tomorrow's Networks

3|24|17   |     |   (0) comments


Phil Sorksy, Vice President International at CommScope, discusses addressing the challenges faced by service providers today, and as future trends emerge.
Upcoming Live Events
May 15-17, 2017, Austin Convention Center, Austin, TX
May 15, 2017, Austin Convention Center - Austin, TX
June 6, 2017, The Joule Hotel, Dallas, TX
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
FTTH No Slam Dunk for Cable
Carol Wilson, Editor-at-large, 3/23/2017
Unlocking China's $194B Telecom Market
Robert Clark, 3/27/2017
WiCipedia: Supergirls, No More Excuses & Media Monitoring
Eryn Leavens, Special Features & Copy Editor, 3/24/2017
Welcome to the Wild West of Privacy
Carol Wilson, Editor-at-large, 3/24/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
TEOCO Founder and CEO Atul Jain talks to Light Reading Founder and CEO Steve Saunders about the challenges around cost control and service monetization in the mobile and IoT sectors.
At MWC 2017, Qualcomm's CTO Matt Grob talks to Light Reading's CEO and Founder Steve Saunders about the progress being made in the development of the technologies and standards that will underpin 5G.
Animals with Phones
Working From Home Doesn't Work for Everyone Click Here
You shouldn't nap on your keyboard, for instance.
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.