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digits 12/5/2012 | 3:48:15 PM
re: BT Inches Toward Telco 2.0 Distributed nodes housing Ethernet equipment.
I should have made that clearer -- that is my text, not a direct quote from Kelly.

Essentially BT is going to have 1,000 nodes around the UK that will support the new wholesale Ethernet services in about a year's time.

JaguarsPaw 12/5/2012 | 3:48:15 PM
re: BT Inches Toward Telco 2.0 "... by the end of March 2009, BT will be offering these new Ethernet services from 1,000 service nodes within the U.K."

When using the word service node, is Kelly talking about Fujitsu/Huawei MSAN's here or is he talking about somthing else such as ethernet access boxes from Adva for ex.?

Mostly Harmless 12/5/2012 | 3:48:14 PM
re: BT Inches Toward Telco 2.0 ...at BT Wholesale.

For the past two years they've missed sales targets because they've had little or nothing to sell to their customers (retail ISPs, large enterprises and other UK carriers).

The 21CN platform had been announced, but not available (and then delayed).

The old BT Wholesale network isn't being upgraded (ie. there's a ban on buying new capacity or functionality for the old network), and the services available on that platform are looking very uncompetitive.

So the sales teams in BTW are way behind on their targets.

Let's hope the new platform works when it arrives because they've got a lot of catching up to do.
metroman 12/5/2012 | 3:48:12 PM
re: BT Inches Toward Telco 2.0 MH

That's a very interesting viewpoint that I had not considered. Are BT's competitors like rabbits in the 21CN headlights or are they actually taking advantage of it in the way you describe. I wonder what the impact has actually been?

21CN should be attacked by the competition as the "jam tomorrow" plan. But are they do it?

Mark Sebastyn 12/5/2012 | 3:48:12 PM
re: BT Inches Toward Telco 2.0 Jaguar -

If you are interested in the 21Cn project and vendor implications I would like to invite you to join a small collection of investors who are interested in the same thing. We have about 30 folks who are very knowledgeable.

Mostly Harmless 12/5/2012 | 3:48:11 PM
re: BT Inches Toward Telco 2.0 Hi metroman,
Good question. Clearly the market for wholesale services in the UK as a whole is growing. I know that BT is missing targets, but have not seen a breakdown vs the competition.

So that implies they're gaining share. The data I've seen from international analysts simply isn't granular enough to answer your question, sorry.

Mostly Harmless 12/5/2012 | 3:48:10 PM
re: BT Inches Toward Telco 2.0 ...just re-read my post, by "they're gaining share" I meant BTW's competitors.
digits 12/5/2012 | 3:48:09 PM
re: BT Inches Toward Telco 2.0 Indeed. Wholesale decline at the moment is from reduced interconnect for mobile operators, who are forging their own interconnects, and reduced wholesale broadband as more rivals unbundle the local loop.

BT reckons it can, in the medium and long term, counter those declines, which are quite marked at the moment, by growing its outsourced services business, where it essentially runs customers' networks for them -- a further shift, for some, towards the Netco/Servco model.

common cents 12/5/2012 | 3:48:09 PM
re: BT Inches Toward Telco 2.0 Sorry to bring a degree of fact to an ill-informed discussion (old fashioned, I know) but I've been back through BT's results. BTW has hit its numbers and grown every quarter for the last several years. And read this week's announcement. They're not losing business to their competitors, but to their customers doing things more for themselves.
metroman 12/5/2012 | 3:48:08 PM
re: BT Inches Toward Telco 2.0 Common Cents (perhaps replace cents with decency)

No-one on this post has made unfounded statements as far as I can tell. There are unanswered questions which you have contributed to. I think that wading in with your "ill-informed discussion" diatribe is parasitic at best.

Take a look at the discussion - no-one is trying to put forward unsubstantiated claims - in fact there have been several "good question, not sure of the answer" statements.

If you are the answer, keep it to yourself unless you intend to be polite.

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