re: Caspian Study: The Internet's ExplodingGet a clue Uncle Optics, you know not which you speak. OK, I'll give you FTTH being a little far off, but FTTB is here. How, you ask:
1. The ILECs Love PON -- unless SBC, Bell South, Verizon and Qwest are no longer ILECs.
2. The MSOs love it. Comcast is the most vocal right now, but stay tuned.
What else is there to say, unless of course you want to get more into the Red Sox problems... Probably too wide a topic for this medium.
re: Caspian Study: The Internet's ExplodingFTTH a little far off??? Unless you live in one of those communities willing to subsidize it, Fiber is not coming to a home near you. Stop listening to the vendors.
With respect to your other items, PONs is not going to make it as a business services either. Running Fiber to a building is something different. CIBC is full of BS.
How much PONs are the ILECs deploying now? Have not heard of any big contracts lately, have you?
MSOs might love it but in reality, PONs is quite consistent with their shared architecture approach that they have had since day 1.
re: Caspian Study: The Internet's ExplodingJapanese have an outstanding track record when it comes to turning technology into real products. They could surprise us again. In all honesty, I hope so. We need some good ass-kicking, once in a while.
These are almost old news but this article deserves attention. Something really great is perhaps brewing.
NTT launches 100Mbit/s fibre-optic service By Yoshiko Hara EE Times (08/03/01, 5:25 a.m. EST)
Nippon Telegraph and Telephone Corp (NTT) launched a fibre-optic service in Japan this week capable of supporting 100Mbit/second transmissions, opening the way for full-scale fibre to the home
The service will depend on the readiness of Internet service providers to connect to NTT's fibre-optic network, which will be offered at a basic rate of $73 per month.
NTT's pricing is almost a quarter as much as it had originally planned to charge for the service, but the company lowered its rates after a small company named Usen Corp initiated a 100Mbit/s fibre-optic service in a limited area of Tokyo this past March. Known as a cable music distributor, Usen shocked the Japanese communications industry by beating NTT to the punch with a 100Mbit/s service priced at $40 per month.
Usen has already signed up 3,400 subscribers and is now expanding its fibre-optic service area to include greater metropolitan Tokyo and other cities with populations of 1 million or more, which it plans to support starting in October.
Usen acts as the information provider for its 100Mbit service, and does not allow other ISPs to connect to its network.
In a trial service that began last December, NTT offered a best-case service of 10Mbits/s and set a monthly rate of about $258 at that time.
"Usen's business surely had some impact on NTT's [pricing] strategy," said Atsuo Takahashi, senior analyst at ABN Amro Securities (Japan) Ltd. "But at present Usen is skimming the cream off. Sooner or later, the company will reach the point where it cannot keep the low rate. NTT should not take Usen's service a big threat."
What can you get?
To demonstrate the capabilities of a broadband network, NTT recently launched a joint experiment with Dai Nippon Printing and Sharp Corp. The program is to last six months.
"This experiment targets market creation. We are going to show images and videos that are not available through current networks and that will make consumers realise [the service is] worth paying for," said Shigehiko Suzuki, senior vice president of NTT.
A Japanese government project, dubbed e-Japan, intends to connect 10 million households to 100Mbit/s networks and 30 million households to 10Mbit/s networks by 2005. That level of penetration would involve more than 90% of Japanese households. "To realise 10 million households connected to broadband networks, it is really necessary to involve consumers widely," Suzuki said. "To demonstrate what the broadband networks can do will practically expand the market."
In the three-company experiment, DNP will serve as contents provider, Sharp will work on in-home terminals, and NTT will provide the network infrastructure.
re: Caspian Study: The Internet's ExplodingThis is not a realistic example....sure, the competitive provider is offering a low price but there's now way they make money on this. It looks very much like the CLEC model that we just crashed on. Usen will be out of business within a year unless they raise prices.
If you look at the estimates that range from a low of $2,000 to a high of $4,000, how does anyone make enough to pay for the start-up costs? Hell, I don't think that they are generating any real profit on the service to begin with so tell me....
When are the dollars and cents going to enter into this discussion?
re: Caspian Study: The Internet's ExplodingWell....please tell me how much your average consumer has to spend on services? At best, you can expect a phone (local and long), internet and advanced cable allowance of $200 a month and that includes rentals of a few movies. And, that's for your more affluent households. Still think that there's a pile of gold out there in the residential mass market that will drive FTTH? Maybe FTTC.....but again, not my original point and that's, "why are debating FTTH?"
There's no killer app. that is going to squeeze much more $$$ out of the average household. Maybe we can have this discussion in five years when one appears but, until then, I remain unconvinced that we will see anything that resembles a business case for some time to come.
re: Caspian Study: The Internet's ExplodingUncle Optics GÇô you missed the point. Granted the business case is currently at best dubious However, when the costs of PONs come down and/or a killer application arrives that convinces consumers to spend more, FTTH will arrive faster than you can say GÇ£cable-vision is bunkGÇ¥.
1. The ILECs Love PON -- unless SBC, Bell South, Verizon and Qwest are no longer ILECs.
2. The MSOs love it. Comcast is the most vocal right now, but stay tuned.
What else is there to say, unless of course you want to get more into the Red Sox problems... Probably too wide a topic for this medium.