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OldPOTS 12/5/2012 | 3:00:41 PM
re: Ethernet's Missing Pieces I thought the most telling comment was;
"AT&T would like to buy wholesale Ethernet services from other carriers -- but those other carriers often refuse, Klapman said. The result is that AT&T is building some of its own Ethernet access."

Who invests in the last access mile if there is not a lot of ARPU?

OP
paolo.franzoi 12/5/2012 | 3:00:39 PM
re: Ethernet's Missing Pieces
They are also missing:

Boston, Philly, Baltimore, DC, Vegas, Phoenix, Seattle, Minneapolis, and Denver.

Those are all pretty good size Metro areas.

seven
fsubob 12/5/2012 | 3:00:39 PM
re: Ethernet's Missing Pieces OK I'll give you 2 additional Tier 1 cities, the other 7 are Tier 2 cities.

With their current footprint they have 100's other cities to focus on. So don't use the excuse of lack of commonality in wholesale market as reason of slow rolling Ethernet services.
fsubob 12/5/2012 | 3:00:39 PM
re: Ethernet's Missing Pieces His comments confuse me:
"AT&T would like to buy wholesale Ethernet services from other carriers -- but those other carriers often refuse, Klapman said. The result is that AT&T is building some of its own Ethernet access."

Doesn't AT&T (SBC) own majority of the previous RBOCs (BellSouth, PacBell, Ameritech, SwBT) with the last mile access. what are the doing in these states with their own network.

The only major city they are missing is NY.

Wake up spell the coffee, fix your network first, then worry about wholesale networks.
paolo.franzoi 12/5/2012 | 3:00:39 PM
re: Ethernet's Missing Pieces
You have an interesting definition of Tier 1 and Tier 2. Most people use "NFL Cities" to represent Tier 1. Most of the cities I listed (I think Vegas is an exception) are NFL cities.

seven
bollocks187 12/5/2012 | 3:00:38 PM
re: Ethernet's Missing Pieces Why would you replace T1 Private Line service in which you have the capital sunk and make good revenue. With new Ethernet comes more capex and opex expenditure without the upside revenue to cover outlay.

It is not the right time to canabilize their own service. This will only be true when some other competitor takes a way a lot of the PL business - not going to happen anytime this decade - lol

jmunn 12/5/2012 | 3:00:31 PM
re: Ethernet's Missing Pieces Currently, the standard large Ethernet chip vendors are only beginning to recognize Carrier Ethernet as an area to target. Their chips don't support all the OAM and other features that CE needs. Why? Because the market is TINY compared to what they are used to. Why is it TINY, because it hasn't been deployed in volume.
Why hasn't it been deployed? Lack of CE feature support and a monster depreciated T1 etc. equipment install that just rakes in the money.

The big boys must be seeing some competition for higher rate links that has them have a "director of product marketing for Ethernet services". Do they have a VP for Ethernet Services yet?
jayja 12/5/2012 | 3:00:28 PM
re: Ethernet's Missing Pieces "...those other carriers often refuse."

What do you think happens when other operators want to "buy wholesale Ethernet services" from AT&T?
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