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euler
euler
12/5/2012 | 3:28:13 AM
re: Execs Explain SBC, AT&T Pairing
Anyone have insights into the potential impact to AT&T's continuously shrinking research organization? SBC Labs has the upper hand and I wonder if it'll be: "y'all are gonna have to relocate to Texas"
allidia
allidia
12/5/2012 | 3:28:13 AM
re: Execs Explain SBC, AT&T Pairing
is projected between the two companies? Would the commbined CAPEX make them the largest spending RBOC? Since Sonus is the incumbent at AT+T for softswitches and gateways does SBC's plan to build off of AT+T imply a SONS win at SBC? It sure would be nice to know...
rjmcmahon
rjmcmahon
12/5/2012 | 3:28:10 AM
re: Execs Explain SBC, AT&T Pairing
Since Sonus is the incumbent at AT+T for softswitches and gateways does SBC's plan to build off of AT+T imply a SONS win at SBC?

You may want to read the LR article discussing possible winners and losers. It mentions Sonus and VoIP.

http://www.lightreading.com/do...

I disagree with the opinions expressed in the article. I see it this way. The reason AT&T embraced VoIP is because they were shut out of the local loop. They really didn't have any other choice. SBC, on the the other hand, has never embraced VoIP (beyond rhetoric). A poster on this board suggested it was because SBC didn't have the required expertise. I find that very hard to believe. SBC could easily hire the expertise. It seems more likely SBC makes more money by protecting their millions of POTS lines than they do by opening them up to third party competition. It's highly likely SBC's policy of protectionism will prevail after the merger. That really isn't good news for VoIP equipment providers selling into AT&T.

Let's hope I'm wrong and LR is right.
allidia
allidia
12/5/2012 | 3:28:09 AM
re: Execs Explain SBC, AT&T Pairing
I think I found the answer..from LR

AT&TGs CallVantage VOIP offering is another ripe fruit that fits in well with SBCGs Project Lightspeed, which aims to offer video and voice services to 18 million customers by 2007 (see SBC Sheds Light on 'Lightspeed' ). SBC chairman and CEO Edward Whitacre says that AT&TGs VOIP offering was an appealing part of the deal. GǣWe hope we can roll our existing VOIP programs into what they have as quickly as possible,Gǥ he says. Such a move is a big win for SBC, whose VOIP offering is scheduled to roll out to consumers next month.

GǣWhat this does is accelerate our ability to migrate to IP in the local platform,Gǥ says SBC COO Randall Stephenson. GǣIn terms of Lightspeed, this is probably one of the most exciting parts about this deal. Obviously when you start moving video and high-speed data by the volumes weGre talking about in deploying Lightspeed, the kind of backbone capacity that AT&T brings to bear is really exciting.Gǥ

marlin_brando
marlin_brando
12/5/2012 | 3:28:09 AM
re: Execs Explain SBC, AT&T Pairing
How much bukcs AT&T employees made
rjmcmahon
rjmcmahon
12/5/2012 | 3:28:08 AM
re: Execs Explain SBC, AT&T Pairing
I think I found the answer..from LR

Be careful about taking SBC's press releases for face value. Remember, there are regulatory hurdles ahead before this deal goes through. Their position is that VoIP provides for local loop competition hence they don't need regulatory controls because the market will take care of things. They have to make promises of adopting VoIP if regulators are to believe them.

Turn promises into actions is where the proof will be. I believe today SBC has approx 5.1M DSL subscribers. It would be easy for them to distribute/sell a linksys/netgear VoIP enable broadband router with SIP stacks to 10-20% of these customers (1M or so). To date, this hasn't happened? Why not? At the end of the day, implementing competitive VoIP probably isn't in their interest though it does provide for regulatory cover.
OldPOTS
OldPOTS
12/5/2012 | 3:28:07 AM
re: Execs Explain SBC, AT&T Pairing
I have observed that the RBOCs do marketing like IBM originally did, except they will buy capacity and technology as needed to supplement their own in house resources (SBC-Austin). Their advantage of being the big fish in the pond is that their action can be to ignore, delay, build up and wait, nibble or strike as they must. Regulators and competitorGs customers make them take these calculated actions. While waiting they scale (acquire) the technology and capacity based on how soon they feel they must nibble or strike.

Now re-read rjmGs post (#6). They are preparing for appeasing/delaying the regulators, delaying their customerGs implementations, but making additional money from the enterprise business. Probably increasing lab activity preparing for a limited deployment nibble. And meanwhile learning from the newly acquired enterprise customers. (Yes, they have come to help me by asking about our experience) But this enables SBC to load up and prepare for a hard strike, probably later than 2007, but not necessarily. Just when they must, using the latest operational technology available in their lab(s). Meanwhile they squeeze the cash cow.

Any other guesses when they must nibble further or strike? (Later than sooner)

OldPOTS
rjmcmahon
rjmcmahon
12/5/2012 | 3:28:06 AM
re: Execs Explain SBC, AT&T Pairing
Two dinosaurs mating will not a VoIP powerhouse make. Look for VoIP from the critters who stay outside the range of their mating dance -- and who are smart enough and swift enough not to get crushed under their stompting feet ;-)

Do you believe the future VoIP powerhouses will find a way to bypass the local loops or HFC plants?

Also, what's your opinion from the TIVO experience? They seemed to offer differentiating technology but are now getting crushed by the incumbents. How will VoIP providers fare any better, particullary when common carriage regulations are removed by the FCC?

In my opinion somebody has got to provide a common carriage access infrastructure, one that prioritizes voice traffic from the best effort data, if VoIP critters are going to go beyond the enterprise and become the next GTE. Am I missing something?
beowulf888
beowulf888
12/5/2012 | 3:28:06 AM
re: Execs Explain SBC, AT&T Pairing
Two dinosaurs mating will not a VoIP powerhouse make. Look for VoIP from the critters who stay outside the range of their mating dance -- and who are smart enough and swift enough not to get crushed under their stompting feet ;-)

keelhaul42
keelhaul42
12/5/2012 | 3:28:04 AM
re: Execs Explain SBC, AT&T Pairing
RJ:
Do you believe the future VoIP powerhouses will find a way to bypass the local loops or HFC plants?
>>>>>
No, unless they build their own. Maybe wireless.

>>>>>>>>>>>>>
Also, what's your opinion from the TIVO experience? They seemed to offer differentiating technology but are now getting crushed by the incumbents. How will VoIP providers fare any better, particullary when common carriage regulations are removed by the FCC?
>>>>>>>>>>>>>>>>
They won't. That means voip will be provided either by the [loop or cable] owner -- or someone partnered with them.


>>>>>>>>>>>>>>>>
In my opinion somebody has got to provide a common carriage access infrastructure, one that prioritizes voice traffic from the best effort data, if VoIP critters are going to go beyond the enterprise and become the next GTE. Am I missing something?
>>>>>>>>>>>>>>>>>
Giving the RBOCs a monopoly didn't work before. I don't expect it will work now -- insofar as "work" is defined as getting advanced broadband access built out.
But the cablecos are building out some pretty good access facilities and they DO have a monopoly. I expect if anyone builds out some kind of WiMAX facility they will also get a monopoly on its use.
So it's not clear to me that the monopoly status is necessarily the problem -- unless you're one of those "outside" voip operators who wants access.

Are we asking for too much? We have the cablecos building out the kind of access infrastructure we all say we want (sorry RJ, it's not all fiber). We have people taking a hard look at WiMAX.
If the RBOCs just want to stick with POTS, well, let them.

-kh
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