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User Rank: Light Beer
1/28/2016 | 10:28:22 AM
Re: Backpedaling
What I was hearing in Miami from Cox and Charter was that Comcast wants to do more automation among the cable companies - that they aren't nearly as good at automating Type II sales as most other telecom carriers because they haven't been at it nearly as long. For CLECs, that process is table stakes - they have to had it to get into business and they've been doing that for 20 years now. Telecom, pretty much the same. But cable isn't as advanced, at least according to what was said at Metro Connect. It's possible they are trying to fix that.

So we may have to see how this plays out. There could be regulatory or legal concerns to a "cable first" model, and that has prompted folks to back down. Or this may be the misunderstanding that was characterized in Miami.
User Rank: Blogger
1/28/2016 | 10:16:48 AM
That's a big stepdown from the way Comcast talked about this effort in December. Cablecos have been trying to smoothe out the wholesaling process for some time, and this doesn't sound much different.

Also interesting to hear these folks back away from the "cable-first" pitch. Back in December, when asked how important the joint cable story was, Comcast's Glenn Katz said:

"It's very important. It's very very important. Because first of all there's not a lot of cable penetration in the large enterprise space because of multiple reasons. If it was a telco like AT&T and Verizon, they're not going to resell our stuff. So thery're going to try to put in whatever they can. And they're going to try to continue to put in DSL and if you're a non-facility based managed service provider, you're going to go to the customer and you're going to say this is an important point . You're going to say look I can provide you cable first. Alright but there's construction. Well I can't absorb the construction. I'm just a reseller, so but I'll provide you with DSL, or two DSL lines or three DSL lines that may equal this cable line. So that's what's happening in the industry."

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