"Verizon’s Gutsy Bet" "Will its massive rollout of fiber-optic cable -- right to customers' homes and offices -- keep it ahead of the pack?"
One interesting quote from the article about Verizon's outside plant: "Verizon has a card up its sleeve. About 45% of its customers are wired via telephone poles and other above-ground connections, according to Verizon Chief Technology Officer Mark Wegleitner. That's compared to 32% for BellSouth, 28% for SBC, and 13% for Qwest. Why is that key? It's as much as 30% cheaper to upgrade a line on a phone pole than it is to upgrade one buried beneath a sidewalk or someone's lawn."
(Business Week story from Gary Ogden, Micro Network Svc, and Jorge E Ortiz )
Meanwhile, just I after I posted this, I learned Karl Bode (always worth reading) had weighed in with his own opinions, backed up by lots of good links:
"Grain of Salt: Verizon's promises in the fiber age"
"While analysts pontificate over Verizon's impressive numbers for the quarter, insight into the telco's darker side has received little public attention. Despite a long history of broken promises and questionable accounting, many analysts are still overjoyed by Verizon's promises of a fiber loaded future, despite the warnings of critics who have seen this all before."