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Note: comments posted are strictly the opinion of the poster and not necessarily those of Fiber Planners Inc. or any other posters.
Wednesday, August 20, 2003
Dave goes on to note:
"Theodosopoulos and team have been consistently among the best informed in the business, so I'm comfortable passing on their conclusions without an opportunity to verify them. Details are sure to change, but what they report about the Bells is consistent with my research as well."
"Note that VDSL is now under $100 for similar performance, and does not require new fiber runs. I therefore believe part of the FTTP deployment will be fiber to the basement/curb, and VDSL the last thousand feet. I discussed this with Wegleitner and BellSouth a while back, and they both said to ask them again when the saw the final price of the fiber gear."
Many thanks to Dave for permission to quote from his newsletter.
This information is also consistent with an assessment by Lehman Brothers reported by Mary Janders in Light Reading earlier this week.
[Follow up 00:59, August 21: Dave has now posted his newsletter on line]