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Frontier Communications Corporation Message Board

  • gigmbwng gigmbwng Dec 19, 2013 8:43 AM Flag

    FTR to get even more ATT wireline in the future?

    ATT CEO has stated that within 10 years they will be all internet/digital and will no longer have copper wire. Their intent is to transition current copper customers. Perhaps part of that long range strategy is to sell off ATT copper wire telephone business to regional carriers...like FTR. Imagine FTR growing to multiples of its current size as they expand their "partnering" with ATT and acquire more and more POTS.

    Another thing, FTR CEO sounded very confident that the dividend is safe and that she is committed to keeping it at this level.

    What do you think? Thanks.

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    • sure looks like FTR and ATT have a long term common interest. changes the essence of FTR as a company and stock. bullish on FTR.

    • I don't agree with the statement of "internet/digital will no longer have copper wire".

      I think FTR is strategically doing the right move to expand its POTS network . Here is my reasoning:

      The Internet will dominate every aspect of people's lives and the demand is growing geometrically. For customers, in the past, higher bandwidth would have required expensive fiber-optics to their premises but now that has all changed.

      In my view, the real money is in the G-Fast technology (FTTC fiber-to-the-curb), an evolution of vector to phantom, where individual telephone wiring (POT) at customer premises from the demarcation point can carry traffic of over 1Gbps (NOT SHARED) at a distance of approximately 100M with a theoretical maximum at 500M.

      More ever, what dictates all of this is how fast the demand would be penned up vs. availability and costs of FTTH. I think the demand will be overwhelming and exceeding the availability of FTTH in the next two years which is not enough time for FTTH to build out.

      What is interesting is that once 1GB/sec becomes widely avaiable on copper (G-fast) to residential, carriers will start implementing applications on class-of-services through virtual channels (VLAN - VxLAN to bridge into the clouds) and will provide QoS on multi-media including voice-over-ip and possibly bridging the mobile network (VoLTE) through gateway into the overall network, meaning the CPE endpoint on G-fast may support WiFI-LTE interface for VoLTE catering smartphones (sort of like having your own residential satellite CO from Telco).

      The biggest loser of all of this are the cable TV companies (possibly including FIOS as collateral damage) and SAT Broadcast TV providers because all the needs of multi-media applications can be met through a single source (G-fast). Less

      There is a real limitation in capacity that a 570MHz of licensed wireless spectrum in the US can provide. It is not the speed but rather how much data can get across at any given time.

      • 2 Replies to cj_observer
      • ITU standardizes 1Gbps over copper, but services won't come until 2015
        G.fast standard will open the door for 4K video over telephone wires

        By Mikael Ricknäs | Published: 15:04, 12 December 2013

        Facebook0Twitter8LinkedIn0Google Plus0Share This24
        Article comments
        The ITU has taken a big step in the standardization of G.fast, a broadband technology capable of achieving download speeds of up to 1Gbps over copper telephone wire.

        The death of copper and the ascent of fiber has long been discussed. However, the cost of rolling out fiber is still too high for many operators that instead want to upgrade their existing copper networks. So there is still a need for technologies that can complement fiber, including VDSL2 and G.fast.

        Higher speeds are needed for applications such as 4K streaming, IPTV, cloud-based storage, and communication via HD video, ITU said.

        The standardization of G.fast started in 2011, and has now reached what is known as first-stage approval or consent. That means the technical specification is ready to become standard. Next up is a comment period, and the standard is expected to be final by April next year, according to ITU.

        "This is the most critical milestone in the process. The comments are designed to optimize the standard, not to reverse anything," said Michael Weissman, vice president of marketing at chip vendor Sckipio, which is focusing solely on silicon for G.fast.

        The technology increases the bandwidth by using more spectrum, which could be compared to adding more lanes to a road. G.fast will use the 106MHz of spectrum, which compares to the 17MHz or 30MHz used by VDSL2 and the 40MHz used by the fastest LTE-Advanced networks currently being tested.

        The drawback with G.fast is that it will only work over short distances, so 1Gbps will only be possible at distances of up to about 100 meters. The technology is being designed to work at distances up to 250 meters, though transmission speed is slower at that distace.

        Similar to VDSL2

      • cj-o: thanks for your insightful comments. the G-fast technology does seem to be a game changer for the legacy last mile to the home. makes me wonder why then T would divest of copper network to FTR? unless they ultimately want to have a pure wireless business and some sort of spun-off jv with the FTR (and other selected regional carriers) for legacy network in more rural areas?

        interesting your perspective on cable companies. so much in the news lately about cable and content consolidations. nice to hear that the ultimate winners may be telecos with G-fast.

        thinking of adding more FTR.......

    • The AT&T statement is very believable. It seems like the FTR dividend is safe. Now, regarding thew FTR CEO statement about the dividend. She said that before and FTR cut the dividend.

 
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