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MRV Communications, Inc. Message Board

  • normboyz normboyz May 9, 2005 3:23 PM Flag

    Article explains FTTP dynamics today

    The article in the next post explains the dynamics at play today in FTTX, which are as follows:

    1) VZ is the only baby bell rushing to deliver FTTP because its customer base has more competition from cable and its cable competitors are agressively marketing triple play sevices at discounted prices right no;

    2) SBC and BLS are dragging their feet on FTTX because their customer base has much less cable competition and these cable competitors (most like Charter and Adelphia) are not aggressively marketing triple play services at cutthroat pricing.

    When dynamic #2 starts to change, then you'll see Project Lightspeed happening, but until then only VZ is rollout for their survival.

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    • SBC will get its ass handed out to it if it does not get its act straight.

      Comcast announces next roll outs

      Boston and Hartford, Conn., are two of the next markets in which Comcast Corp. will roll out its digital phone service, Comcast Chairman and CEO Brian Roberts said Wednesday.

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      The nation's largest cable-TV company plans to launch the service, which it calls Comcast Digital Voice, in 20 markets this year. Philadelphia, where Comcast (NASDAQ: CMCSA, CMCSK) is based, will be among those markets.

      Comcast plans to make the service available in all 40 markets where it does business by the end of next year.

      The service is a voice over Internet Protocol service because it transmits calls by the same method used to move data around the Internet, but unlike many VOIP services, it won't ship calls over the Net. Instead, it will route them over the network Comcast uses to provide video programming and high-speed Internet access.

      The basic version of the service includes unlimited local and domestic long-distance calling, enhanced voice mail features, emergency 911 service and 12 of calling features, such as call waiting and caller ID, for $39.95 per month.

    • Regarding SBC and BLS.

      Not a fact yet, but I am hearing one or both may have someting to say about Video offerings in the not to distant future.

    • Sorry for all the typo's, but you get the gist of my message.

    • Cablevision seen taking more Verizon customers
      Fri May 6, 2005 04:44 PM ET
      WASHINGTON, May 6 (Reuters) - Cablevision Systems Corp. (CVC.N: Quote, Profile, Research) is likely to steal away more of Verizon's customers in the New York area in the coming months, after it upgraded its systems to allow customers who switch to its digital voice service to take their phone numbers with them.
      Already the rivalry between the two Northeastern-based companies has become one of the fiercest in U.S. telecommunications, with Cablevision offering cut-rate prices on its digital phone, data and TV packages and Verizon upgrading its networks to compete.

      "Cablevision could be a real headache for Verizon," said CreditSights analyst Jake Newman in a note to clients. "The second quarter should be even stronger because Cablevision now has the systems in place to allow existing customers to transfer their numbers to Cablevision's voice platform."

      Cablevision launched a promotion last year to give new customers unlimited phone service, cable TV and cable modem Internet access for $90 a month for one year. Cablevision said Thursday it now had 400,000 customers for its voice over Internet Protocol service, after adding about 91,792 voice customers during the first quarter.

      Chief Financial Officer Mike Huseby said that Cablevision hooked up 1,600 voice customers in a single day recently, with 950 bringing their numbers.

      "We anticipate that we'll have greater sales going forward than was had to date," Huseby said in a conference call on Thursday, referring to a boost he expects from allowing customers to transfer their phone numbers to Cablevision's systems.

      The battle between the two companies is emblematic of a wider war between telephone and cable companies, with the lines blurring between the services offered in each industry. As cable companies roll out digital phone systems as a viable alternative to traditional circuit-switch telephone service, phone companies like Verizon are upgrading their networks to offer video services.

      While Verizon has not addressed Cablevision specifically, it has said it suffers from more cable competition than its peers, especially in the Northeast. During the first quarter, Verizon lost 516,000 residential lines, or 1.5 percent of its total -- a higher rate than any of the other three "Baby Bell" local telephone companies.

      "The Northeast has a much lower penetration of satellite, much higher penetration of cable," Verizon Chief Financial Officer Doreen Toben told analysts last week. "What that means is obviously you have more opportunities for cable modems, for cable telephony than if they are satellite."

      Verizon has been upgrading its network to offer residential fiber-optic links, aiming to launch its own television service later this year in order to match the cable industry's so-called "triple play" of phone, data and TV service.

      While Cablevision garnered attention with its pricing last year, few other cable companies have followed its lead, typically charging about $35 a month for phone service and $35 to $40 a month for high-speed Internet.

      Other Baby Bells say they have yet to see a major incursion from cable companies. BellSouth Corp (BLS.N: Quote, Profile, Research) Chief Financial Officer Ron Dykes said the top three cable providers, which cover about 30 percent of BellSouth's customers, "have not been aggressive price cutters.

      "We haven't seen fierce price competition in that market, and they don't have a history of fierce price competition," Dykes said Friday at an investor conference.

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