From the guys at Deutsche Bank:
"The undeniable truth is that DSL is in danger of losing the early battle to cable,"Clever fellows, those Germans.
"We continue to believe operators emphasizing FTTP [fiber to the premises] should be better positioned over the long term, with FTTN [fiber to the network (sic: node)] and other solutions second best."
One simple comment:
One of the more frustrating elements of the fight for fiber in Lafayette has been the unreflective presumption free enterprise purists that Cox and BellSouth, by the simple fact that they are privately owned, are somehow smarter, more nimble, and just plain better businessmen than the guys at LUS. 'Tain't so. And it was bad logic to ever think so. LUS is right about Fiber To The Home and BellSouth will pay the price throughout its footprint if it persists in believing that some future, as yet unrealized technology will save its Fiber To The Curb strategy from the coming deluge of bits that is HDTV. Praying for salvation is not a business strategy.
It is huge, monolithic institutions, of whatever ownership structure that tend to be blundering, self-assured, hives of incompetence that make business decisions that only make sense in terms of advancing in the bureaucracy. It is small, nimble, businesses that are close to their customers that tend to make smarter long-term business decisions. We are lucky to have one of the these in Lafayette and "free enterprise" purists would do well to think their position through more carefully. They've missed that the essential quality that they admire is found in businesses that are small, sharp, local, and have a rock solid commitments to their customer base. These are the "mammals" of the economic ecosystem. Cox and BellSouth are the dinosaurs.