Information Gatekeepers has recognized the Advanced Access Architecture thrusts of the major U.S. carriers as among the most important events in telecommunications history. As such, IGI has been periodically issuing major reports on the FTTP/FTTN activities of the RBOCs since they began in 2003. Earlier this year we issued “Advanced Access Architectures - 2008: AT&T, Verizon, and Qwest Plans and Forecasts,” the most comprehensive of our reports on this subject. In recognition of the wide interest and deep importance of the FTTP/FTTN phenomena, we are now issuing a series of reports that focus on narrower aspects of Advanced Access Architectures. Specifically, this report focuses on the competitive impacts of overbuilding by the RBOCs with AAA. The report is a companion to:
- “Advanced Access Architectures - 2008: AT&T, Verizon, and Qwest Plans and Forecasts” | info
- “Cost Analysis of RBOCs’ Advanced Access Architectures; FTTP, FTTN, FTTC” | info
- “Bandwidth Needs Analysis of the RBOC’s Advanced Access Architectures : FTTP and FTTN” | info
- “FTTP/FTTN: The RBOCs’ Advanced Access Architectures Equipment and Fiber Requirements.” | info
The first report above, “Advanced Access Architectures - 2008 …,” is a very comprehensive report on the subject. The others focus narrowly on particular aspects of the broader area. This report focuses on the strategic impacts of overbuilding.
Perhaps overbuilding started with Abel’s farming intruding on Cain’s hunting territory. It certainly was in full force in the early part of the 20th century when Tesla was overbuilding Edison’s DC distribution facilities with AC power facilities. (Con Ed in New York still had over 4,000 DC customers in the early 1960s.)
“Overbuild” in the context of this report refers to one company building facilities and offering service in another’s franchised territory. Overbuild in the telephone industry, particularly by the large players, has been practically nonexistent since the early days (early 1900s) of the industry. Today, some small, mostly rural telephone companies may overbuild each other, and overbuild has been fairly widely practiced in the cable industry. Some telephone companies have overbuilt cable companies with CATV-type distribution. Also, cable companies using their CATV distribution plant to provide telephone service, as is common now, certainly are overbuilders. However, until now, overbuilding has not been practiced by the large telephone companies in this country in modern times.
With Verizon’s decision in northeast Texas to overbuild not only the existing cable companies, but also AT&T, that has all changed. As has been widely reported, Verizon started in mid-2008 to directly overbuild AT&T franchise areas in North Texas. This activity is based on an approved application with the Texas PUC for 12 Texas cities outside the existing Verizon franchises
|
- Table of Contents
- Table of Figures
- The Lightwave Network Series of Reports
- The Lightwave Network
- The Lightwave Series of Reports
- General Reports on the Network
- General Market Reports
- Specific Systems Reports
- Introduction
- Overbuilding
- This Report
- Verizon’s 2008 Overbuilds in North Texas
- What is Happening Now
- How Is Verizon Doing this Overbuild?
- Significance of The Overbuild
- A New Type of Competition
- Competitive Situation
- General Competitive Landscape
- Telco Line Loss Impacts
- Verizon
- Verizon — FiOS
- Verizon — Services
- AT&T
- AT&T — Uverse Services
- Video
- Internet
- Voice
- AT&T U-verse Video Services
- High-Speed Access U-verse Services
- Comparing the Plans of the RBOCs
- Summary information on the Announced Plans
- RBOC Plans — Quantitative Analysis
- Announced Plans — Size
- Competitive Situation Summary
- Strategic Implications
- Verizon Advantages of Overbuild
- Other Possibilities for Verizon Overbuild
- Verizon’s “Big City Strategy”
- AT&T Strategic Alternatives
- AT&T Overbuild
- Improve Uverse and then Overbuild
- Pair Bonding
- Reduce the Distance
- Hybrid FTTN - FTTC
- Compression
- AT&T Could Ignore the Verizon Activity
- Forecasted Strategic Outcome
- Vendors Listing
- Summary of Vendors
- Detailed Listing of Vendors
- Acterna (acquired by JDSU)
- ADC
- Adtran
- Advanced Fibre Communications Inc. (AFCI) (Now Tellabs)
- Alcatel-Lucent
- Alloptic Inc
- Amino Technologies plc
- AOC Technologies
- Avanex Corporation
- Broadlight
- Calix
- Cisco
- Conexant
- Corrigent
- Entrisphere Inc. (Acquired by Ericsson)
- Ericsson
- Fiberxon (Now Source Photonics combined with Luminent)
- Finisar Corporation
- FlexLight Networks (Defunct)
- Fujitsu
- Genone3 Technologies Inc.
- Hitachi Communication Technologies Ltd.
- Humax USA Inc.
- Iamba Networks
- JDS Uniphase
- Kreatel Communications AB (Acquired by Motorola)
- LG Electronics
- LightComm Technology
- Marconi
- Microsoft
- Motorola
- NeoPhotonics
- Nortel
- Novera Optics (owned by Nortel / LG JV)
- OFS
- O-Net Communications Ltd
- Oplink Communications, Inc.
- Optiviva Inc.
- Optical Solutions (Acquired by Calix)
- Osaki Electric Co. Ltd.
- Paceon (Mitsubishi)
- Passavé (Acquired by PMC-Sierra)
- PMC-Sierra
- Quantum Bridge Communications (Acquired by Motorola)
- Salira Optical Network Systems
- Scientific-Atlanta (Cisco)
- Siemens
- Source Photonics (Combined with Fiberxon and Luminent)
- Tandberg Ltd. (Ericsson)
- Tellabs
- Terawave (Acquired by Occam Networks)
- Tut Systems (Acquired by Motorola)
- Vinci Systems, Inc. (Acquired by Tellabs)
- Wave7 Optics
- Worldwide Packets, Inc. (Acquired by Ciena)
- Zhone Technologies
- Vendors of WDM - Listing and Summary of Status
- ADC
- ADVA
- Alcatel-Lucent
- Ericsson
- LG Electronics
- Nortel
- Novera
- Pirelli
- Tellabs
- Appendix I - Access Architecture
- Various Approaches for Fiber-based Access Architecture
- Fiber to the "X"
- xDSL Versions
- Design Details for Current Plans
- Fiber to the Neighborhood (FTTN)
- AT&T's Fiber to the node (FTTN)
- BellSouth's Fiber to the Curb (FTTC)
- The RFP — PONs Will Set Us Free
- What Are PONs?
- The PON Design
- Status of PON
- Advantage and Disadvantages of PON
- Types of PONs
- BPON
- EPON
- GPON
- The PON in the First RFP
- GPONs
- Architectures to Meet the Needs
- Table of Figures
- Figure 1, Lightwave Network
- Figure 2, Verizon's NOOF Arrangement
- Figure 3, Verizon Contractor Sign in AT&T Territory
- Figure 4, Rodding Machine At Work
- Figure 5, Plastic Duct Going In
- Figure 6, Splice Pit
- Figure 7, Rodding Machine Work Site
- Figure 8, Current Competitive Landscape
- Figure 9, Potential new Competitive Landscape Resulting from Overbuild
- Figure 10, Verizon Revenue Comparison Total Wireline vs. Data
- Figure 11, Wireline Losses vs. Data Revenue Increases
- Figure 12, FiOS States - 2008
- Figure 13: Verizon Services
- Figure 14: AT & T U-verse Video Services
- Figure 15: North Texas U-verse Service Offering
- Figure 16: AT&T U-verse High-speed Access Services
- Figure 17, Comparison of Internet Access Speed Offered
- Figure 18: Announced Plans Summary Chart
- Figure 19: RBOC Plans — Annual HPs
- Figure 20: Announced Plans — HPs Cumulative Passed vs. Served
- Figure 21, Summary of Vendors
- Figure 22, Fiber to the 'X' Varieties
- Figure 23, Chart of Various xDSL Technologies
- Figure 24: Fiber to the Neighborhood
- Figure 25: Fiber to the node
- Figure 26: Fiber to the Curb
- Figure 27: PON Basic Arrangement
- Figure 28: RFP PON — Central Office Portion
- Figure 29: RFP PON — Outside Plant Portion
- Figure 30: RFP PON Service Assignments
- Figure 31: BPON/GPON Comparison
- Figure 32: Typical GPON
- Figure 33: Bandwidth Needs vs. Capabilities
Share this report
Other tasks Related Markets General Telecommunications Reports Free Alert Me service Receive bi-weekly email alerts on new market research Sign Up Today!
|
