Telco Fiber Deployments Face Crucial Market Tests in 2005, New Report Finds
03 Novembre 2004 - 6:00PM
PR Newswire (US)
Telco Fiber Deployments Face Crucial Market Tests in 2005, New
Report Finds Light Reading Insider Says Early Results of Verizon's
Ambitious FTTP Deployment Plan Will Determine Whether Fiber
Buildouts Will Fly or Flop NEW YORK, Nov. 3 /PRNewswire/ -- The
immediate prospects for fiber-to-the-premises (FTTP) network
buildouts in the U.S. are likely to hinge on the ability of Verizon
Communications Inc. (NYSE:VZ) to convince customers to sign on in
significant numbers for telco-delivered "triple play" voice, data,
and video services delivered over newly installed fiber networks,
according to a new report released today by Light Reading Insider
(http://www.lightreading.com/insider), the paid research division
of Light Reading Inc. The report, entitled FTTP Success: It's the
Video, assesses U.S. FTTP deployment plans for 2005, focusing on
announced deployment strategies of major local incumbents,
independent service providers, and municipalities. Economic
rationalizations for FTTP deployment are analyzed based on shifting
market and product price conditions, with the main emphasis on
costs and opportunities in the video services sector. As the most
aggressive pursuer of FTTP deployment among the Bell companies,
Verizon will serve as a de facto guinea pig to test the economic
viability of a large-scale commitment to fiber access networks,
according to analyst at large Peter Lambert, the author of the
report. Investment in fiber will work economically only if Verizon
can convince a significant proportion of its customers - at least
25 percent - to subscribe to its entire package of triple-play
services. If Verizon succeeds, other RBOCs such as BellSouth Corp.
(NYSE:BLS) and SBC Communications Inc. (NYSE:SBC) might be
convinced to pump more capex resources into deploying FTTP to
renovate copper-based networks already in place. But any
significant glitch in Verizon's rollout could stymie RBOC spending
on FTTP for years to come. Other key findings of the report
include: -- Verizon's elevated commitment to FTTP overbuilds of
copper networks will triple overall U.S. homes passed by fiber (to
more than 1.5 million) by the start of 2005 and amounts to an
inflection point for further supplier investment. -- BellSouth and
SBC have committed only to greenfield FTTP but could join Verizon's
aggressive overbuild bandwagon in time, given proofs of substantial
revenue growth and long-term cost savings. -- Vendors have been
able to reduce PON deployment prices by more than 20 percent, to
about $1,650 per home passed, in the past year - but further cost
reductions aren't likely in the foreseeable future. -- The PON
distribution suppliers will almost certainly winnow out in the
coming 12 months - as already demonstrated by vendor mergers. The
report includes product and positioning strategies of 15 key
vendors in the FTTP-based IP video market. Publicly traded vendors
covered in this report are: Alcatel SA; Ciena Corp.; Cisco Systems
Inc.; Harmonic Inc.; Juniper Networks Inc.; Lucent Technologies
Inc.; Motorola Inc.; mPhase Technologies Inc.; Scientific-Atlanta
Inc.; Tellabs Inc.; and Thomson Corp. Privately held vendors
included in this report are: BigBand Networks Inc.; Calix Networks
Inc.; Huawei Technologies Co. Ltd.; and SkyStream Networks Inc.
FTTP Success: It's the Video is available as part of an annual
subscription (12 monthly issues) to Light Reading Insider, priced
at $1,350. Individual reports are available for $900. To subscribe,
or for additional information, please visit:
http://www.lightreading.com/insider. To request a free executive
summary of the report, or for details of multi-user licensing
options, please contact: Jeff Claudino Sales Manager Insider
Research Services 619-229-9940 For review copies, members of the
media may contact: Gabriel Brown Chief Analyst Insider Research
Services About Light Reading Inc. Founded in 2000, Light Reading
Inc. (http://www.lightreading.com/) is the ultimate source for
technological and financial analysis of the communications
industry; it leads the media industry in terms of traffic, content,
and reputation. It reaches an extensive audience of executives and
technologists within the telecommunications and enterprise
networking communities, as well as the financial/industry analysts
and investors that track these sectors. DATASOURCE: Light Reading
Inc. CONTACT: Jeff Claudino, Sales Manager, Insider Research
Services, +1-619-229-9940, , or Gabriel Brown, Chief Analyst of
Insider Research Services, , both of Light Reading Inc. Web site:
http://www.lightreading.com/ http://www.lightreading.com/insider
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