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Summary:

First it was Project Pronto, then it was Project LightSpeed. Now after publicly dissing FTTH for years, SBC is dreaming of 18 million fiber homes within three years. I am not sure, what changed their mind. Maybe, the FCC gave them the cake, the bakery and […]

First it was Project Pronto, then it was Project LightSpeed. Now after publicly dissing FTTH for years, SBC is dreaming of 18 million fiber homes within three years. I am not sure, what changed their mind. Maybe, the FCC gave them the cake, the bakery and the silver as well.

Karl Bode: While the triennial review paved the way in keeping competitors from new fiber builds, the FCC last week went even further, declaring fiber to the node builds within 500 feet of customer premises didn’t need to be shared. After the ruling, SBC proclaimed they’d cut the deployment schedule for project lightspeed from five years to three. The bells had been complaining for years that there was no incentive to build fiber networks with regulation in place. No incentive, despite the fact cable dominates North American broadband, and the bells need television services tied to DSL bundles to better compete. No incentive, despite the fact the local and long distance business is stagnant, and the bells are morphing into pure, bandwidth hungry data companies that need fiber to survive.

Yesterday, I wrote about Alcatel winning the big dollars. However, there is more information on the whole bake-off. Alcatel won at the expense of Lucent Technologies which was desperately trying to get this business. Others who lost out on this deal: Juniper Networks,and Riverstone. Apparently, Ed Whitacre’s heir apparent Randall Stevens made the call on this one. From what I have learned, Riverstone was counting on this big order, and so was Lucent. Tells you far LU has fallen from grace. Cisco Systems losing out on their core business – routers to Alcatel, that surely got to sting. Light Reading has some interesting commentary. Some speculative insight: BellSouth and Bell Canada are about to announce their plans, and the winner will be Alcatel.

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  1. OM, your MISSING the POINT here where Verizon and SBC in a all out FOOT RACE to the finish line with “”””Level3”’ the MIDDLE man of the future HERE TODAY!!!
    VZ and SBC will BOTH give Level3 ”’real Checks” for REAL CAPACITY to try and beat the cables to the customers!!!! this is NOW a “””SPRINT”” since FON will be eaten by VZ for the celluar and other customers of FON.

    Level3 to become the ””CLEAR WINNER”” when you can RENT cheaper than you can dig up streets!

    Skibare

  2. Funny how certain Congressmen were so against using “French” GSM is Iraq, but nobody cares that a French company, Alcatel, is making huge wins in the US at the expense of US competitors . . . I guess nobody will be calling it Freedom Fiber.

  3. Om,

    The large US based players… Cisco, Jnpr, LU, and even Nortel (Can.) need to add the triple play story to their portfolios in order to better position themselves for the FTTH horserace.

    Adding MWare/STBs/Granular Ethernet services/hardened field switches/ passive and active options/OSS&BSS/SoftSwitches/Etc will allow them to weave a compelling End to End story.

    Alcatel, although just barely, has put together a plausible story.

    FM

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