Just musing about DSL
Just musing about DSL. There was an article in the globe today
(12/17) about DSL. I'm finally getting a bigger picture here.
I've had a lot of cognitive dissonance about DSL lately. On one hand
everyone is saying CLECs are in the toilet and on the other hand I keep
hearing about people connecting using DSL.
I think I finally figured it out (for me anyway).
Here's my impressions of the current DSL market
- - the clec market has, in fact, gone into the toilet. too bad.
- - many manufacturer's have been selling exclusively into the clec market.
- - manufacturer's who have been selling to big phone companies are doing ok.
- - Most of the CLECs seem to have been deploying SDSL boxes connected
to RedBack DSLAMs. - - The 'phone companies' are catching all the customers falling out of
the dying clec's tree... There seems to be only room (economics wise)
for 1-2 dslams in most CO's...
Apparent distilation:
- - DSL as delivered by clecs isn't going to be the goldmine we thought it was. It turned out to be too expensive and too hard to differentiate.
- - ADSL will be continue to be delivered in volume buy the traditional phone
companies. will revive the gasping customers of the failed clecs. - - It would be interesting to talk to a sales person from Redback and find
out who they sold to last year and who they will sell to next year.