There's no gold in these archives, but a lot of history. For example, in 2004 Wall Street penalized SBC/AT&T for capes too low. For years now, Wall Street shoots down high capes budgets. That's not logical analysis and could rapidly change. Corrections still welcome
November 25, 2004
- Belgacom VDSL, video, 25% of homes
- Billion dollar Deutsche Telekom move on France, Spain
- 23% growth projected, twice German rate
- TI, Alcatel cutbacks amid success
- "We hope none of our people have to leave" Surprise leader Bell Canada
- SBC to 17 million: Drop Dead!
- Extreme digital divide in Lightspeed
- Briefs: Dick Notebaert, Becky Klein, National Association of State Utility Consumer Advocates, ECI, Claim: DSL networks are open to competitive ISPs; Refutation from BellSouth, Lalaland is going HD, Ed Whitacre on risk, Om Malik, Dick Martin's Tough Calls, Rich Church
"The difficult we do immediately. The impossible takes a little longer" Seabees slogan
SBC has committed to delivering the impossible. The SBC staff believe they can do it. Even if they partially fail, they'll be able to look back three years from now and know they were pioneers, squeezing more video into less bandwidth than ever before. The engineering team deserves respect.
But Wall Street believes SBC is underinvesting in the fight against cable, with Verizon and SBC an improbable $29B apart. Beyond the business issues, a more important question is should SBC's third of the U.S. accept a second rate internet service. Even complete success of Project Lightspeed yields a primary internet provider offering an unreliable 6 meg down, 1 meg up. SBC in 2010 will be offering slower speeds than France and Japan in 2005. Deutsche Telecom similarly is not delivering for Germany. Next DSL Prime will have an open letter, Dear Mike and Matthias, urging them to do better for the people they serve.