AT&T has said it will build 1-Gbps access networks in Austin, Texas, though some would say the specifics are lacking. That will not surprise too many observers who follow the ISP business closely.
No incumbent with a decent business selling access at about $3 to $5 per Mbps would be foollish to prematurely risk dropping those prices in a major way.
And though many will criticize the language as not serious, AT&T CEO Randall Stephenson now says about gigabit access networks, at least in some cases, that "the cost dynamics look good, the revenue implications look good, the market implications look good, so you're going to see more of this over time and I fully expect you'll see us doing markets like this over the next few years."
Skeptics will say AT&T simply isn't serious. Optimists might be encouraged that revenue and cost implications are being looked at it a serious way, and that AT&T recognizes it has to look seriously at whether upgrades of more networks to gigabit speeds are feasible.
Tuesday, September 24, 2013
AT&T Believes Economics of Gigabit Access Networks Increasingly "Look Good"
Gary Kim has been a digital infra analyst and journalist for more than 30 years, covering the business impact of technology, pre- and post-internet. He sees a similar evolution coming with AI. General-purpose technologies do not come along very often, but when they do, they change life, economies and industries.
Subscribe to:
Post Comments (Atom)
Agentic AI Could Change User Interface (Again)
The annual letter penned by Satya Nadella, Microsoft CEO, points out the hoped-for value of artificial intelligence agents which “can take a...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
One recurring issue with forecasts of multi-access edge computing is that it is easier to make predictions about cost than revenue and infra...
No comments:
Post a Comment