Fiber-To-The-Premises Network Strategies Monthly
One-year subscription includes 12 issues, corporate site license,
and access to analyst team for follow-up Q&A: $1,995.00 USD
(Corporate single issue: $500 USD / Individual single issue: $250 USD)
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June 2011 issue: Potential Lasting Edge with Transmode's Early WDM-PON Entry,
but Tempts Interim Scrutiny
(updated October 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: WDM-PON and Cabling/Density Matters
Figure 2: The Case for Home-Running Fiber?
Figure 3: Standard Ethernet to the Rescue Contention
Figure 4: Migration from GPON Upwards
Figure 5: C-Band Potential Conflict
Figure 6: Network Management Matters
Figure 7: Concerning the AWG
Figure 8: The Case for Injection Seeding
Figure 9: Credible Projection for High-Definition Capacity?
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May 2011 issue: Monetization Game Plan for Open FTTP Networks
(updated June 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Figuring Out the Monetization Scheme
Figure 2: Monetization Case that Could be Applied Now
Figure 3: Over-the-Top Content
Figure 4: Real-Time Video
Figure 5: How to Attract Wholesale Providers to Fiber Fabric
Figure 6: History Likely to Repeat Itself with Clouds
Figure 7: A New OSS
Figure 8: Universal Security Problem is Solvable
Figure 9: Needed Improvements on Adtran's TA 5000 for FTTP
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April 2011 issue: Fiber Shortage is Very Temporary
(updated June 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Corning Conservative with Customers on Fiber Availability
Figure 2: Increases in Corning Fiber Availability
Figure 3: Timing of Corning Getting Back to Normal Levels
Figure 4: Sumitomo's Previous Penetration into Verizon
Figure 5: Actual Impact of Verizon's Additional Demand
Figure 6: The Uncomfortable Topic
Figure 7: Despite Contrarian Reports, VZ Wireless Wants Vodafone's Share Now
Figure 8: Nothing New or Significant About VZ Passing 20M Homes with FiOS
Figure 9: FiOS Expansion in Maryland
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March 2011 issue: Open Access/Competitive Analysis (Part II)
(updated May 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Ericsson
Figure 2: Adtran
Figure 3: Slimming Down?
Figure 4: Zhone Technologies
Figure 5: A Realistic Combination?
Figure 6: Verizon's Biggest Fear
Figure 7: Doubts About Separating Fibers Out at Verizon?
Figure 8: Verizon's Network Built for Easy Partition
Figure 9: A CATV Firm's Experience with BigBand Networks
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February 2011 issue: Latest Competitive Analysis of FTTP Equipment Vendors (Part I)
(updated April 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: The Legacy Advantage
Figure 2: Technology Edge
Figure 3: Next Acquisition?
Figure 4: Chinese Suppliers of FTTP
Figure 5: Further Thoughts on the MSO Space
Figure 6: Video over IP
Figure 7: Newest on the Reality of GPON vs Ethernet Pricing
Figure 8: Most Costly Portion of the Network
Figure 9: More on WDM-PON
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January 2011 issue: MSO Wakeup Call for PONs Proving-In Considerably Now
(updated April 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: PON Changing the Long-Term MSO Mindset?
Figure 2: MSO Business-Type Customers and PON
Figure 3: 3GHz Could Get Bypassed On Way to PONs
Figure 4: Case Against RFoG for Businesses
Figure 5: WDM-PON and Inadequate Flexibility?
Figure 6: WDM-PON and Maintenance Worries
Figure 7: True Target Market for WDM-PON?
Figure 8: CMTS
Figure 9: Realistic Dream?
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December 2010 issue: Implications of Possible Google Buyout of Verizon's FiOS Network
(updated April 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Unlikely an MSO Could Buy FiOS?
Figure 2: Initial Assertions on FiOS Take-Rates Unreasonable
Figure 3: MSO Concern About Verizon and Small Businesses
Figure 4: Verizon CEO's Swan Song?
Figure 5: AT&T and U-verse
Figure 6: MSO Competitors
Figure 7: IP Video
Figure 8: Lost Opportunity?
Figure 9: What if the Arrival of WDM-PON is Much Later than Expected?
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November 2010 issue: MSOs as Potential Long-Term Enablers of WDM-PON
(updated April 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: EPON Not Totally in the Bag at Cable Companies
Figure 2: Greenfield Decisions
Figure 3: Why Use Coax in a Greenfield Situation?
Figure 4: Role of RFoG
Figure 5: Getting Beyond RFoG
Figure 6: Step Before WDM-PON
Figure 7: Decision on Ethernet on Fiber vs PON
Figure 8: Beginnings of Trend to WDM-PON
Figure 9: Future Barrier to FTTH
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October 2010 issue: Debate on Ethernet vs GPON Continued/
Mega-Bandwidth vs Transcoding Data Streams
(updated January 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Overhead a Nonissue with Ethernet?
Figure 2: Reply to Overhead Assertions
Figure 3: More on Overhead
Figure 4: Choice is Service-Dependent?
Figure 5: Reply to Service Dependency
Figure 6: Extended Response on Determination by Services
Figure 7: Symmetry
Figure 8: Symmetry and Ethernet
Figure 9: Tremendous Access Bandwidth vs Altering Stream Sizes
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September 2010 issue: Addressing Rebuttals on Ethernet Networks Costs Being Higher than GPON
(updated January 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Arguments Against Density Issue
Figure 2: Response to Density Assertions
Figure 3: More on Density
Figure 4: Getting to 10G Faster with Ethernet
Figure 5: Natural Affinity to Ethernet by MSOs?
Figure 6: Natural Anti-Ethernet Bias by Traditional Bellheads
Figure 7: Reply to Bellhead Point
Figure 8: Matter of Granularity
Figure 9: Keeping Perspective
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August 2010 issue: EPON vs GPON Networks Costs/Wholesale FiOS?
(updated January 2011)
Authors: Sam Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Figure 1: EPON & the MSOs
Figure 2: Active Ethernet vs GPON
Figure 3: GPON vs EPON Costs
Figure 4: Larger Areas
Figure 5: Density Disparity
Figure 6: Definition of a Small Business for FiOS?
Figure 7: Verizon's FiOS Wholesale Play?
Figure 8: On Verizon Dividing Up Wireline Networks Long Term
Figure 9: Latest on FiOS and LTE
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July 2010 issue: Next-Generation PON
(updated November 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Next-Generation PON & Standards
Figure 2: 10G-PON and the Residential Play
Figure 3: Could WDM-PON Leapfrog 10G-PON?
Figure 4: Security & Scalability Issues with WDM-PON?
Figure 5: No Inherent Lock for Any Future US WDM-PON Vendor
Figure 6: Tellabs Ultimately in Best Position to do WDM-PON?
Exhibit A: Outlook for Other Potential US Vendors of WDM-PON
Figure 7: Fiber Types with WDM-PONs
Figure 8: WDM-PON and a New Network Vision
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June 2010 issue: Spinoff of Verizon Business & Selloff of FiOS in Long Term?
(updated October 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Verizon Would Not Sell Off FiOS Piecemeal
Figure 2: Verizon and Calix
Figure 3: Rest of Verizon Western Territory for Sale Not as Attractive
Figure 4: Good Chance Frontier Gets Rest of Verizon Assets for Sale
Figure 5: Update on AT&T
Figure 6: Other AT&T Matters
Figure 7: Westminster, MD & FTTH
Exhibit A: Fiber Activity in Maryland
Figure 8: Verizon and Vodafone
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May 2010 issue: FTTH Equipment Supplier First-Round Stimulus Winners
Have Not Received a Penny Yet
(updated July 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: RUS Appears Besieged
Figure 2: Big FTTH Build-outs in Summer of 2011?
Figure 3: Catch-22 Situations
Figure 4: Another Example of Extraordinary Government Obstruction
Figure 5: Environmental Impack Overkill
Figure 6: Problem with Hurried Bids
Figure 7: Effects on Vendors
Figure 8: Impact Study Timeframes
Figure 9: Another Perspective in MN
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April 2010 issue: Cost Justification for Fiber to Condo Buildings in Small Markets Across US?
(updated May 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Biggest Challenge
Figure 2: Avoid Going Beyond Headlights
Figure 3: Business Case for a CLEC
Figure 4: Business Case for Condos
Figure 5: Suite of Services
Figure 6: Really Intelligent Network Management System Necessary
Figure 7: Important Advice
Figure 8: Disadvantages of Business Model
Exhibit A: Model at Work
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March 2010 issue: Can CommScope Successfully Move Upstream with BrightPath?
(updated May 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: CommScope's Biggest Challenge in the RFoG Space
Figure 2: CommScope Investment Possibilities for Fiber Directly to Businesses
Figure 3: CommScope Staying Away from GPON for Now
Figure 4: How is CommScope Dealing with Cost of Termination at Headend?
Figure 5: CommScope's Move in CWDM/DWDM Direction
Figure 6: Potential WDM Applications for CommScope
Figure 7: AT&T & CommScope
Figure 8: Verizon & CommScope
Figure 9: More Consolidation Expected in Connector Business
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February 2010 issue: Future of RFoG Limited?
(updated May 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Case for RFoG Being a Reasonable Strategy
Figure 2: Major Indirect Benefit of RFoG
Figure 3: Argument for RFoG Being in Alignment with General Market
Figure 4: RFoG Concerns Range the Gamut
Figure 5: A Simple Problem with RFoG
Figure 6: MSOs Going in EPON Direction Because Telcos Using GPON
Figure 7: Telecom Pragmatics Still Believes GPON will Dominate World
Figure 8: No Doubt that Ethernet has Won Marketing War
Figure 9: Somewhat Hidden Video Driver for Broadband
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January 2010 issue: Good Chance that New Verizon FiOS Infrastructure has Ended Permanently
(updated May 2010)
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Case of Boston
Figure 2: Case of Baltimore
Figure 3: Customer Dissatisfaction with FiOS Increasing Unexpectedly
Figure 4: Outsourcing to Engineering Firms
Figure 5: Update on Future Sales of Lines by Verizon
Figure 6: Follow FiOS Map for Bulk of 4G Wireless Markets
Figure 7: Latest on Verizon Possibly Selling CATV Business Off
Figure 8: AT&T Remains in Limbo on Broadband Wireline
Figure 9: Qwest Stepping Up Activity in Access
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December 2009 issue: Increased Regulatory Pressures Affecting Verizon's FiOS Build-Out?
Authors: Samuel Greenholtz, John Griffin, Eric Lampland, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Verizon and the FCC
The New FCC
PR Engineering on DSL in Boston Area
Figure 1: Verizon's Current Situation with FiOS
Figure 2: Verizon's Potential Responses to Regulatory Pressure
Figure 3: FiOS Extension Along I-95 Corridor
Figure 4: New Quasi-IOC Within Verizon's Incumbent Territory?
Figure 5: Bottom Line on FTTH in VZ's Smaller Populated Areas
Summary
Spotlight: Recent IOC Broadband Next-Gen DLC RFP Feedback
Adtran
Calix
Enablence
Occam
Tellabs
Zhone
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November 2009 issue: Calix's Potential New Access Paradigm
(Updated December 26, 2009)
Authors: Samuel Greenholtz, John Griffin, Mark Lutkowitz, and David Gross
Table of Contents: A More Conservative Acquisition?
Figure 1: Possible Future Calix Strategy I
Figure 2: Offer Better Solution in Rural Areas with FTTH/Wireless Combo?
The Cyan Access Play
Responses by Kabel-X to Apparent Shortcomings
Figure 3: Better Future Calix Strategy II
Figure 4: All About Access Anyway
Figure 5: Very Long-Term Optical Networking Shift
Figure 6: Implications of Optical Paradigm Change
Figure 7: Other Advantages to Infrastructure Access Focus
Exhibit A: Kabel-X's Retorts to Apparent Negative Attributes of its Product
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October 2009 issue: Impact of Kabel-X Technology on CATV FTTH Activities
(Updated November 25, 2009)
Authors: Samuel Greenholtz, John Griffin, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Figure 1: Coaxial vs Copper Cables with Kabel-X Solution
Exhibit A: Insights on Kabel-X's US CATV Trial
Figure 2: Obstacles to Using Kabel-X in Coaxial Networks
Figure 3: Major MSOs Dealing with No Dual Coax & Downtime
Figure 4: Maintenance Cost Reductions with CATV Firms Moving to Fiber
Figure 5: Strategic Analysis of Kabel-X
Figure 6: Use of Kabel-X in Very High-Cost Fiber Applications
Figure 7: Previous Dealings by Operators with Kabel-X
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September 2009 issue: Verizon's FiOS in 2014
Authors: Samuel Greenholtz, John Griffin, Mark Lutkowitz, and David Gross
Table of Contents: Verizon's FiOS Program in Context
Future of Verizon's FiOS
Figure 1: Reality of Verizon's FiOS
Take-rates
Operational Costs
Figure 2: Most Significant Changes Expected in Verizon's FiOS Service by 2014
MDUs
Figure 3: Outlook for Verizon's FiOS MDUs Over Next Five Years
Figure 4: Verizon out of the Cable TV Business by 2014?
Figure 5: Legacy of Verizon's FiOS
Exhibit A: Projected Market Position of FiOS Vendors in 2014
Exhibit B: Potential New Suppliers of FiOS Equipment in Five Years
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August 2009 issue: Fiber to the Business at Time Warner Cable up Close
Authors: Samuel Greenholtz, John Griffin, Mark Lutkowitz, and David Gross
Table of Contents: Overview
Time Warner Cable FTTB Networks
Cell Tower Business
Figure 1: Time Warner Fiber to the Business Deployment Practices
Figure 2: Time Warner Fiber to the Business by the Numbers
Time Warner Cable FTTB Performance
Figure 3: Time Warner Fiber Backhaul Services by the Numbers
Lack of Regional Interconnection
Biggest Problem of All
Figure 4: General Hurdles to Time Warner Success in Enterprise Market
Figure 5: Specific Barriers to Time Warner Success in Business Space
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July 2009 issue: New York City FTTH MDU Outlook
Authors: Samuel Greenholtz, John Griffin, Mark Lutkowitz, and David Gross
Table of Contents: Financial Analysis
Verizon's Level of Success
Business Hurdles
Contracts Construction Market Conditions
Figure 1: FTTH MDU Major Hurdles for Verizon in NYC
Establishing Relationships with Owners
Use of Subcontractors
Figure 2: Important Success Factors in Large Metro MDU Businesses
Fiber Directly into the Apartment
Figure 3: Major Considerations for Bringing ONTs into each Apartment
Comparison with Washington, DC Area
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