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: US$1,495.00
|
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
|
To purchase a monthly annual subscription, click "Add to Cart" below
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
|
