Overbuild: The New RBOC Advanced Access Architecture Strategy?

Overbuild: The New RBOC Advanced Access Architecture Strategy? published by IGI Consulting, Inc. in January, 2009. This report price starts from US $ 1995.

Introduction

Abstract

Information Gatekeepers has recognized the Advanced Access Architecture thrusts of the major U.S. carriers as among the most important events in telecommunications history. As such, IGI has been periodically issuing major reports on the FTTP/FTTN activities of the RBOCs since they began in 2003. Earlier this year we issued “Advanced Access Architectures - 2008: AT&T, Verizon, and Qwest Plans and Forecasts,” the most comprehensive of our reports on this subject. In recognition of the wide interest and deep importance of the FTTP/FTTN phenomena, we are now issuing a series of reports that focus on narrower aspects of Advanced Access Architectures. Specifically, this report focuses on the competitive impacts of overbuilding by the RBOCs with AAA.

• “Advanced Access Architectures - 2008: AT&T, Verizon, and Qwest Plans and Forecasts”
• “Cost Analysis of RBOCs' Advanced Access Architectures; FTTP, FTTN, FTTC”
• “Bandwidth Needs Analysis of the RBOC' s Advanced Access Architectures : FTTP and FTTN”
• “FTTP/FTTN: The RBOCs' Advanced Access Architectures Equipment and Fiber Requirements.”

Table of Contents

Table of Contents

Table of Figures

The Lightwave Network Series of Reports

The Lightwave Network

• The Lightwave Series of Reports
• General Reports on the Network
• General Market Reports
• Specific Systems Reports

Introduction

Overbuilding

This Report

Verizon' s 2008 Overbuilds in North Texas

What is Happening Now

How Is Verizon Doing this Overbuild?

Significance of The Overbuild

A New Type of Competition

Competitive Situation

General Competitive Landscape

Telco Line Loss Impacts

Verizon

• Verizon - FiOS
• Verizon - Services

AT&T

• AT&T - Uverse Services
  • Video
  • Internet
  • Voice
  • AT&T U-verse Video Services
  • High-Speed Access U-verse Services

Comparing the Plans of the RBOCs

Summary information on the Announced Plans

RBOC Plans - Quantitative Analysis

• Announced Plans - Size

Competitive Situation Summary

Strategic Implications

Verizon Advantages of Overbuild

Other Possibilities for Verizon Overbuild

Verizon' s “Big City Strategy”

AT&T Strategic Alternatives

• AT&T Overbuild
• Improve Uverse and then Overbuild
  • Pair Bonding
  • Reduce the Distance
  • Hybrid FTTN - FTTC
  • Compression
• AT&T Could Ignore the Verizon Activity

Forecasted Strategic Outcome

Vendors Listing

Summary of Vendors

Detailed Listing of Vendors

• Acterna (acquired by JDSU)
• ADC
• Adtran
• Advanced Fibre Communications Inc. (AFCI) (Now Tellabs)
• Alcatel-Lucent
• Alloptic Inc
• Amino Technologies plc
• AOC Technologies
• Avanex Corporation
• Broadlight
• Calix
• Cisco
• Conexant
• Corrigent
• Entrisphere Inc. (Acquired by Ericsson)
• Ericsson
• Fiberxon (Now Source Photonics combined with Luminent)
• Finisar Corporation
• FlexLight Networks (Defunct)
• Fujitsu
• Genone3 Technologies Inc.
• Hitachi Communication Technologies Ltd.
• Humax USA Inc.
• Iamba Networks
• JDS Uniphase
• Kreatel Communications AB (Acquired by Motorola)
• LG Electronics
• LightComm Technology
• Marconi
• Microsoft
• Motorola
• NeoPhotonics
• Nortel
• Novera Optics (owned by Nortel / LG JV)
• OFS
• O-Net Communications Ltd
• Oplink Communications, Inc.
• Optiviva Inc.
• Optical Solutions (Acquired by Calix)
• Osaki Electric Co. Ltd.
• Paceon (Mitsubishi)
• Passave (Acquired by PMC-Sierra)
• PMC-Sierra
• Quantum Bridge Communications (Acquired by Motorola)
• Salira Optical Network Systems
• Scientific-Atlanta (Cisco)
• Siemens
• Source Photonics (Combined with Fiberxon and Luminent)
• Tandberg Ltd. (Ericsson)
• Tellabs
• Terawave (Acquired by Occam Networks)
• Tut Systems (Acquired by Motorola)
• Vinci Systems, Inc. (Acquired by Tellabs)
• Wave7 Optics
• Worldwide Packets, Inc. (Acquired by Ciena)
• Zhone Technologies
• Vendors of WDM - Listing and Summary of Status
  • ADC
  • ADVA
  • Alcatel-Lucent
  • Ericsson
  • LG Electronics
  • Nortel
  • Novera
  • Pirelli
  • Tellabs

Appendix I - Access Architecture

Various Approaches for Fiber-based Access Architecture

Fiber to the “X”

xDSL Versions

Design Details for Current Plans

• Fiber to the Neighborhood (FTTN)
• AT&T' s Fiber to the node (FTTN)
• BellSouth' s Fiber to the Curb (FTTC)

The RFP - PONs Will Set Us Free

• What Are PONs?
  • The PON Design
• Status of PON
• Advantage and Disadvantages of PON
• Types of PONs
  • BPON
  • EPON
  • GPON
• The PON in the First RFP
  • GPONs

Architectures to Meet the Needs

Table of Figures

• Figure 1: Lightwave Network
• Figure 2: Verizon' s NOOF Arrangement
• Figure 3: Verizon Contractor Sign in AT&T Territory
• Figure 4: Rodding Machine At Work
• Figure 5: Plastic Duct Going In
• Figure 6: Splice Pit
• Figure 7: Rodding Machine Work Site
• Figure 8: Current Competitive Landscape
• Figure 9: Potential new Competitive Landscape Resulting from Overbuild
• Figure 10: Verizon Revenue Comparison Total Wireline vs. Data
• Figure 11: Wireline Losses vs. Data Revenue Increases
• Figure 12: FiOS States - 2008
• Figure 13: Verizon Services
• Figure 14: AT & T U-verse Video Services
• Figure 15: North Texas U-verse Service Offering
• Figure 16: AT&T U-verse High-speed Access Services
• Figure 17: Comparison of Internet Access Speed Offered
• Figure 18: Announced Plans Summary Chart
• Figure 19: RBOC Plans - Annual HPs
• Figure 20: Announced Plans - HPs Cumulative Passed vs. Served
• Figure 21: Summary of Vendors
• Figure 22: Fiber to the “X” Varieties
• Figure 23: Chart of Various xDSL Technologies
• Figure 24: Fiber to the Neighborhood
• Figure 25: Fiber to the node
• Figure 26: Fiber to the Curb
• Figure 27: PON Basic Arrangement
• Figure 28: RFP PON - Central Office Portion
• Figure 29: RFP PON - Outside Plant Portion
• Figure 30: RFP PON Service Assignments
• Figure 31: BPON/GPON Comparison
• Figure 32: Typical GPON
• Figure 33: Bandwidth Needs vs. Capabilities

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