KenRadio Is TrendRadio

<ed.note>I reiterate, if you don’t get Ken’s IQ Reports, you’re missing out ( big time, man ).

Ken thinks about the data coming down the pipe; I concentrate on the data which can be uploaded. I anticipate a medical banking grid connecting High Deductible Health Plans, Healthcare Savings Accounts, real-time adjudication, integrated charity care eligibility, and Smartphone-based Electronic Medical Records and mobile payments with provider point of service pricing; eHealth interactive home healthcare servers extended with wireless sensors and other devices facilitating remote disease management; medical data expressed via cell phones, web tablets, IPTV set top boxes, ATMs, kiosks, and web portals, etc.

Additionally, there will be GRIDS aplenty for research and HOPEFULLY more Work Over IP ( if management ever learns the technology needed to trust the distributed workforce ).</ed.note>

FTTH vs Cable Broadband
Global telcos want to become Multiple Service Operators (MSOs), offering television programming like cable providers do and they really pose a competitive threat to the incumbent players with their new video services, according to iSuppli. A major reason why this can occur is the telcos’ widespread deployment of all-fiber or deep-fiber access technology, which will help proliferate high-speed broadband capable of supporting rich video services. Verizon in the United States, NTT in Japan and France Telecom in Europe are just some of the telcos deploying or planning to deploy fiber all the way to the home. Fiber-to-the-Home (FTTH) has the potential to provide subscribers with virtually infinite bandwidth, with which they can receive thousands of High-Definition Television (HDTV) programs. The deployment of FTTH will allow the telcos to continue to expand their broadband coverage, bringing it to levels that rival that of cable television service. By 2009, global telco broadband subscribers will rise to 373 million, nearly equal to the 406 million cable subscribers around the globe. The following year, global broadband telco subscribers will rise to 413 million, exceeding the number of cable subscribers for the first time.

In 2009, 71 million telco broadband subscribers will have very high-speed fiber connections that can support an equivalent and potentially superior video service to that provided by MSOs. Of course, not all telco high-speed subscribers will be in regions serviced by MSOs, mitigating the impact. Regional trends FTTH now is a competitive threat to MSOs in a few regions where the cost of deployment is not prohibitive. These regions include Japan, where fiber can be aerial fed from the central office, i.e. using telephone lines or in this case fiber lines strung from telephone poles. Other regions include Verizon’s territories in the United States, which are more than 60% aerial fed—and in Paris, where the existing sewer systems provide a low-cost conduit for running fiber to buildings. For most other regions, the cost of deployment is very high. FTTH deployments in these regions can be between 12 to 15 times the cost of deploying broadband over a telco’s copper plant. The cost factor will slow down the widespread, global deployment of FTTH—but will not stop it. Over the next 15 to 20 years, worldwide telcos will bring fiber all the way to homes. FTTH is not the only threat to cable. Deep fiber penetration, known as Fiber To The Curb (FTTC) and VDSL to the home, can compete head to head with cable. Not replacing the copper on the last kilometer to the home can save telcos 50% to 65% of the cost of provisioning broadband to subscribers. This is the approach used today by AT&T in the United States and several incumbent telephone companies in Europe and Asia. FTTC plus VDSL can match cable television networks in delivering TV service to the home and may offer significant advantages in up-stream applications such as peer-to-peer video.

One Comment

Comments are closed.