[IP] DSL, not cable, driving global broadband growth
Begin forwarded message:
From: Stagg_Newman@xxxxxxxxxxxx
Date: October 20, 2004 6:51:37 AM EDT
To: dave@xxxxxxxxxx
Subject: Re: [IP] DSL, not cable, driving global broadband growth
Dave,
For posting if you wish.
This is not surpring. In most of the world with the exception of the
Benelux countries
and the U.S. the cable networks have not been upgraded to be high
quality
two-way capable digital networks. In fact the quality is usually bad.
So cable networks in most countries would need very large capex upgrades
like what was done in the U.S. over the last decade. Moreover the
willingness
to pay for cable services outside the U.S. (land of the couch potatoes)
is
far less (<50% in Europe typically), so cash flow to pay for upgrade
not available.
Moreover in much of the world with short clean copper loops, the speed
and quality
offered over a DSL network is much better than U.S.
For example just learned that in U.K. they are seeing 60,000 DSL
upgrades per week right
now and 10,000-15,000 cable upgrades. And U.K. has reasonbaly good
quality cable.
Stagg Newman
Senior Practice Expert
America's Telecom Practice
McKinsey and Company
1-202-250-3605 - NC Office
1-202-662-0958 - DC Office
1-202-669-3248 - Cell
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