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[IP] more on Broadband eyes a quantum leap





Begin forwarded message:

From: dsr@xxxxxxxxxxxxxxx
Date: July 21, 2005 7:16:02 PM EDT
To: David Farber <dave@xxxxxxxxxx>
Subject: Re: [IP] more on Broadband eyes a quantum leap


Mark Laubach writes:



For SDM, the technology uses the exact same Hybrid Fiber-Coaxial
plant without changes. The change to subscriber equipment is a chip
change that is targeted at the same costs as today's chips in mature
quantities yield a $0 delta cost. Add $4-$7 to maintain backwards
compatibility.



And then repeats:



An complete economic impact comparison requires understanding all
the system changes required for and ETTH method vs the SDM method.
Neglecting head end costs, SDM requires $0 changes in existing cable
plant between the head end and the subscriber equipment.



The words "$0 change" seem to imply free, but in what way does that mean
"you must replace all the consumer equipment and your head end equipment
with new products, which happen to be licensed to my company"?

All this means is that the SDM product will cost the same as
current equipment.

The increased bandwidth, of course, will come with its own
costs.

-dsr-



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