g**d
发帖数: 77 | 1 为什么限制多啊?你是指那个end user到CO的距离吗?
我知道AT&T的老计划是FTTC+VDSL2.0,但是听说他们好像象学VZ走all fiber的路.
我就不明白,在城市,特别是密度高的high rise residence building, 这个VDSL2.0岂
不是很好的solution? bandwidth不低,而且费用也低.
cableco是teleco的competitor,要不是他们提供voip,形成triple play,teleco现在获
得好好的.
wireless,我觉得11b有潜力,便宜啊,象wimax/4g够呛,3g不知道.
你们觉得哪? |
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h****u
发帖数: 788 | 2 Now Microsoft is a Teleco, what a joke! |
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g**d
发帖数: 77 | 3 【 以下文字转载自 Stock 讨论区 】
发信人: good (哈哈), 信区: Stock
标 题: Telecom的复苏(3-1)
发信站: BBS 未名空间站 (Wed Sep 6 20:01:51 2006)
3. Landscape
Telecom行业涉及面很广，大致可以分为两大部分，Providers和Vendors.
3.1 Providers
按照地理区域，可以分为四个部分，有些Providers横跨多个领域:
1. Access: 属于Teleco的 T(SBC,BLS), VZ(MCI), Q, S, DVW; 属于Cable的CMCSA,
TWTC, Charter comm.....
2. Metro: TWTC, XOHO.ob, ABVT.PK, GEX(east coast thru Neon), FTGX
3. Long haul: T, VZ(MCI), Q, Sprint, GLBC, LVLT, BWNG, CCOI, SVVS, Yipes
comm.....
4. Subsea: GLBC, LVLT(?), VSL, Reliance |
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f******2
发帖数: 2455 | 4 twilio是所有云产品中，除了salesforce商业模式和赚钱潜力最直白的。
We disrupt the 2T dollars teleco market. |
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g**d
发帖数: 77 | 5 【 以下文字转载自 SanFrancisco 讨论区 】
发信人: good (哈哈), 信区: SanFrancisco
标 题: 谁对back-haul的产品熟啊？
发信站: BBS 未名空间站 (Mon Oct 30 14:07:46 2006)
Now cable and teleco are increasing end-users' bandwidth. So the immediate
issue they need to address is the back haul. they must purchase a lot to
fullfill the customer requirement.
RBAK? |
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g**d
发帖数: 77 | 7 我对wireless懂的不多，要是说错了，不要在意。
The max throughput of wimax per cell site is just 70Mbps. Now it is
considered as 3rd pipe after teleco and cableco. But its physical limition
is a big issue to me. Now DSL/Cable could provide at 6mbps, the coming VZ's
FIOS is at 100mbps, and new DOCSIS 3.0 provides similar bandwidth. So wimax
is not a good fit for heavy bandwidth applicaiton like iptv or vod.
there is 2-3 articles on telephony margazine on Clearwire and Sprint's Wimax
projects. very interesting.
Sprin |
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z**r
发帖数: 17771 | 8 don't think ISDN is still dominant, but I am not sure. From what I know,
pretty much all major teleco's have migrated to VoIP architecture, as well
as large enterprises. even in consumer market, voip is beefing up so quickly
, that's why the cash cows in old days are moving to FTTx/xDSL and IPTV for
new revenue |
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s******v
发帖数: 4495 | 9 dish，cableco和teleco，其实是contents reseller，re-pkg and charge premium.
如果每家都是100M bandwidth, 其实最好是，直接去disney，fox，或者像netflix这样
的把内容放在一起。不过cableco/telcco不干，因为这样他们就沦落为utility公司就
像bandwidth，没有video pkg，margin就低了,但是他们也不敢说，block netflix,这
样美国FCC会介入，所以早晚的事情，ott会成为主流。 |
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z**r
发帖数: 17771 | 10 这个模式和voip当初模式一样啊，可最终还是MSO, teleco自己提供的voip更受欢迎，
毕竟在自己的网络上，sp虽然不能降低其他voip traffic的优先级，但是完全可以提高
自己的voip 的优先级，服务质量高下立出。
ott如果要是收钱的话，优势就完全不明显了，就像netflix前段时间涨价，据说几百万
人退出了。不过俺倒是并不关心具体是iptv还是ott，反正都是video，用的东西都差不多 |
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s******v
发帖数: 4495 | 11 是teleco吗？好像最近cable公司，content provider，还有欧洲还不错，北美反而一般 |
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z**r
发帖数: 17771 | 12 teleco law. "it'll happen eventually" cannot be proved wrong, hehe |
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