Uncommon Wisdom:

Video Adapter

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November 20, 2007  3:33 PM

Internet traffic growth could be $150 billion problem



Posted by: Tom Nolle
Internet, Video Adapter

A study predicts that the unbridled downloading of content will increase Internet and broadband access traffic to the point where serious slowdowns could occur by 2010, and an investment of nearly $150B would be required to fix the problem. The exact numbers and dates here may require some...

November 16, 2007  2:10 PM

MoCA help for FiOS FTTH?



Posted by: Tom Nolle
Cabling, Video Adapter

Verizon has asked the Multimedia over Coax Alliance (MoCA) to work on raising the maximum broadband capacity of MoCA to 400 Mbps, a move that may signal Verizon's interest in using MoCA to distribute video and broadband to multiple homes from a...


October 16, 2007  1:03 PM

AT&T to buy EchoStar to bolster U-verse?



Posted by: Tom Nolle
satellite, Video Adapter

AT&T is reported to be preparing to make an offer for EchoStar, the DBS company with which it partners for its Homezone service. We believe this to be a clear indication that AT&T recognizes that it cannot make U-verse available for a large population of its customers and that they will...


October 11, 2007  1:43 AM

Doubts about consumer demand for bandwidth



Posted by: Tom Nolle
Internet, Video Adapter

Research is casting doubt on the notion that consumer demand will explode bandwidth needs, a story promulgated by Cisco and others. Skeptics note that in mature markets where high speed is available, traffic grows at about 18% per year. We agree with the notion that traffic explosions are highly...


October 2, 2007  10:42 PM

Cable research misses the mark



Posted by: Tom Nolle
Cabling, IP services, Video Adapter

Pyramid Research has released a report that indicates that cable companies enjoy more synergy in triple- and quad-play services and as a result, telcos are losing margin in their multi-tiered services. While we agree with some of this, we think it misses some key points. First, the best competitive...


September 20, 2007  7:30 PM

Comcast admits video loss to telcos



Posted by: Tom Nolle
Video Adapter

September 20 2007: Comcast management admits that both Verizon and AT&T are taking video customers from them, but questions whether the spend (for Verizon in particular) on video will earn a good return for shareholders. This thread of comment is a departure from the dismissive...


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