Wednesday, 9 December 2009

Fixed Network Track at TelecomTime

We believe in open networks and see fiber as the end play. Just like Cable and DSL see fiber as an end play. What we find interesting is that the big networks send their lawyers to debate new networks and that the we have to depend on very small providers to show that our model works and that innovation is possible.
We don’t believe in inventing services first. Edison didn’t know about ipods that needed electricity either.
We do believe in symmetric networks. Just look at the stats of Nuenen. See Herman Wagter.
How do traditional operators see FTTH?
Threats: Ne entrants enter into a greenfiel with no legacy
Our current equipment may need to written off earlier
My whole organisation works national. Fiber is regional
Regional roll out with the bundling of demand leads to a demise of market share of some traditional operators.
We offer under the name Glashart . We work hard on promoting locally with local shops.
We are rolling out a bit slower than we want.
Financing is sometimes difficult. Fiber is Real Estate. ODF is regulated over a long term. We are certain what our income will be.
Whehter the government helps out determines if we take 8 years to reach the whole country or 15 years.
Reggefiber is unique in Europe. We have fibered up one whole city already. This is Deventer. We have cooperated well with the government. Their input was removing the bullshit and working with us. Fiber is the Dike protecting us from the Exaflood.
Q: Do you see a role for yourself in mobile broadband? A: We haven’t looked at it yet.

Ziggo (took a while for me to start blogging_
Ziggo sees more than 1000 gbps to the World wide web. It has a lot of DWDM in its network. The customer is generally a maximum of 300 meters away from fiber. They are going to upgrade their customers automatically to newer faster speeds. They see themselves as competitive to FTTH. Ziggo is looking at QAM1024 in order to be able to deliver 1Gbps symmetrical over fiber, including 150 channels. They see a lot of potential for mobility. IP is mostly interesting for communicating with the back-office.
Qand A: Q do you look at Fiber at all? A: we believe in HFC. It is the way forward for us.

Eurofiber: The Future of Open Networks. Alex Goldblum
In the consumer market people may debate networking technology. In the business world it is much simpler. Fiber is the only future. Most of our competitors are using a vertically integrated and it makes sense for them. But we don’t do this, because the world is flattening … shows movie on the flattening of the world.
The cloud is expanding. The internet is becoming ubiquitous. The time to market has decreased and market penetration to reach 50 million users is decreasing to under 2 years. The could computing stack is having a great impact on how we do business. Everything becomes interwoven. Location doesn’t matter. It is scaleable, lower barrier to entry and it becomes transparant.
Eurofiber only looks at the datatransport in the disaggregated value chain. They provide the platform and the service. We just focus on the one thing we’re good at and that is fiber. We started with the alternative providers, but now vertically integrated incumbents have become partners. We have fully automated provisioning of fiber. Customers can ask for fiber to any location and get an automated quote back. We have our whole asset management available for them.
Every one is our customer now: Telco’s, Multinationals and local companies. We provide dark and lit fiber. But you can get anything you want and at every speed.
The only way is open. Cusomers want transparency and freedom of choice. The flattening world and cloud computing supports this. And they need fiber for it.
We are now the second largest provider. Tele2 is now third.

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