Tuesday, August 03, 2004

It is good to own the pipes...today that is

It seems like I can't go a day without reading about the cable companies impending plunge into the world of telephony. A recent study even states that while Vonage and others have the early lead, the cable companies will win in the end. I honestly wonder how long before fixed wireless access starts to poke holes in the armor of the cable companies. I wonder if 10 years from now we will look at cable companies the same way we look at dial up internet service providers... cool in their time, but so out of date.

No doubt companies like Intel, AT&T, and Verizion Wireless are working hard to make this day a reality. And around the same these wireless alternatives come to market, companies like Verizon and Bell South will be launching their "Fiber to the home" offering... which will offer REALLY FAST data transfer rates... think of downloading in a movie in seconds, not minutes or hours.

Who knows which way the market will tip, but one thing is for sure, billions of dollars are being bet on each side every year.

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