18 thoughts on “Access Line Losses Hurt: Verizon CEO”

  1. @Om,

    You’ve pointed out what I refer to as the “disappearing elephant in the room”, which is the unwiring of homes has created a massive opportunity for new businesses and new business models. Digital delivery/management of tv, video, music, and photos present tremendous new options for existing businesses and entrepreneurs who get ahead of this sea change. With Wimax, burgeoning femtocells, and wireless base stations consumers will choose devices and services which provide convenience in the home AND while mobile.

    This change will accelerate over the next 12 months.



  2. This is not a trend of “unwiring homes”. In fact, with broadband continuing to grow and more subscribers signing up for HDTV cable, homes are getting more wired than ever before.

    This is about voice communications and the long, protracted decline of the PSTN. Having a phone that’s tied to a fixed location, with limited capabilities is less desireable to people where each member of the household has their own handset that goes with them and does other things.

    That decline may well level off over time but is continuing to accelerate, so Om is not obsessing unjustifiably.

  3. @Ian,

    I agree in part with your statement, however I must point out that the cable companies are investing heavily in wireless. This is no coincidence as they too see the aforementioned sea change taking place. Of note, Comcast and Time Warner Cable invested in Xohm (wimax), and Cox Cable bought wireless spectrum in the FCC auction earlier this year. Additionally, the current surge in HDTV cable is due to federal mandate, not pure market demand.

    The unwiring of homes is indeed taking place.

  4. A question: Is the loss of access lines being made up by FIOS gains? I know I gave up my Comcast HighSpeed to sign up for FIOS.

  5. @Om

    I don’t think Telcos are under-estimating the rate at which they are losing landlines. They know that. They are just not telling you and hoping that you as an investor won’t notice….

  6. WiMax will get rid of the need for broadband wires and provide much faster speeds. This is only a matter of time and i cant wait. I’d like to be able to use my desktop, laptop, and nintendo wii and not notice serious lag when one or the other is running and possibly get ride of all my extra wiring.

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