Why have we allowed the carriers to take 99% of their assets off the books

[David Farber <dave () farber net>]

Begin forwarded message:

From: Bob Frankston <Bob19-0501 () bobf frankston com>
Date: August 15, 2005 5:42:51 PM EDT
To: Dave Farber <dave () farber net>
Subject: Why have we allowed the carriers to take 99% of their assets  
off the books


By pretending video bits are different than Internet bits the  
carriers have effectively taken 99% of their assets off the books!  
It’s a neat trick but we shouldn’t tolerate it. It seems silly to be  
arguing about whether the will block VoIP packets on the remaining 1%  
when 99% is already gone!



It’s one thing to accept that legacy Cable TV infrastructure is  
difficult to repurpose (even though they are proving that it is not  
that hard) but it’s another to watch new fiber being deployed with  
designs that keep the video bits off the books.



I’ve posted a short set of comments as http://www.frankston.com/? 
name=SATNOnePercent and a longer post as http://www.frankston.com/? 
name=OnePercent which goes into more detail about how and why this  
has happened. I also mention Ivan Seidenberg’s promise to play fair  
when he spoke at the Massachusetts Software Council. Playing fair  
with 1% of the capacity isn’t the same thing as playing fair.



Bob Frankston

http://www.frankston.com





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