Universal Broadband's Potential Winners (CMCSA)

[David Farber <dave () farber net>]

Begin forwarded message:

From: dewayne () warpspeed com (Dewayne Hendricks)
Date: January 5, 2009 3:08:05 AM EST
To: Dewayne-Net Technology List <xyzzy () warpspeed com>
Subject: [Dewayne-Net] Universal Broadband's Potential Winners (CMCSA)

Universal Broadband's Potential Winners (CMCSA)

Silicon Valley Insider
By Nicholas Carlson

Lots of companies stand to benefit from President-elect Barack Obama's  
plan to create universal access to a broadband Internet. We've  
mentioned Kleiner Perkins-backed startup M2Z Networks, which wants the  
FCC to auction off spectrum for a free over-the-airwaves-Internet.

The Wall Street Journal breaks down potential winners among telcos,  
cable operators and hardware manufacturers. Here's the Summary.

How much these companies will benefit depends on how Obama's  
administration and the FCC ends up defining broadband. If the FCC  
decides broadband means download speeds of around 5 megabits per  
second, then cable operators like Comcast (CMCSA) and Time Warner  
Cable (TWX) win. Their cable modems are capable of reaching those  
speeds, while phone-based modems from the telephone companies are not.

So the phone companies will want broadband defined as anything above  
1.5 megabits per second. The Telecommunications Industry Association  
is also lobbying for a $25 billion grant. Sprint (S) subsidy Clearwire  
would also benefit from a slower broadband benchmark. Its WiMax  
download speeds range between 2 megabits and 4 megabits per second.   
Hardware-makers like Cisco (CSCO), Motorola (MOT) and Calix also would  
benefit from a stricter definition of broadband, because that would  
mean lots of Internet-service providers would have to upgrade old  
routers

<http://telephonyonline.com/external.html?q=http://www.alleyinsider.com/2008/12/universal-broadbands-potential-winners-cmcsa 
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