|
> von winetrader 06.07.01 23:27:58 > > Märkte gehen - Märkte entstehen!? > > Freitag, 06. Juli, 23:10 Uhr > NEC und Toshiba setzen auf breitbandkompatible PCs > Nachdem nun der relativ preiswerte ADSL-Dienst > (Asymmetric Digital Subscriber Line) von Yahoo Japan > Corp verfügbar ist, seien die Verbraucher verstärkt an > der Nutzung dieses Breitbanddienstes interessiert. Dazu DSL-Prime, July 5, 2001 Softbank Yahoo Japan 20M lines at $23/month Buys Tokyo Metallic, 1M lines by December, Annex A Softbank owns over $2B of Yahoo, the Nippon Credit Bank, much of eTrade, Exodus Asia Pacific, Asia Global Crossing and NASDAQ Japan, and venture investments in several hundred companies around the world. They have a $600M venture pool in Europe, and partnerships with Rupert Murdoch/News Corp, Microsoft, and Vivendi. Son is no longer almost as rich as Bill Gates, but still one of the richest men in Japan - and one of the most courageous. The pricing makes sense when you consider tomorrow`s costs. DSLAM + DSL modem, in large contracts, sell for about $170 or less - over five years, that`s about $4/month. The other major hardware - big switches and routers - is plumeting in cost. Dark fiber is available to most COs, meaning a 622M OC-12 terminating in those DSLAMs costs less than the typical DS-3 serving today`s CO. Internet connectivity costs have been going down everywhere, but Softbank should be getting a remarkable deal from Asian Global Crossing, even without ownership. AGC has 3 multi-gigabit fibers unused across the Pacific, as well as multiple lambdas on a fourth. It connects directly to all East Asia, and supports fiber in Japan itself. Marginal cost will be very small, and a low price will stimulate demand from others. If Softbank is successful, within two years it will be transmitting the majority of Japanese net traffic between it`s own users in any case. Tokyo Metallic has a strong operation, headed by Hiroaki Kobayashi, once president of AT&T Paradyne Japan. They`ve 35,000 customers already, and several hundred thousand DSLAM ports available. Ambit of Taiwan (already the winner of a million unit order with Alcatel from Chunghwa) is the announced modem supplier, and a Korean vendor is the leading contender for the DSLAM contact. Softbank is considering using Annex A equipment, rather than the Annex C standard that was designed to work best with Japan`s existing ISDN circuits. If that`s politically and technically practical, it would eliminate Centillium`s near monopoly on Japanese chip sales. But Centillium has production capacity available for the three million Annex C chips if needed, so there is no reason to expect equipment to be a limiting factor. Hundreds of thousands of customers have signed up in the first two weeks, meaning marketing costs will be close to $0, compared to the hundreds of dollars each currently being spent by U.S. firms - more than the equipment cost. Son pointed to Yahoo Japan`s 20M registered users as a way to find customers "without spending tens of millions of yen for television advertisements," but the announcement alone was enough to generate a four month backlog of orders. Operationally, a million lines in five months is far beyond what SBC could do, but not much beyond what Korea Telecom accomplished. Like Korea, most of Japan is urban apartment buildings close to the CO, so loop distances are short. Tokyo Metallic has moved to mostly customer self-installs, with a fee to send a technician out, which has sped the install rates worldwide Softbank will presumably do likewise when service rolls in Tokyo in August, with plans to be available to 70% on the population by the end of 2001. The million by December will be hard to achieve, and profitability will take years at this price. But Softbank has close ties to Murdoch`s News Corp and Fox Pictures, as well as Vivendi and Universal, with content partnerships presumably ready to go as soon as the subscribers sign on. Softbank`s several hundred investments in Internet companies will presumably flourish with the growth of broadband. If in fact Son has ten million lines in a few years, these additional revenue streams point to profitability. Voice over DSL presumably will also add revenue, as compression makes it practical even if the limited ADSL upstream bandwidth. |
|
| aus der Diskussion: | PRIMACOM THREAD 94 |
| Autor (Datum des Eintrages): | Krisenmanager (09.07.01 13:31:50) |
| Beitrag: | 109 von 247 (ID:3914311) |
| Alle Angaben ohne Gewähr © wallstreetONLINE | |