The telephony side is bigger. Knapp says he will focus on developing the business telecoms side of his company. But the consumer side is cable s to lose. Telcos have to deal with capacity and distance attenuation issues that won t hamper cable. The starkest advantage cable has over the telcos is cost.
Cable is cheaper.
We ve got to deploy these new services as fast as possible, or as soon as competition develops. Com21 s Gee agrees. The economics aren t there. Operators, though, should be careful. This strategy is closely aligned with the First Mover Strategy.