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"http://schemas.microsoft.com/exchange/services/2006/types"><HEAD><TITLE>RE: [menog] PON</TITLE>
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<DIV><FONT face=Arial size=2>> <FONT face=Calibri color=#1f497d size=3>Only
for us, we are putting a new network </FONT></FONT></DIV>
<DIV><FONT face=Calibri color=#1f497d> </FONT></DIV>
<DIV><FONT face=Arial size=2>Then it completely make sense. </FONT></DIV>
<DIV><FONT face=Arial size=2></FONT> </DIV>
<DIV><FONT face=Arial size=2>Fiber also gives you better flexibility in topology
since it can run for considerably longer distance than copper particulalry when
you gets up to ADSL2+ and VDSL.</FONT></DIV>
<DIV><FONT face=Arial size=2></FONT> </DIV>
<DIV><FONT face=Arial size=2>Do watch out for the more expensive electronics
though compare with copper. Also, termination and cost of repair
(fiber cut) are higher.</FONT></DIV>
<DIV><FONT face=Arial size=2></FONT> </DIV>
<DIV><FONT face=Arial size=2>In general, if the cost benefit numbers comes up
right, based on currently viable services (with realistic customer growth
projection based on price you are going to charge), you have a good business
case. </FONT></DIV>
<DIV><FONT face=Arial size=2></FONT> </DIV>
<DIV><FONT face=Arial size=2>Best regards,</FONT></DIV>
<DIV><FONT face=Arial size=2>John</FONT></DIV>
<DIV> </DIV>
<DIV>----- Original Message ----- </DIV>
<BLOCKQUOTE dir=ltr
style="PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
<DIV
style="BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: black"><B>From:</B>
<A title=fahad@2connectbahrain.com
href="mailto:fahad@2connectbahrain.com">Fahad AlShirawi</A> </DIV>
<DIV style="FONT: 10pt arial"><B>To:</B> <A title=leong@qatar.cmu.edu
href="mailto:leong@qatar.cmu.edu">'John Leong'</A> ; <A
title=SMANNAI@qtel.com.qa href="mailto:SMANNAI@qtel.com.qa">'Salman
Al-Mannai'</A> ; <A title=menog@menog.net
href="mailto:menog@menog.net">menog@menog.net</A> </DIV>
<DIV style="FONT: 10pt arial"><B>Sent:</B> Saturday, August 18, 2007 1:25
PM</DIV>
<DIV style="FONT: 10pt arial"><B>Subject:</B> RE: [menog] PON</DIV>
<DIV><BR></DIV>
<DIV class=Section1>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">Absolutely.
If the norm is DSL and there are no new networks being dug, then why invest in
FTTH, PON or no PON. Only for us, we are putting a new network and copper
costs pretty much as much as fiber. Standard FTTH would be more expensive of
course because of the network elements, but PON brings this investment down.
It is actually more cost effective to put in PON for us than it is to install
DSL. More importantly, with this type of Bandwidth: Watch out
Incumbent.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">;)<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">Fahad.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<DIV>
<DIV
style="BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: #b5c4df 1pt solid; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; BORDER-LEFT: medium none; PADDING-TOP: 3pt; BORDER-BOTTOM: medium none">
<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'">From:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'"> John Leong
[mailto:leong@qatar.cmu.edu] <BR><B>Sent:</B> Friday, August 17, 2007 3:34
AM<BR><B>To:</B> Fahad AlShirawi; 'Salman Al-Mannai';
menog@menog.net<BR><B>Subject:</B> Re: [menog]
PON<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p> </o:p></P>
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">> </SPAN><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">ADSL is the easier
choice for operators [for IPTV]. I don’t think </SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">> it makes it
the best though</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">Well, if it works
.... and, particularly, if it is cost effective
....</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">Making money
(actually, profit) is an important consideration for at least the North
American operators. Having to recover the cost of laying new fiber for
PON will be a big drag in profit. Futuristic (not sure what) services
that *may* increase revenue years down the road will not
be convincing to investors - particularly those who have heard that story
many times before, and those who focus on quarterly financial
result.</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">BTW: Any
future new service must be able to get *new and additional* revenue from their
customers in order to repay the up front cost of deploying new optical
network. Having existing services (e.g. the triple play of voice, video
and data) move from copper to the new cable plant will not get you
more money since the customers are aready paying the same
amount. Even if one can dream up really new bandwidth consuming
application, the question is how much more will consumer
be willing to pay over and above what they are already paying. My
own communication related bills are already pretty high at over $300
a month!</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">> My view is
that always, provide the bandwidth, and customer </SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">> will find a
use for it. </SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">That may be the
case with business customers but not for consumer customers. Countries
like Korea, Hong Kong etc. have affordable and very high bandwidth (including
extensive amount of 100Mbps) services to their consumers for a long
time. However, in practice, their consumer customer's Internet
experience (including those media intensive one such as YouTube etc.) are
virtually *no* different from what I am getting at home with generic aDSL
... as in once you take away the hypes, they have no real applications that
really takes advantage of those high bandwidth
capability.</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">[On a somewhat
related front, the countries that make all the HD TV set, Korea, Japan,
Taiwan and China have little or no HD programming. Basically, they
ends up paying more for the HD set but mostly get either distorted images
or ugly side bars from the mostly (or all) SD broadcast. Another
example of potential vs reality mismatch.]
</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">Best
regards,</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">John</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<BLOCKQUOTE
style="BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: medium none; PADDING-LEFT: 4pt; PADDING-BOTTOM: 0in; MARGIN: 5pt 0in 5pt 3.75pt; BORDER-LEFT: black 1.5pt solid; PADDING-TOP: 0in; BORDER-BOTTOM: medium none">
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">----- Original
Message ----- <o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal style="BACKGROUND: #e4e4e4"><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">From:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"> <A
title=fahad@2connectbahrain.com
href="mailto:fahad@2connectbahrain.com">Fahad AlShirawi</A>
<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">To:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"> <A
title=leong@qatar.cmu.edu href="mailto:leong@qatar.cmu.edu">'John Leong'</A>
; <A title=SMANNAI@qtel.com.qa href="mailto:SMANNAI@qtel.com.qa">'Salman
Al-Mannai'</A> ; <A title=menog@menog.net
href="mailto:menog@menog.net">menog@menog.net</A>
<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Sent:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"> Thursday, August
16, 2007 1:59 AM<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Subject:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'"> RE: [menog]
PON<o:p></o:p></SPAN></P></DIV>
<DIV>
<P class=MsoNormal><o:p> </o:p></P></DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">True
True ;) But the costs of running and maintaining ADSL2 vs PON? Although, PON
being a new(er) technology and ADSL2 being easily deployed on old
infrastructure means that ADSL is the easier choice for operators. I don’t
think it makes it the best though. My view is that always, provide the
bandwidth, and customer will find a use for it. Let me give an example, in
our region, the majority of the banking industry is on 512kbps IPLCs. DS3s
and STM1s are for a select few and even those wince at the cost. Reason:
Bandwidth is limited so competition is limited and the users today who
aren’t using DS3s and STM1s can’t even imagine what the bandwidth can be
used for. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">We
have had a particular financial institution use us for the last three years.
When they used us, 128kbps was enough for them. Today, they are up to about
12mbps with no end to their demand in sight. They’ll soon reach the STM1
state, I am sure. <o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">The
same is true for the Home. Deliver, and watch the usage
increase.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'">Fahad.<o:p></o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 11pt; COLOR: #1f497d; FONT-FAMILY: 'Calibri','sans-serif'"><o:p> </o:p></SPAN></P>
<DIV>
<DIV
style="BORDER-RIGHT: medium none; PADDING-RIGHT: 0in; BORDER-TOP: #b5c4df 1pt solid; PADDING-LEFT: 0in; PADDING-BOTTOM: 0in; BORDER-LEFT: medium none; PADDING-TOP: 3pt; BORDER-BOTTOM: medium none">
<P class=MsoNormal><B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'">From:</SPAN></B><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Tahoma','sans-serif'"> John Leong
[mailto:leong@qatar.cmu.edu] <BR><B>Sent:</B> Thursday, August 16, 2007 2:23
AM<BR><B>To:</B> Salman Al-Mannai; Fahad AlShirawi;
menog@menog.net<BR><B>Subject:</B> Re: [menog]
PON<o:p></o:p></SPAN></P></DIV></DIV>
<P class=MsoNormal><o:p> </o:p></P>
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">> </SPAN><SPAN
style="FONT-SIZE: 10pt">once achieved, then the possibilities are open: IPTV
in HD mode </SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 10pt">> (of course this what
would first strike any bodys mind), and so on.</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN style="FONT-SIZE: 10pt">BTW: IPTV is
specifically designed, even for HD, to work well with ADSL2+ and does not
*not* require FTTH. Indeed, most, if not all, US telecos deploying
IPTV today do so over copper.</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal> <o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">Best
regards,</SPAN><o:p></o:p></P></DIV>
<DIV>
<P class=MsoNormal><SPAN
style="FONT-SIZE: 10pt; FONT-FAMILY: 'Arial','sans-serif'">John</SPAN><o:p></o:p></P></DIV>
<DIV>
<P
class=MsoNormal> <o:p></o:p></P></DIV></BLOCKQUOTE></DIV></BLOCKQUOTE></BODY></HTML>