Quote:
Originally Posted by Womble
To keep up with the "Jones's" NTL:TW have to make a decsion very soon, either upgrade the HFC network, or Upgrade the Telco Network and do Ethernet to the home. Either way we have to spend ££Ã ¡Ãƒâ€šÃ‚£Ãƒâ€šÃ‚£Ã‚£ ££
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I understand the Architecture people in ntl have already made their decisions, but I also understand they have done this in isolation without realising what capabilities they actually have out at the sharp end. Now that solution is being exposed to the corporate engineering people who knows whats going on in the region, and they have said (to my knowledge) 'Sorry that will not work on our current infrastructure'
The solution that the ntl/TW people have come up with will require a huge amount of cash to spend, it will probably involve bringing Barclay knapp back to fool some investors out of their money to fund it.
ntl/TW are in a dire situation as far as making large upgrades to their network infrastructure, they are unable to keep the company afloat without making cost cuts in every area of the business, so they have no chance of self funding and to put it another way, would you lend them the money if you had it. (I know the answer to that)
ntl/TW are certainly up the creek without a paddle, not enough revenue to sufficiently support the business and I cant imagine too many investors coming forward to hand over cash. Although, as we all know statistics can be made to look great!