Cisco Wideband / Time to Finally Sell that AT&T Stock?

Once again we're impressed by the versatility of the digital cable architecture that Milo Medin and his @Home team created many years ago. While the SP's like Verizon have come to the realization that they have to do something like fiber to the home in order deliver competitive HD TV to the consumer, the cable guys just keep raising the ante.  Cisco -- a key supplier that is shamelessly trying to provoke technological war and sell arms to both sides -- just introduced the next incremental step in technology for data services featuring IP and QAM channel bonding. Cutting through all the geek details the net result is that a "cable" provider can now offer businesses "wideband" (as in 250 Mbit/sec!) data services over the good old cable plant. No need to bother granny to sell that AT&T stock quite yet (cable only has about 3% of the $80B US business data market today) but it looks increasingly like that coax the cable guy installs may get the last laugh.