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US analyst backs cable, as starting gun for MDU broadband fired

It is perhaps irony that Mark McCormack, a Jefferies analyst, this week began to talk up the “insurmountable lead” that US cable firms had over incumbent telcos in broadband, just a day or so before AT&T launched a barrage of services aimed at 1 Gbps broadband and turning the situation on its head. He was convinced, as many are, that DOCSIS 3.1 which is so often talked about as delivering gigabit speeds and the arrival of cellular bundles from cablecos meant that cable will win. The unfortunate analyst should have had a subscription to Faultline which has been talking about the arrival of G.fast services for the past 5 years – about the typical gestation time for an incumbent telco…

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