May 24, 2013 marked our one year anniversary of Time Warner DOCSIS3.0 arriving in our area it also marks the 'introduction' of AT&T's 3 Mbps uverse ( yeah you got it right, three Mbps ). One year has passed and the current rumor (actually more than a rumor) is that TWI (Time Warner Internet) is ready to pull the trigger and upgrade or offer their customers 100 Mbps. Some divisions already have changed their websites to reflect the new speed tiers as the following picture shows. In spite of the fact that TWI clearly states that 'Our fastest speed ever, only available in Kansas City' TWI have upgraded many markets to 8 downstream and 4 upstream channels. TWI is notorious for telling one thing and doing another, remember when they said that DOCSIS3.0 deployments were going to be 'surgical'? Today TWI DOCSIS3.0 deployments are almost everywhere offering their subscribers 50/5 Mbps so it is safe to assume that they are planning to use those additional 4 downstream and 3 upstream channels when the time is right.
Which brings us to the following (current) AT&T rumors.
It is baffling to see the sheer number and aggressiveness of these new AT&T uverse rumors considering that official AT&T communications is nonexistent and the news is coming from 'rogue' individuals claiming to be 'installers' and plain low level AT&T employees.
Inquisitive minds may ask why? Why make yet another round of upgrade rumors? Why is official comments missing? Why comment on trials and not on real products? Why, why, why.
We have a sinister explanation. Obviously whatever AT&T have up their sleeves is not enough to match MSOs ( cable juggernauts ) speed offerings. While AT&T release their marketing bulldogs to bark and make noise in every internet related forum the cable juggernauts continue to deliver real tangible products, for example; Cablevision Deploying a Suite of Speed Upgrades. In Cablevision's case there is no ambiguity, Cablevision have some new higher speed packages and they want to sell them to the public... period. There is no trial, no ifs or buts or when. We have something here that is very good and fast and we want to sell it to you, right now.
The sinister explanation is that AT&T must be feeling the pressure and they need to get something dirty and fast (notice that the rumors don't mention anything higher than 60 Mbps) just to make sure speed starved uverse subscribers don't switch internet providers. The 'switch from plain vanilla ADSL to uverse ADSL' scheme must be drying up and AT&T needs to come up with yet another investor approved scheme (something in the likes of borrow from Peter to ay Paul of financial earnings reports) to generate optimism. Our guess is that with the latest cable juggernaut speed upgrades (+100 Mbps and up) more and more uverse subscribers are thinking it twice and abandoning AT&T's ship. It doesn't make any sense to stay with 3 Mbps in un-upgraded markets or with up-to 18 Mbps in upgraded markets when subscribers can get 30, 50, 100, +100 Mbps with the cable juggernaut at the same prices.
AT&T will never acknowledge uverse subscriber loss or missed a quarter, after all they are 'the smartest guys in the room' they will always find a way to meet subscriber growth and quarterly expectations.