AT&T’s latest projection, provided by CFO Rick Linder, for homes passed by U-verse by the end of 2007 is 8 million. This estimate has led to all kinds of renewed scrutiny and speculation of AT&T being behind schedule, yet again. While I understand the relevance of these metrics, I sometimes wonder why they cause so much consternation. I mean, in the grand scheme of things, does it really matter if they hit 5 million or 8 million by the end of 2007? After all, the move to IPTV and triple play is a marathon, not a 100 yard dash. AT&T and companies like them need to be more concerned about getting ths right, and a little less concerned about pleasing analysts like me.
Read Light Reading’s examination of this …
