The Critical 'I'

Read. React. Repeat.

Wednesday, March 17, 2004

A few days ago, I mentioned in passing that DSL Internet providers had made a little headway against their cable competitors. Now, new findings from Leichtman Research Group back this up, along with showing the broader expansion of home broadband access for both cable and DSL.

As of now, there are some 24.6 million broadband customers in the U.S. That's big, but it's important to remember that it's still far less than the number of dialup customers.

Leichtman isn't prepared to declare a trend in DSL's stronger numbers, but it seems that, at least temporarily, the revitalized marketing efforts by the phone companies are paying dividends. The next step is seeing how the cable providers hit back, and if DSL can keep up these gains. The boost in download capacity from 1.5 to 3 mbps by most cable providers is one move, although I'm not sure it'll resonate with customers.