With all the noise this year about how cable MSOs are taking share in the business marketplace, the fact that Comcast (NASDAQ:CMCSA, news, filings) had yet to enter the Metro Ethernet marketplace in force might have seemed odd. Well if so, those days are now over. Today the big daddy of the US cable industry formally unveiled its Metro Ethernet product line in 20 markets across the country. The higher bandwidth offering will take them further into the M end of the SME business than hybrid fiber-coax would be able to get them.
Comcast's actual metro fiber footprint remains a bit of a mystery to me, as like other cable MSOs (not including Cablevision's Optimum Lightpath), they don't offer much public information about that part of their footprint. Comcast does have an intercity network built off of Level 3 dark fiber of course, but the metro footprint was originally assembled to support the residential coax business. A year or two ago, Comcast also purchased Cimco, a Chicago CLEC, but I believe that revenue was mostly off-net and to the SME. As with VoIP five years ago, Comcast doesn't move quickly but it does know how to build momentum - they'll be making more waves in the space soon. Maybe we'll see them show up on the Ethernet Exchange menu soon.
The long list of big markets Comcast is now offering its new Metro Ethernet services in are: Atlanta, Baltimore, Boston, Chicago, Denver, Detroit, Harrisburg (Pa.), Hartford, Houston, Indianapolis, Jacksonville, Miami, Nashville, state of New Jersey, Oakland, Philadelphia, Pittsburgh, Portland, Sacramento, Salt Lake City, San Francisco, San Jose, Seattle, Washington D.C. and western New England.
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