The breeze you felt coming from the Northeast earlier this week may have been the huffing and puffing of AT&T's chief technical officer. Speaking to analysts in New York about his company's fiber-to-the-home plans, John Stankey audaciously predicted that Cable will need to invest upwards of $20 billion in plant upgrades to keep up with AT&T. "Skeptical" is a conservative summation of the reaction from here to Stankey's boasts and predictions. We'd like to suggest some recommended reading: this paper from Cisco Systems' chief architect and distinguished engineer, in which he concludes that Cable's HFC plant is currently being utilized at less than 2% of its inherent capability and that the industry has "only scratched the surface of its bandwidth capacity potential." He further concludes, "Fortunately for the cable industry, the answer does not lie in replicating its $80+ billion investment to add new physical capacity on top of existing networks or matching the $10 to 20 billion telcos will invest in fiber-based IP services. The answer lies in unleashing the full power of the cable industry's existing hybrid fiber coax (HFC) networks." Certainly, bandwidth management will grow more challenging with all of the new services, features and capacity demands on the horizon, but Cable is and will continue to be well positioned to do it all -- despite the self-serving hyperbole blowing in from AT&T.