AllAlone0
join:2000-10-30
Oakville, ON
clubs:
| In due time....
It won't take long for alot of those companies to die or be taken over. I love how only 1 small cable company is among them though 
--
Hey, I can call my ma from up here.....
Hey ma ! Get off the damn roof. |
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TheJimmy
join:2000-07-20
Villa Rica, GA |  So, how much of this is guesswork and rumor, and how much is fact? |
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doublec16
join:1999-08-20
Jersey City, NJ | I guess we'll find out....
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There are 3 types of people: those who can count, and those who can't. |
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AllAlone0
join:2000-10-30
Oakville, ON
clubs:
| reply to TheJimmy
The fact that DSL in the US is in shambles everywhere is a good sign. You can't just believe things will work out, wish you could, but there has been a pattern of them losing money for a long time, and its not changing all of a sudden.
--
Hey, I can call my ma from up here.....
Hey ma ! Get off the damn roof. |
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foster404
join:2000-09-26
Catonsville, MD | before to long there are going to be only 2 or three dsl providers besides the telcos |
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jydub
join:2000-10-17
Nashua, NH
| Telocity?
What about Telocity. The reports for them are coming in with more and more in the mixed and horror side. Is their tech support getting overtaxed? They've got this massive campaign going on with mailings and advertisements. They're another DSL provider with a great IPO (last spring?) and then suffered a stock price tank, down to 2 bucks. It's seems they're surviving, but I hear very little about them. BTW, They're my provider (shared adsl 640/90 through Verizon) and I've found them very good. Always there, 99% uptime. I used tech support a couple times (via e-mail) and the response was pretty lame. |
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Anon |  Whats the Local ISP to do?
With all the DSL "Shakeouts" whats the Local ISP to do? We are a Computer Consulting Company and the DSL is a good "foot in the door" to other services. If all these DSL companies are dematerializing who should we partner with? how can you tell they will be around for more than a few months? |
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jydub
join:2000-10-17
Nashua, NH
| My old ISP started offering DSL through Verizon, the local telco. It cost 10 dollars more than Verizon's service and they want you to buy the modem and filters for 300 bucks! I'm not sure if they've sold any of this service, but I didn't buy it. The only advantage would have been keeping the same ISP, domain name, e-mail, etc...
In the end, though, this ISP (and others like them) may be the only one around since we can only assume the telcos will always be around. |
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geek49203
join:2000-11-25
Jackson, MI
| reply to AllAlone0
Re: In due time....
"I love how only 1 small cable company is among them though"
That's because the author of this article didn't do a complete job.
Might I remind you, ISP Channel is like @Home and Roadrunner -- an ISP for local cable companies. Their main problem is that they partnered w/ small companies, many of which have really bad offerings (crappy lines, etc). ISP Channel can't control that, any more than @Home or RoadRunner can control what their catv companies have for equipment.
AT&T is breaking up in (probably) 4 parts, and the word at Western Show last week (catv convention) was that the catv division would be sold to the other strong catv players (Comcast, Cox, et al).
In addition, HSA (Charter's ISP) and @Home (AT&T et al's ISP) are on Downside Magazine's death watch http://www.downside.com/deathwatch.html . Juno (just signed up to be a Comcast ISP) is also struggling and on the deathwatch. |
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DobleD
@telocity.com
| reply to jydub
Re: Telocity?
Telocity is a decent provider overall. They provide absolutely the best (although proprietary) modems, and don't have restrictions of home networks/web servers as some ISP's choose to do. AND they pay their bills (probably Rhythms crown jewel customer).
Despite loosing money, they are actually meeting their targets- the losses were planned to accomidate their massive growth projections. The difference is they can't sell their reserve stock at $50 into the market anymore to cover losses and provide operating cash. So the whole show for investors (ultimately customers too) is waiting to see if they can line up funding by March or April 2001- their projected cash-out date. |
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justin
Australian
join:1999-05-28
Brooklyn, NY
Host:
IPv6
Business Connectiv..
Home/Office setup ..
Console/Handheld g..
Console Tech
| reply to geek49203
Re: In due time....
I wrote it, but was not intending it to cover Cable company financial health. ISPChannel was the only company in obvious enough difficulty to mention.
By standards that would include AT&T and Excite@Home, practically EVERY US communications oriented company would be mentioned. |
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urbman
Phasers Locked On Target
join:1999-06-25
Niagara Falls, NY
| What the experts predict??
With all the dsl turmoil, why is it that the experts are still predicting dsl will win out over cable? I used to be a big dsl supporter but since getting cable and reading the reviews I am beginning to wonder. Don't get me wrong I think that dsl is a better product when it works. Besides that will the deregulation of both cable and phone, I don't see how the local telcos could even offer cable over a dsl line with the quality at present. I have heard that in Mass, AT+T is offering local phone service over cable lines? If the cable companies can get that going will the phone companies be able to catch up?
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The only difference between genius and stupidity is that genius has its limits. |
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justin
Australian
join:1999-05-28
Brooklyn, NY
Host:
IPv6
Business Connectiv..
Home/Office setup ..
Console/Handheld g..
Console Tech
| reply to jydub
Re: Telocity?
I remembered Telocity last night and added it this morning. Indeed, their cash-out date looks uncomfortably close. I can't imagine anyone getting fresh funding then. They would have to merge/be acquired/sell out or do something else drastic to continue.
Thats just my opinion from looking at the 10-Q though, as they say on the financial boards, do your own DD. |
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croshare
join:2000-09-18
Medford, NY
| reply to urbman
Re: What the experts predict??
You really have to look at the big picture of broadband. It's not you or me surfing the web and downloading MP3's that pay the bills, It's the small to medium sized business that buys the connection, hosting and other e-business oriented services that keep these companies operating. Up until recent offerings no cable company has been selling small business services. It's all been consumer based connections without an SLA. I don't know about you but if my company relied on it's internet connection to function I would need some sort of service agreement and guaranteed bandwidth. A company that was paying $1000-$2000 a month for a T1 can now get the same bandwidth for $300-$500 a month with the same SLA they got on the T1
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You are here "X" and have no one to blame but yourself ! |
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Bobo$
Silvio Dante
Mod 2001-02
join:2000-08-30
Holland, MI
|  Some More...? + notes
Jato Communications
DSL.Net
...can't remember exactly, but I think there's one or two more rattling around in there...
...and there has been news about Rhythms: despite stock plunge along with every other DCLEC listed, Cisco pumped another $50 million into their coffers just last month. Unusual turn of events for a company receiving an equal "vote of no confidence" as their competitors from the market. Considering Cisco's reputation (and product line!!!!) I'm left wondering whether the stock price is telling the whole story with Rhythms, and perhaps they have a better chance of survival than the others.
Plus, for both Northpoint and Rhythms it is notable that the "ISP can't pay their bills problem" does not extend to either of those companies them (that I've heard). One wonders why Covad alone and Northpoint suffer this particular ailment, but Rhythms does not? Note: if you've got evidence to correct this statement about Rhythms, put it up, but if it's no more than "the stock price plunged so the market assumed" I will hold my correction until I see some actual press or numbers. More than happy to stand corrected: just has to be supported. Thank you!
[text was edited by author 2000-12-06 12:51:31] |
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Zelpheri
@msais.com | And the Anti-Inexperienced ISP...?
And pray tell, how's Flexnet of Hawaii doing?
:-P~
-T.J. |
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Jestocost
The Poodle Bites.
join:2000-10-19
Saint Louis, MO
| reply to geek49203
Re: In due time....
It's important to note that HSA is Charter's ISP in only a few markets, many of them not major Charter markets. See my post here for details: http://www.dslreports.com/forum/remark,230652;root=charter;mode=flat
In other areas it could be Earthlink, or RoadRunner or, I have heard, even @Home.
It's worth looking at RoadRunner as one possibly troubled cable provider, given that their exclusive relationship with TWC is ending. No clear indication as to the long-term impact of that move, but keep it on the radar screens. |
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dru
join:2000-09-14
Corona, CA
| reply to Bobo$
Re: Some More...? + notes
said by Bobo:
Jato Communications
DSL.Net
...can't remember exactly, but I think there's one or two more rattling around in there...
CLEC New Edge Networks had a large layoff recently.
quote:
Plus, for both Northpoint and Rhythms it is notable that the "ISP can't pay their bills problem" does not extend to either of those companies (that I've heard). One wonders why Covad alone suffers this particular ailment?
This is incorrect. Northpoint issued a similar correction and revised revenue regarding receivables they were unable to collect from companies like Flashcom. Northpoint simply has the "Verizon" play taking most of the attention. Rhythms is assumed to have the same issues and is being punished in the markets. |
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jseymour8
join:2000-07-29
|  reply to Bobo$
Plus, for both Northpoint and Rhythms it is notable that the "ISP can't pay their bills problem" does not extend to either of those companies (that I've heard). One wonders why Covad alone suffers this particular ailment?
You must have missed Northpoint oops in Q3. Two down, one to go.
--
Jim Seymour & Karel the Computer Cat
Agents Provocateurs Extraordinaire |
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geek49203
join:2000-11-25
Jackson, MI
| reply to Bobo$
quote:
Plus, for both Northpoint and Rhythms it is notable that the "ISP can't pay their bills problem" does not extend to either of those companies (that I've heard). One wonders why Covad alone suffers this particular ailment?
Northpoint has indeed suffered from this, as they have already "re-stated their earnings" (uh, they wrote off bad debt). This is what led Verizion to back out of their agreement, and why Northpoint's stock bottomed out at 1% of its 52-week high. Rhythms isn't saying anything, but since they provide service to some of the same ISPs then they are suspect as well (as demonstrated by their stock price). |
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