en102
Canadian, eh?
join:2001-01-26
Valencia, CA
 ·RoadRunner Cable
 ·DSL EXTREME
1 edit | Only on price
quote:
Barron's notes that investors seem to think satellite & telcoTV are going to win the war, though one noteable Wall Street analyst says investors have been seriously over-estimating the telcoTV impact on the cable industry's bottom line.
The only place where Telco is going to impact Comcast is on price. Comcast has traditionally been too expensive, IMO.
While some argue that their cost/mbps is cheap... their overall packages are expensive.
On a 'good' news portion
quote:
Moffett also notes that Comcast's broadband service continues to rapidly gain ground at the expenses of the Bell's: cable's share of residential broadband net subscriber additions is up to 54%, from 49% a year ago.
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Canada = Hollywood North |
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Wake up
@verizon.net
| Missed the boat!!!
Wow you now sell something that no one has a use for(dial tone),just like the cable company day late and a buck short..
Adding dial tone and all the other debt that Comast is carrying around no wonder their stock is down.And now it's time for another upgrade,( only in areas where there is fios)wow they are on a one way trip to the bottom.
By the way comcast went out and bought up cable systems around the country.Verizon is replacing it's network big difference. |
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S_engineer
join:2007-05-16
Chicago, IL
·Comcast
| reply to en102
Re: Only on price
but the bad news......
most markets are saturated, people who want it have it. Comcast has expanded their Voip and will continue to do so, but their arrogance with pricing is a big turn off. They need something to compete for the future. It's a gamble that may or may not pay off, but it won't make any investors happy!
disclaimer: I have comcast, and I hate it. Speeds are great when they work, but I lost alot of time making comcast do what I was actually paying for!
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Burn a tire, but make sure you buy that carbon offset! |
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Tim2
Premium
join:2006-06-19
| Interesting
Landlines will be around for a long time to come. You can't build a company on them any more, but as part of a triple play, they're okay.
Google and Comcast together... I hold a relatively small amount of Comcast stock, but that pairing would make me rich. Alas, the Roberts' family won't let that happen unless they have to... they don't own a lot of Comcast stock, but they've spent their lives building the company and running it as a family business. They have a history of not playing well with the other children -- does anyone remember the "merger" that created ATT Comcast for broadband? That's one reason why the Sprint deal isn't working out. I don't think there's a person in the world who wants Comcast to buy Sprint, but I still fear it's going to happen, just to give Comcast complete control of a quadruple play. |
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KoolMoe
Aw Man
Premium
join:2001-02-14
Annapolis, MD
clubs:
1 edit | |
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KoolMoe
Aw Man
Premium
join:2001-02-14
Annapolis, MD
clubs:
 ·Verizon FIOS
·Speakeasy
| reply to Tim2
I absolutely think Sprint is a prime takeover target. I absolutely hope it's not a cable company that grabs 'em, but believe it will be. If nothing else, it'll be an interesting bidding war once it starts.
It would be too smart for Sprint to partner with Google on the 700mhz spectrum. Google's pockets and ingenuity and Sprint's infrastructure... Delicious.
I'd love to see Covad in there too - a bit of networking expertise and a decent client base...
Covad, Google, and Sprint offering most all digital services, except TV (and personally, I think that's the most endangered service), would be a great equalizer in the Tel/CableCo world.
KM |
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rody_44
Premium
join:2004-02-20
Quakertown, PA | big deal
so they lost for one quarter. they are still way ahead of any of the others in the last three years. |
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supergirl
join:2007-03-20
Pensacola, FL | reply to KoolMoe
Re: Interesting
Covad? Considering how outrageously expensive this already bankrupt once company is, why would Goog want them? |
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KoolMoe
Aw Man
Premium
join:2001-02-14
Annapolis, MD
clubs:
·Verizon FIOS
·Speakeasy
| Expensive? In what way? Work has their voice/data ("integrated") T1 through Covad because it was one of the cheapest options. Their VOIP service is certainly competitive on price too, IMO.
And price for the company? Not at their current stockmarket value!
Why would they want them - is mentioned in the previous reply, "a bit of networking expertise and a decent client base", in addition to the wired infrastructure they could offer.
Of course, the Biggest Reason I'd like to see it happen is I like Covad for their services and their slight disruption of the Telco monopoly. I think they're going to burn up if they don't merge with someone, and that would be a shame.
KM |
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iluv2fish1
join:2007-03-04
Cape Coral, FL
·Comcast
| Comcast Business Phone Service
I don't know if anyone has noticed but Comcast "Business"
phone service is crushing the competition. Not only does
Comcast offer "Free long distance" for Business the cost is
less than the competition.
A Triple Play for Business Class.....One phone + one TV + one High Speed Internet connection for $109.95.....and again
I say....this is for Business!!!
For so long the Telco's have raped the business man with
high price phone Service and no competition. I for one and
delighted to see some competition in the Phone world.
The expensive slow T1's are becoming a speed of the past.
Imagine....a 1.5MB x 1.5MB speed selling for $400 - $600 a month.
Comcast can now offer speeds at 8MB x 1MB at a fraction of
the cost.
So let the games begin and to be quite honest I think for
once...at least for a little while...it is the customers
that are winning this war. |
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