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Comments on news posted 2008-11-18 13:17:49: If you had any doubts that cable has been beating up the telcos a bit the last few quarters, the latest data from Leichtman Research should eliminate them. ..

page: 1 · 2 · 3
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Matt
Take me down to the paradise city
Premium
join:2003-07-20
Jamestown, NC
 Is it any wonder?

Is it any wonder? The only non-Cable player with an exciting or compelling product is Verizon.


Titus Pullo
I came, I saw, I slept

join:2004-06-26
71% of new Cable customers

grabbing ankles.

--
"I'm f'n droolin'; that can't be good"

RadioDoc
58ef2c0
Premium,ExMod 2000-03
join:2000-05-11
·AT&T Midwest

reply to Matt
Re: Is it any wonder?

Exactly. And considering the bundling (and trial come-on pricing) it's not any surprise that new subs are taking a bite of the apple.

The real story is how many of those are still around after the prices go back to normal. Ask Sirius XM Radio about promo subscriber churn...
--
Toolmaster of La Grange.


Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
·Comcast


1 edit
said by RadioDoc See Profile :

The real story is how many of those are still around after the prices go back to normal. Ask Sirius XM Radio about promo subscriber churn...
Relatively high given that either 1) The consumer has no equal alternative choice so either keep the services at the regular price, or downgrade, but maintain service with the company; 2) When threatening to cancel, or even downgrade the service, the cable company offers the customer another, similiar or even better promotion that keeps them.

Dare I say that if you currently have 2 or more services with your cable provider, and you are paying regular price for both of those services, then you aren't playing their game right.


Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:

I almost think the bigger problem is..

they don't get it yet. They..being the telco's...management..some of their employees..shareholders..whomever.

Even some of the posts around this website the last year or two have been nothing but complete denial.

I on the other hand..have focused on the emergency involved...saying you had better do something and quick or you just might not have a telco left to worry about.

I've focused on the following points.
The cable co's and particularly Comcast with their D3 rollout.
They seem to be rolling that out now like it's a walk in the park. A 50,000k walk in the park. And folks..what do you have when you have the telco's so reliant on dsl and it's 768k to 3Mb speeds? You have the next AOL's.

It doesn't stop there. Landlines. They're fleeing like the last 30 minute passengers off the titanic. You have cell cannibalizing that. Cable cannibalizing that. Voip cannibalizing that. To the tune of millions of customers.

It doesn't stop there either. You have the cable co's with a decade long headstart rolling out fiber. The telcos were asleep for 9 of those years. I guess they didn't see it as a threat or god forbid..didn't want to spend their shareholders money correcting it. They were too complacent. Too dominant. Too many heads buried in the sand in telco executive offices.

Anyone see what I see? I see Mcd's losing their hamburger and fry business. After decades at it..and billions and billions served. It's happening right before our eyes.

What did AT&T do in the meantime? They just bought a lot more of that same kind of businesses. That's all they spent their time and money on the last couple of years. Talk about mismanagement. Their CEO might just as have been running Lehman brothers as bad as he's been at guiding this company.

Here's the real problem. Now they're in the very unenviable position of having such a massive task ahead of them that it's mind blowing. Jeesh..lets get Manhattan rewired.
No problemo. We'll have that done in 6 years. Let's try to take away the TV business from an industry so entrenched..so experienced..that even in the best of times that would be a monumental task. Let's spend 25 billion dollars if not more and try to rewire every street in every city and town in America...and have that done by..when?
10 or 20 years from now? And let's do it all while losing their main businesses..and even having their own new services cannibalize their old ones...adding to the demise.

And oh..wait..there's one more small thing.
Let's do it all while Comcast rolls out Docsis 3.0...
in 2 weeks to places like Washington and Oregon.
And to everywhere..by next year.

Anyone see a problem here?

Anyone see what I saw a couple years ago..and started writing about on this website?

I daresay..some are starting to see it now.


--
The Coyote captured the RR! Roadrunner Rick is now Comcastic!

ender7074

join:2006-11-21
Saint Louis, MO
·AT&T Southeast

I wish

I worked for the cable company for years so don't think I'm waving the pro-cable flag here but I can't wait until they finally get cable into our new subdivision. AT&T DSL has been slow (I get about 2/3rds of my speed), I had to call monthly for the first 4 months because they kept changing my speed to 384k for some reason, and they refuse to give me back my money for the DSL modem that they never sent me even though they can see that no one ever received it and it was returned. I wasn't exctied about AT&T to begin with but they have been awful. Hopefully, and I can't believe I'm saying this, I will be able to get Charter back soon.

ISurfTooMuch

join:2007-04-23
Tuscaloosa, AL

No surprise

It's no wonder this is happening. Even in situations where you can order naked DSL, the telcos do their best to hide this from customers. Then, after almost a decade of deployment, not only many rural areas not served, but there are still spots inside many cities where you can't get it.
Oh yeah, and I can't think of the last time I've even seen one TV ad for AT&T DSL. It's as if they just don't care whether or not they sell it.


dadkins
Can you do Blu?
Premium,MVM
join:2003-09-26
Hercules, CA
·Comcast

One line...

... says it all:
" adding over 900,000 more broadband subscribers than the top telcos"

Key word there is more.
Even with churn, this is waxing the telcos!

Apparently, price is not king... is it?
Speed and availablitiy is what's driving these numbers.
--
Think outside the Fox... Opera

RadioDoc
58ef2c0
Premium,ExMod 2000-03
join:2000-05-11
reply to Rob
Re: Is it any wonder?

True. But many people consider that sort of business practice dishonest and won't keep calling every three or six months to cancel and be handed off to retentions. These are supposedly new subs.
--
Toolmaster of La Grange.


ashakouri11

@sbcglobal.net

reply to dadkins
Re: One line...

I have AT&T U-verse and I love the service. I have 6 Mbps/1Mbps, and there TV service is great, and the price is really affordable, as compared to cable. I had Cox in my area, and for the same package of Net and TV, I would be paying about $30 more a month.


BigPete82

@qwest.net
reply to Rick
Re: I almost think the bigger problem is..

Clever... while a lot of what you say is true, the telco's have wireless and cable doesn't. That's a pretty solid trump card for the future...


dadkins
Can you do Blu?
Premium,MVM
join:2003-09-26
Hercules, CA
·Comcast


1 edit
said by BigPete82 :

Clever... while a lot of what you say is true, the telco's have wireless and cable doesn't. That's a pretty solid trump card for the future...
Wireless? As in Wireless Internet Service?
The article is about broadband.

With those killer 5GB caps, the telco's wireless is a non-issue.
--
Think outside the Fox... Opera

hottboiinnc
ME

join:2003-10-15
Cleveland, OH
·Time Warner Cable
·buckeye cable

reply to ISurfTooMuch
Re: No surprise

Good point about the ATT DSL ads. I haven't seen one either in about a year or so. The only thing I see is AT$T Mobility or what ever the name of it is today.

That and maybe U-Verse but they have the VARDS here in my city, but do they ever plan on turning them on? Nobody knows, not even the tech's that have been working on them in my old neighborhood with one just outside my door.

Hell AT&T hasn't even applied for TV rights in Lucas County Ohio yet.

I don't see AT&T doing anything with their network here as far as TV, especially when the local cable company already has them head over ass with Internet Speeds and are already testing DOCSIS 3 here.

blips

join:2001-04-17
Addison, IL

DSL vs Cable

I live in Comcast & ATT territory. I currently have ATT DSL for cost reasons. Cable costs twice as much. But when ATT implements their very low caps I will pony up the cash and move to Comcast. I will be going with who ever has the higher caps.


BigPete82

@qwest.net

reply to dadkins
Re: I almost think the bigger problem is..

Ever heard of LTE? Clearly, right now, wireless broadband is not yet able to compete directly with wireline networks, but 10-15 years into the future we will be seeing it. As far as caps go, cable has them too. So yeah, wireless is definitely a trump card for the future... Furthermore, FiOS penetration rates are already above 20% in only 4 years. In another four years we could see 30-35% penetration rates. Eventually, cable will have to string fiber all the way to the home as well... who the hell knows what AT&T is thinking.

ISurfTooMuch

join:2007-04-23
Tuscaloosa, AL

reply to hottboiinnc
Re: No surprise

Same here. I see the VRADs all over, and a tech told me U-Verse would be here by early fall, but all I've seen is one article in the paper about AT&T not wanting to sign a traditional franchise agreement with the city, and they're negotiating a deal. Maybe--oh, I don't know--they should have started that process a bit earlier.

I think the telcos are so used to their monopoly position that they don't know how to compete, and, at least here, Comcast is eating their lunch.

ISurfTooMuch

join:2007-04-23
Tuscaloosa, AL
reply to ender7074
Re: I wish

Have you filed a BBB complaint against them? That will get their attention and likely get the modem issue resolved.

hottboiinnc
ME

join:2003-10-15
Cleveland, OH
·Time Warner Cable
·buckeye cable

reply to ISurfTooMuch
Re: No surprise

True. Here the state will approve you as long as you pay the $2,000 for the application to get rubber stamped and its fully filled out. No problem. They failed to list my county/city on the application and have not sent a new one in.

But just like comcast eating them Buckeye here is having them too.

Especially with Local phone service for $13.95 per month before taxes for local calling which includes almost every city in the 419/567 area code. ATT wants just $17 per month just for the unlimited dial-tone in your own town.

Whome

join:2005-10-10
Newbury Park, CA

reply to Rick
Re: I almost think the bigger problem is..

While most of what you say is true, there is one point you missed entirely. In today’s economy people are choosing based on price, Using Verizon as an example, they lock you in for a year, throw a few beads at you so you will be happy and in most cases you are paying more than cable. They just do not get that during this economy pricing will win. OK so I will not have the possibility of 1080P for all my channels. That does not matter; most channels are not even sending a 1080P signal.
Telco’s needs to do the following:
1. Drop the contracts requirements
2. List prices and make them completive
3. Unbundle, landline is at the end of its lifecycle, let it die!!!
4. Show up on time, seven days a week
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