kamm
join:2001-02-14
Brooklyn, NY
 ·T-Mobile US
| Why do I feel "analysts" are almost ALWAYS clueless as hell?
I mean I knew a few, they were in the top 10 of the most ridiculously ill-educated yet highly opinionated people I've ever met. Full of cliches and I-will-say-something-else-just-for-the-sake-of-saying-something-else...
...I am sure there are real, decent ones but why they never get to speak? 
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[BQUOTE=[user=bicker]]Waaaa waaaa waaaa. You just want what you want and don't care to factor in what is right or true. Your perspectives are un-American, and deserve far more ridicule than I'm prepared to pile on them.
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ScottMo
Premium,MVM
join:2000-12-15
Stony Brook, NY
| You never hear the decent ones because they don't make outlandishly stupid claims like the big-mouths. Big outlandish claims are what drive headlines like the one we're reading on DSLR. If an analyst were to say cable companies should offer DOCIS 3.0 and expand their offerings to keep customers believing in the value of their subscription, then we'd all agree, yawn, and move on.
But wait! Here's a guy who thinks short-term profits are better than long-term vision. Wow! What does he have to say? Forego upgrades and keep the money - which results in fatter short-term profits and a big bonus to the analyst for being "right". And since he's got lots of money, he must know what he's talking about. Which he does, as long as you don't care about the future. |
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Kearnstd
Elf Wizard
Premium
join:2002-01-22
Mullica Hill, NJ
| short term profits vs long term vision is what has hurt all too many US corporations. their investors ask why spend billions and have no ROI for 10 years when we can spend a few million and get an ROI on a subpar product in 3 years.(i kinda feel this way about AT&T's Uverse, it doesnt really seem to have a fighting chance once cable goes fully DOCSIS3 3.0 and SDV, while FiOS in the end could end up more profitable for verizon even if they went full deployment network wide)
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[65 Arcanist]Filan(High Elf) Zone: Broadband Reports |
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maartena
Stacked.
Premium
join:2002-05-10
Orange, CA
 ·RoadRunner Cable
| Unless...
...they bond together so that they can offer nationwide coverage, I think it is a stupid idea.
If they would work together, it may work. But I live on the edge of TWC (I have TWC) and Cox territory, and I would not want to drive down to south county and find out my cell no longer has a signal. 
In any case, diversity is not a bad thing. It isn't bad for your 401k, and you don't want to throw your media and telecom connections in one basket either.
I have TV and Internet through TWC.
I have Phone and Cell Phone through AT&T.
And see no good reason to change that.
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"We've been warned against offering the people of this nation false hope. But in the unlikely story that is America, there has never been anything false about hope" - Barack Obama, 2008. |
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JSRoman
Premium
join:2005-03-10
Callahan, FL
| Moffett is an idiot
Wireless has been the one growth area for VZ and AT&T and has somewhat helped with drastic drop in landlines. What does he think is going to happen to all those cable voip subs once people get use to not having a home phone and go wireless? It is imperative cable get into wireless to keep some of those subs that will go without a landline in the future.
I can't believe people pay that guy.
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»www.seabee.navy.mil |
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ARGONAUT
got ping?
join:2006-01-24
New Albany, IN
| said by JSRoman  :Wireless has been the one growth area for VZ and AT&T and has somewhat helped with drastic drop in landlines. What does he think is going to happen to all those cable voip subs once people get use to not having a home phone and go wireless? It is imperative cable get into wireless to keep some of those subs that will go without a landline in the future. I can't believe people pay that guy. I second that!
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PentiumD 930 DC 3.0GHz - 4GB PC2-4200 - 300GB SATA - BFG Nvidia 7950GT OC 512MB
- Hauppauge WinTV-HVR-1600(1101MCE) - Vista Ultimate SP1 32bit |
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cantstandcables
@mi.us
| reply to kamm
Re: Why do I feel "analysts" are almost ALWAYS clueless as hell?
Wireless is going to be the way to go at some point.
People don't want to be connected to coax or twisted pair.
Forever! What is their plan for the future?
Technology is always changing.
Oh thats right lets just keep using very old technology and suck as much cash outta of the customer as we can. |
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hottboiinnc
ME
join:2003-10-15
Cleveland, OH
·Time Warner Cable
·buckeye cable
| reply to maartena
Re: Unless...
Cox would have their own network in their footprint and outside of their footprint they'd roam on Sprint.
It would be national coverage just roaming after you get outside of your coverage area. If you went to another coverage area of Sprint's say here in Cleveland, you'd go back on to the Cox network from Sprint.
The same as you do not with AT&T. No coverage from ATT you roam on T-Mobile. |
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Titus Pullo
I came, I saw, I slept
join:2004-06-26 | NO!
CableRape® should be confined to 'cable' period.
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knightmb
Everybody Lies
join:2003-12-01
Franklin, TN
 ·AT&T DSL Service
| reply to cantstandcables
Re: Why do I feel "analysts" are almost ALWAYS clueless as hell?
said by cantstandcables :
Wireless is going to be the way to go at some point.
People don't want to be connected to coax or twisted pair.
Forever! What is their plan for the future?
Technology is always changing.
Oh thats right lets just keep using very old technology and suck as much cash outta of the customer as we can.
Agreed and that is what my company is capitalizing on. When I talk about wireless, I don't talk about Satellite, but ground based wireless. Wires and fiber are great for the infrastructure, but there is no reason wireless can't be the last mile.
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Fight NebuAD and the like:
Click Here to pollute their data |
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battleop
join:2005-09-28
00000 | reply to maartena
Re: Unless...
Roaming agreements will take care of that problem. That's how the current cell phone carriers handle the same problem. |
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tshirt
Premium,MVM
join:2004-07-11
Snohomish, WA
·Comcast
3 edits | reply to JSRoman
Re: Moffett is an idiot
said by JSRoman :......It is imperative cable get into wireless to keep some of those subs that will go without a landline in the future. It maybe a good move at some point, the question is , is now the right momment.
It will only work when the can get inter-carrier coverage i.e. for best effect the cable industry must work as one body. The second factor is waiting until all have wide spread/univeral D3 rollout. and the third is waiting for LTE to ... evolve.
given the current economy, and the bigger push towards spending on D3 (absolutely nessesary to protect their market share) and the history of limited intersystem cooperation. probably holding off on the wireless/frontal attack on the Telco's for a couple years is a wise move.
Doesn't mean they shouldn't begin thinking/talking to each other about it.
There's my analysis, for free  |
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Skippy25
join:2000-09-13
Hazelwood, MO | reply to cantstandcables
Re: Why do I feel "analysts" are almost ALWAYS clueless as hell?
I for one have absolutely no desire to use wireless for my last mile.
Wireless is highly overated 95% of the time when it comes to internet connections. |
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