| WSJ got it wrong on fiber inside home; but right on growth The WSJ really got it wrong on putting fiber INSIDE the home. That was never the plan. But they got the part about the pressures from investors and the problems and costs of a rapid roll-out right. Verizon has a good plan, but Wall St just won't wait the 10 yrs it takes to really make Fios a paying proposition. That will cause Verizon to slow down deployment. It takes a lot of money and time to roll-out brand new infrastructure. Just ask the cable companies - it took them decades to get where they are now.
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 RobIn Deo speramus, God Bless the USAPremium
join:2001-08-25
Kendall, FL
kudos:2 | said by fAcEtIOUs:The WSJ really got it wrong on putting fiber INSIDE the home. That was never the plan. But they got the part about the pressures from investors and the problems and costs of a rapid roll-out right. Verizon has a good plan, but Wall St just won't wait the 10 yrs it takes to really make Fios a paying proposition. That will cause Verizon to slow down deployment. It takes a lot of money and time to roll-out brand new infrastructure. Just ask the cable companies - it took them decades to get where they are now. and where are the cable companies now? Not in very good shape IMO. We're going backwards in time, not forward.
This is a great country, but too many people have too many says in what can and cannot be done and sometimes it hinders our ability to push forward, to move into a new era of technology, to lead the world.
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cacoPremium
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Whittier, AK | said by Rob:and where are the cable companies now? Not in very good shape IMO. We're going backwards in time, not forward. This is a great country, but too many people have too many says in what can and cannot be done and sometimes it hinders our ability to push forward, to move into a new era of technology, to lead the world. Yea, cable companies are really hurting?
"But even as Verizon hopes to snatch business from cable companies, the cable companies are grabbing business from Verizon. In the Northeast, Verizon's home territory, cable giants Comcast Corp., Cablevision Systems Corp. and Time Warner Inc. are enjoying early success in selling phone service over cable lines along with television channels." |
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RobIn Deo speramus, God Bless the USAPremium
join:2001-08-25
Kendall, FL
kudos:2 | said by caco:said by Rob:and where are the cable companies now? Not in very good shape IMO. We're going backwards in time, not forward. This is a great country, but too many people have too many says in what can and cannot be done and sometimes it hinders our ability to push forward, to move into a new era of technology, to lead the world. Yea, cable companies are really hurting?
"But even as Verizon hopes to snatch business from cable companies, the cable companies are grabbing business from Verizon. In the Northeast, Verizon's home territory, cable giants Comcast Corp., Cablevision Systems Corp. and Time Warner Inc. are enjoying early success in selling phone service over cable lines along with television channels."
Just because I don't think they are in great shape doesn't mean they aren't at least pulling a profit. Comcast has invisible caps, OOL has invisible caps and TW has AOL stuck to it.
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 TopmounterSent By Grocery Clerks
join:2001-02-20
Evergreen, CO | reply to fAcEtIOUs
"Video" has (or had) the sex appeal to sell the expensive network upgrade to the Wall Street crowd.
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I dunno, I think it might be the video component that scares them most. You can sell the need for additional bandwidth. But with entrenched cable/sat competition and a slew of IP video services, on-demand, place-shifting, and other services, I'd be worried about telco TV.
The best way to sell it I guess is to bundle, but that's still a long time before Telco-TV becomes profitable. |
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TopmounterSent By Grocery Clerks
join:2001-02-20
Evergreen, CO | Without some "sex appeal", Wall Street would have been happy to cash cow the Telcos into twisted pair oblivion.
I think you are correct though, when it comes to video services, the Telcos don't know what they don't know and it is going to be quite sometime before they have a widely deployed, competitive product that is financially viable (assuming they even have the stomach to get there).
Cable and Satellite haven't even begun to compete.
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| I certainly wouldn't want to be trying to compete in the video space in 2010. If the offerings are good from the five-zillion companies planning to offer TV to iPod, phone, and everything else - there becomes no need for traditional "cable" service, or anything like it.
Existing cable-operators could have a hard time, much less a telco with only 45% of its footprint capable of offering IPTV.
That's without even mentioning piracy and show-trading, which I'll assume will explode even more in popularity. |
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