 | U-Verse Had Uverse installed on the 31st,October I am I believe about 4000 feet away from the VRAD in a new development in Tracy, CA. The techs did an excellent job I already had cat 5 but they did run one Cat5e from my smart box to one of my rooms. took them two days to get it right but the service is great. Tv is far better than cable or dish except the HD on my 58 # plasma with U-Verse sometimes looks flat without any depth But I am pretty happy with it 3 receivers plus 6MB/1Mb internet service for $ 129.00 is far cheaper than comcast or dish. |
 | At $5 billion for 17 million "homes passed" that's around $300 per (potential) customer. That's actually not too bad. There are additional costs to make each connection -- including 1 or 2 guys doing a 4 or 5 hr install and the hardware that goes into the home.
At one point this was closer to $1000 per home passed, so this is a significant improvement.
It's still hard to figure the benefit to AT&T; this is definitely a long-term investment and several years before it pays off.
$130/mth less amortizing the hardware less amortizing the install costs less paying the programming for the TV content less paying Yahoo! for the Internet services ... it doesn't leave much room for "profit".
At 150,0000 customers so far, they must be looking at at least $20,000 per customer to date. This baby better scale big-time if they are ever to make back their investment. |