Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
 ·Comcast
| reply to TKJunkMail
Re: AT&T has big plans for U-Verse
said by TKJunkMail  :» ap.google.com/article/ALeqM5i1iU···8TFA50G0AT&T Inc. on Tuesday raised its dividend 12.7 percent, announced a share buyback and set a long-term target for its TV service, which is delivered over phone lines, saying it will be available to 30 million customers by 2010.
AT&T expects to spend between $4.5 billion and $5 billion on U-verse through 2008.
Stephenson told analysts the new target includes customers in the Southeastern states formerly served by BellSouth Corp., which AT&T acquired late last year.
AT&T shares rose $2.10, or 5.5 percent, to $40 in morning trading Tuesday. 30 million homes passed by 2010. They have a long way to go to reach that. It will be hard for them to reach that number. They only have 126,000 U-verse customers right now. 126k LMAO. What a joke. 30 million by 2010? That's funny. |
|
morbo
Complete Your Transaction
join:2002-01-22
00000
clubs: | i agree. they are shooting for the moon (stock market overlords) with those unreachable numbers. |
|
timcuth
Braves Fan
Premium
join:2000-09-18
Pelham, AL
clubs:
 ·AT&T Southeast
|  reply to Rob
There is a big difference between "homes passed" and actual customers. If 1% of the 30 million homes passed actually subscribed, that would yield 300,000 paying customers.
Who wants this service, anyway? I don't see any advantage over DSL on the broadband side. Is it better than cable or satellite for TV service? Also, they had better be prepared to offer everything in HDTV, as that is the way everyone is going.
Tim
--
"Love consists in overestimating the difference between one woman and another" - George Bernard Shaw
~ Project Hope ~ |
|
Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
·Comcast
| said by timcuth :There is a big difference between "homes passed" and actual customers. If 1% of the 30 million homes passed actually subscribed, that would yield 300,000 paying customers. Who wants this service, anyway? I don't see any advantage over DSL on the broadband side. Is it better than cable or satellite for TV service? Also, they had better be prepared to offer everything in HDTV, as that is the way everyone is going. Tim What gets me is, in 2010, it'll be time to upgrade the network to all fiber. It's a never ending story with them. |
|
cornelius785
join:2006-10-26
Worcester, MA
1 edit | i don't see how u-verse is all that bad. i know it is FTTN not FTTH, but it allows for some of the present infrastructure to be used, and i wouldn't be surprised if it is faster to wire a town/city up than FTTH, but that is just speculation. i'm also guessing the time from when the order was placed to when the connection is live is faster, they probably could even do without sending a technician to install, since it is just VDSL from node to house.
isn't MDUs hold up verizon (no conspiracy theories please) to some extent? FTTN can bypass that issue for the most part, they can also wait for verizon to figure out a good method of getting fiber to MDU that also has been tested, in-field, extensively. when ATT is finally ready to convert from FTTN to FTTH all they need to do is run fiber for the last few thousand feet, which could be a long time from now. according to wikipedia, it looks like major cities are getting wired up first, something verizon is avoiding (atleast has been) ignoring for a while. |
|
bogey780
join:2004-03-19
Here | reply to Rob
yea...they're only a couple hundred thousand behind Verizon at only a fraction of the cost. What are they thinking?! |
|
Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
·Comcast
| said by bogey780 :yea...they're only a couple hundred thousand behind Verizon at only a fraction of the cost. What are they thinking?! Come on bogey....
Verizon services 1.3 Million FiOS customers, and 700,000+ FiOSTV customers. |
|
bogey780
join:2004-03-19
Here | And when Verizon was at 500k TV customers, AT&T was at 39k. It's not like AT&T has been doing this for years. |
|
Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
·Comcast
| said by bogey780 :And when Verizon was at 500k TV customers, AT&T was at 39k. It's not like AT&T has been doing this for years. Nobody said that. But "a couple hundred thousand behind Verizon at only a fraction of the cost" is typical AT&T talk for "We're way behind, but our investors are happy with that we're "upgrading" but at our own slow pace".
Let's be realistic here. They want to pass 30 million homes by 2010? We're entering 2008 now. They are going to really need to start dishing out a ton of cash. Unlike Verizon who manages to handle their upset investors, AT&T does everything to please them..
I have a feeling that in 2010, AT&T will come forward and say that their 30 million mark is a little behind, or in their terms "only a couple hundred thousand behind Verizon", and the real numbers will be nowhere near the 30 million mark. |
|
bogey780
join:2004-03-19
Here
| The architecture is different requiring different outlays. A slow initial growth is about expected. It's once the groundwork is placed that growth can take off.
The schedules they have and have distributed cover large areas... it's just it takes about a year for conditioning to occur and new crews to be trained for installing. So you're going to see geometric growth in customers. |
|
Rob
In Deo speramus, God Bless the USA
Premium
join:2001-08-25
Kendall, FL
·Comcast
| said by bogey780 :The architecture is different requiring different outlays. A slow initial growth is about expected. It's once the groundwork is placed that growth can take off. The schedules they have and have distributed cover large areas... it's just it takes about a year for conditioning to occur and new crews to be trained for installing. So you're going to see geometric growth in customers. I wish I had as much faith in AT&T as you do... |
|
bogey780
join:2004-03-19
Here | Faith is something a person has when they don't know the reasoning or factors at work.
The only thing I should have "faith" in is AT&T meeting it's sign-up goals. As far as deployment, I'm pretty sure I'll get it when I figure I will. |
|
Ulmo
join:2005-09-22
San Jose, CA
·Comcast
·SONIC.NET
| reply to timcuth
said by timcuth :Who wants this service, anyway? I don't see any advantage over DSL on the broadband side. Is it better than cable or satellite for TV service? Also, they had better be prepared to offer everything in HDTV, as that is the way everyone is going. Playing devil's advocate this time (or should I say Darth Vader or something), U-Verse can limp along with HD pretty well: with good codecs and delivery, they can deliver what the customers order, if it's just HD they're talking about. Even though Deathstar's TV lineup right now sucks, it doesn't have to continue sucking; they could Comcastify it (Comcast's slogan for improving their network to the point of making it wholy worthwhile and modern) or equivilant after they've already done the equipment installations.
They can also deliver more broadband too.
What they can't do is deliver high quality broadband and hands-down high room number HD streams; for that, they'd probably just ask you to order extra lines. |
|
