RadioDoc58ef2c0Premium,ExMod 2000-03
join:2000-05-11
1 edit | reply to axus
Re: cost of doing nothing is higher One big problem is that, to use an overworked phrase, the low-hanging telephone fruit is close to being picked and growth there will inevitably slow. Roberts promised the moon so many times to so many people that it's getting tough to find cost-effective ways to distract investors. Some of them have seen behind the curtain and don't like the view. And it's not just Comcast...the cable industry as a whole has fluffed themselves way beyond reasonable expectation. Now the markets are starting to adjust to the reality.
DOCSIS 3.0 is going to take some serious investment to implement. Now is not the time to be dissing those who provide the money.
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Toolmaster of La Grange. |
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 pokesphIt Is Almost FastPremium
join:2001-06-25
Sacramento, CA
kudos:1 | said by RadioDoc:One big problem is that, to use an overworked phrase, the low-hanging telephone fruit is close to being picked and growth there will inevitably slow. Roberts promised the moon so many times to so many people that it's getting tough to find cost-effective ways to distract investors. Some of them have seen behind the curtain and don't like the view. And it's not just Comcast...the cable industry as a whole has fluffed themselves way beyond reasonable expectation. Now the markets are starting to adjust to the reality. DOCSIS 3.0 is going to take some serious investment to implement. Now is not the time to be dissing those who provide the money. well as a subscriber, I don't want the moon. I just want a service that works, is not excessively overpriced.
Current rates are just way too much, customer service is all but non-existent, the service quality leaves a lot to be desired ..
It all comes down to Comcast's lack of expanding their inferstructure to keep up with both the demand and it's offerings. It will only get worse.
If a new CEO can 'fix' this, then I say fire the old one and bring in fresh blood. |
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Ulmo
join:2005-09-22
San Jose, CA Reviews:
 ·SONIC.NET
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said by RadioDoc:DOCSIS 3.0 is going to take some serious investment to implement. Now is not the time to be dissing those who provide the money. Why can't they use revenue instead of stocks to fund upgrades? If they switched to SDV (switched digital video) and MPEG4 (away from MPEG1/2), then their savings would be fundamentally greater, and they wouldn't need to upgrade as fast. Then they could use that bandwidth and money savings to invest in upgrades, rather than just trying to overstuff with too much money.
I've already wondered how much they could start cream-skimming channels to SDV and MPEG4 now, putting the HD and other most premium channels (and niche channels) into SDV & MPEG4 and leaving the rest in MPEG1/2, so that the hassle of getting the box can be borne by those who would appreciate the upgrade. At first, it would just be a cost, but then soon enough they'd be able to free some of the bandwidth. Put SDV and MPEG4 upgrades at the forefront, and then do upgrades with revenue rather than with stock capital, and then use the savings from those upgrades to pay for the rest of those upgrades, until they have profit from that, and then turn that into more upgrades. At some point they can start putting DOCSIS 3.0 in where there's hot spots, instead of rolling out a uniform plant like that.
They seem like they're trying to stack waves on top of each other right now, rather than do a more money-integrated upgrade path that is both ambitious, fast-paced, interlocking, and conservative (more level) in costing. The way to do that is to puzzle-piece things together in good fits rather than frothing and foaming it up. |
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RadioDoc58ef2c0Premium,ExMod 2000-03
join:2000-05-11 | said by Ulmo:The way to do that is to puzzle-piece things together in good fits rather than frothing and foaming it up. Roberts knows nothing of conservative, sensible or long-term. Most of his tenure has been "frothing and foaming it up" (I love that term!). Getting press is a lot easier that way than just getting the job done.
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Toolmaster of La Grange. |
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