Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs: 
| Comments?
Yea..I have a couple.
FIVE HUNDRED AND FIFTY FIVE THOUSAND NEW PHONE CUSTOMERS IN 3 MONTHS TIME.
They are obliterating the telco industry.
It is unbelievable how such a monumental shift in someones core business is taking place.
And, judging by the # of new TV customers..the telco's are making basically zero impact on this companies tv business.
And heck..while they're at it..just throw ANOTHER 278,000 broadband customers into the mix as well.
This is ALL coming off the backs of the telco's. The landlines they're losing..DSL customers..they're losing.
All this in 3 months time? From a business perspective..it really is incredible.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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Lineage
join:2006-10-19
USA | They lose DSL customers because despite the cost of cable, 1,000kbps download > 300 kbps |
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moonpuppy
join:2000-08-21
Glen Burnie, MD
 ·Verizon Online DSL
| reply to Rick
And wait until those customers get off their bundles and their contracts expire. Many will get sticker shock and might be well motivated to switch if there is competition in their area.
Right now, the ONLY thing Comcast has going for it is their On Demand selection. I have a friend who had Comcast and went to FIOS for a couple of reasons.
Cost - FIOS was cheaper for the same TV package as Comcast plus he added internet (and dumped DSL) and phone.
Speed - DSL was too slow for him, his wife's laptop, his mother in law's system and his brother in law's XBOX360. The comparable cable package was more expensive. (See cost noted above.)
Signal quality - No contest, FIOS wins hands down. My friend and his wife are no videophiles but even they noticed the difference and they have regular TVs. Comcast was still having issues with signal quality and tried to blame it on his and my wiring. Tech in both cases said it was not our problem. |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
edit:
July 30th, @12:02PM
| IMHO..I wouldn't be too eager to sing the praises of the cost of FIOS. If anything, Verizon is going to have a lot of heat on them to raise prices MORE than Comcast ever will.
Why? Because # 1..Fios is SO expensive to rollout.
#2..so many of their customers are coming from DSL..meaning they're cannibalizing their own customer base. And
#3...They're losing landlines left and right.
There is an amazing amount of pressure on Verizon to make Fios work. And while the price might be competitive now..it's that way because they have no other choice. I ask you though..how many more landlines and dsl customers do they lose before they can simply no longer subsidize fios at current prices?
To sum it up..I think the REAL risk in future price increases is with Verizon.
In that regard..AT&T probably does have it right with Uverse..with it not being as costly.
The problem with that though is it technologically enough to withstand what Comcast is throwing at them?
Time will tell. |
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moonpuppy
join:2000-08-21
Glen Burnie, MD
·Verizon Online DSL
| said by Rick  :IMHO..I wouldn't be too eager to sing the praises of the cost of FIOS. If anything, Verizon is going to have a lot of heat on them to raise prices MORE than Comcast ever will. Why? Because # 1..Fios is SO expensive to rollout. #2..so many of their customers are coming from DSL..meaning they're cannibalizing their own customer base. And #3...They're losing landlines left and right. There is an amazing amount of pressure on Verizon to make Fios work. And while the price might be competitive now..it's that way because they have no other choice. I ask you though..how many more landlines and dsl customers do they lose before they can simply no longer subsidize fios at current prices? To sum it up..I think the REAL risk in future price increases is with Verizon. In that regard..AT&T probably does have it right with Uverse..with it not being as costly. The problem with that though is it technologically enough to withstand what Comcast is throwing at them? Time will tell. DOCSIS 3.0 is not cheap either and that further puts pressure on Comcast to up their prices.
Landlines are the bread and butter of telcos because while the basic rate is regulated, all the additions like caller ID, etc. are cash cows. Those start going going down in numbers, then you have a problem.
Comcast raises its rates too on TV due to programming costs which both sides will incur. I have already spoken to this issue many times and have said the cable companies and telcos need to grow some balls and take the issue to the subscribers. Watch how fast the tables turn on the content providers when they are held responsible for the extra money customers have to pay.
FIOS has one advantage in that fiber is already at the home so upgrading will be cheaper in the future. Fibet to the node can only go so far and we all know bandwidth is being used up by HDTV and internet.
As you said, time will tell but you also have to take into account that Verizon has a smaller footprint right now that will continue to grow. |
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mglunt
join:2001-09-10
Fredericksburg, VA | reply to moonpuppy
I looked into the Comcast triple play and after the contract is up, it jumps to about $140+ in my area (not including boxes). Fewer channels are included in their base triple play package as well. |
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MOTO6809
join:2007-11-05
Springfield, MA
| reply to moonpuppy
said by moonpuppy :said by Rick :IMHO..I wouldn't be too eager to sing the praises of the cost of FIOS. If anything, Verizon is going to have a lot of heat on them to raise prices MORE than Comcast ever will. Why? Because # 1..Fios is SO expensive to rollout. #2..so many of their customers are coming from DSL..meaning they're cannibalizing their own customer base. And #3...They're losing landlines left and right. There is an amazing amount of pressure on Verizon to make Fios work. And while the price might be competitive now..it's that way because they have no other choice. I ask you though..how many more landlines and dsl customers do they lose before they can simply no longer subsidize fios at current prices? To sum it up..I think the REAL risk in future price increases is with Verizon. In that regard..AT&T probably does have it right with Uverse..with it not being as costly. The problem with that though is it technologically enough to withstand what Comcast is throwing at them? Time will tell. DOCSIS 3.0 is not cheap either and that further puts pressure on Comcast to up their prices. Landlines are the bread and butter of telcos because while the basic rate is regulated, all the additions like caller ID, etc. are cash cows. Those start going going down in numbers, then you have a problem. Comcast raises its rates too on TV due to programming costs which both sides will incur. I have already spoken to this issue many times and have said the cable companies and telcos need to grow some balls and take the issue to the subscribers. Watch how fast the tables turn on the content providers when they are held responsible for the extra money customers have to pay. FIOS has one advantage in that fiber is already at the home so upgrading will be cheaper in the future. Fibet to the node can only go so far and we all know bandwidth is being used up by HDTV and internet. As you said, time will tell but you also have to take into account that Verizon has a smaller footprint right now that will continue to grow. DOCSIS3 is expensive, however it's much cheaper than building an entire system. It can also be deployed much quicker and on an as needed basis.
Your right FIOS is great because it goes to the house, but cable wouldn't have to do that since they are using coax. They could get away from running fiber to the house by deploying fiber to feeder. Basically after the node you only feed tap strings, at that point going out to 3ghz+ is much easier.
On the other hand if they still had concerns about coax, they could use the RF over glass(RFOG)solution. That could use existing fiber thats being used for HFC plant to deploy it and also keep the existing headend.
Cable has many option to compete with telco's without the need to spend as much as them. |
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mikepd
Discovery
Premium,MVM
join:2000-10-26
New Port Richey, FL
clubs:
·Verizon Online DSL
 ·RoadRunner Cable
·Verizon Online DSL
·Verizon Online DSL
| reply to Rick
Verizon's cost to install FIOS is going down not up:
»telephonyonline.com/home/news/ve···_092706/
They are almost done wiring up Florida as I got notice a couple of week ago that the contractor would be along to mark off the utilities prior to the burial of the underground fiber and that work has just been completed.
Here is where they stand in Florida, along with speed offerings and prices:
»www.foxbusiness.com/story/market···ridians/
I currently have Brighthouse 7/512 as well as 3/768 Verizon DSL on a dual WAN router since both the wife and I use the Internet for academic research and need redundancy in case one ISP goes down.
We still have not decided whether we will keep cable or go with two ONTs even though by doing that we lose redundancy.
Both DSL and cable have been reliable but the 20/20 speed for a reasonable price is very tempting.
As for technology updates, Verizon can go to GPON simply by changing out the electronics which is a cost-effective solution and will not require a major overhaul of the network.
--
Always Reach Beyond Your Grasp |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| reply to MOTO6809
As you mention, docsis 3.0 is not only much cheaper..but time is a huge factor in all of this.
Imagine Comcast having a docsis 3.0 network all but finished by the end of 2009, while Verizon is struggling to wire manhattan by 2014 and other places by...??? who knows when?
By then, a fios rollout could be perceived as a non event if comcast is sailing along at 50Mb + speeds in many areas that many years before them.
And again, people are forgetting some key points. All the while..verizon could be losing landlines bigtime..losing dsl customers bigtime..while spending huge bucks on fios. This is a recipe for them to have to charge more for fios.
We'll see how it goes but my early estimation is..
Fios = Rambus and
Docsis 3.0 = DDR.
And we all know who won that race.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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TK Junk Mail
Go ahead, make my day
Premium
join:2002-03-03
Margate City, NJ
clubs:
·Comcast
|  reply to Rick
Qtrly presentation slides in PDF format
Qtrly presentation:
»media.corporate-ir.net/media_fil···des1.pdf
Earnings tables:
»media.corporate-ir.net/media_fil···Q208.htm
Good news for investors:
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moonpuppy
join:2000-08-21
Glen Burnie, MD
·Verizon Online DSL
| reply to MOTO6809
Re: Comments?
said by MOTO6809 :DOCSIS3 is expensive, however it's much cheaper than building an entire system. It can also be deployed much quicker and on an as needed basis. Your right FIOS is great because it goes to the house, but cable wouldn't have to do that since they are using coax. They could get away from running fiber to the house by deploying fiber to feeder. Basically after the node you only feed tap strings, at that point going out to 3ghz+ is much easier. On the other hand if they still had concerns about coax, they could use the RF over glass(RFOG)solution. That could use existing fiber thats being used for HFC plant to deploy it and also keep the existing headend. Cable has many option to compete with telco's without the need to spend as much as them. You forgot the main reason for switching from copper to fiber optics. This is the first major upgrade Verizon has done to their infrastructure in decades. Some of the copper lines have been around since before many of us were born. It has a finite capacity and it is affected by changes in weather. Fiber is an upgrade and part of the rationale for it is high speed data (includes voice, video and data.)
All Verizon did was upgrade everything at one shot and the upgrades would have been needed in the future anyway. |
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meh37
@verizon.net | reply to Rick
"And we all know who won that race."
The lawyers?  |
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MrSpock29
join:2008-02-09
Hammonton, NJ
edit:
July 30th, @04:34PM
| reply to Rick
said by Rick :Yea..I have a couple. FIVE HUNDRED AND FIFTY FIVE THOUSAND NEW PHONE CUSTOMERS IN 3 MONTHS TIME. They are obliterating the telco industry. It is unbelievable how such a monumental shift in someones core business is taking place. And, judging by the # of new TV customers..the telco's are making basically zero impact on this companies tv business. And heck..while they're at it..just throw ANOTHER 278,000 broadband customers into the mix as well. This is ALL coming off the backs of the telco's. The landlines they're losing..DSL customers..they're losing. All this in 3 months time? From a business perspective..it really is incredible. Bundling IMHO is benefiting them on the phone side, and frankly, they don't have FiOS competition in most parts of our area at all. However, since their phone service has gone down at least 8 times this year that I know of (from family that still has them because of bundling), eventually that will wear thin. People want their phones to work.
Some of the outages have been for multi-hours as well.
As far as DSL, no one wants it, and in NJ if you can't get FiOS, you get 3 Mbps which isn't competitive with their speed, even though it is capped. Their numbers SHOULD be good, in fact, they should be much better.... they are shooting fish in a barrel......for now.
And since they act in an anti-competitive manner down here with their RSN by not sharing it with satellite cos, again, the numbers should be even better.
Notice on the tv side they are churning their own book. |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| reply to meh37
said by meh37 :"And we all know who won that race." The lawyers? lol. true. 
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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Hound
join:2006-03-08
Princeton, NJ
 ·Verizon FIOS
| reply to Rick
Comcast 2Q earnings were below analysts
forecasts. Verizon's 2Q earnings exceeded
analysts forecasts.
Comcast added 555,000
VOIP subs. Verizon added 1,500,000 wireless subs. Verizon' s DSL and landline losses include subs lost in the Fairpoint sale.
Verizon added 176,000
FIOS TV subs in a footprint less than 20 percent of Comcasts. Comcast lost 138,000 video subs. When was the last Q that Comcast added video subs except by acquisition? Comcast has 5.6 million VOIP subs. Comcast announces about one in five subs have triple play. That means that virtually all VOIP subs are bundled. Average revenue per VOIP sub
dropped $3 per sub due to bundling. Will VOIP turn a profit after bundling expires? When is Comcast going to start adding video subs? Verizon Wireless is a symmetrical offset to
landline losses. What
is Comcast's offset to video losses? Comcast claims to have the most video experience. Why is Comcast last in HD? |
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netcool
@comcast.net
| They lost basic subs which is to be expected, they are adding digital subs which are more profitable anyway.
At this point basic subs are becoming a liability since they make it harder for Comcast to phase out analog channels.
Basically analysts thought VZ would wipe the floor with Comcast with their Fios product. It turns out Comcast has stolen not only landline customers from them but DSL subs as well.
VOIP is very profitable even after bundling expires thanks to its low upkeep costs. |
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ultracooldave
@verizon.net
| reply to Rick
Re: Comments? My answer to the phone companies
The "answer" to the phone companies- MagicJack! I have 3, they all work perfectly and I no longer have any regular telephone except dry loop dsl. You cannot beat $20 a year unlimited and I am sick of looking at my phone bills with all the bleeding heart tax add-ons. I have even given up Vonage-I can get a year with MJ for a month with Vonage and it tasks less bandwith and is better quality! |
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rody_44
Premium
join:2004-02-20
Quakertown, PA
·Comcast
| reply to mikepd
Re: Comments?
the main reason verizons cost for installing fios isnt really the reason they want you to believe. they started out running ALL the lines and as time goes by they are skipping by lines and only running them if and when a customer orders the service. they started that around 2 years ago and the practice continues. the only thing it accomplishes is is they dont have to run it when nobody orders the service. i know because i was running it. |
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rody_44
Premium
join:2004-02-20
Quakertown, PA
·Comcast
| reply to mglunt
i compare contract to contract and since im 6 months into my second contract with the same terms i have no reason to believe they wont give me a third. if they wont then i will change to what fits my needs then. if i go by what i was paying ide have to consider the fact that i was paying verizon 85 dollars a month for phone service. but why compare prices to that when i know what i can get today. |
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