| Re:I can't see Fairpoint surviving beyond 5 yrs withoutfiber Fact is, whether its a seasonal area or not, my feeling, if Fairpoint does not go full out with FAST, their copper network investment will fall to the side and they may as well trash it.
1. Wireless, people will be able to use phones wirelessly, eventually the internet. While not super fast, at least people can get online.
2. DirectTV, better for video than anything else, even pixelized, at least customers can enjoy HD and still be able to order "cable like" service.
While a FTTP solution would run circles around these alternatives, I don't see DSL being much better. Investing in a U-Verse like setup probably wouldn't be much better either and here is why. People hunger for bandwidth, speed, reliability and competition, if Fairpoint invests in a U-Verse like IPTV solution. People may just instead, work with cable to do this fiber idea; don't nod them out, if they think they can pull in 300 million a year (after maybe 3 years of slow growth), I envision them doing it. I mean, I see cable TV today in towns I never thought they would even want to build, but they built there, they have a network and their bringing in money.
It is possible for Fairpoint to see an entire downturn on the value of its network so please, pick the hint up now.. build out FAST, use a loan program like suggested in the Fairpoint forum. Just sit down and work out the numbers, after a few slow years, you'll have a network that is future proof for decades to come. |
