markofmayhem
join:2004-04-08
Pittsburgh, PA
| reply to Rick
Re: CEO Roberts isn't the only one with vision...
Rick, in your original post you made the statement that Telco's will have to play "catch-up" by converting to next generation delivery systems. The fact that Telco's have wireless revenue will subsidize the cost of the next generation systems to compete on the "level of four". It will not be a case of the dying paying for a cure. With FIOS's numbers looking very solid, other Telco's will eventually spend the capital to upgrade and be in competition with Cable. Within 10 years, telco and MSO will directly compete for telephone, HSI, and video in most markets (instead of the few markets today). If the MSO's decide to not compete in the wireless arena as well, then it will just be a few short years later that the foursome of telco will reign supreme yet again; for they can afford to subsidize their tele/internet/video packages just enough to out-price the MSO market by market. There will be many victims along the way (will Qwest survive? will U-Verse be the ultimate bridge to FTTH as predicted?), but the "triple play" is dead. Telco can no longer dismiss video; MSO's can no longer dismiss wireless.
Information/entertainment delivery is now four services, no longer 2-3. Satellite TV will continue to survive as long as they pander to niche and ultra-cheap packages (such as sports and $30 "family" tiers). Comcast and other MSO's have a LOT of catch-up to reach the Telco's; not the other way around. Not only do they have to remain the leaders in video (an area they have been slowly falling behind on in the last two years), but they have to enter the wireless market (doesn't have to be directly, but Four-Play bundles are a must over the next decade). It was very smart to release Docsis 3.0 now to receive as much capital as possible off of the new speeds. It was also extremely smart to aggresively price and roll-out voice. POTS and DSL are on their death beds, but they still have an extremely strong market. $24.99 1.5 DSL is a great value to many, if not most internet subscribers. I fear cable dismissing the price point and/or not competing directly with it may be a mistake that will eventually correct itself with the death of DSL, but how much potential revenue will be lost? |
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ptrowski
Got Helix?
Premium
join:2005-03-14
Putnam, CT
clubs:
 ·VOIPo
 ·Metrocast Communic..
 ·AT&T DSL Service
·ViaTalk
| reply to Rick
said by Rick  :I just don't see wireless competing with fiber/coax though. they're distinct and different enough to serve two markets with wireless more for the mobile market. Yes..cell phones do replace landlines for some..but that's not tv and hsi. and the bundling effects will keep landlines as part of the cable bundle equation for a long time to come. Really?
»LTE Shows Its 100Mbps Chops
Those speeds are becoming quite impressive. Femto cells being rolled out by T-Mobile and soon by Verizon really blur the line.
Now if those speeds can be offered soon by wireless companies, TV would not be far behind.
The problem with many cable phone line bundles is after the first year the prices go up dramatically. And let's be honest, the states are going to try to find a way to get their paws deeper into the potential tax dollars. We saw it with indie VoIP, I would imagine the cable companies are not far off.
Personally due to monopolies I can't get a major ISP except AT&T where I live. Verizon if a few miles away in RI, Charter is one town away, and others are over the border in Mass.
All I care about is who can give me the fastest speeds at the best price. Right now that is DSL with their Elite speeds as Metrocast is more expensive for just a smidge more download. Now they are retooling their network, so that may change.
I do not have an allegiance to my ISP, I don't care about the CEO or the quarterly earnings nor do I have their name tattooed on my arm. Give me the fastest speeds at the most reasonable price, whether it's cable, DSL, fiber, wireless, whatever.
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"So, Lone Star, now you see that evil will always triumph because good is dumb."
Have you been touched by his noodly appendage? »www.venganza.org |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs: 
| reply to ptrowski
I just don't see wireless competing with fiber/coax though.
they're distinct and different enough to serve two markets with wireless more for the mobile market.
Yes..cell phones do replace landlines for some..but that's not tv and hsi. and the bundling effects will keep landlines as part of the cable bundle equation for a long time to come.
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The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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ptrowski
Got Helix?
Premium
join:2005-03-14
Putnam, CT
clubs:
·VOIPo
·Metrocast Communic..
·AT&T DSL Service
·ViaTalk
| reply to Rick
said by Rick :said by ptrowski :Shhhhh...don't try to make sense to the shill behind the curtain. Make sense? That wireless is doing well for them? No one is disputing that. But isn't that a bit like saying that hot apple pies are saving McDonalds..while their hamburger and fry business is being gobbled up by a player in a total different industry by the day? Anyways..all this talk is making me HUNGRY. I'm off to comcast..err..Wendys for a burger.  You missed the point about the cable companies not having a contender like the wireless piece.
--
"So, Lone Star, now you see that evil will always triumph because good is dumb."
Have you been touched by his noodly appendage? »www.venganza.org |
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Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs:
| reply to ptrowski
said by ptrowski :Shhhhh...don't try to make sense to the shill behind the curtain. Make sense? That wireless is doing well for them? No one is disputing that.
But isn't that a bit like saying that hot apple pies are saving McDonalds..while their hamburger and fry business is being gobbled up by a player in a total different industry by the day?
Anyways..all this talk is making me HUNGRY. I'm off to comcast..err..Wendys for a burger.
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The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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