Topic 'Re: I almost think the bigger problem is..' in forum '' - dslreports.com http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446683 en Fri, 10 Feb 2012 18:22:28 EDT Fri, 10 Feb 2012 18:22:28 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21449299 --
dnoyeB
"Then said I, Wisdom [is] better than strength: nevertheless the poor man's wisdom [is] despised, and his words are not heard. " Ecclesiastes 9:16
]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21449299 Tue, 18 Nov 2008 22:18:43 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21449001 said by en102:

Umm... actually McD's and WalMart are some of the few businesses posting decent results
I think you missed my point. I'm saying what is happening to the telco's is AS IF Mc'd's was losing their hamburger and fry business. That's what landlines and dsl equate to for them.

Perhaps I could have been a bit clearer in my post.
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The Coyote captured the RR! Roadrunner Rick is now Comcastic!]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21449001 Tue, 18 Nov 2008 21:19:36 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448943 said by en102:

said by Rick:

Anyone see what I see? I see Mcd's losing their hamburger and fry business. After decades at it..and billions and billions served. It's happening right before our eyes.
Umm... actually McD's and WalMart are some of the few businesses posting decent results (cost leader) - and the middle (Mervy's, Circuit City) all going broke. This round, even this high end (Saks 5th/Nordstrom) are technically hurting. During the recession, many give up the 'luxury' items such as VoD, DVR, 50Mbps service when they can save $100/month by using 6-10Mbps, and just plain HD or even... SD (OTA if you must get your fix).
quote:
McDonald's Press Release 11/10/2008
McDonald's Continues to Deliver - Global Comparable Sales Up 8.2% in October
McDonald’s October comparable sales increases by segment were as follows:

* U.S. up 5.3%

* Europe up 9.8%

* Asia/Pacific, Middle East and Africa up 11.5%

I could be wrong but I think he meant it just as an example (McD losing) and not in a literal sense.
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God saved me from myself! Thank you, Lord, in the Name of Jesus! ]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448943 Tue, 18 Nov 2008 21:08:22 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448926 said by Whome:


Telco’s needs to do the following:
1. Drop the contracts requirements
2. List prices and make them completive
3. Unbundle, landline is at the end of its lifecycle, let it die!!!
4. Show up on time, seven days a week
Add to that offer specials that rival cable internet offering. Uhm, you are not going to get me for $47.95 a month on a 6MB / 512k line when Comcast is bumping me up to 12MB / 2MB for $42.95.
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God saved me from myself! Thank you, Lord, in the Name of Jesus! ]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448926 Tue, 18 Nov 2008 21:05:20 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448911 said by BigPete82 :

... who the hell knows what AT&T is thinking.
AT&T's U-Verse won't be able to hand Comcast their arse like Verizon FIOS is currently doing to Comcast in various parts of the country.

If Comcast really want to expand their footprint and be a bigger beast to reckon with, they would look at offering VOIP services via the internet. That way, they can compete with Vonage, Skype, Verizon VoiceWing (Verizon gets it and they are doing it!) and others.
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God saved me from myself! Thank you, Lord, in the Name of Jesus! ]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448911 Tue, 18 Nov 2008 21:02:32 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448880
In my years being on this site, I have never saw it put so straightforward. Thank you.
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God saved me from myself! Thank you, Lord, in the Name of Jesus! ]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448880 Tue, 18 Nov 2008 20:56:46 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448587 said by dadkins:

and within 10 years, we may very well see the likes of comcast extend that last mile of fiber.It'll be sooner or that or we'll be picking on them like we are AT&T... ;)]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448587 Tue, 18 Nov 2008 19:57:48 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448274
As far as bundling goes, with FiOS, you don't have to bundle your landline. There is a FiOS bundle that includes 20/5 internet and 102 HD channels (250 SD channels) for $79, no landline necessary. Multi Room DVR is $20 and additional set top box is $10. For my family, thats about as good a deal as you can find. With Charter, after my contract is up I am paying at least $130 for those two services... and the internet is only 12/2 and there are only 40 HD channels.]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448274 Tue, 18 Nov 2008 18:56:14 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448179 You need to realize, what was once "Unlimited" wireless is a shambles now.
LTE won't be any different.
ANY of the true wireless services will be severely limited and within 10 years, we may very well see the likes of comcast extend that last mile of fiber.

Wireless has a lot of issues that will need to be overcome before it will ever be a serious threat to any hardline service.
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Think outside the Fox... Opera]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448179 Tue, 18 Nov 2008 18:34:51 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448173 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448173 Tue, 18 Nov 2008 18:33:47 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448140 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448140 Tue, 18 Nov 2008 18:26:47 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448071 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21448071 Tue, 18 Nov 2008 18:13:26 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447666 said by Rick:

Anyone see what I see? I see Mcd's losing their hamburger and fry business. After decades at it..and billions and billions served. It's happening right before our eyes.
Umm... actually McD's and WalMart are some of the few businesses posting decent results (cost leader) - and the middle (Mervy's, Circuit City) all going broke. This round, even this high end (Saks 5th/Nordstrom) are technically hurting. During the recession, many give up the 'luxury' items such as VoD, DVR, 50Mbps service when they can save $100/month by using 6-10Mbps, and just plain HD or even... SD (OTA if you must get your fix).
quote:
McDonald's Press Release 11/10/2008
McDonald's Continues to Deliver - Global Comparable Sales Up 8.2% in October
McDonald’s October comparable sales increases by segment were as follows:

* U.S. up 5.3%

* Europe up 9.8%

* Asia/Pacific, Middle East and Africa up 11.5%
]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447666 Tue, 18 Nov 2008 16:47:19 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447432 Do you realize how long 10 years is? 15 years?

Yeah, 5GB wireless cap is a total threat to the 250GB cap Comcast has. Sure!

FiOS, as I have stated, VZ will not overbuild into AT&T territory so many people will never get to see FiOS.

Whatever you say friend, whatever you say! :D
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Think outside the Fox... Opera]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447432 Tue, 18 Nov 2008 16:06:08 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447217 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447217 Tue, 18 Nov 2008 15:33:09 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447083 said by Rick:

they don't get it yet. They..being the telco's...management..some of their employees..shareholders..whomever.

Even some of the posts around this website the last year or two have been nothing but complete denial.

What did AT&T do in the meantime? They just bought a lot more of that same kind of businesses. That's all they spent their time and money on the last couple of years. Talk about mismanagement. Their CEO might just as have been running Lehman brothers as bad as he's been at guiding this company.

Here's the real problem. Now they're in the very unenviable position of having such a massive task ahead of them that it's mind blowing.
Considering how much short-sighted investors rewarded Big Ed before he retired why wouldn't he keep those acquisitions and mergers going? He was running an investment company rather than a telecom.]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447083 Tue, 18 Nov 2008 15:08:45 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447026 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21447026 Tue, 18 Nov 2008 14:57:18 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446947 Telco’s needs to do the following:
1. Drop the contracts requirements
2. List prices and make them completive
3. Unbundle, landline is at the end of its lifecycle, let it die!!!
4. Show up on time, seven days a week]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446947 Tue, 18 Nov 2008 14:40:08 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446816 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446816 Tue, 18 Nov 2008 14:13:18 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446778 said by BigPete82 :

Clever... while a lot of what you say is true, the telco's have wireless and cable doesn't. That's a pretty solid trump card for the future...
Wireless? As in Wireless Internet Service?
The article is about broadband.

With those killer 5GB caps, the telco's wireless is a non-issue.
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Think outside the Fox... Opera]]> http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446778 Tue, 18 Nov 2008 14:07:49 EDT Re: I almost think the bigger problem is.. http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446768 http://www.dslreports.com/forum/Re-I-almost-think-the-bigger-problem-is-21446768 Tue, 18 Nov 2008 14:04:48 EDT I almost think the bigger problem is.. http://www.dslreports.com/forum/I-almost-think-the-bigger-problem-is-21446683
Even some of the posts around this website the last year or two have been nothing but complete denial.

I on the other hand..have focused on the emergency involved...saying you had better do something and quick or you just might not have a telco left to worry about.

I've focused on the following points.
The cable co's and particularly Comcast with their D3 rollout.
They seem to be rolling that out now like it's a walk in the park. A 50,000k walk in the park. And folks..what do you have when you have the telco's so reliant on dsl and it's 768k to 3Mb speeds? You have the next AOL's.

It doesn't stop there. Landlines. They're fleeing like the last 30 minute passengers off the titanic. You have cell cannibalizing that. Cable cannibalizing that. Voip cannibalizing that. To the tune of millions of customers.

It doesn't stop there either. You have the cable co's with a decade long headstart rolling out fiber. The telcos were asleep for 9 of those years. I guess they didn't see it as a threat or god forbid..didn't want to spend their shareholders money correcting it. They were too complacent. Too dominant. Too many heads buried in the sand in telco executive offices.

Anyone see what I see? I see Mcd's losing their hamburger and fry business. After decades at it..and billions and billions served. It's happening right before our eyes.

What did AT&T do in the meantime? They just bought a lot more of that same kind of businesses. That's all they spent their time and money on the last couple of years. Talk about mismanagement. Their CEO might just as have been running Lehman brothers as bad as he's been at guiding this company.

Here's the real problem. Now they're in the very unenviable position of having such a massive task ahead of them that it's mind blowing. Jeesh..lets get Manhattan rewired.
No problemo. We'll have that done in 6 years. Let's try to take away the TV business from an industry so entrenched..so experienced..that even in the best of times that would be a monumental task. Let's spend 25 billion dollars if not more and try to rewire every street in every city and town in America...and have that done by..when?
10 or 20 years from now? And let's do it all while losing their main businesses..and even having their own new services cannibalize their old ones...adding to the demise.

And oh..wait..there's one more small thing.
Let's do it all while Comcast rolls out Docsis 3.0...
in 2 weeks to places like Washington and Oregon.
And to everywhere..by next year.

Anyone see a problem here?

Anyone see what I saw a couple years ago..and started writing about on this website?

I daresay..some are starting to see it now.

:uhh:
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The Coyote captured the RR! Roadrunner Rick is now Comcastic!]]> http://www.dslreports.com/forum/I-almost-think-the-bigger-problem-is-21446683 Tue, 18 Nov 2008 13:48:29 EDT