 pnh102Reptiles Are Cuddly And PrettyPremium
join:2002-05-02
Mount Airy, MD | Saturation There simply aren't many customers left who will buy Comcast's products at the price offered.
This should surprise no one.
--
Blagojevich / Madoff 2012! |
|
 N3OGHYo Soy Col. "Bat" GuanoPremium
join:2003-11-11
Philly burbs
kudos:1 | Yeah, I tend to agree with that.
I think pretty soon Comcast is going to have to offer some discounts on their "BMW".
Besides, I have a friend who bought a new BMW a few years ago. I had always heard they were buggy, but WOW, what a piece of crap. Makes the electrical system of a '75 Plymouth look like the wiring on a nuclear submarine. Damn thing always needs some sort of repair.
--
Petty people are disproportionably corrupted by petty power… |
|
| reply to pnh102
As long as they can keep reducing costs and increasing margins, they don't need new customers. The wind is still at their back, and some products, like digital voice (which likely has near 50% gross margins), has yet to saturate.
Comcast really dosn't have much to worry about short-mid term. The telco's are the most vulnerable, between the landline losses, inferior last mile woes forcing them to compete on price, and threats to their wireless division (network crushing iphones, android phones, and other 'multimedia' smartphones, and crap like google voice). |
|
|
|
 DarkLogixPremium
join:2008-10-23
Baytown, TX
kudos:3 | reply to N3OGH
ya BMW is more about the name that about really being good
sure they're good right off the lot but I've heard bad things about then for a long time
Aston martin would be a better selection for the metaphor |
|
| reply to JasonOD
Tale of the tape on 1 slide Unless Comcast buys up some more smaller cable companies, their growth potential is definitely slowing down as this slide shows:
»phx.corporate-ir.net/External.Fi···PTM=&t=1
--
My BLOG .. .. Internet News .. .. My Web Page |
|
| If I remember correctly they're also still facing that 30% FCC growth cap, though I don't remember if they successfully challenged that legally or not... |
|
 BF69Premium
join:2004-07-28
Camden, TN | reply to pnh102
Re: Saturation You're right there aren't many people that don't have broadband that actually have access to it. The main reason for these people I suspect was price. These people aren't enticed by speed. It doesn't matter if the 16 mbs tier is the same price 12 Mbps was last year. These people have a certain price point in their heads and they aren't going to pay a penny more than that. Some people just won't pay more than say $20-$25 a month for internet and forcing people to have cable less they be charged an extra $10-$15 a month to get internet doesn't help either. |
|
cacoPremium
join:2005-03-10
Whittier, AK | reply to fAcEtIOUs
Re: Tale of the tape on 1 slide On video side I would agree with you but penetration rates on cdv and chsi still leave a lot of room for gaining additional RGUs. My only concern is that if economy keeps up at current pace it will be extremely hard to find news customers who can afford to pay for services. Another concern is cdv and folks ditching home phone service entirely due to economy and going cell phone only and we have seen this happening already with telco landline losses. IMO home phone service is on a speeding path to be a free perk provided on top of regular internet service.
--
»www.seabee.navy.mil |
|
 GbcueAlmost P.E.Premium
join:2001-09-30
Santa Rosa, CA
kudos:8
 ·AT&T U-Verse
2 edits | reply to N3OGH
Re: Saturation In the bay area, you can already get their non-HD triple play for $65.99 a month...
Of course add:
$9.99/mo HD fee
$4.99/mo/receiver receiver fee
$9.99/mo DVR fee (that can only be played back on the DVR TV)
$x.xx/6month price increase for no reason
and you're looking at a U-Verse price but with worse CS, picture quality, and internet reliability.
--
My BLOG!
Black Friday Ads |
|
CorydonCultivant son jardinPremium
join:2008-02-18
Denver, CO | reply to caco
Re: Tale of the tape on 1 slide I think you have to keep a close eye on the Clearwire rollout wrt home phone customers.
Once they get a critical mass there, I think it's only a matter of time before they offer a wireless device that (a) allows tethering and (b) offers their "home phone" service pretty much anywhere (which can run off the their VoIP/DECT6.0 service in the home and do VoIP over Clearwire everywhere else).
They're already working on integrating their services onto the home phone platform. It wouldn't be hard to transfer that experience to wireless once that is ready.
--
"Religion allows people who would otherwise be arguing about whether the Death Star could beat a Borg Cube to have a place of respect within society." |
|
 RR ConductorHappy 40th AmtrakPremium
join:2002-04-02
Redwood Valley, CA
kudos:1 | reply to pnh102
Re: Saturation said by pnh102:There simply aren't many customers left who will buy Comcast's products at the price offered. This should surprise no one. Unless there is no other choice for broadband, like where I live. The closest DSL is 8 miles away in Ukiah.
--
You've got to stand for something, or you'll fall for anything. |
|
pnh102Reptiles Are Cuddly And PrettyPremium
join:2002-05-02
Mount Airy, MD | said by RR Conductor:Unless there is no other choice for broadband, like where I live. The closest DSL is 8 miles away in Ukiah. Monopoly status is really a minor factor. If someone doesn't want broadband badly enough to pay $42.95 (or whatever Comcast charges) for it, said someone will simply do without it.
--
Blagojevich / Madoff 2012! |
|
| reply to Karl Bode
Re: Tale of the tape on 1 slide said by Karl Bode:If I remember correctly they're also still facing that 30% FCC growth cap, though I don't remember if they successfully challenged that legally or not... Comcast successfully challenged it in 2001, but the FCC re-imposed it with a new, but still bogus arguments.
Comcast has been challenging it again. Comcast was supported by fellow cable companies (and potential M&A). Interestingly, Verizon supported Comcast in the case.
'»www.broadcastingcable.com/articl···eals.php'
Arguments at the D.C. Circuit Court of Appeals were in late April, and the judges sounded like they will strike it down again.
A decision could come anytime now. |
|
RR ConductorHappy 40th AmtrakPremium
join:2002-04-02
Redwood Valley, CA
kudos:1 | reply to pnh102
Re: Saturation said by pnh102:said by RR Conductor:Unless there is no other choice for broadband, like where I live. The closest DSL is 8 miles away in Ukiah. Monopoly status is really a minor factor. If someone doesn't want broadband badly enough to pay $42.95 (or whatever Comcast charges) for it, said someone will simply do without it. I was just saying areas like mine don't have a choice for broadband,.
--
You've got to stand for something, or you'll fall for anything. |
|
