 RickPremium,MVM
join:2001-02-06
Waterbury, CT | As several on this site undoubtedly know I have long cautioned that the telco's..and primarily AT&T..were at risk of complete and utter extinction with the coming wave of a new technology called Docsis 3.0.
Why did I predict that going on 2 to even 3 years ago now?
It was a simple prediction really. D3 was simply too powerful a technology..too cheap to roll out...too backwards compatible with existing hardware...and you had in one company..namely the company that was to become the largest broadband provider on planet earth...Comcast..the will..the incentive..the money..and the motivation to deliver a world class technology such as this one is.
And roll it out they have. In waves that have resembled a tsunami sweeping across this country. To now be able to say that they have 90 to perhaps even 95% of this country already finished. And that..combined with their digital transition..has resulted in a new branding...called Xfinity.
I've praised Verizon for their fios rollout. And their attempts to become relevant once again in the face of something like this.
But the problem is which I cited many times..is that fios is simply too expensive..and too time consuming to ever reach the critical masses in time to prevent what has now become inevitable. And even Verizon themselves has recently all but admitted that when saying that they're apparently going to slow their expansion and try to focus on returning an investment on the areas they've already rolled it out in.
In other words folks..simply too few people are taking it compared to what it's costing them to deliver it. And...to the consumer..it's overall simply not the value they thought it was as Verizon has to keep their prices where they are in order to try to recoup their investments.
But what that all REALLY means is that..the rest of the country belongs to D3. And that will be very difficult to ever win back.
And that doesn't even begin to address the up and coming rollouts..of even greater speeds..of 100Mb and more.
Ladies and Gentlemen..I've held back for 2 years now of predicting what I will today.
The telcos...are finished. Because you have to understand something else to really appreciate that statement.
There simply is no real upgrade path they can offer their dsl customers anymore. DSL customers want more speed.
And it will be to the likes of Comcast and other cable co's who finally get a clue to start rolling out their own d3 networks..where those customers will turn.
And the telcos will not only be NOT gaining market share from growing their customer base..their dsl base will begin to flee like aol dialup users heading towards the exits.
And that will FURTHER erode the ability of the telco's to have the money to roll out such an expensive network such as fios is.
Fios is..at BEST..a very small niche market in the years ahead.
It is NOT what this nations broadband future is all about.
And that is why Time Warner has GOT to get the message TODAY..and do what they have dragged their feet at doing.
And begin a rollout with the speed and enthusiasm that Comcast has already.
And all cable providers must follow.
Because they ALL have within their grasps..the ability..in fact..the LIKELYHOOD..that they can OWN the telco's business in the years ahead.
And with D3..there is simply no stopping them.
Verizon..kudos to you for trying. You did your best under a very difficult set of circumstances.
AT&T...you went over the luge wall and hit your head ..and never even got out of the gate..
And Comcasters...
Welcome To Xfinity.
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The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
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coaxPremium
join:2009-08-19
Port Orchard, WA | A bit wordy,but well said......If not prophetic. We shall see! |
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