cramer
join:2007-04-10
Raleigh, NC
kudos:5 Reviews:
 ·AT&T Southeast
| DOCSIS 3.0 gear is not as expensive as you think. TW's profits from a single month could buy dozens of new, list price, CMTS's from Cisco -- no discounts of any kind. a) Nobody pays Cisco retail/list prices. b) They don't need a new CMTS, just new line cards. Of course, until there's a gun to their head, they aren't going to divert any of the cash headed to their pockets to network upgrades.
(Their SEC filings have been very damning. Month-on-Month their revenues are increasing and operating costs decreasing. Yet they won't divert even 1% of those millions for network upgrades. Instead they want tiered pricing, bandwidth caps, and go to extraordinary lengths to screw with p-t-p traffic.) |
