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JPL
Premium
join:2007-04-04
Downingtown, PA
kudos:1

reply to beaups

Re: Maybe

said by beaups:

Maybe, just maybe, the analysts were correct in criticizing the FIOS investment. Not that anyone here would admit that.
I'll ask the question that this post begs - if they didn't do fios where would they be? What would they have in competing against cable? DSL and POTS? Right... the two areas where they're bleeding customers is exactly the future for them! The did fios because they HAD to do something like that to survive.


aztecnology
O Rly?
Premium
join:2003-02-12
Murrieta, CA

said by JPL:

said by beaups:

Maybe, just maybe, the analysts were correct in criticizing the FIOS investment. Not that anyone here would admit that.
I'll ask the question that this post begs - if they didn't do fios where would they be? What would they have in competing against cable? DSL and POTS? Right... the two areas where they're bleeding customers is exactly the future for them! The did fios because they HAD to do something like that to survive.
They'd be in the exact same place. Spending all their cash on LTE...
--
.:|:. Go Wheatley or Go Home!

JPL
Premium
join:2007-04-04
Downingtown, PA
kudos:1

2 edits

said by aztecnology:

said by JPL:

said by beaups:

Maybe, just maybe, the analysts were correct in criticizing the FIOS investment. Not that anyone here would admit that.
I'll ask the question that this post begs - if they didn't do fios where would they be? What would they have in competing against cable? DSL and POTS? Right... the two areas where they're bleeding customers is exactly the future for them! The did fios because they HAD to do something like that to survive.
They'd be in the exact same place. Spending all their cash on LTE...
What? They would be in the exact same place? So... all those loss offsets that they were able achieve BECAUSE of fios would also have materialized without actually having fios?! Read those numbers again - FiOS internet additions helped to offset losses for DSL service. Those offsets would NEVER have materialized if they were DSL only.

In areas where Verizon actually has FiOS, they've been able to hold their own against the cable companies with regard to phone and internet service. Meaning, FiOS has made it possible for them to compete whereas their old architecture does not. Their revenue stream would be much lower than where it is now were it not for FiOS... meaning LESS money to devote to LTE.

Never mind the fact that they're smoking the wireless world (look at all those additions) even WITH fios. Please tell me where they've lost out on the wireless front because they're also investing in fiber. Because I ain't seeing it.

openbox9

join:2004-01-26
Alexandria, VA
kudos:2

reply to JPL
Wireless is the future. FiOS just rounds out the package.


JPL
Premium
join:2007-04-04
Downingtown, PA
kudos:1

3 edits

said by openbox9:

Wireless is the future. FiOS just rounds out the package.
I'm sorry, but wireless will never fully replace good old fashioned linear TV and internet service. There just isn't enough wireless bandwidth to make that possible. Think about how many homes there are in the US (100 Million+). Add to that all the hotel rooms, bars, restaurants, etc. that also offer TV service. Now, multiply THAT by the average number of TVs per unit (let's round that down and call it 2). So now you're at what 250 Million TVs... I would LOVE to see someone realistically make the case that it would be possible to use wireless to replace all that. And I haven't even touched on internet usage yet.

Also you're missing my other point - FiOS is a revenue stream for Verizon. It offers them more money coming in. More money means more available for investment in things like... wireless. What a concept - make money to be able to invest in other areas! Were it not for FiOS, Verizon would need to start offsetting losses in their landline division by taking money from their wireless division.


aztecnology
O Rly?
Premium
join:2003-02-12
Murrieta, CA

reply to JPL

said by JPL:

What? They would be in the exact same place?
Yes. Regardless of FiOS, they (Verizon), at this point in time, would still be spending all thier money on LTE...
--
.:|:. Go Wheatley or Go Home!

JPL
Premium
join:2007-04-04
Downingtown, PA
kudos:1

1 edit

said by aztecnology:

said by JPL:

What? They would be in the exact same place?
Yes. Regardless of FiOS, they (Verizon), at this point in time, would still be spending all thier money on LTE...
Right... with a much smaller customer base. I could tell you that if it were not for FiOS, right now I would not be a Verizon customer at all. How many others are like that? I'll bet there are alot. FiOS makes bundling of these services possible, meaning that they're able to compete against the Comcast's of the world.

Besides, if what you're saying is true - if they're investing ALL their money in wireless... then what's the problem? What's the issue with fios? If it's not a money drain then what the hell? They're not spending all their money on LTE. That's just silly. They're still spending money on fios.

openbox9

join:2004-01-26
Alexandria, VA
kudos:2

1 edit

reply to JPL

said by JPL:

I'm sorry, but wireless will never fully replace good old fashioned linear TV and internet service.
I'm not suggesting that wireless will replace traditional wireline infrastructure, just that for growth in the industry, wireless is where the bang for the buck is going to be for a while. FiOS will round out service offerings for some of VZ's markets and generate revenue, but I believe wireless revenue growth is the key for a while.
said by JPL:

So now you're at what 250 Million TVs... I would LOVE to see someone realistically make the case that it would be possible to use wireless to replace all that.
DBS already does that
said by JPL:

FiOS is a revenue stream for Verizon. It offers them more money coming in.
It also cost a big chunk of change that I don't believe has paid for itself yet.
said by JPL:

Were it not for FiOS, Verizon would need to start offsetting losses in their landline division by taking money from their wireless division.
Huh? If anything, I would've seen VZ shedding more of its wireline markets if they were revenue drains.

Don't get me wrong, I believe that FiOS will serve VZ well in the long run, I just see more focus being placed on wireless and revenue growth from it being key for the next several years. Maybe once VZ fully deploys LTE with sufficient capacity over the next five or six years, it can get back to the FTTH project.

FLATLINE

join:2007-02-27
Buffalo, NY

reply to JPL
I dont think it was meant as an all or nothing. Verizon clearly had to do something to compete with Cable. But maybe just maybe they didnt need to bring Fiber all the way to the home.


rody_44
Premium
join:2004-02-20
Quakertown, PA

reply to JPL
Sure it will. Ten years everything could be wireless.



aztecnology
O Rly?
Premium
join:2003-02-12
Murrieta, CA

reply to JPL

said by JPL:

Besides, if what you're saying is true - if they're investing ALL their money in wireless... then what's the problem? What's the issue with fios? If it's not a money drain then what the hell? They're not spending all their money on LTE. That's just silly. They're still spending money on fios.
O rly...?

Show me where big red hasn't stopped FiOS deployment...?

»So, Is This Where Verizon's FiOS Deployment Ends?

»Verizon Downplays FiOS Deployment Freeze

»dark-fiber.tmcnet.com/topics/dar···vice.htm

»www.fiercetelecom.com/story/veri···10-03-29
--
.:|:. Go Wheatley or Go Home!

ITALIAN926

join:2003-08-16
kudos:1

Verizon is still deploying Fiber in areas where franchise agreements have been reached. They just ran underground conduit to about 80 homes in my development. They have to have my entire town wires within 2 more years.



benc
Premium
join:2007-06-17
Glen Carbon, IL
Reviews:
·Charter

reply to JPL

said by JPL:

I'm sorry, but wireless will never fully replace good old fashioned linear TV and internet service. There just isn't enough wireless bandwidth to make that possible. Think about how many homes there are in the US (100 Million+). Add to that all the hotel rooms, bars, restaurants, etc. that also offer TV service. Now, multiply THAT by the average number of TVs per unit (let's round that down and call it 2). So now you're at what 250 Million TVs... I would LOVE to see someone realistically make the case that it would be possible to use wireless to replace all that. And I haven't even touched on internet usage yet.
OTA?

     Though I don't see wireless, at least not in it's current state, being able to support all Internet access.  At least not at the speeds that people will want.

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