| i kind of agree with the analyst a little I don't think the analyst is necessarily way off.
i'm on ATT 6/768 connection and have a perfectly happy experience on the internet. It does everything I need it to do at $20 per month. Lots of video downloaded, etc.
So far there is no real great media change on the internet that's requiring the kind of speeds that Docsis 3 and Fiber are requiring. People can predict some change in the future, but that isn't the current reality for the average user.
And the biggest problem right now is that all those ultra high speeds are far more expensive than i'm willing to pay. The average home user isn't going to cough up the cash for those speeds unless there is actually a use for that speed.
Personally i think ATT isn't as bad off as Karl would like us all to believe. If there is a great internet change, ATT is poised to pump in the cash and take advantage. Meanwhile it can continue beefing up it's existing system and wait for technology to evolve.
ATT is the tortoise in this race. Basically ATT just needs to keep their users happy enough from defecting at cheap prices till technology can leapfrog them forward. Karl often ignores affordability as part of the equation.
My only criticism of ATT is that they haven't rolled out uverse to most of their footprint by now. IIRC, karl mentioned that they pretty much halted uverse rollout for new areas. I could care less if it's copper or fiber, but a stronger uverse rollout would take care of a lot of their problems for the next couple years.
The iphone is a perfect case where content/media is pushing ATT forward a lot faster than it would have under normal conditions. It's all about content/media and usefulness to the average user. Push that forward enough and some of these ISP's might actually get on board. |
