whfsdude Premium Member join:2003-04-05 Washington, DC |
to cypherstream
Re: No surprice TWC is falling behind againsaid by cypherstream:This is why TWC needs Comcast, and Comcast needs TWC. We need to evaluate the merger based on pricing and competition. Comcast's engineering group is great - let them compete based on their network and the quality of their engineers, not a reduced market. If Comcast wanted they could overbuild into TWC territory. |
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tshirt Premium Member join:2004-07-11 Snohomish, WA
1 recommendation |
tshirt
Premium Member
2014-Aug-18 4:14 pm
said by whfsdude:If Comcast wanted they could overbuild into TWC territory. That is an NOT going to happen, as it is economically unsound. remember TWC put themselves on the market and Comcast's offer overwhelms Charter's which need financing from Comcast', as well as a purchase of larger parts of TWC by someone (likely Comcast as that would be their only benefit in being the bank) Comcast is not reducing the market size, and it is TWC's choice to reduce the number of players/withdraw from business. (strange timing as this is the golden age of HFCoax , and the twilight of the Telco copper plant) Right now there is great advantage to CC ownership as they are rapid pushing the US cable Industry to nexgen (IPv6, DOCSIS3/3.1, even limited FTTH) cable network upgrades. |
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vdiv Premium Member join:2002-03-23 Reston, VA |
vdiv
Premium Member
2014-Aug-18 10:48 pm
It is not going to happen as it is not economically feasible?
Someone forgot to tell that to Verizon and especially to Google which lacks the rights of way. |
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tshirt Premium Member join:2004-07-11 Snohomish, WA |
tshirt
Premium Member
2014-Aug-18 11:01 pm
Sorry, I replied to an OT post, really not v6 related |
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whfsdude Premium Member join:2003-04-05 Washington, DC |
to tshirt
said by tshirt: That is an NOT going to happen, as it is economically unsound. If they overbuilt their coax network, sure. However if they overbuilt with fiber it is likely viable. That's essentially what Google Fiber is doing. RCN is another successful over builder. They wouldn't have to overbuild in rural areas, only the major metro markets (eg. NYC, LA). |
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to whfsdude
Cable competition is very rare and where it is, TWC and Comcast aren't the ones doing it. WOW is the only over-builder that I know of, though I'm sure there's a couple more.
There will be no overbuilds by cable companies not already doing overbuilds. |
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johan_hammy |
to vdiv
Verizon did FIOS as an evolution of DSL and then sold markets where it would never deploy FIOS.
Google Fiber is a toy project. They'll do only enough to force everyone else to do it for them. If sufficient advertising revenue could be achieved, though, they may continue. |
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BiggA Premium Member join:2005-11-23 Central CT |
BiggA
Premium Member
2014-Aug-21 5:43 pm
I think they may want to do most cities, but I don't foresee it scaling out into the more rural areas that are in far greater need of broadband options... |
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There simply isn't that kind of money, even at Google. It's also largely useless. |
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BiggA Premium Member join:2005-11-23 Central CT |
BiggA
Premium Member
2014-Aug-21 10:50 pm
There's money when they start getting great uptake rates and high returns from Google Fiber. |
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No, there isn't because there won't be high returns from Google Fiber. |
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BiggA Premium Member join:2005-11-23 Central CT ·Frontier FiberOp.. Asus RT-AC68
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BiggA
Premium Member
2014-Aug-22 8:11 am
There will be excellent returns. They get good uptake rates, and they once they get through the initial install, the maintenance on their fiber plant should be pretty minimal. They are also doing urban areas, which have higher densities and good returns. |
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