J D McDorce
Premium
join:2001-12-29
Westland, MI
| reply to oliphant
Re: How many find this info useful?
said by oliphant  :You just look at the headline and dismiss the entire story without understanding the implications to providers which could be that Roberts is wrong; price sells...speed doesn't. On the other hand, Comcast continues to report some fairly impressive numbers for quarterly net internet subscriber additions, somewhat begging the question of how important aggregate numbers are in comparison to continuing to add subscribers while maintaining a margin that ensures corporate profitability. In addition, CEO-speak always needs to be taken with a grain of salt, since if price were a non-factor, Comcast would have ditched their $19.99 for X months introductory offers a long time ago.
One interesting aspect of the aggregate balance of DSL subs versus Cable subs becomes linkage to other services and potential opportunities. Assuming that the stereotypical DSL subscriber also has RBOC DSL and POTS, with a similar relationship between cable internet and CATV, is there a correlation with the opportunity for the third leg of the data, video, and voice triad? |
