dslreports logo
site
 
    All Forums Hot Topics Gallery
spc

spacer




how-to block ads


Search Topic:
uniqs
1333
share rss forum feed

sonicmerlin

join:2009-05-24
Cleveland, OH
kudos:1

Problem

The problem with this article summary is that it doesn't mention how Time Warner Cable's network investment has continued to decrease.

From stopthecap:
Upgrade costs plummeted in the six months ending June 30th, from $147 million in June 2008 to $86 million in June 2009.

The costs for Time Warner Cable’s broadband revenue continue their rapid decline, dropping by 14%, from $77 million dollars in the six months ending June 30th 2008 to just $66 million dollars in the six months ending June 30th, 2009.

So in other words, their revenue has increased while their costs have decreased, and they *still* want to pursue overcharging schemes.


NSA_CIA

@charter.com
Click for full size
Network investments actually increased in scalable infrastructure and support capital expenditures. Stand alone "broadband" costs have decreased mainly because the equipment involved no longer just provides internet connections.

So instead of looking at just "upgrade/rebuild" spending (which TWC did massively over the last 2-3 years converting most systems to 860 and 1 ghz) and only "broadband" costs, looks at the bigger picture. Much of the equipment is getting "blended" as time goes on. Equipment such as CMTSs which previously were only used for internet connections are now also used to provide phone service and increasingly 2-way connections for cable boxes.

Replacing a DOCSIS 1 or 2 CMTS with a DOCSIS 3 CMTS is not a "upgrade/rebuild", it's "scalable infrastructure".