justin
Australian
join:1999-05-28
Brooklyn, NY
Host:
IPv6
Business Connectiv..
Home/Office setup ..
Console/Handheld g..
Console Tech
| reply to deakon
Re: Lots of questions
1) evidently they do. time will tell. They will integrate and idiot proof the hell out of things if they want to survive.
2) because telocity is also an ISP (with POPs), plus has done all the hard work to e-bond to 5 or 6 CLECs and ILECs? Nevertheless, I think buying Rhythms as well might be a good move.
3) they seem to suggest they will be putting the telocity modem into the set-top box. All installs would be line-sharing installs so there is no northpoint installer. Just plug it in and pray for green. The only battle is how to get that set-top box connected to your PC.. running ethernet all over the house is not something many people would enjoy planning for.
4) cost - they have the ability to bundle satellite + internet all in one subscription plan and one box. Thats pretty powerful way of reducing costs. They would have to be considering bundled subscription plans otherwise as you say, the cable competition (where available!) is cheaper.
I'm wondering how their AOLTV product will go now .. this seems like a more direct threat to timewarner/aol cable now. |
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JYoung
G L 2814
join:2000-06-13
Sherman Oaks, CA
| Before you break out the champange, there's a couple of things you need to consider:
DirecTV is an separate company. It is wholly owned and operated by Hughes Electronics (which is owned by GM) but it is separate (at least the DirecTV employees considers themselves separate). How fast or how well any integration of services will go remains to be seen.
DirecTV has been up for sale for many months now. Several companies have been looking into purchasing them including AOL (primarily as a backup in case the Time Warner merger didn't go through), NEWS Corp(Fox-Murdoch), Viacom (CBS-Paramount), and Comcast.
http://www.latimes.com/business/cotown/20001213/t000118985.html
Hughes recently sold off their Space Satellite and Communications division (the guys who build and program the satellites) to Boeing. This seems like a key cog in a satellite based business
I'm not sure what's going on with Hughes buying Telocity when you consider that the internal Hughes scuttlebutt was that GM was dismantling and selling off divisions. It's confusing to say the least.
GM may just be trying to make Hughes look more attractive to outside buyers. When you consider that they originally purchased Hughes to beef up their automotive electronics, you do have to wonder.
--
If you're wondering how he eats and breathes and other science facts, then repeat to yourself "it's just a show, I should really just relax" |
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Hayward
K A R - 1 2 0 C
Premium
join:2000-07-13
Key West, FL
| said by JYoung:
GM may just be trying to make Hughes look more attractive to outside buyers. When you consider that they originally purchased Hughes to beef up their automotive electronics, you do have to wonder.
Well, so long as the money keeps flowing from somewhere, to get it to a stable and profitable state, thats what counts. (So long as it's not AOL :/ )
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-Hayward
»haywardm.com (Hayward's Key West) |
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lml2000
Whazzup
join:2000-08-17
Los Angeles, CA
 ·RoadRunner Cable
| reply to justin
[QUOTE=justin
I'm wondering how their AOLTV product will go now .. this seems like a more direct threat to timewarner/aol cable now.
[/QUOTE]
Exactamundo. As I see it, the greatest vulnerability to the DBS platform was the inability to provide the interactive experience the MSOs are pushing for. Sure, there's been a lot of criticisms regarding iTV. But really, how often do those who take on risk and introduce new technology get it right the first time. iTV will be here soon, and it will be very appealing to a certain segment of the population. How large that segment will be remains to be seen, but I think it will be a large portion of the consumer market who are already drawn to DBS, to broadband, and to e-commerce. iTV is definitely in the cross-hairs of those in the broadcast industry. Its a "buried treasure" ready to be claimed.
JMO |
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