pnh102Reptiles Are Cuddly And Pretty Premium Member join:2002-05-02 Mount Airy, MD |
pnh102
Premium Member
2009-Aug-6 10:13 am
SaturationThere simply aren't many customers left who will buy Comcast's products at the price offered.
This should surprise no one. | |
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| N3OGHYo Soy Col. "Bat" Guano Premium Member join:2003-11-11 Philly burbs |
N3OGH
Premium Member
2009-Aug-6 10:23 am
Re: SaturationYeah, I tend to agree with that.
I think pretty soon Comcast is going to have to offer some discounts on their "BMW".
Besides, I have a friend who bought a new BMW a few years ago. I had always heard they were buggy, but WOW, what a piece of crap. Makes the electrical system of a '75 Plymouth look like the wiring on a nuclear submarine. Damn thing always needs some sort of repair. | |
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| | DarkLogixTexan and Proud Premium Member join:2008-10-23 Baytown, TX |
Re: Saturationya BMW is more about the name that about really being good
sure they're good right off the lot but I've heard bad things about then for a long time
Aston martin would be a better selection for the metaphor | |
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| | Gbcue Premium Member join:2001-09-30 Santa Rosa, CA 2 edits
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to N3OGH
In the bay area, you can already get their non-HD triple play for $65.99 a month...
Of course add: $9.99/mo HD fee $4.99/mo/receiver receiver fee $9.99/mo DVR fee (that can only be played back on the DVR TV) $x.xx/6month price increase for no reason
and you're looking at a U-Verse price but with worse CS, picture quality, and internet reliability. | |
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JasonOD to pnh102
Anon
2009-Aug-6 10:37 am
to pnh102
As long as they can keep reducing costs and increasing margins, they don't need new customers. The wind is still at their back, and some products, like digital voice (which likely has near 50% gross margins), has yet to saturate.
Comcast really dosn't have much to worry about short-mid term. The telco's are the most vulnerable, between the landline losses, inferior last mile woes forcing them to compete on price, and threats to their wireless division (network crushing iphones, android phones, and other 'multimedia' smartphones, and crap like google voice). | |
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| | FFH5 Premium Member join:2002-03-03 Tavistock NJ |
FFH5
Premium Member
2009-Aug-6 11:07 am
Tale of the tape on 1 slideUnless Comcast buys up some more smaller cable companies, their growth potential is definitely slowing down as this slide shows: » phx.corporate-ir.net/Ext ··· PTM=&t=1
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Re: Tale of the tape on 1 slideIf I remember correctly they're also still facing that 30% FCC growth cap, though I don't remember if they successfully challenged that legally or not... | |
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Re: Tale of the tape on 1 slidesaid by Karl Bode:If I remember correctly they're also still facing that 30% FCC growth cap, though I don't remember if they successfully challenged that legally or not... Comcast successfully challenged it in 2001, but the FCC re-imposed it with a new, but still bogus arguments. Comcast has been challenging it again. Comcast was supported by fellow cable companies (and potential M&A). Interestingly, Verizon supported Comcast in the case. 'http://www.broadcastingcable.com/article/209968-Comcast_and_FCC_Spar_At_D_C_Circuit_Court_of_Appeals.php' Arguments at the D.C. Circuit Court of Appeals were in late April, and the judges sounded like they will strike it down again. A decision could come anytime now. | |
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| | | caco Premium Member join:2005-03-10 Whittier, AK |
caco to FFH5
Premium Member
2009-Aug-6 11:27 am
to FFH5
On video side I would agree with you but penetration rates on cdv and chsi still leave a lot of room for gaining additional RGUs. My only concern is that if economy keeps up at current pace it will be extremely hard to find news customers who can afford to pay for services. Another concern is cdv and folks ditching home phone service entirely due to economy and going cell phone only and we have seen this happening already with telco landline losses. IMO home phone service is on a speeding path to be a free perk provided on top of regular internet service. | |
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| | | | CorydonCultivant son jardin Premium Member join:2008-02-18 Denver, CO |
Corydon
Premium Member
2009-Aug-6 4:58 pm
Re: Tale of the tape on 1 slideI think you have to keep a close eye on the Clearwire rollout wrt home phone customers. Once they get a critical mass there, I think it's only a matter of time before they offer a wireless device that (a) allows tethering and (b) offers their "home phone" service pretty much anywhere (which can run off the their VoIP/DECT6.0 service in the home and do VoIP over Clearwire everywhere else). They're already working on integrating their services onto the home phone platform. It wouldn't be hard to transfer that experience to wireless once that is ready. | |
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| 88615298 (banned) join:2004-07-28 West Tenness |
to pnh102
You're right there aren't many people that don't have broadband that actually have access to it. The main reason for these people I suspect was price. These people aren't enticed by speed. It doesn't matter if the 16 mbs tier is the same price 12 Mbps was last year. These people have a certain price point in their heads and they aren't going to pay a penny more than that. Some people just won't pay more than say $20-$25 a month for internet and forcing people to have cable less they be charged an extra $10-$15 a month to get internet doesn't help either. | |
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| RR ConductorRidin' the rails Premium Member join:2002-04-02 Redwood Valley, CA ARRIS SB6183 Netgear R7000
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to pnh102
said by pnh102:There simply aren't many customers left who will buy Comcast's products at the price offered. This should surprise no one. Unless there is no other choice for broadband, like where I live. The closest DSL is 8 miles away in Ukiah. | |
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| | pnh102Reptiles Are Cuddly And Pretty Premium Member join:2002-05-02 Mount Airy, MD |
pnh102
Premium Member
2009-Aug-7 7:56 am
Re: Saturationsaid by RR Conductor:Unless there is no other choice for broadband, like where I live. The closest DSL is 8 miles away in Ukiah. Monopoly status is really a minor factor. If someone doesn't want broadband badly enough to pay $42.95 (or whatever Comcast charges) for it, said someone will simply do without it. | |
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| | | RR ConductorRidin' the rails Premium Member join:2002-04-02 Redwood Valley, CA ARRIS SB6183 Netgear R7000
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Re: Saturationsaid by pnh102:said by RR Conductor:Unless there is no other choice for broadband, like where I live. The closest DSL is 8 miles away in Ukiah. Monopoly status is really a minor factor. If someone doesn't want broadband badly enough to pay $42.95 (or whatever Comcast charges) for it, said someone will simply do without it. I was just saying areas like mine don't have a choice for broadband,. | |
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DarkLogixTexan and Proud Premium Member join:2008-10-23 Baytown, TX 1 edit |
Ferrari"BMW," while referring to DSL technology as a "Hyundai" -- and insisting BMW doesn't lower prices to suit "inferior" competition. It's not clear which metaphor represents FTTH in that equation.
FTTH is the ferrari | |
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| kyler13Is your fiber grounded? join:2006-12-12 Annapolis, MD |
Re: FerrariIf cable is the BMW of broadband, then I'd liken FTTH to the Lexus of broadband. They're similar in offerings (even if not in capability), but one is much more reliable than the other. | |
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| | DarkLogixTexan and Proud Premium Member join:2008-10-23 Baytown, TX |
Re: Ferrariya but FTTH has more speed available (offered and that can be offered)
Lexus is just a high end toyota | |
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| | | kyler13Is your fiber grounded? join:2006-12-12 Annapolis, MD
1 recommendation |
Re: Ferrarisaid by DarkLogix:ya but FTTH has more speed available (offered and that can be offered) Lexus is just a high end toyota "They're similar in offerings (even if not in capability)" I was focusing only on the reliablity gap, which is large IMO. I don't think you can use Ferrari or other supercar manufacturers to get that point across. I'm aware of FIOS capabilities being greater, but to date, Verizon sits on a large portion of that capability, selling relatively meager speeds (for fiber) at higher prices than cable as if it might strain their extremely large pipe. | |
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| | | | DarkLogixTexan and Proud Premium Member join:2008-10-23 Baytown, TX |
Re: Ferrarithe way I see it is FiOS is currently like a Ferrari stuck in a school zone
for reliability just go with an old toyota truck (if you watch Top Gear you'll know what I mean) | |
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Comcrap needs to understandDoes Comcrap not understand that people just abuse them for their cheap promo offers....hell the only reason why I have comcast internet is because I get 6 months for $20 with 12Mbps down. When my 6 months is up then it is time to re-abuse the promo otherwise I would never use Comcrap. | |
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| 67845017 (banned) join:2000-12-17 Naperville, IL |
67845017 (banned)
Member
2009-Aug-6 11:29 am
Re: Comcrap needs to understandI have to agree with this. I flip back and forth between cable companies for that very reason. To be fair though, CC has always given me attractive pricing when my promotions finsh and I call them up.
No one in my area offers anything comparable to the 50/10 D3 package, which may make me stay longer this go-around. | |
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Re: Comcrap needs to understandBetween Verizon because I'm close enough to the CO I can get 7.1mbps/768k-1mbps up and just switch back and forth. I can't wait to they finish up with FIOS so I can lock in! | |
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| | | 67845017 (banned) join:2000-12-17 Naperville, IL |
67845017 (banned)
Member
2009-Aug-6 12:19 pm
Re: Comcrap needs to understandUnfortunately FIOS will never be where I am now. | |
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| | | N3OGHYo Soy Col. "Bat" Guano Premium Member join:2003-11-11 Philly burbs |
to competence
said by competence:Between Verizon because I'm close enough to the CO I can get 7.1mbps/768k-1mbps up and just switch back and forth. I can't wait to they finish up with FIOS so I can lock in! My install date is next Thursday | |
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Re: Comcrap needs to understandRub it in more lucky :P. No, Seriously, congrats & enjoy | |
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| | sivranVive Vivaldi Premium Member join:2003-09-15 Irving, TX |
to 67845017
Wish I could get such speeds. I want Comcast back, dammit. | |
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| | | 67845017 (banned) join:2000-12-17 Naperville, IL |
67845017 (banned)
Member
2009-Aug-6 2:26 pm
Re: Comcrap needs to understandNow how often do you hear that??!! | |
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| | | | sivranVive Vivaldi Premium Member join:2003-09-15 Irving, TX |
sivran
Premium Member
2009-Aug-6 5:08 pm
Re: Comcrap needs to understandProbably a lot, from anyone who's on Roadrunner in a formerly-Comcast area. | |
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| | | | | 67845017 (banned) join:2000-12-17 Naperville, IL |
67845017 (banned)
Member
2009-Aug-6 5:11 pm
Re: Comcrap needs to understandOh yeah, I should have realized that. | |
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screavic4 Premium Member join:2006-08-11 Paron, AR |
Could be 65,002*Takes a rock and throws it to hit the cable* That's how close it is to me, but a no go... Gotta love it, I know 2 for sure that would get it but the people in between would be more likely to get the basic packages. Me I would be getting business internet package (need static IP) with digital voice/cable. | |
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Karl and Comcast must have made up :)Another story that does not lead with an unrelated negative comment about Comcast. Nice. | |
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rob316 join:2005-10-17 Carteret, NJ |
rob316
Member
2009-Aug-6 12:42 pm
I switchedYou can add me as a new customer, I switched from Verizon phone & dsl to Comcast Blast & CDV. Save almost 20 bucks a month and 3 times faster then DSL. | |
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