TScheisskopf
World News Trust
join:2005-02-13
Belvidere, NJ
 ·Sprint Broadband D..
| reply to jc100
Re: Fairshare hits users instead of protocols
You said the dirtiest word in the business lexicon: "invest".
It's only dirty in context. "Invest" is a great word if you are gonna plow some of your 401K money into their stocks, but start talking about infrastructure investment and Wall Street Analysts and stockholders retire to the fainting bench with a bad case of the vapors.
Of course, "investment" of company capital in lobbying Washington for more H1-B visas is acceptable, great and will make your sheets whiter and brighter. But ghod forbid you invest in your physical plant, thus creating jobs and (OH NOOoooo!) raising wages.
It's the new world of half-capitalism: their half, making lots of money, is just sublime. The other half, capital investment by business as an engine that drives the overall economy, creates jobs and "the rising tide that lifts all boats"? Well, we just cannot be having that. Somewhere, someone might slip into Caviar Deficiency Syndrome. Them guys spent a lot of money on their Ivory Caviar Spoons and come hell or high water, they are gonna use them. |
en102
Canadian, eh?
join:2001-01-26
Valencia, CA
 ·RoadRunner Cable
 ·DSL EXTREME
·DSL EXTREME
| Exaclty... the only way that companys will 'invest' or want to increase CAPEX is if they
a) Have to (i.e. competition is forcing them to) in which its an all out war (i.e. Cable vs. FiOS in many areas)
b) Have another revenue stream to tap into from CAPEX (in which cost can be recouped from new LOB/revenue stream eg. cable selling HSI + VoIP)
c) Legally required to (which passes cost to consumer)
(basically what you said above)... there are times when the economy is in the pits, where government will 'help' out these 'poor' companies to kick start the economy again.
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Canada = Hollywood North |
openbox9
join:2004-01-26
Navarre, FL
·AT&T Southeast
·Mediacom
| reply to TScheisskopf
Read a few 10-K filings and you'll see that billions are being invested in infrastructure.
Cablevision: »yahoo.brand.edgar-online.com/dis···8-013859
Capital expenditures for our businesses were $781.3 million, $885.8 million and $768.7 million, in 2007, 2006 and 2005, respectively, and primarily include payments for consumer premises equipment, such as new digital video cable boxes and modems, as well as infrastructure and capital expenditures related to our cable and Lightpath telecommunications networks Comcast: »yahoo.brand.edgar-online.com/dis···8-034239
an increase in Cable segment capital expenditures of 41.2% to approximately $6.0 billion, primarily as a result of (i) the installation of advanced set-top boxes, modems and other equipment associated with the increase in subscribers to our digital video, high-speed Internet and digital phone services; (ii) network improvements to handle the growth in subscribers and to provide service improvements and enhancements Charter: »yahoo.brand.edgar-online.com/dis···8-000004
Total capital expenditures for the years ended December 31, 2007, 2006, and 2005 were approximately $1.2 billion, $1.1 billion, and $1.1 billion, respectively. AT&T: »yahoo.brand.edgar-online.com/dis···8-000012
$17,717[M] in construction and capital expenditures Verizon: »yahoo.brand.edgar-online.com/dis···8-042027
We continue to make significant capital expenditures to meet the demand for communications services and to further improve such services. Capital spending for Wireline was $10,956 million in 2007, $10,259 million in 2006 and $8,267 million in 2005. Capital spending for Domestic Wireless was $6,503 million in 2007, $6,618 million in 2006 and $6,484 million in 2005. |
funchords
Robb
Premium,MVM
join:2001-03-11
Hillsboro, OR
·Verizon Online DSL
 ·Skype
·Comcast
| In Telcos, AT&T spent $17 Bn and Verizon $10 Bn. Telcos aren't doing MITM attacks against their users who are simply using the bandwidth that they bought.
The top spender in Cable was Comcast with $6 Bn and the rest much less. The MSOs offer bigger packages than TelCos but then throttle, reset, kick and scream if you use it.
The data seems to be working against you.
--
Robb Topolski -= funchords.com =- Hillsboro, Oregon
HTTP is the new Bandwidth Hog...
|
