Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs: 
| reply to Hound
Re: It could be something else....
Uverse had a very strong showing this quarter, exceeding even their target of 10,000k new customers per week.
And for them to have matched fios's numbers is even more noteworthy.
While I'll never believe that long term nor technologically it was the right move to go with fiber to the Vrad...then twisted pair to the house..I might have to concede that financially, it does make some sense if that trend now keeps up. One thing they are able to do a lot more quickly than Verizon is to pass homes with the service. And those sheer numbers alone now seem to be producing these results. When you consider the continued bleed of landlines in their minds it was apparently critical to get something out there as a replacement..at the lowest cost possible.
The BIG if here is IF it keeps up. At some point the number of homes passed will stop growing and it really will come down to who wants the service and who doesn't.
Only having 500 some odd thousand customers as they do now wouldn't be giving me too warm and fuzzy a feeling.
But..170k customers in a quarter is nothing to sneeze at and honestly, I would have expected half that myself.
So..some concession is in order on my part and now I'll say it's wait and see.
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The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
supergirl
join:2007-03-20
Pensacola, FL
 ·Cox VOIP
·Skype
 ·Cox HSI
 ·AT&T Southeast
·magicjack.com
| VZ's marketing sucks to me and they need a billing system that works. I think UVerse is a short-term "fix" for a Bell that has been addicted to all that landline revenue but FTTH is the future (or the hybrid's of Cable Cos).
Comcast ads suck but they are nailing the Bells on price. Cox ads are more informational and nail the price point on phone service. Cable already has most of the TV service so they are aggressive on the phone side. And, if they take the phone, they know they are getting the HSI side too (a free month is a nice idea or 3 months at half price, etc.).
VZ's ads are too complicated. "It's FIOS capable of this and that..." Well, most don't use all that speed, stupid. VZ ads are more about selling a luxury; the Cable Cos are just selling add-ons, and a lot cheaper phone service, than the Bells, which is a simple way of winning them over. Once a person experiences digital phone, like I did, there really is no going back to a Bell's crappy phone service (analog). And, those phone tools are something the Bells, except maybe VZ, can't even begin to offer. Ask AT&T how bad Cox has cannibalized their landline service here.
VZ needs to get its act together or us shareholders might just decide the idiots in-charge need some marketing help, and IBM to come in and fix their crappy billing system that is going to make people leave. In other words, CEO Ivan Siedenberg hasn't executed well. If he doesn't execute NY well, he might just be on the way out.
As far as Vonage, I give them another year till they are in bankruptcy court trying to hold onto whatever 3 customers are left. The Big Boys watched, studied, and are pouning on them. Price is nice but if you have to spend hours making it work, rather than the 30 mins. Cox spent setting up everything at my house, most non-tech people will go with the provider that makes it simple not complex.
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Saving the world keeps me busy. However, I find Earth very primitive from my home planet of Krypton.
-Supergirl |
