Rick
Premium,MVM
join:2001-02-06
Waterbury, CT
clubs: 
| I almost think the bigger problem is..
they don't get it yet. They..being the telco's...management..some of their employees..shareholders..whomever.
Even some of the posts around this website the last year or two have been nothing but complete denial.
I on the other hand..have focused on the emergency involved...saying you had better do something and quick or you just might not have a telco left to worry about.
I've focused on the following points.
The cable co's and particularly Comcast with their D3 rollout.
They seem to be rolling that out now like it's a walk in the park. A 50,000k walk in the park. And folks..what do you have when you have the telco's so reliant on dsl and it's 768k to 3Mb speeds? You have the next AOL's.
It doesn't stop there. Landlines. They're fleeing like the last 30 minute passengers off the titanic. You have cell cannibalizing that. Cable cannibalizing that. Voip cannibalizing that. To the tune of millions of customers.
It doesn't stop there either. You have the cable co's with a decade long headstart rolling out fiber. The telcos were asleep for 9 of those years. I guess they didn't see it as a threat or god forbid..didn't want to spend their shareholders money correcting it. They were too complacent. Too dominant. Too many heads buried in the sand in telco executive offices.
Anyone see what I see? I see Mcd's losing their hamburger and fry business. After decades at it..and billions and billions served. It's happening right before our eyes.
What did AT&T do in the meantime? They just bought a lot more of that same kind of businesses. That's all they spent their time and money on the last couple of years. Talk about mismanagement. Their CEO might just as have been running Lehman brothers as bad as he's been at guiding this company.
Here's the real problem. Now they're in the very unenviable position of having such a massive task ahead of them that it's mind blowing. Jeesh..lets get Manhattan rewired.
No problemo. We'll have that done in 6 years. Let's try to take away the TV business from an industry so entrenched..so experienced..that even in the best of times that would be a monumental task. Let's spend 25 billion dollars if not more and try to rewire every street in every city and town in America...and have that done by..when?
10 or 20 years from now? And let's do it all while losing their main businesses..and even having their own new services cannibalize their old ones...adding to the demise.
And oh..wait..there's one more small thing.
Let's do it all while Comcast rolls out Docsis 3.0...
in 2 weeks to places like Washington and Oregon.
And to everywhere..by next year.
Anyone see a problem here?
Anyone see what I saw a couple years ago..and started writing about on this website?
I daresay..some are starting to see it now.
--
The Coyote captured the RR! Roadrunner Rick is now Comcastic! |
|
BigPete82
@qwest.net | Clever... while a lot of what you say is true, the telco's have wireless and cable doesn't. That's a pretty solid trump card for the future... |
|
dadkins
Can you do Blu?
Premium,MVM
join:2003-09-26
Hercules, CA
 ·Comcast
1 edit | said by BigPete82 :
Clever... while a lot of what you say is true, the telco's have wireless and cable doesn't. That's a pretty solid trump card for the future...
Wireless? As in Wireless Internet Service?
The article is about broadband.
With those killer 5GB caps, the telco's wireless is a non-issue.
--
Think outside the Fox... Opera |
|
BigPete82
@qwest.net
| Ever heard of LTE? Clearly, right now, wireless broadband is not yet able to compete directly with wireline networks, but 10-15 years into the future we will be seeing it. As far as caps go, cable has them too. So yeah, wireless is definitely a trump card for the future... Furthermore, FiOS penetration rates are already above 20% in only 4 years. In another four years we could see 30-35% penetration rates. Eventually, cable will have to string fiber all the way to the home as well... who the hell knows what AT&T is thinking. |
|
Whome
join:2005-10-10
Newbury Park, CA
| reply to Rick
Re: I almost think the bigger problem is..
While most of what you say is true, there is one point you missed entirely. In today’s economy people are choosing based on price, Using Verizon as an example, they lock you in for a year, throw a few beads at you so you will be happy and in most cases you are paying more than cable. They just do not get that during this economy pricing will win. OK so I will not have the possibility of 1080P for all my channels. That does not matter; most channels are not even sending a 1080P signal.
Telco’s needs to do the following:
1. Drop the contracts requirements
2. List prices and make them completive
3. Unbundle, landline is at the end of its lifecycle, let it die!!!
4. Show up on time, seven days a week |
|
Sammer
join:2005-12-22
Canonsburg, PA | reply to BigPete82
Why do you think Comcast, Time Warner Cable and Bright House invested in the New Clearwire and Cablevision has its own Wi-Fi? |
|
Sammer
join:2005-12-22
Canonsburg, PA
| reply to Rick
said by Rick  :they don't get it yet. They..being the telco's...management..some of their employees..shareholders..whomever. Even some of the posts around this website the last year or two have been nothing but complete denial. What did AT&T do in the meantime? They just bought a lot more of that same kind of businesses. That's all they spent their time and money on the last couple of years. Talk about mismanagement. Their CEO might just as have been running Lehman brothers as bad as he's been at guiding this company. Here's the real problem. Now they're in the very unenviable position of having such a massive task ahead of them that it's mind blowing. Considering how much short-sighted investors rewarded Big Ed before he retired why wouldn't he keep those acquisitions and mergers going? He was running an investment company rather than a telecom. |
|
BigPete82
@qwest.net
| reply to Sammer
"Invest in" is much different than "Own". New Clearwire will not be part of their core business strategy, mainly because they will have little control over it. Sprint and Clearwire will be calling the shots. They may be able to reap some monetary dividends, but nothing like the wireless divisions of AT&T and Verizon... |
|
dadkins
Can you do Blu?
Premium,MVM
join:2003-09-26
Hercules, CA
·Comcast
| reply to BigPete82
10-15 years? ROFL!
Do you realize how long 10 years is? 15 years?
Yeah, 5GB wireless cap is a total threat to the 250GB cap Comcast has. Sure!
FiOS, as I have stated, VZ will not overbuild into AT&T territory so many people will never get to see FiOS.
Whatever you say friend, whatever you say! 
--
Think outside the Fox... Opera |
|
en102
Canadian, eh?
join:2001-01-26
Valencia, CA
·RoadRunner Cable
 ·DSL EXTREME
1 edit | reply to Rick
said by Rick :Anyone see what I see? I see Mcd's losing their hamburger and fry business. After decades at it..and billions and billions served. It's happening right before our eyes. Umm... actually McD's and WalMart are some of the few businesses posting decent results (cost leader) - and the middle (Mervy's, Circuit City) all going broke. This round, even this high end (Saks 5th/Nordstrom) are technically hurting. During the recession, many give up the 'luxury' items such as VoD, DVR, 50Mbps service when they can save $100/month by using 6-10Mbps, and just plain HD or even... SD (OTA if you must get your fix).
quote:
McDonald's Press Release 11/10/2008
McDonald's Continues to Deliver - Global Comparable Sales Up 8.2% in October
McDonald’s October comparable sales increases by segment were as follows:
* U.S. up 5.3%
* Europe up 9.8%
* Asia/Pacific, Middle East and Africa up 11.5%
|
|
rody_44
Premium
join:2004-02-20
Quakertown, PA | reply to BigPete82
20 percent penetration rate. so 20 percent have either tv, phone or internet over fiber. a true 20 percent would be if they actually had 20 percent of a area with phone, internet and tv. thats no where near the case. or i dont think anyway. |
|
BigPete82
@qwest.net
| reply to dadkins
If we are talking about who has a more "future proof" strategy, 10-15 years is NOT that long. Yeah, its easier for cable companies to milk their copper in 2009, and they are taking more phone subscribers from the telco than the telco is taking video subscribers. Eventually, its all going to be an IP core and at that point Fiber to the Home and LTE broadband wireless will clearly be superior to cable's Fiber to the node strategy... whether or not you want to admit it, cable is eventually going to have to upgrade their networks... |
|
BigPete82
@qwest.net
| reply to rody_44
According to Verizon's quarterly press releases, over 20% of the homes they have passed with fiber subscribe to FiOS TV, and over 20% of the homes they have passed subscribe to FiOS Internet. Are those 20+% the same people? I don't know for a fact, but its quite likely that most of them are double play subscribers. Add that to the close to 50% market share (but eroding quickly) they have in POTS and a significant % of their customers are triple play and even quadruple play(wireless) subscribers. |
|
dadkins
Can you do Blu?
Premium,MVM
join:2003-09-26
Hercules, CA
·Comcast
| reply to BigPete82
Never said they wouldn't!
You need to realize, what was once "Unlimited" wireless is a shambles now.
LTE won't be any different.
ANY of the true wireless services will be severely limited and within 10 years, we may very well see the likes of comcast extend that last mile of fiber.
Wireless has a lot of issues that will need to be overcome before it will ever be a serious threat to any hardline service.
--
Think outside the Fox... Opera |
|
BigPete82
@qwest.net
| reply to Whome
Where I live you can chose between a 6 month Charter Cable contract (after which the prices almost double), or you can chose a 1 year FiOS contract with Verizon. At the end of the year, you can re-up your contract with Verizon at whatever their going promotion is. In other words, you can always get their promotion price. I just did that and actually SAVED about $10/mo with their newest promotion. With Charter, once your contract is up, you are stuck up shit creek without a paddle, no promotion price for you!
As far as bundling goes, with FiOS, you don't have to bundle your landline. There is a FiOS bundle that includes 20/5 internet and 102 HD channels (250 SD channels) for $79, no landline necessary. Multi Room DVR is $20 and additional set top box is $10. For my family, thats about as good a deal as you can find. With Charter, after my contract is up I am paying at least $130 for those two services... and the internet is only 12/2 and there are only 40 HD channels. |
|
AVonGauss
Premium,MVM
join:2007-11-01
Boynton Beach, FL
| reply to dadkins
said by dadkins :and within 10 years, we may very well see the likes of comcast extend that last mile of fiber. It'll be sooner or that or we'll be picking on them like we are AT&T...  |
|
fatmanskinny
Premium
join:2004-01-04
Wandering
 ·Comcast Digital Vo..
·Comcast
2 edits | reply to Rick
That was one helluva summary of the cable vs. telco experience. Kudos, a standing ovation, a round of applause, flowers thrown on the stage, et cetera!
In my years being on this site, I have never saw it put so straightforward. Thank you.
--
God saved me from myself! Thank you, Lord, in the Name of Jesus! |
|
fatmanskinny
Premium
join:2004-01-04
Wandering
·Comcast Digital Vo..
·Comcast
| reply to BigPete82
said by BigPete82 :
... who the hell knows what AT&T is thinking.
AT&T's U-Verse won't be able to hand Comcast their arse like Verizon FIOS is currently doing to Comcast in various parts of the country.
If Comcast really want to expand their footprint and be a bigger beast to reckon with, they would look at offering VOIP services via the internet. That way, they can compete with Vonage, Skype, Verizon VoiceWing (Verizon gets it and they are doing it!) and others.
--
God saved me from myself! Thank you, Lord, in the Name of Jesus! |
|
fatmanskinny
Premium
join:2004-01-04
Wandering
·Comcast Digital Vo..
·Comcast
| reply to Whome
said by Whome : Telco’s needs to do the following: 1. Drop the contracts requirements 2. List prices and make them completive 3. Unbundle, landline is at the end of its lifecycle, let it die!!! 4. Show up on time, seven days a week Add to that offer specials that rival cable internet offering. Uhm, you are not going to get me for $47.95 a month on a 6MB / 512k line when Comcast is bumping me up to 12MB / 2MB for $42.95.
--
God saved me from myself! Thank you, Lord, in the Name of Jesus! |
|
