duopoly

The Future of Bell DSL

January 27, 2011

AT&T announced that they "nearly" hit 3 million U-Verse TV customers. In comparison, Bell added 2.8M new wireless customers in the 4th quarter and sold 4.1 million iPhonesï»¿. Bell has 95M wireless subscribers. [see PDF].

Posted in Internet, apps, broadband, cableco, cellular, cloud computing, duopoly, email, fiber, telco, wireless, wireline

What's It Take to be a VoIP Winner?

December 13, 2010

What does it take to run a successful VoIP services company? According to Report Linker, "the biggest VoIP providers are ostensibly run-of-the-mill telecom companies. This means smaller providers must innovate and take the role of pioneers whose marketing strategy doesn't rely only on offering the lowest price, since that's a game they can't win."

Lowest price is about scale.

Posted in CLEC, Marketing, PBX, cableco, cloud computing, communications, duopoly, hosted uc, saas, smb, technology, telecommunications, unified communications, voip

Broadband Numbers Fall

December 13, 2010

Broadband deployment numbers will fall. Why? The FCC has re-defined broadband as 4MB x 1MB and most DSL and 2.5G/3G do not provide that kind of real bandwidth. In the FCC report titled "Internet Access Services: Status as of December 31, 2009," 68% of connections in the US advertised as "broadband" can't really be considered as such because they fall below the agency's most recent minimum requirements." Oops!

Posted in FCC, Internet, bandwidth, broadband, cableco, duopoly

FCC and Net Neutrality

December 3, 2010

There's been some buzz this week about the FCC's Internet Policy. We have a couple of problems in America right now: not enough broadband competition and not enough broadband. Without competition, the monopoly ISP doesn't have to build out (see Embarq in Hardee County, FL for an example). Without competition, prices are inflated.

Posted in FCC, ISP, Internet, broadband, duopoly, economy, politics

Comcast Making Waves

November 29, 2010

Big peering fight between Comcast and Level3.

"On November 19, 2010, Comcast informed Level 3 that, for the first time, it will demand a recurring fee from Level 3 to transmit Internet online movies and other content to Comcast’s customers who request such content. By taking this action, Comcast is effectively putting up a toll booth at the borders of its broadband Internet access network, enabling it to unilaterally decide how much to charge for content which competes with its own cable TV and Xfinity delivered content. This action by Comcast threatens the open Internet and is a clear abuse of the dominant control that Comcast exerts in broadband access markets as the nation’s largest cable provider." Level3 is calling this a video surcharge So L3 is pulling out the Net Neutrality card.

Posted in IPTV, ISP, Internet, bandwidth, broadband, cableco, duopoly, politics, video

ROA and Moore

October 11, 2010

A new metric for Wall Street is Return on Assets. A company spends money on infrastructure, equipment, etc. (Assets) to produce goods or deliver service. Recently, I have been reading where the return on assets is decreasing sharply (and has been for some time).

Posted in cellular, duopoly, economy, technology

Wasted Ad Dollars

October 11, 2010

So we have television ads running constantly from auto insurance carriers. State Farm, GIECO and Progressive are running massive ad campaigns that I have seen on TV shows, the NFL, web, and direct mail.

It's basically become too annoying. How can they all be cheapest?

Posted in Marketing, cableco, duopoly, economy, telco, telecommunications

3 Reasons I Get a Rash from my Industry

August 23, 2010

Actually, I don't get a rash from the Industry but from a large portion of the people in my Industry.

There are so many changes happening right now - every where. Our Industry is experiencing so many factors: declining prices, hyper-competition, anti-competitive actions, forbearance, Net Neutrality, and so much more.

Agents are locked in their business model and don't want to step outside the comfort zone.

Posted in CLEC, FCC, Internet, PBX, agents, bandwidth, broadband, cableco, cellular, channel, cloud computing, duopoly, fiber, mpls, sales and selling, telco, telecommunications, training, voip, wireless, wireline

Debt and Finances

August 16, 2010

I'll readily admit that I am not a financial wizard. I am risk adverse and think that playing the stock market is like a casino (the deck is stacked against you). Then I read The Big Short by Michael Lewis and I was amazed that most of the Players on The Street don't know more than me, except they know when the rats are bailing a ship, so they can too.

That being said, I wonder how we have developed such an over leveraged Industry.

Posted in cableco, duopoly, economy, telco

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