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thebulk
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thebulk,
User Rank: Light Sabre
7/31/2014 | 3:06:34 PM
Re: The rubber hits the road
FakeMitch, I see your point, but I am still skeptical. 
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/31/2014 | 2:48:31 PM
Re: The rubber hits the road
thebulk - Simple regulations are better than complicated ones. The more complicated the regulation, the more susceptible it is to being thwarted by megabilliondollar companies with teams of high-priced lawyers. 

Separating pipes from service has the virtue of being nice and simple. Net neutrality proposals sound simple on the surface, but they get hairy the more they think about them. 
SachinEE
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SachinEE,
User Rank: Light Sabre
7/31/2014 | 6:23:41 AM
Logic
Who wouldn't want to be 3.2 million dollars less in debt? Its just amazing how the thought process behind this was move came about, the move not only reduces losses but enables the company to move forward with broadband expansion and additional services, I hope it's a move that will be followed by the rest because no doubt, its going to be very successful.
SachinEE
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SachinEE,
User Rank: Light Sabre
7/31/2014 | 6:14:53 AM
Why Windstream Has A Promising Future
This move by Windstream has quite a lot of benefits to both he members who act as executives, the employees and the customers who get their services from this company. The inventors get to get the shares from both the telecom and the windstream company which is very profitable to them. Customers will be able to get fast and efficient services as they will be quick service respond. The customers also are able to quickly access broadband. The windstream company certainly has a promising future seeing what telcom has been able to achieve over time.
mendyk
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mendyk,
User Rank: Light Sabre
7/30/2014 | 8:50:02 AM
Re: Magic
If the aggregate share prices of the two separate entities is greater than the original share price used to be, then mission accomplished. If not, then this is a fail from the corporate perspective. Remember when Ziff spun out Key3 Media? Same principle here. Let's hope for Windstream's sake the result is different
thebulk
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thebulk,
User Rank: Light Sabre
7/30/2014 | 5:28:59 AM
Re: The rubber hits the road
Is it really a possible solution or just a work around to Net Neutrality? I am skeptical... 
brooks7
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brooks7,
User Rank: Light Sabre
7/29/2014 | 9:13:29 PM
Re: Magic
Marc,

It goes something like this....

Would you rather own an access network - which is NOT the pipes Mitch - or would you rather be RingCentral (as an example)?

The access network is an asset that is a depreciating physical plant that needs maintenance and upgrade.  It is a low to no growth business at best, a declining one more likely.  The good news is that its hard to replicate so won't have a lot of competition.  So possible cash flow, but not a rising share price.  On top of that, the note of people leasing the network is pretty funny.  Companies can already do that through UNE-L.  Why would they start now?

The services business has a lot of potential growth but a lot of competitors.  If you really want to be a Cloud Company, you should plan to have a solution that gets connected over the Public IP network.  If you are connected to data centers over Public IP networks, then essentially all bandwidth is created equal and is a commodity.  There are Enterprise Apps that need different connectivity, but things like Salesforce.com work quite nicely without owning a single customer network or requiring a VPN.

I have put forth for a long time that network providers have no advantage in building Cloud Apps and this is why.  It is not clear to me that integrating 3rd party products (like RingCentral) is a great model.  The SW development houses (Amazon, Google, IBM, Microsoft, Salesforce) are doing a LOT better than the deployment houses.  But for no plant, you can be in the voice business by buying a VoIP switch.  Rent some Data Center Space and poof you are Vonage.

seven
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/29/2014 | 8:55:25 PM
Re: The rubber hits the road
This kind of thing is a potential solution to the net neutrality problem -- one company owns the pipes, other companies provide the service. 
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/29/2014 | 8:53:09 PM
Re: Magic
If you stick feathers on a dog and call it a falcon, will it fly?

Don't think you're trying that on my dog, buster. 
MarkC73
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MarkC73,
User Rank: Light Sabre
7/29/2014 | 7:18:41 PM
Re: Magic
I'm not sure if I'm on the camp of 2 halves are greater than a whole.  I guess I'll dig deeper in what the restructuring really means to both sides, or just wait and see what happens.  Because I don't really see the difference between 'tenants' of tomorrow and wholesale customers of today.  Financially, not burdening the two sides, smells of spin off opprotunity to me.
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