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Phil_Britt
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Phil_Britt,
User Rank: Light Sabre
9/23/2015 | 12:33:20 PM
Re: Deep thoughts
They've apparently gotten away from the "don't take no as an answer" upselling in customer service, but they still remind me of the old Lilly Tomlin skit: "We don't care, we don't have to, we're the phone company" (before AT&T breakup). Just substitute cable for phone.
KBode
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50%
KBode,
User Rank: Light Sabre
9/23/2015 | 12:23:32 PM
Re: Deep thoughts
They're desperately trying to turn that reputation around, but I've yet to see any meaningful upward ticks in any customer satisfaction surveys.
Phil_Britt
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50%
Phil_Britt,
User Rank: Light Sabre
9/23/2015 | 12:07:34 PM
Re: Deep thoughts
You're right about Comcast taking advantage. In too many places, there is no viable competition and satellite signals are iffy. My family (different locations) dealt with Comcast a few times. They basically ran wires where they wanted to (rather than where they would be out of sight), and had a philosophy of the customer is never right.
mendyk
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mendyk,
User Rank: Light Sabre
9/21/2015 | 12:19:56 PM
Re: Deep thoughts
Right -- the big transition -- or transformation, to use the obligatory term -- for broadband providers is to move away from the video bundle model, where margins are working their way to zero, to focus on delivering content-agnostic broadband service, where they get to keep the revenue. This is particularly true for the consumer market. The bundle won't be abandoned, but it will be marginalized.
KBode
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KBode,
User Rank: Light Sabre
9/21/2015 | 11:58:54 AM
Re: Deep thoughts
Meanwhile things are looking pretty rosy for them on the fixed-line broadband market as well. They operate in a ton of places where AT&T and Verizon are backing away from fixed-line, leaving them as either the only game in town, or up against somebody that has no interest in competing with them whatsoever. Comcast's plan is clearly to take advantage of these captive users with usage caps.
KBode
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50%
KBode,
User Rank: Light Sabre
9/21/2015 | 11:57:36 AM
Re: Sweating...
I think people have been absolutely begging for more flexible cable TV lineups and pricing for a decade, but it's pretty clear cable only plans to respond to this demand once cord cutting reaches critical mass.
mendyk
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mendyk,
User Rank: Light Sabre
9/21/2015 | 11:35:44 AM
Deep thoughts
Brian -- "Wireless wants to find a wire as fast as possible" is the key to this, and one that remains underappreciated. For mobile broadband to stand up to demand, the last mile really has to shrink down to the last 100 feet, which is why WiFi is back in the conversation. 5G might change that, but if usage growth continues at the current rate, getting to the wireline network in the shortest distance possible is still going to be needed. Wireline operators remain not only relevant but also essential in all this, only some of them are forgetting that. Oh, and welcome to LR -- it's been a while since our paths crossed briefly at EE Times.
Ariella
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Ariella,
User Rank: Light Sabre
9/21/2015 | 10:58:49 AM
Re: Sweating...
<At some point, these cable  giants will realize they can battle cord cutting through (*gasp*) actually lowering prices a little.> @Kbode now that would be radical. Do you think people could handle it?
KBode
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50%
KBode,
User Rank: Light Sabre
9/21/2015 | 10:23:32 AM
Sweating...
Of course he's not sweating. He plans to impose usage caps (or a $30 surcharge to avoid usage caps) in all territories to offset any lost video revenues.

At some point, these cable  giants will realize they can battle cord cutting through (*gasp*) actually lowering prices a little.
jabailo
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0%
jabailo,
User Rank: Light Sabre
9/20/2015 | 2:55:31 PM
Re: Future opportunities
The real question is when you decouple everything, what is the real value and what is the most competitive technology.

For example, nobody gets a cable subscription for the wires.  You get it for the TV shows.

Ok, so when you don't need a cable network for TV shows, then you're matching up network technology.  So, say you put Comcast's wires against CenturyLink's fibers.  Who wins?

You have to do a set of discrete match ups because OTT is the acid that eats away at the bundles.
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