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mendyk
mendyk
1/25/2017 | 3:33:22 PM
Re: Go90
Seven -- Exactly right, and this is why an industry that should be humming along on the road to nice steady profits for many years to come has instead developed a massive inferiority complex that threatens its existence. Yes, prices per bit are falling, but the number of bits will only grow massively as long as we can keep the mushroom clouds at bay.
brooks7
brooks7
1/25/2017 | 3:25:01 PM
Re: Go90
Dennis/Karl,

I would argue that if the Service Providers could provide incremental profit growth and NOT innovate their shareholders would be happy.  The SPs, and us here because of what we hear from them, have a bias on how this needs to happen.  In this case, it is to grow the value of a bit per second.  I would argue that this has been attempted for at least 15 years and not gone anywhere.  I would also argue that they should focus on their core (delivering broadband) and helping services that drive consumption.  Try to dump about 1/2 of their white collar staff and simplify the network.  Top line grows with consumption and it is compounded on the bottom line by lowering costs.

To expect a management team to build massive, reliable networks and then operate like South of Market Software startups is just not sane.  They drive themselves crazy with all kinds of ideas that don't come to fruition.  They would be better off with investment arms to help services that will consume bandwidth to grow.  Unfortunately, they have this viewpoint that partnerships work best when they have their hands around your neck.  They treat customers and vendors that way, so nobody partners with them.  Why would they?  They don't get that Google (Youtube) and Netflix are some of the best things to happen to them.

That is what needs to get fixed.

seven

 
mendyk
mendyk
1/25/2017 | 2:55:27 PM
Re: Go90
Right -- this is more a disruption (or lack thereof) of a revenue model. It's the kind of idea that executives come up with when they are pressured to "do something" while making sure not to harm what already exists. This would be less of an issue if network operators focused on their core business -- delivery of broadband connectivity -- but that wouldn't sit well with stockholders who want something more.
KBode
KBode
1/25/2017 | 2:41:07 PM
Re: Go90
Depends what you want, I suppose. If you honestly want them competing with existing streaming providers, some amount of disruption on pricing and innovative presentation is necessary. But again I think it comes down to the fact that they don't really want to offer TOO compelling a product or they'd cannibalize the existing cable roster.

A lot of these services from ISPs seem largely designed to make it APPEAR they're being innovative so potential cord trimmers or cutters remain in house. 

Also I don't really see disruption as synonymous with unreliable in this context, but I agree reliability is a priority. 
brooks7
brooks7
1/25/2017 | 2:27:30 PM
Re: Go90
And I would actually argue that we don't want them disrupting.  What we want SP's for is being reliable.  Disruption often means experimental...

seven

 
KBode
KBode
1/25/2017 | 12:00:27 PM
Re: Go90
Yeah I think the fear of cannibalizing existing, traditional TV is just too great, so execs always put the axe to any aspects of such services that actually are disruptive...seems to happen several times a year...

I think you're right. It's about claiming you're being disruptive and hoping nobody notices. Doesn't work out. 

Granted Verizon still will make plenty of money on location and other user data. 
mendyk
mendyk
1/25/2017 | 11:54:37 AM
Re: Go90
Not only are such services not built for disruption, they are created to prevent disruption. As in, "Let's come up with something that the kids will like but that doesn't threaten our core business." The usual result is lukewarm water.
KBode
KBode
1/25/2017 | 11:28:14 AM
Go90
I think most people could see those Go90 troubles coming from a few miles away. They're not built for disruption. I know these giant telecom companies think they can just turn a switch, throw a few billion at the problem and become the next Netflix, but it doesn't seem to work that way in practice.
mendyk
mendyk
1/24/2017 | 2:47:20 PM
PR is a lovely language
In the end, we are all duplicative resources.


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