I vaguely recall a marketing class using the example of 2 hot dog stands on a busy beach in summer. Optimum would be for them to be at the 1/3 and 2/3 points, but instead they will locate right next to each other at the middle.Down the road will we see mergers and buyouts because there are too many choices? Like Sirius and XM, or now DirecTV and DISH? This town ain't big enough for the two of us?---- Original Message ----From: chuck@go-mtc.comSent: 9/20/2024 10:29:26 AMTo: "AnimalFarm Microwave Users Group" Subject: Re: [AFMUG] race to the bottom?
Comcast is overbuilding fiber with fiber here.? In semi rural areas.? ? ? ? From: Jim Bouse [Brazos WiFi] Sent: Friday, September 20, 2024 8:46 AM To: AnimalFarm Microwave Users Group Subject: Re: [AFMUG] race to the bottom? ? I?m pretty sure it?s burning other people?s money. Nextlink, for example is expanding their fixed wireless into a town nearby with 3 fiber providers.? WHY?! At best, they are going to get the 10-15% of the population that is ?never happy? and will end up spending so much time/money on truck rolls.I can kind-of understand overbuilding a town using fiber because that infrastructure lasts a LONG time.? Fixed wireless has a short life, comparatively. ? Jim Bouse Brazos WiFi 979-999-7000 ? From: AF <af-boun...@af.afmug.com> On Behalf Of Ken HohhofSent: Friday, September 20, 2024 8:59 AMTo: 'AnimalFarm Microwave Users Group' <af@af.afmug.com>Subject: [AFMUG] race to the bottom? ? I?m noticing some trends with the numbers for FWA that I can?t make sense out of. ? - monthly price is expected to be $30 to $50 - speed is expected to be 100M to 1G - equipment cost is around $1000 per sub for AP+CPE (if you have at least 50-100 subs per tower) - include a free router or mesh system - throw in freebies like streaming, gift cards, reimburse cancellation fees, etc. ? I understand with fiber you probably have high take rate and low churn, and eventually make that investment back.? But with FWA, it seems like there will always be churn, and expensive CPE either not returned or having to be refurbished and reinstalled.? New owner might instead go with 5G home Internet or Starlink or another WISP (people have lots of choices), or BEAD subsidized fiber and now you?ve probably lost that location permanently (unless you?re the one putting in the fiber). ? So is this a race to the bottom with other people?s money?? Or am I missing other revenue sources like ads, harvesting and selling data, bundled services? ? I get the same feeling as the early days of streaming when everybody was losing money to get market share, until the reckoning when they tried to turn a profit.? It also seemed that way in the 5G home Internet world with T-Mobile and Verizon offering promo pricing, then raising prices, but now they?re back to $30 and $50 prices. ? -- AF mailing listAF@af.afmug.comhttp://af.afmug.com/mailman/listinfo/af_af.afmug.com
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