One of their sales guy said he will supply us with DIA. No pricing yet. From: Dan P via AF Sent: Friday, September 20, 2024 12:48 PM To: AnimalFarm Microwave Users Group Cc: Dan P Subject: Re: [AFMUG] race to the bottom?
Good luck with that (getting a good price, in Utah atleast), Comcast business still refuses to do bursting ports. Their wholesale is nice and cheap but that’s limited to a few major markets (closest to Utah is Denver and LA) From: AF <[email protected]> On Behalf Of [email protected] Sent: Friday, September 20, 2024 12:41 PM To: AnimalFarm Microwave Users Group <[email protected]> Subject: Re: [AFMUG] race to the bottom? I am hoping I can get a reasonably priced DIA or dark fiber or transport via comcast for another rout out of here. Best Regards, Chuck McCown McCown Technology Corporation 8401 N Commerce Dr Lake Point, Utah 84074 801-250-9503 Office 435-830-4306 Cell www.mccowntech.com www.microtrench.pro www.terabitnetworks.com From: Jim Bouse [Brazos WiFi] Sent: Friday, September 20, 2024 12:28 PM To: AnimalFarm Microwave Users Group Subject: Re: [AFMUG] race to the bottom? Same here. The same town I mentioned has Comcast trucks all over it. They will be the 3rd fiber provider in town. Jim Bouse Brazos WiFi 979-999-7000 From: AF <[email protected]> On Behalf Of [email protected] Sent: Friday, September 20, 2024 10:29 AM To: AnimalFarm Microwave Users Group <[email protected]> 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 <[email protected]> On Behalf Of Ken Hohhof Sent: Friday, September 20, 2024 8:59 AM To: 'AnimalFarm Microwave Users Group' <[email protected]> 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 list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -------------------------------------------------------------------------------- -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com -------------------------------------------------------------------------------- -- AF mailing list [email protected] http://af.afmug.com/mailman/listinfo/af_af.afmug.com
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