The take rate on fiber overbuilding once is frightening enough, I can't imagine what it looks like with 3 fiber providers.
On Fri, Sep 20, 2024 at 1:30 PM Jim Bouse [Brazos WiFi] <j...@brazoswifi.com> wrote: > 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 <af-boun...@af.afmug.com> *On Behalf Of *ch...@go-mtc.com > *Sent:* Friday, September 20, 2024 10:29 AM > *To:* AnimalFarm Microwave Users Group <af@af.afmug.com> > *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 Hohhof > *Sent:* Friday, September 20, 2024 8:59 AM > *To:* '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 list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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