I just got this in my Facebook feed, the link takes you to here:
https://watchcomm.net/flash-sale/
*From:*AF <af-boun...@af.afmug.com> *On Behalf Of *Steve Jones
*Sent:* Saturday, September 21, 2024 11:43 PM
*To:* AnimalFarm Microwave Users Group <af@af.afmug.com>
*Subject:* Re: [AFMUG] race to the bottom?
theyre offering 350 dollar invoice credit to new customers, they
could resell tmobile and clean others plates when they have all that
government money
On Sat, Sep 21, 2024 at 10:53 PM Ken Hohhof <khoh...@kwom.com> wrote:
I guess it helps to have both government money and private equity
money.
Watch has me confused, they originally announced they were
deploying Ericsson equipment, but then said their CAF deployments
in the Midwest would use Tarana G1. They show all these circles
of licensed availability on the national broadband map but I
can’t find any Tarana gear on towers by us. Are they waiting for
Tarana G2? Are they deploying the Ericsson stuff? Could they be
doing some joint deployment with DISH? The only Watch stuff I’ve
seen are their pretty new trucks. In the pretty truck
department, they’re eating my lunch.
They must be using some licensed spectrum other than CBRS because
they have no PALs in some counties where they claim licensed (not
LBR) and even if they were leasing someone else’s PALs the SAS is
not blocking any of those channels out for me.
*From:*AF <af-boun...@af.afmug.com> *On Behalf Of *Steve Jones
*Sent:* Saturday, September 21, 2024 10:08 PM
*To:* AnimalFarm Microwave Users Group <af@af.afmug.com>
*Subject:* Re: [AFMUG] race to the bottom?
the party is over ken.
FWA coffin nails are enroute. the likes of nextlink and watch are
going to push pretty much every FWA only operator out of the
market. Those with a sufficient fiber base may be able to
supplement their FWA service with that revenue, but over time the
lube just wont stroke the meat anymore.
And then Nexlink and Watch will jack those rates up
On Fri, Sep 20, 2024 at 9:01 AM Ken Hohhof <khoh...@kwom.com> wrote:
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.
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