Is the fiber aerial or buried?If buried, I assume each ran their own duct and
handholes?---- Original Message ----From: "Jan-GAMs" Sent: 9/22/2024 7:39:28
PMTo: af@af.afmug.comSubject: Re: [AFMUG] race to the bottom?
I would like to see some plate cleaning especially in the
video-streaming whackos.? There's a bunch of shows I used to love
to watch and can't because some other service sucked it up.? I'm
real sick of being charged for shit I'll never watch too.? Comcast
charges for fox and espn even if you don't subscribe for it.? Do
you think that's criminal behavior?? It kind of sounds like
double-billing, already paying for but have to add it to the video
package and pay more just to watch?.? Hey in our rural area we
have 4 fiber/cable companies: zipply, spectrum, beacon, DFN plus a
wisp.
On 9/22/24 15:21, Ken Hohhof wrote:
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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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