| Near town has: Century Link fiber Beehive fiber Allwest fiber Xfinity fiber Rise Broadband 9 Stone Broadband Utah Broadband All the cellular providers Starlink So more than 10 options. For 30,000 oeople.
Sent from my iPhone
The ISP list is still growing now though. The town next to where
I live is served by 2 Coax providers, Xfinity and Astound.
AT&T with U-Verse over copper, Verizon built 80% of the town
with UWB on every 3rd street pole. T-Mobile is prevalent, AT&T
Wireless has neighborhood repeaters, LUMEN is currently building
FTTH, and EZFiber just started FTTH construction this week. And
there are still houses with Starlink. Those are all big
companies, LUMEN is a brand of T-Mobile Fiber. EZFiber I guess is
the smallest of the lot. Maybe Xfinity would buy Astound. But
doesn't seem like much merging with those companies, unless it's
something really big.
So they're all big companies going after the same customers.
On 12/10/2025 10:51 AM, Steve Jones
wrote:
smalls got gobbled up by the bigs. same with cable
companies. there are like 25 small ILECs in il vs like 355 ISPs.
in 10 years id be surprised if the ISP count is still 3 digits
Maybe
he’s referring to all the acquisitions and mergers.
Contel acquired hundreds of small telcos and was
itself acquired by GTE.
My
first apartment was in DesPlaines, IL and the phone
company was Centel. They were maybe acquired by
Sprint?
All of
the small ILECs made it. They are still there and
they are all still doing great. Rate of return
regulation is alive and well and makes it impossible
to go out of business. (Unless your mom too too
much Tylenol).
From: AF <[email protected]>
On Behalf Of Steve Jones
Sent: Tuesday, December 9, 2025 12:21 PM
To: AnimalFarm Microwave Users Group <[email protected]>
Subject: Re: [AFMUG] price war
Look at telephone
Internet is the new telephone
How many small telephone
operators made it
That is the exact future of
Internet
The exact same thing, only
faster.
Age related retirements
excluded, the majority of operators on this list
and the other ISP communities will not exist in 10
years. Consumer prices all went through the roof.
Anybody who thinks its going to go any other way,
I truly wish it wasnt meth youre smoking, you
should switch to cocaine while youre still
profitable so you can share with me. I dont get to
do cocaine since I became a growed up, but I will
put the offer on the table to do as much cocaine
as it requires with you to get you to recognize
the future.
Many of those who took the free
money on the builds wont be able to maintain,
particularly those who built tarana with it. The
small regions where two or three overbuilds exist
will eventually consolidate, competition requires
customers. Regional monopolies are still
monopolies. Monopolies always have the same
outcomes. Eventually the governments going to step
in to help the way they saved the consumer by
breaking up Ma Bell.
I dont know how big a cocoa
plant is, but if somebody could dwarf them, maybe
small scale cocaine production in the fiber huts
would be an option to subsidize the burdens, But
then your techs would be at risk of kinetic
strikes. but pretty much without cocaine adjuncts,
small operators are going to get edged out of the
game across the board.
I lost a customer
today to $30 AT&T 5G Home Internet.
Starlink has 100 Mbps at $40 with $0
equipment, and that is without competition
yet from Amazon Leo.
All the companies
looking to deploy BEAD fiber, I’m guessing
they are counting on around $55 for their
base tier, and something like 80% take
rate. But it looks like we are already
into a price war. Are they going to be
disappointed at the revenue?
We could say the
price war will end and prices will rise,
but how will that happen unless some of
the competitors drop out or consolidate?
In the case of the big 3 mobile carriers,
that’s not going to happen (although DISH
is probably a goner). They could become
less aggressive about FWA pricing though
if they use up all their excess 5G
capacity and don’t get more spectrum.
Yeah, right.
Convince me I’m
wrong.
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