Yep, when the race to the bottom ends as the free money runs out, the big players will dust off their Pac-Man suits and gobble
On Thu, Dec 11, 2025, 2:07 PM Adam Moffett <[email protected]> wrote: > I don't always speak Steve, but I knew what he meant. When I made a pole > attachment agreement with Frontier in NY State I had to list all of their > acquired companies as additional insured. The list was so long that our > insurance company had to print a special attachment to the form. It seems > like Frontier ate every rural ILEC who wanted to sell and Verizon ate all > the Baby Bells. We had semi-imaginary telco competition with CLECs, but > most of those are Lumen now. > > The big guys came along like Pac Man. Waka-waka-waka. Are there ghosts > in this analogy? Maybe the state and federal regulators? Big Telco avoids > them until they're in a position to eat them and send them running > temporarily back to their base. It's an imperfect analogy, but maybe > there's some truth in it. > > -Adam > > > ------------------------------ > *From:* AF <[email protected]> on behalf of Steve Jones < > [email protected]> > *Sent:* Wednesday, December 10, 2025 11:51 AM > *To:* AnimalFarm Microwave Users Group <[email protected]> > *Subject:* Re: [AFMUG] price war > > 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 > > On Tue, Dec 9, 2025 at 10:53 PM Ken Hohhof <[email protected]> wrote: > > 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? > > > > *From:* AF <[email protected]> *On Behalf Of *[email protected] > *Sent:* Tuesday, December 9, 2025 7:00 PM > *To:* 'AnimalFarm Microwave Users Group' <[email protected]> > *Subject:* Re: [AFMUG] price war > > > > 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. > > > > On Mon, Dec 8, 2025 at 10:07 PM Ken Hohhof <[email protected]> wrote: > > 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. > > -- > 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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