Re: [WISPA] This is HUGE!

2006-06-15 Thread Marlon K. Schafer (509) 982-2181
1:35 PM Subject: RE: [WISPA] This is HUGE! 30% of what number Charles? How many WISPs said they have over 1,000 CPE. I can only think of about 20 with that high a number. I'd like to be able to toss around a better number if it can be substantiated, even anecdotally and unscientifically like

Re: [WISPA] This is HUGE!

2006-06-13 Thread David E. Smith
Patrick Leary wrote: Indeed, and the Pew study is very credible, well circulated on the Hill, and used frequently as source material for other briefings and other reports. Just because something is widely circulated among influential people doesn't make it correct. I do firmly believe

Re: [WISPA] This is HUGE!

2006-06-05 Thread Marlon K. Schafer (509) 982-2181
/cam - Original Message - From: John Scrivner To: wireless@wispa.org Sent: Tuesday, May 30, 2006 9:35 AM Subject: [WISPA] This is HUGE! Check this out from the Pew report. It appears that fixed wireless is much bigger than what even I thought. According

Re: [WISPA] This is HUGE!

2006-05-31 Thread George Rogato
Mark Nash wrote: I have a spreadsheet that I've developed that gives me 5 years of projected monthly costs/revenue/running costs/running revenue/cost per subscriber/debt paydown. It summarizes to 5-year pl, 5-year debt, 5-year business value (1xannual), 5-year resale value (business

Re: [WISPA] This is HUGE!

2006-05-31 Thread Matt Liotta
Tom DeReggi wrote: Matt, used an example of Vonage, that did not show profits. But if that were the case with all investments VCs would not be in business. A certain percentage of them do very well and are very profitable. Thats what VCs are banking on. Some will be highly profitable. A

Re: [WISPA] This is HUGE!

2006-05-31 Thread Matt Liotta
Mark Koskenmaki wrote: If the FCC had not thrown the 911 monkeywrench into it, I'd have found a way to roll my own VOIP service and we'd have been selling it at only a slight markup, just to be an added value to my broadband. The 911 thing is just a barrier to entry that for most markets is

Re: [WISPA] This is HUGE!

2006-05-31 Thread Pete Davis
Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE! Profit is irrelevant for an early stage growth company. -Matt Peter R. wrote

Re: [WISPA] This is HUGE!

2006-05-31 Thread Tom DeReggi
- Original Message - From: Pete Davis [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Cc: [EMAIL PROTECTED] Sent: Wednesday, May 31, 2006 12:19 AM Subject: Re: [WISPA] This is HUGE! Here is an example of a ROI period ending. I put in a $500/mo T1 and rent a $100/mo tower space. My

Re: [WISPA] This is HUGE!

2006-05-31 Thread Tom DeReggi
Broadband - Original Message - From: Travis Johnson [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, May 31, 2006 1:09 AM Subject: Re: [WISPA] This is HUGE! Hi, I think that's the #1 mistake that small or startup operators make: Time is money, so don't waste

Re: [WISPA] This is HUGE!

2006-05-31 Thread Peter R.
Actually, Cbeyond originally only sold one product. A dynamic T1. Basically, one product offering to a specific target market. Focused. - Peter Patrick Leary wrote: Any operator with some decent residential mix would be drooling to have a $100 ARPU Matt. No matter what technology is being

[WISPA] This is HUGE!

2006-05-30 Thread John Scrivner
Check this out from the Pew report. It appears that fixed wireless is much bigger than what even I thought. According to this report 8% of all broadband connections in the US are delivered via fixed broadband wireless. That means you guys! Woo Hoo! Scriv -- WISPA Wireless List:

Re: [WISPA] This is HUGE!

2006-05-30 Thread George Rogato
Patrick Leary wrote: You are right John, that is huge. As you and I have agreed, the old reported numbers many of us suspected were low due to A) the form 477 only used to require operators to file if they had 250 or more subs, which meant most WISPs did not have to file so their numbers were

Re: [WISPA] This is HUGE!

2006-05-30 Thread David E. Smith
John Scrivner wrote: Check this out from the Pew report. It appears that fixed wireless is much bigger than what even I thought. According to this report 8% of all broadband connections in the US are delivered via fixed broadband wireless. Ouch. That study looks to be horribly

RE: [WISPA] This is HUGE!

2006-05-30 Thread JohnnyO
PROTECTED] On Behalf Of David E. Smith Sent: Tuesday, May 30, 2006 2:27 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! John Scrivner wrote: Check this out from the Pew report. It appears that fixed wireless is much bigger than what even I thought. According to this report 8% of all

Re: [WISPA] This is HUGE!

2006-05-30 Thread Jack Unger
Hopefully, the 8% (6,000,000) figure includes ONLY end-users who use wireless broadband to get to/from their home and NOT the end-users who have a copper/fiber-based (cable/telco) broadband connection to their home and then use a Wi-Fi router/access point that provides the final 50-ft

RE: [WISPA] This is HUGE!

2006-05-30 Thread Charles Wu
: [WISPA] This is HUGE! Hopefully, the 8% (6,000,000) figure includes ONLY end-users who use wireless broadband to get to/from their home and NOT the end-users who have a copper/fiber-based (cable/telco) broadband connection to their home and then use a Wi-Fi router/access point that provides

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 1:34 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Some interesting statistics -- 30% of the WISPs who attended our last WiNOG claimed on their surveys they had been in the wireless business for more than

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
] Sent: Tuesday, May 30, 2006 11:46 AM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Hopefully, the 8% (6,000,000) figure includes ONLY end-users who use wireless broadband to get to/from their home and NOT the end-users who have a copper/fiber-based (cable/telco) broadband connection

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
c: 760.580.0080 Vonage: 650.641.1243 -Original Message- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 1:34 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Some interesting statistics -- 30% of the WISPs who attended our last WiNOG claimed

RE: [WISPA] This is HUGE!

2006-05-30 Thread Charles Wu
Sent: Tuesday, May 30, 2006 3:35 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Patrick -Original Message- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 1:34 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Some interesting

RE: [WISPA] This is HUGE!

2006-05-30 Thread Charles Wu
-Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Patrick Leary Sent: Tuesday, May 30, 2006 3:44 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Charles said - P.S. - I heard a rumor that the current UL market leader, Motorola Canopy sold close to $100

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
... --- CWLab Technology Architects http://www.cwlab.com -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Patrick Leary Sent: Tuesday, May 30, 2006 3:35 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Patrick

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
with about 10k CPE. - Patrick -Original Message- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 2:31 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! 30% of what number Charles? At the last show, 500+ attended representing about 350ish operators

Re: [WISPA] This is HUGE!

2006-05-30 Thread Peter R.
Because number of subs is the measuring stick. Revenue is more important; but profit is the most important. Not many can speak to profit, so they measure in subs. - Peter Matt Liotta wrote: Not sure why the number of customers is even important when the quality of customers can vary so

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
Profit is irrelevant for an early stage growth company. -Matt Peter R. wrote: Because number of subs is the measuring stick. Revenue is more important; but profit is the most important. Not many can speak to profit, so they measure in subs. - Peter Matt Liotta wrote: Not sure why the

Re: [WISPA] This is HUGE!

2006-05-30 Thread Dawn DiPietro
All, Unfortunately as Peter pointed out in a previous conversation about this most broadband consumers do not even know what they have for a connection. We won't even talk about the difference between the technologies used. As quoted from the report; Although speed matters for broadband

Re: [WISPA] This is HUGE!

2006-05-30 Thread John Scrivner
The point is we have a well known, if not largely credible source, who has just released a report that says we (Fixed Wireless Broadband Providers) are serving the broadband needs of approximately 8% of US home users. We obviously have been completely ignored in other reports and surveys so

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
Message- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 2:45 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! snip Probably close to true, though I believe a bit on the high side. We probably sold around $80M in UL last year out of our $195M total since our UL

Re: [WISPA] This is HUGE!

2006-05-30 Thread Dawn DiPietro
Scriv, It is absolutely a step in the right direction considering all the other recent reports lump WISP's in with Satellite. Regards, Dawn DiPietro John Scrivner wrote: The point is we have a well known, if not largely credible source, who has just released a report that says we (Fixed

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
: [WISPA] This is HUGE! Because number of subs is the measuring stick. Revenue is more important; but profit is the most important. Not many can speak to profit, so they measure in subs. - Peter Matt Liotta wrote: Not sure why the number of customers is even important when the quality

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
[mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 3:31 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! The point is we have a well known, if not largely credible source, who has just released a report that says we (Fixed Wireless Broadband Providers) are serving the broadband

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
' Subject: RE: [WISPA] This is HUGE! Patrick -Original Message- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 1:34 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Some interesting statistics -- 30% of the WISPs who attended our last WiNOG claimed

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
I stand corrected, fair enough Matt, but wow. That's pretty rich monthly rates and an especially rich ARPU. Patrick -Original Message- From: Matt Liotta [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 3:56 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Again

RE: [WISPA] This is HUGE!

2006-05-30 Thread Brad Belton
models and all are successful. Best, Brad -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Patrick Leary Sent: Tuesday, May 30, 2006 6:15 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! I stand corrected, fair enough Matt, but wow. That's

Re: [WISPA] This is HUGE!

2006-05-30 Thread Sam Tetherow
: [WISPA] This is HUGE! Not sure why the number of customers is even important when the quality of customers can vary so wildly. I run into WISPs regularly whose ARPU is barely above $100. At 1000 customers an ARPU of $100 is only $1.2M per year. That's a lot of radios and a lot of customers

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
: Re: [WISPA] This is HUGE! Not sure why the number of customers is even important when the quality of customers can vary so wildly. I run into WISPs regularly whose ARPU is barely above $100. At 1000 customers an ARPU of $100 is only $1.2M per year. That's a lot of radios and a lot of customers

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
' Subject: RE: [WISPA] This is HUGE! Patrick -Original Message- From: Charles Wu [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 1:34 PM To: 'WISPA General List' Subject: RE: [WISPA] This is HUGE! Some interesting statistics -- 30% of the WISPs who attended our last WiNOG claimed

RE: [WISPA] This is HUGE!

2006-05-30 Thread Rick Smith
: Tuesday, May 30, 2006 9:04 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Our APRU is currently at $669 and we have been raising that each quarter. The difference between us and CBeyond is that we don't pay any ILEC to delivery our service. Oh, and we don't have 17,000 customers... yet

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Larsen - Lists
, May 30, 2006 3:56 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Again, pointing to CBeyonds numbers it is clear that their average customer is not buying big TDM pipes or fiber-based services. Their starting package is $495 per month, which is just a single T1, while their next

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
@wispa.org Sent: Tuesday, May 30, 2006 12:35 PM Subject: [WISPA] This is HUGE! Check this out from the Pew report. It appears that fixed wireless is much bigger than what even I thought. According to this report 8% of all broadband connections in the US are delivered via fixed broadband

Re: [WISPA] This is HUGE!

2006-05-30 Thread Dylan Oliver
On 5/30/06, Patrick Leary [EMAIL PROTECTED] wrote: You are right about our having some folks going back years. Maybe thelongest example would Jason's Midcoast in Maine. Midcoast goes back at leastto 1997. In addition to those, we have a pretty good crop of more recent operators that have moved

Re: [WISPA] This is HUGE!

2006-05-30 Thread Sam Tetherow
Liotta [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 2:52 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Not sure why the number of customers is even important when the quality of customers can vary so wildly. I run into WISPs regularly whose ARPU is barely above $100

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 2:52 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Not sure why the number of customers is even important when the quality of customers can vary so wildly. I run into WISPs regularly whose ARPU is barely above $100. At 1000 customers

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
- Original Message - From: Peter R. [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:12 PM Subject: Re: [WISPA] This is HUGE! Because number of subs is the measuring stick. Revenue is more important; but profit is the most important. Not many can speak

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE! Profit is irrelevant for an early stage growth company

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
@wispa.org Sent: Tuesday, May 30, 2006 6:31 PM Subject: Re: [WISPA] This is HUGE! The point is we have a well known, if not largely credible source, who has just released a report that says we (Fixed Wireless Broadband Providers) are serving the broadband needs of approximately 8% of US home users. We

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:39 PM Subject: Re: [WISPA] This is HUGE! Scriv, It is absolutely a step in the right direction considering all the other recent reports lump WISP's in with Satellite. Regards, Dawn DiPietro John Scrivner wrote

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 9:03 PM Subject: Re: [WISPA] This is HUGE! Our APRU is currently at $669 and we have been raising that each quarter. The difference between us

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
proven track record. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
: [WISPA] This is HUGE! Our APRU is currently at $669 and we have been raising that each quarter. The difference between us and CBeyond is that we don't pay any ILEC to delivery our service. Oh, and we don't have 17,000 customers... yet! BTW, our sales team has found it easier to sell $1000

Re: [WISPA] This is HUGE!

2006-05-30 Thread Travis Johnson
record. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE! Profit is irrelevant

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 10:48 PM Subject: Re: [WISPA] This is HUGE! You make a logical point, but the market seems

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
: Tuesday, May 30, 2006 10:48 PM Subject: Re: [WISPA] This is HUGE! You make a logical point, but the market seems to disagree. Take the recent Vonage IPO as an example. By all accounts the IPO was a disaster. They offered their shares at $17 and it is now trading $13. From the financials

Re: [WISPA] This is HUGE!

2006-05-30 Thread Matt Liotta
] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 10:48 PM Subject: Re: [WISPA] This is HUGE! You make a logical point, but the market seems to disagree. Take the recent Vonage IPO as an example. By all accounts the IPO was a disaster. They offered their shares at $17

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Travis Johnson [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 10:54 PM Subject: Re: [WISPA] This is HUGE! Tom, There is no such thing

Re: [WISPA] This is HUGE!

2006-05-30 Thread Tom DeReggi
[EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 11:22 PM Subject: Re: [WISPA] This is HUGE! As I stated, In 2005, they acquired 870,000 new customers, which even if they had acquired for free they still wouldn't represent enough revenue to pay

RE: [WISPA] This is HUGE!

2006-05-30 Thread Patrick Leary
By the way folks, this is a great and meaningful thread on an important topic. Patrick -Original Message- From: Tom DeReggi [mailto:[EMAIL PROTECTED] Sent: Tuesday, May 30, 2006 8:13 PM To: WISPA General List Subject: Re: [WISPA] This is HUGE! Yes but Vonage is also a poor example

Re: [WISPA] This is HUGE!

2006-05-30 Thread Pete Davis
PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE! Profit is irrelevant for an early stage growth company. -Matt Peter R. wrote: Because number of subs is the measuring stick. Revenue is more important

Re: [WISPA] This is HUGE!

2006-05-30 Thread Mark Koskenmaki
! - - Original Message - From: Patrick Leary [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Tuesday, May 30, 2006 3:14 PM Subject: RE: [WISPA] This is HUGE! Any operator with some decent

Re: [WISPA] This is HUGE!

2006-05-30 Thread Mark Koskenmaki
! - - Original Message - From: Brad Belton [EMAIL PROTECTED] To: 'WISPA General List' wireless@wispa.org Sent: Tuesday, May 30, 2006 4:56 PM Subject: RE: [WISPA] This is HUGE! No, not really. Our average RMC is similar to CBeyond, but the big difference is how much we keep of that RMC

Re: [WISPA] This is HUGE!

2006-05-30 Thread John Scrivner
! (That reminds me...where is that 5.4 GHz band!) :-) Scriv Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: John Scrivner [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:31 PM Subject: Re: [WISPA

Re: [WISPA] This is HUGE!

2006-05-30 Thread Travis Johnson
on current years proven track record. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE

Re: [WISPA] This is HUGE!

2006-05-30 Thread Mark Nash
Street Junction City, OR 97448 http://www.uwol.net 541-998- 541-998-5599 fax - Original Message - From: Mark Koskenmaki [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 9:34 PM Subject: Re: [WISPA] This is HUGE! Interesting. My highest priced

Re: [WISPA] This is HUGE!

2006-05-30 Thread George Rogato
proven track record. Tom DeReggi RapidDSL Wireless, Inc IntAirNet- Fixed Wireless Broadband - Original Message - From: Matt Liotta [EMAIL PROTECTED] To: [EMAIL PROTECTED]; WISPA General List wireless@wispa.org Sent: Tuesday, May 30, 2006 6:19 PM Subject: Re: [WISPA] This is HUGE! Profit