FTTH ONT pricing (the unit on the house) keeps falling. They are about $400 now. You can put in fiber for $1-2/foot (if you have a clear ROW). The CO end is about $50K/terminal that is capable of serving thousands. I don't know what the pro-rata single fiber COT card is, but I think they are are around $2K/port with each port serving 32 on a PON. So, if the plowing is good and the ROWs are clear and free, you can probably get a customer installed (in a fairly dense surburban area) for less than $1500 each. Triple play for $100/month. And you have them for life. Of course this assumes you build it yourself and you already have a NOC and you already have access to and IPTV stream etc. But it is doable. There is a business case for building such a system. Main thing is to do it before the ILEC/RBOC does it.
----- Original Message ----- From: "Marlon K. Schafer" <[EMAIL PROTECTED]> To: "WISPA General List" <[email protected]> Sent: Tuesday, April 22, 2008 10:39 PM Subject: Re: [WISPA] Future > Well Mike, the way I see it is that the sky has been falling my entire > time > as an ISP (over a decade now). > > WiMax is still a joke in the market place. > > 3G is too slow and too expensive. > > 700 is not deployed in any level that matters and doesn't look like it > will > be any time soon. > > Cable is in trouble because they are dying under the load of the high end > users they they keep getting. They need all of the capacity they can come > up with for HDTV channels but broadband is taking up too much space on the > coax. They also JUST put in their networks. The big companies aren't > structured to reinvest in new hardware every few years. I'd say that they > will continue to grow and continue to piss off their base. I'm not > worried > about cable. > > As for AT&T and Verizon? People already hate the service and prices they > have, so far I can sell against them. > > Fiber is cool, I have FTTH customers. But man is it expensive! There's > just no way to ever make the investment back at today's pricing levels. > marlon > > ----- Original Message ----- > From: "Mike Hammett" <[EMAIL PROTECTED]> > To: "WISPA List" <[email protected]> > Sent: Sunday, April 20, 2008 5:44 PM > Subject: [WISPA] Future > > >> What do you see as the future of our industry over the next 5 years? >> >> AT&T is expanding U-Verse (will this be available outside of town?) >> Verizon is expanding FiOS (will this be available outside of town?) >> Cable will be using DOCSIS 3 >> 3G will gain more steam >> WiMAX will have larger and larger shares of the market >> 700 MHz will be in use possibly for data communications by the big guys >> >> >> My banker asked me, so I figured I'd see what other's opinions are. >> >> My thought is that the big guys mentioned above will continue to avoid >> the >> niche that we currently serve and we'll be able to provide better >> services >> with more spectrum (5.4 GHz, additional 2.5 GHz, 3.6 GHz, possibly TV >> white spaces) and WiMAX. >> >> >> ---------- >> Mike Hammett >> Intelligent Computing Solutions >> http://www.ics-il.com >> >> >> >> -------------------------------------------------------------------------------- >> WISPA Wants You! Join today! >> http://signup.wispa.org/ >> -------------------------------------------------------------------------------- >> >> WISPA Wireless List: [email protected] >> >> Subscribe/Unsubscribe: >> http://lists.wispa.org/mailman/listinfo/wireless >> >> Archives: http://lists.wispa.org/pipermail/wireless/ > > > > -------------------------------------------------------------------------------- > WISPA Wants You! Join today! > http://signup.wispa.org/ > -------------------------------------------------------------------------------- > > WISPA Wireless List: [email protected] > > Subscribe/Unsubscribe: > http://lists.wispa.org/mailman/listinfo/wireless > > Archives: http://lists.wispa.org/pipermail/wireless/ > -------------------------------------------------------------------------------- WISPA Wants You! Join today! http://signup.wispa.org/ -------------------------------------------------------------------------------- WISPA Wireless List: [email protected] Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
