A couple quick things:

(1) You don't necessarily have them for life. People can change to DISH and a wireless provider and do VoIP over that. Especially if they can save $5/month, a lot of people will change. DISH is $35/month for decent programming. Wireless is another $40/month and VoIP can be had for $20/month.

(2) It looks good with those numbers, but realistically you have costs way above just the install. On a $100/month customer how much gross profit do you actually make after buying bandwidth, transport, TV channels, VoIP service, etc. I really have no idea, so I am asking. Do you make $20 gross? $1,500 / $20 = 75 months breakeven and this doesn't include support costs, etc.

Travis
Microserv

Chuck McCown wrote:
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" <wireless@wispa.org>
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" <wireless@wispa.org>
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



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