I don't know the specifics of the Charter bankruptcy, but I've been working in telecom long enough to know that most "traditional" service providers do have to take on massive amounts of long-term debt to build out their infrastructure. Buildout of wireline networks is very capital intensive, involves large long-term loans, and does have a lot longer ROI than say, a wireless AP (most independent wisps build their ROI around months rather than years). On the other hand, the infrastructure holds its value a lot longer (deployed cable HFC will be commercially viable a lot longer than the current generation of PTMP radios, deployed GPON FTTN even more so (all assuming some swapouts of gear at the CO / headend every few years).
Debt is necessary part of most telecom buildout, and lenders knowingly assume some of the risk in return for interest on their loans. The difference between Charter failing and other telco's / cable companies succeeding isn't "business model" per-se (they all have, at some level, the same business model) but is more likely the mundane issues that usually lead to business success or failure -- execution, etc... -Clint Ricker On Sat, Feb 14, 2009 at 6:17 PM, Marlon K. Schafer <o...@odessaoffice.com> wrote: > Wish I could just write off my debt and still be in business. > > This kind of thing is just wrong. > > Go so far in debt that there's no way out. Work off of a bad business > model. Then stick everyone else with the bill and walk away in a few years > totally in the clear. > > it's BS > marlon > > ----- Original Message ----- > From: "Mike Hammett" <wispawirel...@ics-il.net> > To: "WISPA General List" <wireless@wispa.org> > Sent: Friday, February 13, 2009 8:05 AM > Subject: Re: [WISPA] What does this mean to wisps? > > >> Probably nothing, other than Charter may be more nimble in the future >> without all of that burden. >> >> >> ----- >> Mike Hammett >> Intelligent Computing Solutions >> http://www.ics-il.com >> >> >> >> -------------------------------------------------- >> From: "George Rogato" <wi...@oregonfast.net> >> Sent: Friday, February 13, 2009 10:02 AM >> To: "WISPA General List" <wireless@wispa.org> >> Subject: [WISPA] What does this mean to wisps? >> >>> Charter is set to file bankruptcy protection on or before April 1 as >>> part of a financial restructuring to reduce its debt by $8bn. >>> >>> http://www.ft.com/cms/s/0/245062c2-f93d-11dd-90c1-000077b07658.html?referrer_id=yahoofinance&ft_ref=yahoo1&segid=03058&nclick_check=1 >>> >>> >>> >>> -------------------------------------------------------------------------------- >>> WISPA Wants You! Join today! >>> http://signup.wispa.org/ >>> -------------------------------------------------------------------------------- >>> >>> WISPA Wireless List: wireless@wispa.org >>> >>> 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: wireless@wispa.org >> >> 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: wireless@wispa.org > > Subscribe/Unsubscribe: > http://lists.wispa.org/mailman/listinfo/wireless > > Archives: http://lists.wispa.org/pipermail/wireless/ > -- Clint Ricker Kentnis Technologies 800.783.5753 -------------------------------------------------------------------------------- WISPA Wants You! Join today! http://signup.wispa.org/ -------------------------------------------------------------------------------- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
