I keep seeing complaints from operators talking about the woes of
Netflix breaking business models etc.

>From certain comments I've seen, many of you seem to be looking at
this wrong. No-one should ever have sold unlimited data. Unlimited
data pricing is like T1 or T3 pricing. You can't get unlimited
broadband for $50/mo. This was destined to fail from the beginning.

Anyone who couldn't see TV ever going over Internet lines was blind.
And we're only seeing the early beginnings of it. There's going to be
more and more HD stuff.

Netflix hasn't broken anything. People's service plans were already
broken. You were selling stuff you couldn't provide. You were
effectively selling T1 lines for $50/mo. Bandwidth usage was always
going to go up. Weather it's Netflix or something else. It was only
time before your business model would fail. We have had bandwidth
limits posted on our website since 2007.

http://g5i.net/internet.php

People are now starting to hit them. The limits are fairly high. We
have about 5 or 6 people out of 300 who are hitting them each month
now. We're going to start throttling to 256k when the cap is met. That
way they can still do general Internet stuff, without being able to
watch video. And they can call up and pay extra in 10Gb increments to
get their high speed back.

At the end of the day people, you are paid to provide an Internet
connection. Be that to Netflix or Hulu or be that just for email. Sell
something that you are able to provide.

Take advantage of the situation. I'm getting more and more people
signing up for my $80/mo package. That means more revenue so I can buy
more bandwidth. We're trying to accommodate online video as best we
can.

Don't get me wrong, the sudden leap in bandwidth usage has caught me
without enough bandwidth. But it hasn't broken my business model...
yet.

I have seen people talking about triple play. I don't think that's the
way forward. I think the cell companies are eventually going to have
to become dumb pipes, and sell just mobile broadband. People will use
VoIP instead of voice minutes.

Be a dumb pipe, and offer VoIP, also. Let people get their video
content from online providers. I think this is the way forward.

Thanks,
Roger


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