[opendtv] Re: Does Netflix's Long-Term Potential Justify Its Stock Price? | Fox Business
- From: Craig Birkmaier <brewmastercraig@xxxxxxxxxx>
- To: opendtv@xxxxxxxxxxxxx
- Date: Tue, 08 Aug 2017 10:45:55 -0400
On Aug 7, 2017, at 7:44 PM, Manfredi, Albert E <albert.e.manfredi@xxxxxxxxxx>
wrote:
Craig Birkmaier wrote:
Fussing? What does that mean?
I mean, there is A LOT of research being conducted on 5G, massive MIMO, FBMC,
coverage at those high frequencies, and so on. All of this work is only
happening because there is a need for it, not because 4G is all we need.
Just as there was a need for 3G after 2G, and h.264 after MPEG-2.
Somebody out there is probably starting work on 6G.
Obviously this has NOTHING to do with the long term business prospects for
Netflix, which is what this article addressed. I will plead guilty for noting
the paragraph in the article that talked about fixed and wireless broadband
connections.
Garbage deleted...
That should give you an idea about what's at stake here.
I know exactly what is at stake here Bert.
Competition.
So, to deploy a system that actually CAN compete with cabled broadband, both
Google and Verizon have already explained to us, and you, that they will be
using their FTTH neighborhood infrastructures as backhaul network for their
new light pole-mounted cell towers. (Google calls it Google Fiber 2.0.) You
saw nothing to suggest that anything less would be adequate, right?
This is not even close to correct. FTTH is only deployed in a small number of
cities around the U.S. It is clear that it will be very easy to upgrade these
systems to fixed 5G wireless broadband.
But in most cities the backhaul that will be used is the fiber that has been
run to risers in neighborhoods to support the deployment of DSL, and/or the
fiber that has been run to cellular towers. Where there are gaps, more fiber
can be run, or point-to-point 5G connections can support the backhaul.
So again, it seems unwise to assume, as you have done way too many times,
that 5G will bring a big bonanza of new competition for home broadband
service.
It would be unwise to assume otherwise, as trials are already underway.
The only question is whether there will be robust competition for these
services, or if under TItle II the FCC will move to protect the ILECs creating
a broadband duopoly.
If they do need the neighborhood FTTH infrastructures for backhaul, just how
many wireless ISPs do you think have those installed in each neighborhood,
Craig? In our neighborhood, we have two - the same two that provide broadband
service now. Cox and Verizon. I've seen nothing to suggest that multiple
others will be digging up the neighborhood.
See above.
But there are many communities with additional options. Here in Gainesville the
public utility has a fiber ring network service large apartment complexes and
businesses. They could easily expand to fixed wireless to homes. In Ocala the
public utility ALREADY offer FTTH, and Century link competes with AT&T and Cox
for broadband customers.
And then there's Google.
You rush to the regulators to manage innovation, when they are the least likely
to deliver. Competition built the Internet as we know it, and it will bring
robust competition to broadband as well.
But you will not like what you see, as the future will still be about bundling
services, including voice, data and subscription services delivered via the
Internet.
But ultimately, who knows? As of now, we still need neutrality mandates. (In
case all of the above needed to be belabored.)
We disagree.
Regards
Craig
----------------------------------------------------------------------
You can UNSUBSCRIBE from the OpenDTV list in two ways:
- Using the UNSUBSCRIBE command in your user configuration settings at
FreeLists.org
- By sending a message to: opendtv-request@xxxxxxxxxxxxx with the word
unsubscribe in the subject line.
Other related posts:
