[LINK] Things to Do with 43 billion dollars - Was - Telstra vs NBN

[Tom Koltai]

-----Original Message-----
From: Scott Howard [mailto:scott at doc.net.au] 
Sent: Saturday, 16 April 2011 11:35 AM
To: Tom Koltai
Cc: link at mailman.anu.edu.au
Subject: Re: [LINK] Telstra vs NBN, Comcast Triple Play 105 Mb, Telstra
Wins again.


>On Fri, Apr 15, 2011 at 4:47 PM, Tom Koltai <tomk at unwired.com.au>
wrote:
>
>Article Headline: "Comcast Rolls Out 105 Mbps 'Extreme' Broadband
>Service"
>
>By comparison to the proposed NBN pricing, Comcast are charging a
dollar
>per month (retail) for every megabit of throughput... however as a
>triple play that includes cable as well.
>
>
>Of course it includes "cable" - it's Cable Internet.
>
>If you're trying to imply that it includes Cable TV or cable anything
else at that price, then you are mistaken.  
>It clearly says that the price is $105 "as part of Comcast's Triple
Play bundle", which means that you must also 
>subscribe (and pay for) Comcast TV and Comcast Voice (phone) services
in order to get that 
>price.  Without also paying for TV/Voice the price will be higher.
>
>And remember, given that this is the price for a home plan, it's still
limited to 250GB per month, 
>which is what, about an hours worth of downloads at 105Mbps?

Except the Telcos and Cable Companies just won a ruling against the FCC
that stated they could have different rules for 
their preferred customers. Therefore the 250 Gb limit doesn't apply for
cable (VOD) content.

Your focus on the download capacity is slightly irrelevant.
At non HD sizing, 250 GB equals 357 x 90 minute movies. (or 32142
minutes viewing content per month) which translates to 1055 viewing
minutes per day when the average American [it is claimed by the BEA and
I dispute it] only watches 4 hours and 11 minutes or 251 minutes per
day.

Your response will undoubtedly be that persons who have invested in HD
want HD quality at 6 Mb per second streaming rather than 700-1000 kbps.
My answer is that as the Tablets drop in price, the Average viewing
device of choice will alter dramatically the sizing of the videos wanted
by John Q. Citizen to about 350 MB in size (for Tablet HD - Standard
doesnt exist yet), so 250 GB is fine.

I was wrong about the 105 all inclusive, that price is, as Scott said
contingent on the other services being subscribed for and paid... 
Alone, the service is $199 per month which of course gives NBN resellers
a new price point... 
Comcast are claiming they can deliver this to 100 million homes 2015.

100 million times $199 per month... = $238,800,000,000 P.A. 
Their Market Cap is only $ 50,738,896,290.

Maybe the NBNCo should consider buying Comcast (at market), wait twelve
months and then take the 238 billion and build fibre to every rural
premises in Australia...

Or revisit the Telstra Cable exclusion by asking Telstra why they didn't
fully inform the Government of the Docsis 3 Technology enhancements that
were (at the  time already developed).


/body