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Verizon Communications Inc. Message Board

smalls_62 711 posts  |  Last Activity: 19 hours ago Member since: Nov 10, 2009
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  • smalls_62 smalls_62 19 hours ago Flag

    Yet you're such a genius you spelled his name wrong four times in one posting. If you are going to dog the guy for not being as wise as most believe then spell his name correctly! I'm not a spelling or grammar #$%$ but you are too funny.

  • smalls_62 smalls_62 Sep 26, 2014 11:48 AM Flag

    You need fiber backbone/infrastructure to keep the weight off of the spectrum load. Wifi is key item to keep the network load down as mobile TV comes to roost. G.fast is huge cost savings to deploy big bandwidth jump and the majors will be utilizing it to keep the likes of new fiber entrants out of their fixed line markets. T has been taking major heat from the likes startups to public utilities to Google deploying fiber. G.fast benefits incumbent last leg copper owners capex budgets. G.fast good for both telecom AND cable deployment means cable can reposition as an ultra high speed ISP with a tack on TV bundle. Margin will be as an ISP and shrinking margins on TV leg because of the numerous new TV bundlers coming to town.

    Therefore believe AT&T buying DTV is one major $68B abortion in the wings. Video delivery over satellite will suffer major pains as their pricing model gets pounded. I'm VERY interested in VZ's new OTT service as I may look to unload my Dish subscription.

    My final take on fiber optic position, a key synergy to have in place to avoid paying someone else a mother lode for data backhaul and bring down congestion on spectrum as mobile video/data increases. Some of AT&T's announced fiber builds in Carolinas have targeted something like 100 free wifi hotzones they are targeting.

  • smalls_62 smalls_62 Sep 26, 2014 10:10 AM Flag

    Can't find the article but VZ's CEO commented AT&T and Sprint also have the assets capable of going OTT but left TMUS off the list. He sees a major shift coming to pay TV market with the millennial cord cutters leading the charge.

    Hence, there is a ton of cash flow tail risk in buying a satellite TV bundler when the pay TV market is beginning a massive shift with additional streaming video platforms becoming available to more consumers.

  • smalls_62 smalls_62 Sep 25, 2014 6:38 PM Flag

    If VZ wouldn't want Dish then there is little reason for Son to want Dish. I agree with teamrep's analysis. Strange things happen so it is wise to assign some kind of low level possibility.

    Mr Whig, why would you think there has been a secret handshake? A sound reason for Son to get in bed with Dish with all of the cash flow tail risk as more and more pay TV bundlers hit the market which brings down pricing models. JMO, satellite TV business model is about to be an AOL rerun when dial up was kicked in the head by DSL. G.fast bringing 1 gbps ISPs an infrastructure at 20 cents on the dollar of full fiber-to-the-home.

  • smalls_62 smalls_62 Sep 25, 2014 12:04 PM Flag

    You are incorrect. Came here looking for possible reasons for the DTV since nothing was adding up and got attacked. Now just teat for tat banter since few will even discuss it. Jwaltz is the first in at least a month here to have a serious conversation about IP TV outlook. Meanwhile you talk political and racial trash occasionally on the mb. Who is sick?

  • Reply to

    Cable, Telcos, and Broadcasting companies !

    by jwaltz234 Sep 25, 2014 12:13 AM
    smalls_62 smalls_62 Sep 25, 2014 11:35 AM Flag

    There will be expense but not that expensive. Figures bounce around but one of the studies I read a month or two ago reflected an average cost per home was running near the $3K figure. Reports among players has been falling fiber costs however. Industry reports of 80% of cost is replacing the copper from your curb to inside where the hardware installation by a tech person coming into your home. If you read up on G.fast you will find the unit within the home from the initial stages has an emphasis on the final product being a homeowner friendly install.

    The cable/telecom company indeed may need to install additional fiber run if the cabinet/node isn't within 200m of the home to utilize G.fast. Given the cost of an entire new fiber network is 20% to get fiber to you back alley/curb then G.fast is going to be a large game changer. Some of that 20% cost has already been incurred with part of backbone already in place. Believe the only thing I could find on the web is T's average distance is an undisclosed range of 2,000 to 3,000 ft (+600m)for the existing fiber infrastructure. Recall something as of recent that T was extending their fiber infrastructure to be FTTC. Coincidence? I think not.

  • smalls_62 smalls_62 Sep 25, 2014 10:32 AM Flag

    AOL rerun. I came here asking question behind the DTV motive and was attacked almost from the onset. The only reason provided by Stephenson was to avoid bandwidth consumption....coming from the guy who said ten years ago who will ever need more than 24 mbps. LOL

  • Reply to

    Cable, Telcos, and Broadcasting companies !

    by jwaltz234 Sep 25, 2014 12:13 AM
    smalls_62 smalls_62 Sep 25, 2014 10:29 AM Flag

    It is already happening but the uptake (migration) is slow because of sufficient bandwidth to consumers. Do you want to watch your sports programming with lag/pixilation/load problems? Once proper internet bandwidth is provided to the consumer then the real migration to IP TV begins. G.fast allows for ISPs to bring 1 gbps speeds over existing copper at 20% of the cost to install full fiber.

    A piece back in April by some reviewing the best streaming live sports bundle: Roku, Amazon Fire TV, Google Chromecast, and Apple TV: Which Is Best for Sports Fans?

    Right now the competition isn't as heavy but that will change as we see common announcements of cable companies turning speeds up and new fiber being laid to customers by a good many ISPs. The barrier to entry is just striking deals to bundle a content producer's goods.

  • smalls_62 smalls_62 Sep 25, 2014 10:05 AM Flag

    Still sound reasoning and my points have been proven out as the dollar strengthens and the Fed has tapered. IF any U.S. based company buys VOD I will look hard at retaining a long term position but at this point it will depend on management should we get to that point. On the other hand, now looking at a DTV purchase at $68B vs. VZ, there is no doubt VZ is the better long term position between the two.

    LOL Even if you weren't a manure stain spoofer I wouldn't waste the time digging through your old posts like you have mine. I don't hide between multiple IDs so I can vote multiple thumbs down. Fool.

  • Reply to

    Spike!

    by razzledazzle5050 Sep 23, 2014 12:19 PM
    smalls_62 smalls_62 Sep 25, 2014 7:57 AM Flag

    Believe she left her long time position with that investment house for a private gig. Would have to look to be certain.

  • Reply to

    Cable and Satellite are going nowhere

    by smalls_62_spamalert Sep 24, 2014 10:28 PM
    smalls_62 smalls_62 Sep 24, 2014 11:59 PM Flag

    Content providers won't be holding the cards with IP TV. The holder of cards will be the ultra high speed ISP from cable to telecoms to LTE-A mobile carriers (VZ, T and Sprint in U.S.). The TV repackager field gets flooded as the barrier to entry crashes with +100 mbps ISPs. The barrier to entry will no longer be in a repackager owning the delivery pipe, it is going to be as an ultra high ISP delivery platform while the packaging position becomes free choice to the consumer among many possible players. AOL rerun? Yep.

    Alcatel-Lucent is among a long list of developers in G.fast. It isn't just Alcatel-Lucent. You really are a fool.

  • Reply to

    Smalls_62 recap

    by smalls_62_spamalert Sep 24, 2014 4:50 PM
    smalls_62 smalls_62 Sep 24, 2014 7:33 PM Flag

    If you had read Bill's initial comment you would know differently. You have good cell coverage in most parts of the U.S. IF you are with VZ or T. Sprint and TMUS different story but still good CELL coverage in many parts. If you are complaining about 2G vs 3G vs 4G then different story. Go back to the drawing board. Cell phone penetration/adoption wouldn't be so strong if there was no coverage you fool.

    Really are missing the point. The trend to use solar power is BEGINNING to fill that void and why I called it a problem because until these cheap solar panels began creeping into off grid locations there was a problem for users having a charged phone. Doesn't matter if a tower using alternative power means to provide cell service if you can't charge your phone without traveling by motorcycle or such 20 miles in any direction. That was my POINT. Personal solar panels are becoming available as a source for recharge. Only going to increase the number of subscribers for cell phone companies in Africa and India. Do some reading before you post dumb statements redjon. You're as badly uninformed as Bill....maybe you are Bill.

    Being informed and telling T shareholders how ignorant your company is by crawling into bed at the cost of $68B with a company going the way of AOL isn't going to win popularity votes. There isn't any proof in a popularity contest. The proof is when G.fast brings sufficient IP bandwidth and wrecks the pay TV barrier to entry. Then the business model of satellite TV crumbles.

  • Reply to

    Smalls_62 recap

    by smalls_62_spamalert Sep 24, 2014 4:50 PM
    smalls_62 smalls_62 Sep 24, 2014 5:43 PM Flag

    LOL I commented analysts are often a lagging indicator. Few will step out from the rest of the herd.

  • Reply to

    smalls - Question for you

    by mr_dinky_dot_bomb Sep 24, 2014 12:36 PM
    smalls_62 smalls_62 Sep 24, 2014 5:29 PM Flag

    Annoying only because you don't like to read that AT&T is buying a $68B mistake in DTV. [chortle]

  • Reply to

    G.Fast vs. Satellite technologies !

    by jwaltz234 Sep 23, 2014 10:12 AM
    smalls_62 smalls_62 Sep 24, 2014 5:23 PM Flag

    First OEM models to roll out early 2015 but the BIG VOLUME production hits in 2016. The standards were completed earlier than expected. ITU issued final standards in early April which weren't expected until EOY'14 but was fast tracked. Expect a standards tweak for G.fast by end of 2014 kind of like an update version for software you get on your computer. It will be called G.9700 but end of year it will be G.9701. As OEMs work their prototypes into commercial models they will bring some odds and ends to make this update to the ITU to be incorporated. The race is on among manufacturers to bring this game changer technology to the market.

    G.fast 2020 VISION is a good read.

  • Reply to

    Smalls_62 recap

    by smalls_62_spamalert Sep 24, 2014 4:50 PM
    smalls_62 smalls_62 Sep 24, 2014 5:08 PM Flag

    Not completely useless. AOL still has dial up customers in remote, rural areas but is a mere fraction of what it once was when Time Warner crawled in bed with AOL. I already quoted that G.fast will see the time of day. Alcatel-Lucent confirmed yesterday G.fast standard has a confirmed 2 gbps or 1 gbps simultaneous up/download at 70 meters. In other quoted pieces: VOLUME commercial models to be on market BY 2016. Early models to hit early 2015. Broadband forum indicates the industry has not yet realized the impact of G.fast coming to market.

    Defections will come at the hands of IP TV bundlers. G.fast is just the catalyst that will bring sufficient bandwidth to the large populations. Do just a pinch of reading and you will know otherwise. Stick your head in the sand and make lame attempts to attack me or get educated.

    VOD value is not as strongly related to impact of G.fast as a satellite TV bundler. VOD is installing full fiber in many markets as it has the capex ability as it positions as an ultra fast ISP with a tack on low cost(and margin) TV package. The point of G.fast on this message board is its impact on a new pipe able to provide MANY, MANY new pay TV bundlers a delivery pipe. All those new low margin bundlers coming into the market. G.fast is for last leg copper telecoms who want to install 1 gbps internet service at 20 cents on the dollar cost of fiber. They can then more affordably upgrade from the curb into the home as the copper slowly degrades over decades. G.fast simply makes for a lot easier capex budget in deploying ultra high speed internet. G.fast is coming and there are a lot of big names involved in it just as I've already quoted one in Alcatel-Lucent. It will be successful when the cost savings is that large. Time will prove such.

    That's right. I'm not Nige but maybe you should read up on G.fast so you don't make yourself look like a 3rd grader too.

  • Reply to

    Spike!

    by razzledazzle5050 Sep 23, 2014 12:19 PM
    smalls_62 smalls_62 Sep 24, 2014 4:31 PM Flag

    That may be correct. You don't assign growth multiples to cash holdings. Who knows. Nothing but rumors still.

  • Reply to

    smalls - Question for you

    by mr_dinky_dot_bomb Sep 24, 2014 12:36 PM
    smalls_62 smalls_62 Sep 24, 2014 4:16 PM Flag

    No I did not. Previous posters made a crack that cell phone expansion wasn't possible in India/Africa because of the lack of electrical infrastructure. Bill even went as far as making a crack about India lacking electrical codes causing locals to overload capacity. Then I posted that a vast number of the cell towers in India and Africa are ran off diesel or renewable energy coupled with fuel cells to provide the needed power to run the tower.
    ...
    smalls_62 • Aug 24, 2014 10:36 PM Remove
    1 users liked this posts users disliked this posts 3
    Reply
    Mad because you didn't realize towers in Africa and India were ran on diesel as well as renewable energy because of an unreliable electric grid? Instead of saying thank you for the education you call me names. Now for your two premise tha streaming TV requires a laptop being fired up. Ever heard of a smart TV? It's built into most of the new TVs as well as the general trend to 4k UHD to utilize increasing capabilities.

    Hey, AOL isn't gone. It's still here. It just has a ton of competition forcing it to price to competition as well as AOL not being the top delivery technology. Pay TV isn't going away but there is a ton of new competition that craters margins. IP TV coming hard and heavy the next few years
    ...
    smalls_62 • Aug 23, 2014 12:19 AM Remove
    1 users liked this posts users disliked this posts 7
    Reply
    Check out cell phone penetration in Kenya and keep laughing. Then read African Huts Far From the Grid Glow With Renewable Power. Same in India.

    Sure cell companies have some issues but cell coverage is not the real issue, it is individuals having close proximity recharging. Do some homework. Many solar towers now powered by diesel in remote areas are being converted to solar or in some cases wind. India govt is in a major push right now to convert rural cell towers to renewable energy push. One report has by 2015 India having 80,000 sites running renewable energy source. Some mi...

    Go snort your coffee!

  • smalls_62 smalls_62 Sep 24, 2014 4:08 PM Flag

    No you don't IF the fiber leg is already within the neighborhood. Good up to 200 meters but better at 100m. G.fast uses final leg copper and is the tool to AVOID digging up last leg copper. Get educated.

  • Reply to

    Spike!

    by razzledazzle5050 Sep 23, 2014 12:19 PM
    smalls_62 smalls_62 Sep 24, 2014 12:47 PM Flag

    Nige, See your posting across the pond on occasion. Think this case is just like the VZ deal last year. The prospectus of a deal occurring has been in the rumor mill for so long now that many bigs in the market have grown numb to the rumors. Ol' Bienenstock laughed at the VZ Wireless sale rumors because those rumors had been in the pipe for so long yet she was proven wrong a few months later. T buying the VOD stub has hit the rumor mill for a year and a half now. Going to be a large degree of numbness to any reports at this point unless it is T or VOD making an official release. Time will tell if there is fire behind this smoke.

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