[101839] in North American Network Operators' Group
RE: An Attempt at Economically Rational Pricing: Time Warner Trial
daemon@ATHENA.MIT.EDU (Rod Beck)
Sat Jan 19 09:55:20 2008
Date: Sat, 19 Jan 2008 14:47:33 -0000
From: "Rod Beck" <Rod.Beck@hiberniaatlantic.com>
To: "David Conrad" <drc@virtualized.org>,
"Scott McGrath" <mcgrath@fas.harvard.edu>
Cc: "North American Network Operators Group" <nanog@merit.edu>
Errors-To: owner-nanog@merit.edu
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Because the industry needs to attract capital, which is difficult when =
the payback period on capital expenditures continunes to climb and hence =
the rate of return continues to fall.=20
The incumbents love to talk about what a great quarter they had selling =
DSL. But very few (if any) will disclose a profit and loss or cash flow =
statement for their broadband services. The incumbents provide very =
little visibility and one reason might be the underlying picture is =
UGLY.=20
Regards,=20
Roderick S. Beck
Director of European Sales
Hibernia Atlantic
1, Passage du Chantier, 75012 Paris
http://www.hiberniaatlantic.com
Wireless: 1-212-444-8829.=20
Landline: 33-1-4346-3209.
French Wireless: 33-6-14-33-48-97.
AOL Messenger: GlobalBandwidth
rod.beck@hiberniaatlantic.com
rodbeck@erols.com
``Unthinking respect for authority is the greatest enemy of truth.'' =
Albert Einstein.=20
-----Original Message-----
From: owner-nanog@merit.edu on behalf of David Conrad
Sent: Fri 1/18/2008 11:06 PM
To: Scott McGrath
Cc: North American Network Operators Group
Subject: Re: An Attempt at Economically Rational Pricing: Time Warner =
Trial
=20
On Jan 18, 2008, at 2:00 PM, Scott McGrath wrote:
> Why does the industry as a whole keep trying to drag us back to the =20
> old days of Prodigy, CompuServe, AOL and really high rates per =20
> minute of access.
Because they want to make more money and not be a provider of a =20
commodity (see: NGN)?
Regards,
-drc
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<P><FONT SIZE=3D2>Because the industry needs to attract capital, which =
is difficult when the payback period on capital expenditures continunes =
to climb and hence the rate of return continues to fall.<BR>
<BR>
The incumbents love to talk about what a great quarter they had selling =
DSL. But very few (if any) will disclose a profit and loss or cash flow =
statement for their broadband services. The incumbents provide very =
little visibility and one reason might be the underlying picture is =
UGLY.<BR>
<BR>
Regards,<BR>
<BR>
Roderick S. Beck<BR>
Director of European Sales<BR>
Hibernia Atlantic<BR>
1, Passage du Chantier, 75012 Paris<BR>
<A =
HREF=3D"http://www.hiberniaatlantic.com">http://www.hiberniaatlantic.com<=
/A><BR>
Wireless: 1-212-444-8829.<BR>
Landline: 33-1-4346-3209.<BR>
French Wireless: 33-6-14-33-48-97.<BR>
AOL Messenger: GlobalBandwidth<BR>
rod.beck@hiberniaatlantic.com<BR>
rodbeck@erols.com<BR>
``Unthinking respect for authority is the greatest enemy of truth.'' =
Albert Einstein.<BR>
<BR>
<BR>
<BR>
-----Original Message-----<BR>
From: owner-nanog@merit.edu on behalf of David Conrad<BR>
Sent: Fri 1/18/2008 11:06 PM<BR>
To: Scott McGrath<BR>
Cc: North American Network Operators Group<BR>
Subject: Re: An Attempt at Economically Rational Pricing: Time Warner =
Trial<BR>
<BR>
<BR>
On Jan 18, 2008, at 2:00 PM, Scott McGrath wrote:<BR>
> Why does the industry as a whole keep trying to drag us back to =
the <BR>
> old days of Prodigy, CompuServe, AOL and really high rates =
per <BR>
> minute of access.<BR>
<BR>
Because they want to make more money and not be a provider of =
a <BR>
commodity (see: NGN)?<BR>
<BR>
Regards,<BR>
-drc<BR>
<BR>
<BR>
</FONT>
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