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- (http: //www.satelliteguys.us/live-industry-news-feeds/62015-cable-overbuilders-stage-comeback-near-death.html)
As the biggest cable overbuilder and the 12th largest MSO in the U.S.,
RCN now boasts about 409,000 overall customers in its large urban
markets, which include Boston, New York City, Philadelphia, Washington,
D.C., Chicago, San Francisco and Los Angeles.
So if you cherry pick for where an overbuild makes sense, you get
409k subscribers. To compare, Comcast has 23 million subscribers
(video only, see http://www.cmcsk.com/releasedetail.cfm?ReleaseID=523403)
and in fact lost 275,000 _in the third quarter_ alone
(http://broadcastengineering.com/news/comcast-loses-subscribers-internet-takes-toll-20101101/).
Which brings us back to the argument at hand, the problem is a
combination of factors, regulatority (franchise issues), physical
(plant in ground, and cost) and money (no one will finance it), but
the net result is that even just adding one provider makes sense
in only the smallest fraction of the country. Allowing more folks
to put plant in the ground is simply not useful to getting real
compeition to the vast majority of American homes. We need to share
the plant that is already there....
--
Leo Bicknell - bicknell at ufp.org - CCIE 3440
PGP keys at http://www.ufp.org/~bicknell/
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