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more on more on U.S. broadband A-OK MUST READ
From: David Farber <dave () farber net>
Date: Tue, 11 Jan 2005 15:06:43 -0500
------ Forwarded Message From: Carl Malamud <carl () media org> Organization: Memory Palace Press Date: Tue, 11 Jan 2005 12:00:49 -0800 (PST) To: <dave () farber net> Cc: Ip <ip () v2 listbox com> Subject: Re: [IP] more on more on U.S. broadband A-OK MUST READ Hi - I agree with David Young's analysis 100% looking backwards. There is no doubt that unmetered local calls made a huge difference. And, I agree that people are price sensitive. The average cable bill, for example, is $40 according to the FCC. As David points out, dial-up Internet bills hover around that mark as well. And, the average cell phone bill is $49.91 according to the U.S. Census. But the distribution is becoming increasingly bimodal. Many people pay $20/month for their Internet access, and that balances the $80/month broadband people, a not inconsiderable population these days at 12 million people in the U.S. in Q3/2004. What's going to be interesting looking forward is what happens when Comcast decides to go for market share big-time and start offering $40 or $20 unlimited access. $40/month for unlimited dial-up was a great deal in the 1990's, and continues to be a nice service. But, as China, Japan, Korea, and many others are showing us, it may not be the business model going forward. Regards, Carl ------------------------------------- You are subscribed as interesting-people () lists elistx com To manage your subscription, go to http://v2.listbox.com/member/?listname=ip Archives at: http://www.interesting-people.org/archives/interesting-people/
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