Interesting People mailing list archives

Re: Time Warner Cable CEO investor conference comments


From: David Farber <dave () farber net>
Date: Wed, 3 Jun 2009 05:16:06 -0400



Begin forwarded message:

From: vijay gill <vgill () vijaygill com>
Date: June 3, 2009 2:56:50 AM EDT
To: dave () farber net
Cc: ip <ip () v2 listbox com>
Subject: Re: [IP] Time Warner Cable CEO investor conference comments

Dr. Farber, for IP if you wish.
I wrote about this 'dumb pipe' syndrome today
http://vijaygill.wordpress.com/2009/06/02/climbing-up-the-value-chain/

to sum up:

  1. Stop being afraid of your own networks, take charge. This is not
rocket science.
  2. Hire the right people.
  3. Accept you cannot be all things to all people. No matter how
good you are, someone will come up with a better application that runs
over your pipe.
  4. Focus on getting cost out of the network, cut the organization
down (do you really need a director of test?). Automate everything, so
you can make a decent margin on the dumb pipe.
  5. Be faster (see #1). By definition, if you don’t own your own
network, you can’t react quickly.
  6. Partner with people, make your platform open so applications can
use your core strengths and work with you, as opposed to working
against you (hello VZ Wireless, how is that GPS lock going?)


/vijay

On Tue, Jun 2, 2009 at 3:16 AM, David Farber <dave () farber net> wrote:


Begin forwarded message:

From: Harold Ancell <hga () ancell-ent com>
Date: May 30, 2009 10:05:14 AM EDT
To: nnsquad () nnsquad org
Subject: [ NNSquad ] Time Warner Cable CEO investor conference comments

From dslreports.com:

http://www.dslreports.com/shownews/Time-Warner-Cable-Acknowledges-Debacle-102670

or http://tinyurl.com/lake3g

 Time Warner Cable Acknowledges 'Debacle'

 Though CEO says he still thinks metered billing will work...

 01:35PM Friday May 29 2009 by Karl Bode

 tags: business · bandwidth · Op/Ed · cable · RoadRunner Cable

 Speaking publicly on the issue for the first time since
 Time Warner Cable's PR disaster, CEO Glenn Britt admitted
 to attendees of a Sanford Berstein investor conference
 that efforts to hoist per-byte billing upon unwilling
 customers didn't uh, go very well....

Several interesting quotes, particularly this admission:

 Despite company claims, consumption-based pricing is aimed
 at monetizing the growing explosion in video delivery over
 the Internet, protecting TV revenues, and pleasing
 investors. "If, at an extreme, you could get all of the
 programming you get over cable for free on the Internet,
 over time people will stop buying (TV)," Britt told
 investors in a bit of candor that wasn't apparent in the
 company's communication with its customers.

                                       - Harold


 [ It should be clear by now to virtually everybody that the driving
  force behind bandwidth caps by ISPs who are also in the TV
  business is protection of their content channels.

  Other key grafs from the article:

       That would leave Time Warner Cable as just a dumb-pipe
        bandwidth provider -- and that's the deepest, darkest fear of
        any cable or phone company CEO. Carriers are terrified of a
        future where they just provide high quality cheap bandwidth
        and other companies make a killing from video, content, and
        communications services.

       When the company suspended the trials, they announced they'd
        release a usage meter for all customers. Like their DOCSIS
        3.0 launches, the monitoring tools have so far been a no
        show. We expect that Time Warner Cable is working on the
        presentation of a new metered billing plan this summer that
        they'll unveil this fall.

  -- Lauren Weinstein
     NNSquad Moderator ]




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