Author Topic: Net Neutrality  (Read 8098 times)

LC

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Re: Net Neutrality
« Reply #20 on: December 11, 2017, 12:02:54 PM »
But do you think, if Net Neutrality is removed, will that be good for the old-style telcos like AT &T, Verizone and CenturyLink customers business?

I think yes, they own the landlines and they can rule more free their operative business.

I am not sure I am understanding your question

Will it be good for Verizon? I think so.

Will it be good for Verizon's customers? I don't think so.
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Valuehalla

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Re: Net Neutrality
« Reply #21 on: December 11, 2017, 12:56:41 PM »
I mean if the repeal of NN it is positiv for the old traditional companies companies? Will the have higher profits? (They have a consumer and an enterprise business segment)

Especially i am interested in an opinion on AT&T, Verizon, and CenturyLink


PS I used word "customer" first instead of the correct word "consumer"
« Last Edit: December 11, 2017, 06:05:01 PM by Valuehalla »
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rukawa

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Re: Net Neutrality
« Reply #22 on: December 11, 2017, 02:36:11 PM »
I mean if the repeal of NN it is positiv for the old traditional companies companies? Will the have higher profits? (They have a customer and an enterprise business segment)

Especially i am interested in an opinion on AT&T, Verizon, and CenturyLink

I don't think it will result in higher profits. The thing with net neutrality is that consumers like it and the only way to make money from its removal is too annoy consumers. But if you do that, they either switch services or get the government to intervene. So for instance Verizon could ban Youtube for any person that isn't part of the higher tier of service...that might make them some money because people would be forced to use Verizon's shitty services. But if they did that consumers would get really pissed and either switch from Verizon or ask government to intervene.

So far the way this plays out currently is that you will have more trouble loading youtube or bittorrent won't work properly...all that does is piss people off. I'm pretty sure that when youtube has trouble loading on Verizon's networks, people don't say to themselves...well I should pay for Verizon's streaming service...they just think...fuck verizon. I just don't see how that will make Verizon money.

So really it doesn't help them much.
« Last Edit: December 11, 2017, 02:38:45 PM by rukawa »

Valuehalla

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Re: Net Neutrality
« Reply #23 on: December 11, 2017, 04:55:07 PM »
History shows the owner of a bridge can charge a toll. The more liberal the environment, the higher the toll. I expect in some way it will work to do higher profits.
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LC

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Re: Net Neutrality
« Reply #24 on: December 12, 2017, 11:56:30 AM »
Rukawa, I pretty much completely disagree. Most people can't switch providers. Asking the govt to intervene doesn't work. Hundreds of thousands asked not to appeal net neutrality. And it still got repealed.

My guess is the largest providers will extract the most cash out of this, but the smaller providers will still be able to twoist the knife a bit.
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Valuehalla

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Re: Net Neutrality
« Reply #25 on: December 14, 2017, 07:16:26 AM »
Maybe all of you look on this net neutrality subject to much focused on consumers. I think the enterprise side is more relavant. Imagine nets like Level 3 (now Centurylink): they are in interaction with many other enterprises, especially telcos and they have not even 1 consumer as customer. Whole Centurylink has just 30 % revenue with consumers. I think for sure in the end the consumer will pay more, but he will not feel directly addressed by measures the owners of the nets will have taken.

Nobody eating a more expansive Burger in Mc Donalds is thinking about a priceincrease caused of a "meat-cartel" in the background.

Anyone has an opinion on the results of repealing Net Neutrality esepially to Centurylink (incl. Level 3 Com) ?
« Last Edit: December 14, 2017, 07:30:13 AM by Valuehalla »
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Jurgis

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LC

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Re: Net Neutrality
« Reply #27 on: January 01, 2018, 12:15:26 PM »

https://motherboard.vice.com/en_us/article/zmqmkw/comcast-net-neutrality-investment-tax-cut

Comcast announced it's spending $10 billion annually on infrastructure upgrades, which is the same amount it spent before net neutrality repeal.
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rukawa

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Re: Net Neutrality
« Reply #28 on: January 01, 2018, 03:41:17 PM »
So LC, Jurgis are you guys investing in telecom stocks like Verizon?

LC

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Re: Net Neutrality
« Reply #29 on: January 01, 2018, 03:53:14 PM »
I don't yet, but I think they are interesting. Comcast/Verizon have been on my brainstorm list for a few months since the net neutrality discussion started up. One thing I don't know is how the "backbone" companies will behave. Can level 3 start charging comcast/verizon for their traffic along the "backbone"?

I'd probably hedge my bet by purchasing a company with significant consumer and 'backbone' business.

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