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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (9226)11/21/2000 7:52:12 AM
From: MikeM54321  Read Replies (3) of 12823
 
Re: ATT Broadband Additional Annual Revenues to Date

Thread- So in reality, let's see what T has done with broadband today:

Cable Telephony
400,000 customers x $15/month x 12 = $72,000,000 annual rev

Cable Modem
1,000,000 customers x $40/month x 12 months = $480,000,000 annual rev

Together
$72 mil + $480 mil = $552 million additional annual revenues

So a half a billion dollars a year increase in revenues over a cable plant that two years ago was generating zero incremental revenues. Add to that their added revenue stream from their new digital TV customers and it wouldn't surprise me if we are nearing the billion dollar mark. ALL this in really what is the first big year for cable telephony, cable modem, and digital TV rollouts*. Yeah right. I guess it's the end of the world for ATT as analysts point out. It's a dinosaur on it's way out.

IMO Armstrong is doing a decent job but needs more time to show multi-billion revenue increases. But the former Darth Vader of cablecos, John Malone is de-railing his plans big time. Hasn't Malone shown he would put together a cable plant with duct tape if it would increase his short term net worth. It's too bad he ended up being ATT's biggest shareholder and biggest headache. IMO he's the one behind the dumb idea of 'unbundling' Armstrong's vision of a bundled world by breaking up ATT into four companies. It's his attempt to increase his personal net worth at the sacrfice of longer term, more solid plans. -MikeM(From Florida)

*I'm guessing at the revenues from local telephony. And I'm assuming the CM revenues are all T's since it's only been their subsidiary, excite@home as the ISP. I believe the digital TV customers(of which I didn't have handy) is showing large take rates and additional revenues. But I don't know the facts on it yet.
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