Verizon Communications Inc. (VZ)
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- All Comments on VZ
- General Discussion on VZ
- Analyzing Verizon's FiOS Bet [view article]
- Cable is Cornering the Broadband Market [view article]
- Dow 30 Trading Ranges [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- 3G iPhone and Verizon, AT&T Earnings [view article]
- Dow 30 Performance Since 7/15 [view article]
- Jim Cramer's 10 Predictions for 2008 [view article]
- Qwest: Verizon Wireless Migration Going Well [view article]
- $120 Oil's Struggle with the Dow Industrials [view article]
- Cable Has the Edge Over Telcos - Barron's [view article]
- The Case Against Investing in the Dow Industrials (For Now) [view article]
- Don't Sell Celgene - Cramer's Lightning Round (7/30/08) [view article]
Recent VZ Articles
- Analyzing Verizon's FiOS Bet
- Cable is Cornering the Broadband Market
- Highly Defensive PerformIdex: 35 Stocks to Outpace the Markets
- Dow 30 Trading Ranges
- Qwest: Verizon Wireless Migration Going Well
- $120 Oil's Struggle with the Dow Industrials
- Ring Ring! More Momentum for LiMo Phones
- The Case Against Investing in the Dow Industrials (For Now)
- Cable Has the Edge Over Telcos - Barron's
- 3G iPhone and Verizon, AT&T Earnings
- Full List of Articles »
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Analyzing Verizon's FiOS Bet [view article]
I was a Comcast customer and switched to Verizon as the FIOS internet and TV service offered superior advantages in overall performance and quality. In all my 46 on this Earth I have never dealt with a comany that has no idea what the left or right hand is doing. If you can stomach pouras customer service and competancy, G-d bless.Don't do it. I have reps knowing that they don't have thier act together giving me discounts free services, thier first and last name and direct number to call.
It will be decades before Verizon knows how to support the superior products they have.
Good Luck and if your not having problems think seriously about switching. Reply
Analyzing Verizon's FiOS Bet [view article]
VOD + Telepresence + Femtocells + WTFK = plenty of BW needed at the home, in a few years. My FiOS ONT is capable of handling 622MB right now, and nothing will come close other than another fiber strand to my house. If investors have enough patience (and that's the question), FiOS will be the only game in town, and we'll all have to pony up to Verizon. By 2020 we'll be complaining about Verizon's 1950's style monopoly and customer service in holograms over FiOS. ReplyAnalyzing Verizon's FiOS Bet [view article]
The FIOS venture is a gold mine. The $23 billion dollar investment consists of both capital outlay and labor cost. So if they were spending that money anyway on engineers, technicians who they couldn't get rid off because of union restrictions, a substantial cost can be considered sunk.In a few years, most carriers including cable companies would have to move from copper to fiber to bring the same quality that Fios offers. The longer the rest of the telecom gang delays the launch, mainly AT&T, Qwest, the riskier that investment will be considering that the legacy product revenue that's keeping the telecom players afloat today won't be there tomorrow.
This isn't anymore Telecom, Cable companies. We are talking about a major consolidation of services into vertically intergrated media companies of tomorrow Reply
Analyzing Verizon's FiOS Bet [view article]
Verizon is constrained on capacity for DSL infrastructure. They do not offer above 3Mbps and 1.5Mbps is the norm. I am speculating in a few years, Verizon will sell their whole stake of Verizon Wirelss to Vodaphone. Telco companies need a narrow-minded one-way vision in their corporate mindset. Can't do too many things at once.FTTH is an opportunity for Verizon as the technology is one step ahead of Comcast. The sale of VZW will keep VZ financially ahead. Reply
Analyzing Verizon's FiOS Bet [view article]
Always bet on fiber optics and those that deliver reliable service. Low price is often associated with bad service. You get what you pay for. ReplyAnalyzing Verizon's FiOS Bet [view article]
I think Verizon has a huge opportunity on their hands. Comcast has been treating customers poorly for so long because they had no other real alternative. I live in Northern Va., where the only thing keeping customers from signing up with Verizon is the availability of service. I have switched over and I can echo the writers comments that I have not had a single outage over the past year. It may take a while to pay off, but I’d never chose to go Comcast ever again. ReplyAnalyzing Verizon's FiOS Bet [view article]
Its about time someone wrote a positive article regarding Verizon's FIOS.Apparently forward looking into the future is something of the past with the majority of the current analysts take on Verizon's FIOS.Someday,Verizon will go out of franchise and be very successful with this product.Their stock is cheap and the dividend is attractive. ReplyAnalyzing Verizon's FiOS Bet [view article]
I worked on the project for the then Bell Atlantic (pre GTE merger to Verizon) when it was called Fiber to the Home (FTTH) in 1987. That same year the FCC opened up the Cross-Ownership rules for re-examination. These rules prevented Telephone companies from owning cable TV franchises. As one of only twelve employees and members of the Cross-Ownership Docket Team, I presented the only position paper that urged Bell Atlantic to pursue a challenge to the present prohibition. It was subsequently overturned by legal department on the grounds of a first amendent violation.From that point on Bell Atlantic should have rigorously pursued the cable business by acquiring or building their own systems. However, after an unsuccessful merger attempt with the then cable giant TCI (CEO John Malone) and an tepid aquisition of a system (Jones Cable) in Virginia, the process stopped. Had the company not lost sight of the future or "truth (Verity) on the Horizon" (Verity + Horizon = Verizon - truth on the horizon - that's how they came up with the silly name) they would have spent far less capital over the last twenty years while still building a fiber network where it was far less costly to do so in new construction areas. The result would have been much the same, but at far less cost. The executive decision to pursue the venue came much too late. That's why they are doing what they did. However, dividing the revenue of an existing market with that kind of capital investment will take many more years to be fruitful if it ever does. Reply
rver
Analyzing Verizon's FiOS Bet [view article]
From a technical point of view FIOS wins hands down. It will not be made obsolete by higher frequency, higher capacity spectrum. Coax cable channels at 500 MHz was fine for low resolution TV with a few voice and music channels thrown in. High defTV uses 19.38 megabits/sec for over the air broadcast which uses most of their bandwidth. HighDef sub channels use standard definition 480i, the same standard in use since the 1940s. Everything you see is not HighDef either on cable or over the air. ReplyAnalyzing Verizon's FiOS Bet [view article]
Verizon and AT&T have to compete with cable head-to-head. Unlike the ridiculous Dennis Kneale suggests, wireless cannot stand alone. Cable Cos would just make a wireless acquisition and squash them with the value add of the triple/quad play. Traditional POTS lines are dying/dead and the telcos have the global networks to provide a superior data service to Cable. I agree with your AOL comparison. The right choice was for Verizon to move forward with FiOS and differentiate themselves with a convergent platform to compete with cable. If I had to make a bet on where Comcast will be relative to Verizon in 5 years, I think the equity of Verizon will outperform that of Comcast by 100%. Both AT&T and Verizon are getting traction and their subscriber numbers are growing rapidly. They'll face their hiccups, but these guys know how to operate. Also, in my experience, the Telcos are better at transforming than the cable cos. One other notion is that of a ripe market vs a spent market. The market for landline/voip probably won't grow in net, so Cable's gain on voice will slow, while there is plenty of TV market to take away from Cable, so here the telcos will flourish. I reiterate a 5 year horizon, but I would even bet than by EOY 2009, VZ & T will be amazing people. ReplyCable is Cornering the Broadband Market [view article]
Excuse me fanfare, but research is my business. The FiOS product with fiber to the home will certainly generate unlimited bandwidth. That though, isn't the only technoligy that generates bandwidth. DOCISS 3.0 for the cable world will generate the necessary bandwidth to compete with out the huge capital outlay needed to rebuild their infrastructure. True, new cable modems will be required, but thy can be purchased with normal operating capital. The way technoligy changes, who knows what's coming down the pipe next, but I wouldn't count the cable companies out just yet. ReplyWendling
Dow 30 Trading Ranges [view article]
What is more important than listing trading ranges on these Dow components is listing the number of those Dow components that are being manipulated by their individual specialists for their own personal profits. Alcoa's specialist for example has set his issue up for a major decline in price in the coming two months.For more information on how this is done click on my web page and read the stock reports on AA and also read the documentation on how these individuals manipulate their issues at the expense of the investor. You have nothing to lose except the amount of time it takes you to read the information and you have a great deal to gain if you follow what they are doing and buy when they buy and sell when they sell.
Richard Reply
Cable is Cornering the Broadband Market [view article]
Excuse me Golfman, but it sure looks like you are the one shilling for a company. Your comment about 'cable and phone companies soon being on a pretty level playing field' shows you don't really know much about network/telecom infrastructure. The facts are that cable will have to spend an incredible amount of money upgrading their networks before they would be able to offer anything similiar to FiOS. Don't believe me .. .do a little research. ReplyCable is Cornering the Broadband Market [view article]
It looks to me that NormP is a Verizon employee, probably even management. It's true that Verizon's FiOS will be a good product and a formidible foe in the broadband game, but with technoligy changes happening quickly, cable and the phone companies will soon be on a pretty level playing field. Customer service will win this game, and in my area that's Comcast.It's true there have been customer service problems, but against the pure number of customers and transactions, the number of bad experiences are relitively small. In my opinion, the customers that do have problems speak the loudest, and that seems to be all you hear. I've had outstanding customer service with Comcast and everyone I know has as well.
Go Comcast! Reply
Cable is Cornering the Broadband Market [view article]
Comcast is frightened to death of Verizon and they post childish, deceptive and assinine commercials against Verizon on TV.I have Verizon's DSL, it works superbly and have no desire to switch to Comcast's service which is in my area pretty poor.
Verizon's FIOS is the victor and the last word. Of course the average person is reluctant to change from the devil he knows to the devil he does not know, but if the average Comcast customer saw a FIOS demonstration he would ditch Comcast in a New York minute.
Go Verizon !!! Reply