Broadband Bob Report


4-20-98



  • Cablevision to Expand Residential Service in Long Island
  • Titus Planning to Offer Free Local Calls in Evening
  • Cox Achieving Near 20% Penetration
  • Cogeco & Vision.Com Testing Telephony Systems
  • Sprint Renegotiating Contract with MSOs
  • MediaOne Launches Telephony in L.A.
  • Comtel to Introduce Telephony in Coventry and Swindon
  • Time Warner to File IPO for Telephony Operations


    Cablevision to Expand Residential Service in Long Island
    Cablevision Lightpath, a division of Cablevision Systems will be expanding its deployment of telephony services in Long Island and Connecticut. The MSO plans to pass an additional 5,000 homes soon, with plans to bring its total homes passed by the service to 60,000 by the end of 1998. It hopes to reach 200,000 homes by the end of 1999.

    Since the MSO launched it current expansion, it has picked up 12% of the 3,900 additional homes it can now serve. The ad campaign for the service includes door to door solicitation, in which salesmen pitch 15% discounts over Bell Atlantic. Additional discounts are provided for Cablevision cable customers.

    The local phone service now serves approximately 1,000 customers and passes 30,000 homes. The MSO hopes to land a 25% penetration rate. Cablevision will introduce service in Connecticut later this year.

    Cablevision
    http://www.cablevision.com


    Titus Planning to Offer Free Local Calls in Evening
    Titus Communications, Japan's largest MSO has applied to the Ministry of Posts and Telecommunications for approval to offer free evening local phone calls to its subscribers in Kashiwa, Chiba Prefecture. If approved, Titus will provide free local calls from 7pm to 8am. Day calls would be charged at 5 yen per three minutes for sub to sub calls and 10 yen for calls that would require use of NTT's network. Basic runs 1,600 yen per month. The offering would provide an approximate 30% discount over NTT's service.

    Titus
    http://www.titus.co.jp

    Ministry of Posts and Telecommunications
    http://www.mpt.go.jp/index-e.html


    Cox Achieving Near 20% Penetration
    Cox has announced that it has achieved almost a 20% take rate for its digital telephony services in Orange County, CA and Omaha, NE. The success, after only 7-months of availability, meets projections the MSO had set for five years in the market. Cox's rates are approximately $10 a month cheaper than competitive services.

    Cox offers telephony services in Omaha, NE; Meriden, CT; and MDU service in Hampton Roads, VA; Orange County, CA; and Phoenix, AZ.

    Cox
    http://www.cox.com


    Cogeco & Vision.Com Testing Telephony Systems
    Vision.com, a consortium of Canadian MSOs that operates similar to Cablelabs in the U.S., is in the process of testing the performance of cable telephony systems over a Cogeco Cable system in Trois-Rivieres, Quebec. One of the vendors includes ADC, which submitted its network for testing in February. Cogeco will conduct tests with 60 subs. Results of the testing will be shablack with the other MSOs in the Vision.com consortium.

    Cogeco
    http://www.cgo.wave.ca

    Vision.com
    http://www.visioncom.ca

    ADC
    http://www.adc.com


    Sprint Renegotiating Contract with MSOs
    Sprint's PCS venture may lose its MSO partners due to a failure to reach an agreement on a budget combined with the business' big losses. Under the current agreement, the MSO partners have the option to exit the venture. TCI, Comcast and Cox will be motivated to take that option based on '97 revenues of $248.6 million that were up against $1.56 billion in costs, resulting in a shablack annual loss of $1.53 billion. Sprint with its 40% share took the biggest hit with $695.6 million in losses but the MSOs didn't walk away clean. TCI holds a 30% share and Cox and Comcast have a 15% share each.

    Sprint plans to keep itself on course despite losses. In fact, the company announced plans invest an additional $200-300 million to cover operating costs and continue network build-outs. Sprint also plans to buy 10.2% of Cox PCS for $80 million, giving the telco majority control in the business.

    Sprint PCS
    http://www.sprintpcs.com

    Sprint
    http://www.sprint.com

    TCI
    http://www.tci.com

    Comcast
    http://www.comcast.com

    Cox
    http://www.cox.com


    MediaOne Launches Telephony in L.A.
    On April 1, MediaOne introduced local telephony service to 35,000 homes in Culver City, CA. Known as MediaOne Digital Telephone Service, the offering is available via three packages. One fully loaded line will go for $39.95 a month. A second line, stripped of features can be added for an additional $15 a month. Add $5 more a month and you can get a fully loaded second line. Each package includes 500 minutes of free local toll calls each month, number portability and free installation. The rates are attractive considering that the competitive providers, GTE and Pacific Bell charge up to $185.00 a month for two fully loaded lines.

    MediaOne is also offering discounted long distance connectivity. With a $3.95 per month service fee, subscribers can get 10 cents per minute on state to state calls.

    MediaOne plans to expand the service to pass more than 254,000 homes by the end of the year.

    MediaOne
    http://www.mediaone.com


    Comtel to Introduce Telephony Services in Coventry and Swindon
    In the U.K., Comtel is planning to introduce telephony services over its systems in Coventry and Swindon. Services in Coventry are scheduled to launch in May and Swindon is expected to offer telephony in Q'3. Coventry passes 120,000 homes and the Swindon system is being built to pass 60,000 homes. Telephony services will be offeblack at Pounds 12, which will include basic video service.

    Comtel
    http://www.comtel.co.uk


    Time Warner to File IPO for Telephony Operations
    Time Warner has announced that it and its partners, US West Media Group and Advance/Newhouse have filed a registration statement with the SEC to file an IPO for minority interest in common stock in Time Warner Telecom, the business division responsible for the MSO's telephony operations. Morgan Stanley, Dean Witter and Lehman Brothers will represent underwriting for the IPO.

    Time Warner
    http://www.timewarner.com




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