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  • Telecom Meets Web 2.0 - Who Wins? [View article]
    Simply put, VOIP is only as good as the network it travels over. Seidenburg understands this, which would be why they're in the process of installing the best network this country has ever seen. Hardwired or otherwise. I'm talking, of course, about Fios, their FTTP network. Expensive? Yes. King of the hill in
    the long run? No doubt.

    Disclosure: author is long VZ via their 401k company match.

    James Biringer
    Verizon FTTP fiber splicer
    Jun 27 14:52 pm |Rating: 0 0 |Link to Comment
  • How Verizon's FiOS Will Change the Face of the Telecom Industry [View article]
    Bill,

    You're right on the money. This network is gonna boggle mind of the average American in the years to come. The IT savvy of the population(read "young people"), will celebrate this. I could go into many different points from your article, which I agree with, but will touch on one point you may have left out.

    Being, that there is a demux card at the side of the house, thus forming a "moat" between the WAN or network, and the house wiring, how long is it gonna be till Verizon rolls out a direct connect option between their DVR and the homeowner's PC? That would circumvent Apple's big idea of RF'ing data
    between these two points.

    If I were competing with Verizon, I would be worried now, and downright scared in 3 years or so.

    James Biringer
    Verizon Fiber Splicer presently doing the buildout
    Owner - Yahoo! newsgroup - "Verizon 401k"
    Mar 12 17:07 pm |Rating: 0 0 |Link to Comment
  • Verizon's Fiber Plans Are Fine But Watch the Balance Sheet [View article]
    Verizon's FTTP build out, will eventually increase profit margins substantially. I know, I'm doing the build out in New Jersey. Not good for the younger employees, they'll eventually be let go, but good for VZ. the
    ticker in the long run, and consequently, my 401k company matching funds. Net margin in the field should increase by around 60%, judging by my seat of the pants calculator. Manpower for any given
    CO area will increase by about the same.

    Thanks,
    James Biringer
    Owner - Verizon401k Newsgroup
    finance.groups.yahoo.c.../

    The opinions expressed in this email are those of
    James Biringer. They are not intended to be
    recommendations of any security, only his
    opinion. As always, investors should do their
    own due diligence and research, and
    invest with caution.
    Dec 01 18:13 pm |Rating: 0 0 |Link to Comment
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