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Josh Levy

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AT&T's Desperate Shot at Netflix

Posted: 03/17/11 02:30 PM ET

Unlimited data? It's so 2010. For AT&T, the future is in data caps.

That's why this week — in line with its recently announced wireless data plan caps — AT&T announced it will limit the amount of data its DSL and UVerse broadband subscribers can access per month.

AT&T will cap broadband use at 150 gigabytes a month for DSL and 250 gigabytes for UVerse (fiber optic line) users, and will charge $10 for each additional increment of 50 gigabytes.

These are lots of numbers and bytes to throw around, so to make it simple: AT&T is throwing into question the future of online movies and TV, sharing audio and video, real-time online gaming, streaming live sports and pretty much every other bandwidth-intensive online activity. Roughly translated, that's just about everything we do on the Web these days, and much of what innovators are trying to create.

Take online video. Every day, more Americans cut the TV cable cord, opting instead to watch "Glee" or "The Office" on Netflix or Hulu on their own schedule, without having to pay for a DVR. While you still can't get every show or movie you want online, these sites are growing quickly, they're convenient, they're much cheaper than one-size-fits-all cable packages, and all you need is a high-speed Internet connection to access them.

We still pay broadband providers a fee for Internet access, of course, and the video services pay on the other end to put their products online. But these cable/telephone/ISP conglomerates are accustomed to having captive audiences who they force to pay for expensive "bundled" cable packages with hundreds of channels they don't want in order to get the few that they do. Now, with the cord cutters only asking for Internet service, the telecoms are feeling threatened.

AT&T is doing everything it can to prop up the walls of its cable fortress, including capping those cord cutters' data usage. It claims that these caps will only affect about 2% of DSL consumers, and they won't impose fees until you hit the cap three times.

But if you're moving to a life of nothing but online video, you could incur those fees quickly. Here's how:

According to a GigaOM report, streaming a single movie like Moulin Rouge uses about 3.5 GB in data, and a single TV show like "Weeds" uses about 800 MB. With a data cap of 150 GB a month, this works out to a maximum of about three hours a day of video watching.

However, the typical American watches five hours of TV a day. If that viewing takes place online, that's five hours of streaming video per person, which would hit AT&T's cap rather quickly. And that's just now; online video consumption — particularly Netflix — is rising at a terrific pace.

AT&T is keenly aware of this. If it can slowly nickel and dime consumers, making it more expensive to try to escape from its old, outmoded cable fortress than to stay put, it can prop up those walls, and make consumers "enjoy" its cable services once again.

That's the future not only for Netflix and Hulu users, but also the millions of sports fans watching their favorite teams online and online gamers dependent on high-bandwidth connections.

And here's the rub: AT&T doesn't need to cap data to keep making money. As British Telecom (BT) has shown, it's possible to do away with usage caps completely and still run a profitable business. In fact, BT owes its profitability to investing in better service. Compare that to AT&T's apparent strategy: do nothing and hope your customers don't notice that they're paying more for worse service.

Rather than trying to outdo its competitors by investing in better pipes, AT&T is taking advantage of its status as the owner of the outmoded pipes to squeeze out video upstarts like Netflix and Hulu, and making it harder and more expensive for its customers to access their services online. It's a terrible model, and one we can be sure the rest of industry will be following in short order.

AT&T knows it's losing the future. Its strategy? To slow down the future's inevitable arrival, one overage charge at a time. Squeeze a few more dollars out of the customer, while squeezing the life out of budding competitors.

Washington, are you listening? If not for the consumers, then at least for the entrepreneurs who politicians on both sides of the aisle claim to love, it's time for the Government Accountability Office — and possibly even Congress — to investigate these anti-competition, anti-innovation, anti-free market practices.

 

Follow Josh Levy on Twitter: www.twitter.com/levjoy

 
 
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11:03 PM on 03/24/2011
Netflix is clearly poaching bandwidth that someone else put in. Of course, that someone else wants to get paid for excessive traffic on it. I would too. Netflix probably pushes terabytes of data every month without paying a dime to the bandwidth providers. So they are going to directly charge the consumers.
HUFFPOST SUPER USER
dtallwalk
11:13 PM on 03/22/2011
If you want to get rid of AT&T just stay under the usage limit for a time and there power will
Shrink to no more then a whisper. Remember with out us they are powerless. If more folks
Would just band together we can win these kind of war’s .but they relay on divide and con-koru
And they are winning ?
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HUFFPOST SUPER USER
EdwardMRoche
07:56 AM on 03/21/2011
Washington definitely is listening - but to the network providers.
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HUFFPOST SUPER USER
jabailo
(Participant) Texeme.Construct()
05:11 AM on 03/21/2011
Clear Wimax. No caps. No wires.

Wimax is the future. Near zero operating costs and unlimited potential bandwidth and subscribers.
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Mister Grumpy
An Angry American
10:31 PM on 03/20/2011
Comcast has been limiting downloads for nearly a year now......... how come nobody says anything until AT&T decides to do the exact same thing?............. could it be that Comcast owning a news service is the reason why nothing has been said about their limits?
12:10 AM on 03/24/2011
Comcast is not a Tier 1 provider, it makes sense that they would need to cap bandwidth. AT&T is a Tier 1 provider and there is no reason for them to cap except for greed! This is all about uverse tv, netflix etc.
This user has chosen to opt out of the Badges program
10:12 PM on 03/20/2011
I watch zero hours of television per day.

You should try it.
.
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Alfred Moya
webmaster
05:51 PM on 03/20/2011
It looks like a matter of national security to me. I think we should merge ATT with the government so the people can make billions on the nationalized infrastructure.
This user has chosen to opt out of the Badges program
02:45 PM on 03/20/2011
and now AT&T is buying T-mobile... This company is about to own the world and you.
03:21 PM on 03/20/2011
Yep, Sprint was in talks to buy T-Mobile a few years ago, but it never happened. AT&T buying T-Mobile makes more sense since they both use GSM.
01:46 PM on 03/20/2011
New Patent Reform Bad for Small Businesses and America
The new proposed patent reform bill that has recently passed the Senate is a bill for and by large companies. The legislation is just a pawn of IBM and other large companies. See the excellent article by Carl Cooper: http://www.rgj.com/article/20110315/OPED04/103150317/-1/TT
It is undeniable that small businesses have lost ground in Intellectual Property rights to large companies over the past few years. The current laws, specifically related to venue, cost-of-litigation and patent challenges place an unequal burden on small businesses. Even under existing law, small inventors and businesses cannot approach large corporations to simply license a patent for the fear of having to mount an expensive patent defense in some other part of the country (venue problem). Also, their patents can be effectively nullified for long periods of their lifetime by accepted requests for a re-exam.

If the new reforms in Congress are passed, the additional changes will further dampen the incentive to patent new technology by small business. In most cases, patent violators are almost impossible to identify. Simply put, small inventors already stand an extremely small chance of ever getting a return on their investments and inventions. With the fear of re-exam and costly court battles, most cases are settled for very little money. This sad fact is the real cause of patent trolls. Inventors have little chance of getting any return on their patents..
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HUFFPOST SUPER USER
EdwardMRoche
08:01 AM on 03/21/2011
It is unfortunate, but many large entrenched technology companies routinely ignore the patent rights of individuals and small companies, too weak or underfunded to seek enforcement of their IP rights. They have invented a new term for these companies: "patent trolls". This term is little more than corporatist propaganda. Patent rights are enshrined on the U.S. Constitution. People who wish to insist on having their constitutional rights protected should not be called "trolls
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Spock
You are completely, absolutely, illogical
10:53 AM on 03/20/2011
According to AT&T's usage meter my data usage for January was 80 gig and February was 60 gig. So far in March I'm at 30 gig. I rarely watch HD videos. I'm a big time Youtube user. I occasionally watch Hulu, mostly catching up on House episodes. I was thinking about Netflix streaming but I can forget about that for now. I can also for get about online back up services.
sej
nothin' micro about my biology
05:24 PM on 03/21/2011
Where does AT&T provide access to this 'usage meter'?
macchugsid
Conservative Progressive: Hey, it could work.
08:38 PM on 03/19/2011
I just got an email from ATT today. I have invested a lot of money in streaming devices in my home.I have the following devices:

X-Box 360 for Netflix and online gaming

AppleTV(1st Gen) for buying and renting movies, TV shows and music.

Streaming enabled Blu-ray player which gives me access to a number of streaming services such as Netfix, Pandora etc. on my 58" Plasma HDTV

DirectTV HD DVR that also has streaming movies available through internet access.

Along with multiple computers hooked up through ethernet or WiFi.

This is nothing more than a ploy by these telecom companies to force people to use their services. I would not be so pissed off if there were a provision to be able to by more cap, which I would gladly do for a reasonable price. At $10.00 per 50GB I would be paying twice what I pay now. Instead of punishing the customers, make provisions for those of us that legitimately use more bandwidth.

I get the impression that if you exceed the bandwidth to many times they will cut your service off. This is outrageous.
12:41 AM on 03/20/2011
AT&T is a Union shop. Too many of you are using alternative services like Skype and Vonage or going wireless and dropping your land lines altogether. This means that the company takes in less money, but is still contractually obligated to pay the Union salaries and benefits.

If you want to save Union jobs, call AT&T up and tell them their prices are too low.
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Spock
You are completely, absolutely, illogical
10:44 AM on 03/20/2011
AT&T reported $19 billion in net profits, up from $12 billion the year before.

This has nothing to do with unions but everything to do with bad decision making by the company executives.
09:19 PM on 03/20/2011
It's amazing how ingenious people are at blaming absolutely everything on the unions. This reminds me of when I saw a newspaper story about protesters outside the White House angrily accusing Clinton. Of what, that time? Well I guess it hardly matters, does it? It had to be something, and it had to be Clinton's fault, and it had to involve a vast evil conspiracy.

But for the record, they were outraged at his covering up the vast evil UFO conspiracy.

*sigh*
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Mister Grumpy
An Angry American
10:33 PM on 03/20/2011
Comcast first sends you a nasty gram........ and if you continue to exceed their limits of 250gb......... they can and will cut you off.............
06:25 PM on 03/19/2011
PLEASE, if you're on ATT, drop them now...don't be an enabler to their obvious greed and attempt to "change" how the internet is consumed.
05:43 PM on 03/19/2011
Finally after 30 years there is good quality video from a computer and AT&T one of the oldest corporations in the U.S. wants to put the brakes on it. Conservatives say it's the free market if you don't like it move. It is not surprising the U.S. is turning 2nd rate.
09:21 PM on 03/20/2011
There has never been a second in which somebody isn't trying to buy and corrupt the "free market" for profit.
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stepintothelight
Quis custodiet ipsos custodes?
04:24 PM on 03/19/2011
Well .... after 10 years .... So long At&t
11:41 AM on 03/19/2011
I can put a 44 cent stamp on an envelope and the Post Office will ship it across the country in a couple of days. According to Mr. Levy's logic, I should be able to put a 44 cent stamp on a refrigerator and the Post Office should ship that accross the country in a couple of days as well.

I'm all for that.
09:39 PM on 03/20/2011
There are very strict and clear boundaries on weight when shipping. Few users will have to pay more than 44 cents to mail a letter; those that do will at least be able to still mail their letters if they pay a little more. Nobody expects to ship a fridge for 44 cents, and almost nobody has to ship one at all. But the customer has workable alternatives, and they are not punitive.

Similarly, ordinary internet users don't impose a huge burden on the system, and those that use a bit more would likely not be shocked at the idea of paying a bit extra for it. It's a lack of workable, non-punitive alternatives that most grates on power users (and those who until now had no idea they were power users).

The same problem used to be very common with internet, cable and DSL providers. Users would get throttled without warning or find huge surcharges on their bill for ordinary usage, and even threatened that their accounts would be terminated. The consumer had no recourse or reasonable expectation of usability. This has all been tried, with ugly results, before.

The problem is not that ordinary consumers regularly want ridiculous things or make ridiculous demands. It's that they don't want to be charged ridiculous amounts for ordinary usage, or have terrifically cramped services foisted upon them as their only alternative no matter what they pay.