Love Notes from AT&T

Just arrived in the mail, a price increase notification from AT&T:

The price of the Elite service is increasing $5 to $40/month February 2011. Good thing we just jumped from Elite to Max ($45/month) and doubled our speed. No word if U-verse Max is increasing found online.

Reading between the lines, most U-verse broadband customers have the bottom three tiers (Express/Pro/Elite). By December 2009, U-verse had 2MM customers. If 2/3rds run the bottom tiers of service, AT&T just bumped revenue by $6.67MM/month. A year later in 2010, if there are 3MM customers (50% AGR), that would be $10MM/month top-line increase.

That'll help speed roll-out.

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