Well, it could, couldn't it? Satellite internet does have the potential to make regional pseudo-monopolies go away, which means Comcast now has price competition. Even if speeds end up being much lower, it will still be plenty fast for lots of people, and the price will be the determining factor.
At the very least, I think this will force Comcast to lower their prices and/or be better.
Maybe in very far suburban areas verging on rural. I have seen a number of edge cases where a cable MSO (multi-system operator, basically triple play TV/Internet/Phone) such as Comcast, Shaw or Charter will demand a one time payment of $2,000 to $5,000 to extend service to a house that is on the edge of their current service area.
Those sorts of customers at present usually end up going with a local WISP instead (terrestrial based point-to-multipoint microwave wireless, which can be quite good if implemented right), or something like the consumer grade VSAT systems from hughesnet/viasat. Or maybe a slow but usable very-long-loop-length ADSL2+ connection at only 3.5 Mbps from the ILEC.
But as for places that are solidly in the comcast network, no. Increasing use of feeding small CMTS from 1/10GbE via fiber, and the very high data rate capacity of DOCSIS3.1 as coaxial cable plant segments are broken up into smaller chunks, means that it's feasible for comcast to offer 300 to 900 Mbps service at fairly low costs to large numbers of people in suburban areas. Satellite won't be able to compete with this. And Comcast will be able to come and overbuild their coax with singlemode fiber incrementally to sell either active-ethernet based FTTH or GPON FTTH.
> But as for places that are solidly in the comcast network, no
There are a couple of things which, if they happened, I think could make SpaceX very competitive.
The first is if they could drastically cut the price to consumers. The cheapest Comcast plan in my area (New Mexico, USA) is $75/month. If they offered something like $15 for 15 Mbps I think a lot of people (including me!) would buy it. This would put pressure on Comcast to cut prices (and their margins).
The second would be making a much better product. Imagine being able to take your internet with you wherever you go. I could climb up a mountain, open my laptop, and start working. That sounds pretty appealing.
WISPs sound really interesting, and thanks for all this info!
> This is by no means going to hurt Comcast.
Well, it could, couldn't it? Satellite internet does have the potential to make regional pseudo-monopolies go away, which means Comcast now has price competition. Even if speeds end up being much lower, it will still be plenty fast for lots of people, and the price will be the determining factor.
At the very least, I think this will force Comcast to lower their prices and/or be better.