关于GOGO的第一手研究资料来了！# Stock
u*4
1 楼
自从跟ER失败深水后，这两天出去实地考察了一下，都是1-2小时的短途飞行，分别是
AA和VIRGIN AMERICA。基本情况是这样的：
1、飞机舱门都有机上可以上网的明显标志；
2、广播中会提示乘客使用WIFI。
玩手持设备的人不少，比如拿手机读小说之类的。过道边的那个厮一直在用IPAD，偶尔
在输入些什么，感觉在写电邮。抽样他做了一个调查，问他是不是在用WIFI，他说没有
，而且告诉我要在飞机上用WIFI的话，得使用GOGO。
我问他会用GOGO吗，他说only if I have to。这厮好像是印度人，而且是硅谷IT界人
士，所以感觉他说出GOGO也不奇怪。不过短途飞行的，当前使用WIFI似乎不是很旺盛的
需求。
除了实地考察外，还在网上做了大约半个小时的一点研究，就是实际用户使用GOGO的感
受。结果不是很好，正面评价暂时没有搜索到，差评倒是找到3条，都是今年的：
用户感受1：
Gogo inflight is a complete ripoff. I am on a flight from Montana to
Laguardia and I was hoping to get a lot of work done but that did not happen
! It is extremely slow, extremely hard to set up as it is completely un user
friendly and then $14 for 24 hours??? Really first of all my flight was not
that long and it was the worst $14 ever spent especially when I found out
AFTER I paid that there is no streaming video! Which given that Delta is
still in the Stone Age of multi media on a flight actually made a huge
difference when I was hoping to relax after working. Neither happened!
用户感受2：
I have tried to use gogo twice noe. The first time I was not able to get
through the payment process. It would get slmost done and drop out. The
second time, yesterday, it took so many tries…29… my phone died after It
finally charged my card. There I was 8.95 poorer with a dead phone.
用户感受3：
I’ve attempted to be a multi-year user of the GoGo inflight internet
service as I travel from Seattle to Boston frequently but I find the service
nearly unusable.
Base speeds are so poor it nearly renders the internet worthless.
GoGo sustained network connections are also extremely poor. Once connected
and IF you can get connected the service frequently drops inflight ( every 5
-15 minutes) and remains un-connectable for several minutes between drops.
Pretty much makes and VPN use worthless.
Save your money and work offline while in flight until there is some
competition with Gogo.
综上所述，可以总结如下：
1、飞机上上网正在积极推动中；
2、需求是存在的；
3、当前的服务用户体验差。
所以现在需要提高技术，让在飞机上使用WIFI跟在家、办公室、餐厅、商场一样普及和
相近的用户体验，那么这个新兴的市场前途是大大的。虽然飞机数是有限的，但是是一
种重复收费（计时）服务，是个好买卖。
目前在GOGO网站可以提前购买服务，在飞机上可以即时购买，以后或许在购票时可以选
择包含此服务。
大牛们做了很多分析，不管对错，其实都有一定的道理，但是股价的走势有时的确出乎
意料，MM的想法你猜不透。有时从TA的角度看，就在爆发的前夜，类似RALLY SOON，但
是实际可能完全相反，一路南下不回头；有时从FA分析，前景可期，但是当前就是很惨
，惨不忍睹。
声明：本帖不构成任何投资建议。本蛙当前持有该股@24.1。
AA和VIRGIN AMERICA。基本情况是这样的：
1、飞机舱门都有机上可以上网的明显标志；
2、广播中会提示乘客使用WIFI。
玩手持设备的人不少，比如拿手机读小说之类的。过道边的那个厮一直在用IPAD，偶尔
在输入些什么，感觉在写电邮。抽样他做了一个调查，问他是不是在用WIFI，他说没有
，而且告诉我要在飞机上用WIFI的话，得使用GOGO。
我问他会用GOGO吗，他说only if I have to。这厮好像是印度人，而且是硅谷IT界人
士，所以感觉他说出GOGO也不奇怪。不过短途飞行的，当前使用WIFI似乎不是很旺盛的
需求。
除了实地考察外，还在网上做了大约半个小时的一点研究，就是实际用户使用GOGO的感
受。结果不是很好，正面评价暂时没有搜索到，差评倒是找到3条，都是今年的：
用户感受1：
Gogo inflight is a complete ripoff. I am on a flight from Montana to
Laguardia and I was hoping to get a lot of work done but that did not happen
! It is extremely slow, extremely hard to set up as it is completely un user
friendly and then $14 for 24 hours??? Really first of all my flight was not
that long and it was the worst $14 ever spent especially when I found out
AFTER I paid that there is no streaming video! Which given that Delta is
still in the Stone Age of multi media on a flight actually made a huge
difference when I was hoping to relax after working. Neither happened!
用户感受2：
I have tried to use gogo twice noe. The first time I was not able to get
through the payment process. It would get slmost done and drop out. The
second time, yesterday, it took so many tries…29… my phone died after It
finally charged my card. There I was 8.95 poorer with a dead phone.
用户感受3：
I’ve attempted to be a multi-year user of the GoGo inflight internet
service as I travel from Seattle to Boston frequently but I find the service
nearly unusable.
Base speeds are so poor it nearly renders the internet worthless.
GoGo sustained network connections are also extremely poor. Once connected
and IF you can get connected the service frequently drops inflight ( every 5
-15 minutes) and remains un-connectable for several minutes between drops.
Pretty much makes and VPN use worthless.
Save your money and work offline while in flight until there is some
competition with Gogo.
综上所述，可以总结如下：
1、飞机上上网正在积极推动中；
2、需求是存在的；
3、当前的服务用户体验差。
所以现在需要提高技术，让在飞机上使用WIFI跟在家、办公室、餐厅、商场一样普及和
相近的用户体验，那么这个新兴的市场前途是大大的。虽然飞机数是有限的，但是是一
种重复收费（计时）服务，是个好买卖。
目前在GOGO网站可以提前购买服务，在飞机上可以即时购买，以后或许在购票时可以选
择包含此服务。
大牛们做了很多分析，不管对错，其实都有一定的道理，但是股价的走势有时的确出乎
意料，MM的想法你猜不透。有时从TA的角度看，就在爆发的前夜，类似RALLY SOON，但
是实际可能完全相反，一路南下不回头；有时从FA分析，前景可期，但是当前就是很惨
，惨不忍睹。
声明：本帖不构成任何投资建议。本蛙当前持有该股@24.1。
