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| reply to BosstonesOwn Re: Oh, there's a glut, just not of what you think..
You are both right.
There is still alot of transcontinental dark fiber available out there. Just no nodes to connect it to (yet).
Transcon fiber is relatively cheap to deploy vs. an urban/suburban deployment where the majority of the demand is.
Based on my recent fiber discussions, its the poor revenue models some of the carriers use that are slowing them down.
Some of them want 100% post deployment revenue to justify the investment. Others are smarter and are looking for at least 30% post revenue to justify.
There was a time where the carriers would trip over themselves to install fiber to win a deal. Now many of them are pushing the costs back to the customers and telling them they have to pay for the lateral from the manhole. It's no wonder fiber wins are slow under this arrangement. |