 japPremium
join:2003-08-10
038xx | hrmm [Stimulus funding] + [rural wireless set to explode backhaul demand (where presently there's none)] + [co-location partnerships] + [likelihood of back-to-rail human transport & built environments] = All makes sense to me.
The argument of DF buildouts creating higher prices due to "monopoly by buyouts" doesn't wash. Ten years ago VC dumped massive dollars onto fiber construction. Partly it was inexperienced forecasting, partly it was the times. VC flew to everything techie followed by pennies-on-dollar consolation across the entire sector. DF has long value cycling which meant higher discounts. I doubt we'll see that dynamic repeated anytime soon. |
