|reply to silbaco |
Re: More than 1/5
I don't think you're going to see anyone abandoning existing operational equipment as long as the income is above the cost of running it. I do think you are seeing reluctance to install need DSL equipment/remote huts where their is little chance of it being needed long enough to pay back the huge cost (and at the current rate of return) very longterm ROI being forfilled. instead they will push forward other technologies (fixed LTE being a hot one right now) that have similar and constantly expandable backhaul costs but avoid the huge sunk cost of the (really) last mile to EVERY premise) the advantage being the backhaul to the toweror strand can later be converted to FTT? when the density and take rate jusifiies it.
They will build "whatever" as needed IF they can see the ROI.