Iulai 6, 2022
Me nā piliona kālā o ka lehulehu a me ka pilikino ma ka papaʻaina, e ulu ana nā mea pāʻani fiber hou i ka hema a me ka ʻākau.He liʻiliʻi kekahi, nā kelepona kūwaho i hoʻoholo e hoʻokuʻu i ka ʻenehana mai DSL.ʻO nā poʻe ʻē aʻe he poʻe komo hou e huli ana i nā ʻeke hoʻolālā o kekahi mau mokuʻāina, e like me ka Wire 3 e hana nei ma Florida.Me he mea lā ʻaneʻane hiki ʻole ke ola nā mea a pau i ka wā lōʻihi.Akā, ua hoʻoholo ʻia ka ʻoihana fiber no ka rollup e like me ka mea i ʻike mua ʻia ma ke kelepona a me ke kelepona?A inā pēlā, i ka manawa hea e hiki mai ai a ʻo wai ka mea e kūʻai aku?
Ma nā moʻolelo a pau, ʻo ka pane inā he ʻōwili e hele mai ana he "ʻae".
ʻO ka mea hoʻokumu ʻo Recon Analytics ʻo Roger Entner a me New Street Research's Blair Levin i ʻōlelo ʻelua i ka Fierce consolidation e hiki mai ana.Ua ʻae ʻo AT&T CEO John Stankey.Ma kahi hālāwai kūkā o ka mea hoʻopukapuka kālā ʻo JP Morgan i Mei, ua hoʻopaʻapaʻa ʻo ia no ka nui o nā mea pāʻani fiber liʻiliʻi "ʻo kā lākou hoʻolālā ʻoihana ʻaʻole lākou makemake e noho ma ʻaneʻi i ʻekolu makahiki a ʻelima mau makahiki.Makemake lākou e kūʻai ʻia a ʻai ʻia e kekahi.A e pane ana i kahi nīnau e pili ana i nā rollups ma kahi hanana podcast FierceTelecom hou, ua ʻōlelo ʻo Wire 3 CTO Jason Schreiber "me he mea lā ʻaʻole hiki ke pale ʻia i kekahi ʻoihana haʻihaʻi nui."
Akā ʻoi aku ka paʻakikī o ka nīnau no ka wā e hoʻomaka ai ka hoʻohui ʻana.
Ua hoʻopaʻapaʻa ʻo Entner ma ka liʻiliʻi loa no nā kelepona kūwaho, ke kikowaena ka nīnau i ka nui o ka hakakā a lākou i waiho ai iā lākou.No ka mea ʻaʻole i hoʻolaʻa kēia mau ʻoihana liʻiliʻi i nā poʻe hana hale a i ʻole nā mea hana nui ʻē aʻe e lima, pono lākou e ʻimi i nā ʻiʻo a lākou i neʻe ʻole ai i nā makahiki he nui inā makemake lākou e hoʻomaikaʻi i kā lākou pūnaewele i ka fiber.ʻO kēia mau mea hoʻohana, ʻo ka hapa nui o ka ʻohana, pono lākou e hoʻoholo inā makemake lākou e hoʻolilo i ka manawa a me ka hoʻoikaika ʻana i ka hoʻomaikaʻi ʻana a i ʻole ke kūʻai aku i kā lākou waiwai i hiki ai i nā mea nona ke hoʻomaha.
ʻO ka ʻaoʻao "inā he kelepona kūwaho liʻiliʻi ʻoe, he pāʻani haʻahaʻa haʻahaʻa ia," wahi a Entner.Ma muli o ke koi ʻana i ka fiber, "e kūʻai kekahi iā lākou" me ka nānā ʻole i ke ala a lākou e hele ai.He mea wale nō e pili ana i ka nui o ka uku i loaʻa iā lākou.
I kēia manawa, wānana ʻo Levin e hoʻomaka ana ka hana ʻoihana ma hope o ka hoʻokaʻawale ʻana o ke kālā federal e iho mai ana i ka paipu.ʻO ia kekahi ʻāpana no ka mea paʻakikī i nā ʻoihana ke nānā aku i ke kūʻai ʻana i nā waiwai a me ke noi ʻana i nā haʻawina i ka manawa like.I ka manawa e hoʻomaka ai nā kuʻikahi i ka mea nui, akā naʻe, ua ʻōlelo ʻo Levin e pili ana ka "pehea ʻoe e loaʻa ai kahi wāwae wāwae a pehea ʻoe e kiʻi ai i ka unahi."
Ua ʻōlelo ʻo Levin he pono ke ala hoʻoponopono no ka poʻe e ʻimi nei e kūʻai i nā mea hoʻokūkū e hana ana ma nā wahi like ʻole.Ua ʻike ʻia kēia mau mea he hui hoʻonui ʻāina a "ʻaʻohe pilikia o ke kānāwai antitrust kuʻuna" no ka mea ʻaʻole ia e hopena i nā mea kūʻai aku i nā koho liʻiliʻi, wahi āna.
ʻO ka hope loa, "Manaʻo wau e hoʻopau mākou i kahi kūlana e like me ka ʻoihana kelepona i ʻekolu, ʻehā paha, ʻelua paha mau mea pāʻani uea nui loa e uhi ana i ka 70 a 85% o ka ʻāina," ʻo ia. wahi a.
Nā mea kūʻai
ʻO ka nīnau kūpono aʻe, inā he rollup, ʻo wai ka mea e kūʻai?Ua ʻōlelo ʻo Levin ʻaʻole ʻo ia e ʻike i ka AT&Ts, Verizons a i ʻole Lumens o ka honua e nahu ana.Ua kuhikuhi ʻo ia i nā mea hoʻolako tier 2 e like me Frontier Communications a me nā ʻoihana kūʻokoʻa pilikino e like me Apollo Global Management (nona ʻo Brightspeed) ma ke ʻano he mau moho.
Ua hiki mai ʻo Entner i kahi hopena like, me ka ʻike ʻana ʻo ia nā ʻoihana tier 2 - ʻoi aku ka nui o ka tier 2s i kākoʻo ʻia e ke kapikala - nāna i hōʻike i ka makemake i ka hana kūʻai.
“E hoʻomau ia a hiki i ka hopena koke.Pili ia i ka huli ʻana o ka hoʻokele waiwai a me ke kahe ʻana o ka uku paneʻe, akā i kēia manawa aia mau ke kālā o ke kālā e holo nei a puni ka ʻōnaehana, "wahi a Entner.ʻO nā makahiki e hiki mai ana ua hoʻonohonoho ʻia he "feeding frenzy a ʻoi aku ka nui o ka liʻiliʻi o ka lilo ʻana i meaʻai."
No ka heluhelu ʻana i kēia ʻatikala ma Fierce Telecom, e ʻoluʻolu e kipa: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
ʻO Fiberconcepts kahi mea hana akamai loa o nā huahana Transceiver, MTP/MPO solutions a me AOC solutions ma luna o 16years, hiki i nā Fiberconcepts ke hāʻawi i nā huahana āpau no ka pūnaewele FTTH.
Ka manawa hoʻouna: Jul-08-2022
