Julayi 6, 2022
Ndi mabiliyoni a madola onse agulu komanso achinsinsi patebulo, osewera atsopano akutuluka kumanzere ndi kumanja.Ena ndi ang'onoang'ono, ma telco akumidzi omwe asankha kupanga ukadaulo kudumpha kuchokera ku DSL.Ena ndi olowa kumene akuyang'ana m'matumba a mayiko ena, monga Wire 3 akuchitira ku Florida.Zikuoneka kuti n’zosatheka kuti anthu onse apulumuke m’kupita kwa nthawi.Koma kodi msika wa fiber uyenera kuti upangidwe mofanana ndi zomwe zawonedwa kale mu chingwe ndi opanda zingwe?Ndipo ngati ndi choncho, zidzachitika liti ndipo ndani adzakhala akugula?
Mwanjira zonse, yankho loti ngati pakubwera gulu likubwera ndi "inde".
Woyambitsa Recon Analytics Roger Entner ndi Blair Levin wa New Street Research onse adauza kuti kuphatikiza kwa Fierce kukubwera.Mkulu wa AT&T a John Stankey akuwoneka kuti akuvomereza.Pamsonkhano wamabizinesi a JP Morgan mu Meyi, adatsutsa kuti kwa osewera ang'onoang'ono ang'onoang'ono "ndondomeko yawo yabizinesi ndikuti sakufuna kukhala pano zaka zitatu kapena zisanu.Amafuna kugulidwa ndi kudyedwa ndi munthu wina. ”Ndipo poyankha funso lokhudza ma rollups pagawo laposachedwa la FierceTelecom podcast, Waya 3 CTO Jason Schreiber adati "zikuwoneka ngati zosapeŵeka pamakampani aliwonse omwe asokonekera."
Koma funso loti kuphatikizika kungayambike liti ndizovuta kwambiri.
Entner adatsutsa kuti makamaka kwa ma telco akumidzi, funso limakhala pa ndewu yomwe atsala nayo.Popeza makampani ang'onoang'onowa alibe antchito odzipatulira omanga kapena zida zina zofunika kupereka, "ayenera kupeza minofu yomwe sanasunthe kwazaka zambiri" ngati akufuna kukweza maukonde awo kukhala CHIKWANGWANI.Ogwira ntchitowa, ambiri omwe ali ndi mabanja, ayenera kusankha ngati akufuna kugwiritsa ntchito nthawi ndi khama pakukweza kapena kungogulitsa katundu wawo kuti eni ake apume pantchito.
Chotsatira chake ndi "ngati ndinu a telco akumidzi, ndi masewera omwe ali pachiwopsezo chochepa," adatero Entner.Chifukwa cha kuchuluka kwa ulusi, “wina adzagula” mosasamala kanthu kuti atsata njira iti.Zimangotengera kuchuluka kwa malipiro omwe amapeza.
Pakadali pano, a Levin adaneneratu kuti ntchito zamalonda ziyamba kuchulukirachulukira pambuyo poti ndalama za federal zitsika paipiyo zitaperekedwa.Izi ndi zina chifukwa ndizovuta kuti makampani onse azingoyang'ana pa kugula katundu ndikupempha thandizo nthawi imodzi.Zochita zikangoyamba kukhala patsogolo, Levin adati chidwi chikhala "motani momwe mumakhalira komanso momwe mumakhalira."
Levin adawona kuti payenera kukhala njira yomveka bwino kwa iwo omwe akufuna kugula omwe akupikisana nawo omwe akugwira ntchito m'malo osiyanasiyana.Izi zimadziwika kuti kuphatikizika kwa malo ndipo "lamulo loletsa kusakhulupirirana silinganene kuti palibe vuto" chifukwa mapangano otere samapangitsa ogula kukhala ndi zosankha zochepa, adatero.
Pamapeto pake, "Ndikuganiza kuti tikhala m'malo ofanana ndi makampani opanga zingwe momwe mudzakhala atatu, mwina anayi, mwina osewera awiri akulu kwambiri omwe amaphatikiza 70 mpaka 85% ya dzikolo," adatero. adatero.
Ogula
Funso lotsatira lomveka ndilakuti, ngati pali kubwereza, ndani azigula?Levin adati sawona AT&Ts, Verizons kapena Lumens adziko lapansi akulira.Adalozera kwa omwe amapereka gawo la 2 ngati Frontier Communications ndi makampani abizinesi ngati Apollo Global Management (omwe ali ndi Brightspeed) ngati omwe akufuna kukhala nawo.
Entner adafika pachimake chofananira, ndikuzindikira kuti ndi makampani amtundu wa 2 - makamaka omwe amathandizidwa ndi capital capital 2s - omwe awonetsa chidwi pantchito yogula.
“Zidzapitirirabe mpaka zitatha mwadzidzidzi.Zimatengera momwe chuma chimasinthira komanso momwe chiwongola dzanja chimayendera, koma pakali pano pali ndalama zambiri zomwe zikuyenda mozungulira dongosololi, "adatero Entner.Zaka zikubwerazi zikuyenera kukhala "zakudya zopanda pake ndipo ngati mukulirapo m'pamene mumakhala chakudya chochepa."
Kuti muwerenge nkhaniyi pa Fierce Telecom, chonde pitani: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
Fiberconcepts ndi katswiri wopanga zinthu za Transceiver, mayankho a MTP/MPO ndi mayankho a AOC pazaka za 16years, Fiberconcepts imatha kupereka zinthu zonse za netiweki ya FTTH.
Nthawi yotumiza: Jul-08-2022
