La 6 Phupu 2022
Ka libilione tsa lidolara tsa sechaba le tsa lekunutu tafoleng, libapali tse ncha tsa fiber li ntse li hlaha ka ho le letšehali le ka ho le letona.Ba bang ke li-telcos tse nyane, tsa mahaeng tse nkileng qeto ea ho etsa hore theknoloji e tlole ho tloha DSL.Ba bang ke ba kenang ba bacha ka ho felletseng ba shebileng lipokothong tsa maano a linaha tse itseng, joalo ka ha Wire 3 e ntse e etsa Florida.Ho bonahala e batla e le ntho e ke keng ea etsahala hore ebe qetellong bohle ba tla pholoha.Empa na indasteri ea fiber e reretsoe ho rollanoa ho tšoana le se seng se bonoe ho cable le waelese?'Me haeba ho joalo, ho tla etsahala neng hona ke mang ea tla reka?
Ka litlaleho tsohle, karabo ea hore na ho na le rollup e tlang ke "ee" e utloahalang.
Mothehi oa Recon Analytics Roger Entner le Blair Levin oa New Street Research ka bobeli ba boletse hore khokahanyo ea Fierce e ea tla.Mookameli oa AT&T John Stankey o bonahala a lumellana.Sebokeng sa batseteli ba JP Morgan ka Mots'eanong, o ile a pheha khang ea hore ho libapali tse nyane tse nyane "leano la bona la khoebo ke hore ha ba batle ho ba mona kamora lilemo tse tharo kapa tse hlano.Li ka rata ho rekoa le ho jeoa ke motho e mong.”Mme ha a araba potso mabapi le li-rollups ketsahalong ea morao-rao ea podcast ea FierceTelecom, Wire 3 CTO Jason Schreiber o itse "e bonahala e ke ke ea qojoa indastering efe kapa efe e robehileng haholo."
Empa potso ea hore na ho kopanya ho ka qala neng ka tieo e batla e rarahane le ho feta.
Entner o ile a pheha khang ea hore bonyane bakeng sa li-telcos tsa mahaeng, potso e ipapisitse le hore na ba siile ntoa e kae ho bona.Kaha lik'hamphani tsena tse nyane ha li na basebetsi ba inehetseng kapa lisebelisoa tse ling tsa bohlokoa ho fana ka tsona, "ba tlameha ho fumana mesifa eo ba sa kang ba e sisinya ka lilemo tse mashome" haeba ba batla ho ntlafatsa marang-rang a bona ho ba fiber.Basebelisi bana, bao bongata ba bona e leng ba malapa, ba tlameha ho etsa qeto ea hore na ba batla ho tsetela nako le boiteko ho ntlafatsa kapa ho rekisa thepa ea bona hore beng ba bona ba tlohele mosebetsi.
Taba ea mantlha ke "haeba u le telco e nyane ea mahaeng, ke papali e kotsi e tlase," ho boletse Entner.Ka lebaka la tlhokahalo ea fiber, “e mong o tla li reka” ho sa tsotellehe hore na li nka tsela efe.Ke taba feela ea hore na ba fumana tefo e kae.
Ho sa le joalo, Levin o boletse esale pele hore ts'ebetso ea thekiso e kanna ea qala ho putlama ka mor'a hore leqhubu la chelete ea federal le theohe peiping le abeloe.Ke karolo e 'ngoe hobane ho thata hore lik'hamphani li shebane le ho reka thepa le ho etsa kopo ea lithuso ka nako e le ngoe.Hang ha litumellano li qala ho tla pele, leha ho le joalo, Levin o itse ho tla tsepamisa maikutlo ho "hore na u ka fumana sebaka sa marang-rang joang le hore na u fihla joang boemong boo."
Levin o hlokometse hore ho tlameha ho be le tsela e hlakileng ea taolo bakeng sa ba batlang ho reka bahlolisani ba sebetsang libakeng tse fapaneng.Tsena li tsejoa e le kopano ea katoloso ea libaka le "molao oa khale oa ho se tšepahale o ke ke oa re bothata" hobane litumellano tse joalo ha li etse hore bareki ba be le likhetho tse fokolang, o boletse joalo.
Qetellong, "Ke nahana hore re tla qetella re le maemong a ts'oanang le indasteri ea li-cable moo ho tla ba le libapali tse tharo, mohlomong tse 'ne, mohlomong tse peli tse kholo tse nang le mehala tse koahelang karolo ea 70 ho isa ho 85% ea naha," o boletse joalo. ho rialo.
Bareki
Potso e latelang e utloahalang ke hore, haeba ho na le rollup, ke mang ea tla reka?Levin o itse ha a bone AT&Ts, Verizons kapa Lumens tsa lefats'e li loma.O supile bafani ba maemo a 2 joalo ka Frontier Communications le lifeme tsa poraefete tsa tekano joalo ka Apollo Global Management (eo e leng mong'a Brightspeed) e le bakhethoa ba ka bang teng.
Entner o fihletse qeto e ts'oanang, a hlokomela hore ke likhamphani tsa maemo a 2 - haholoholo tse tšehelitsoeng ke capital 2s - tse bontšitseng thahasello mosebetsing oa ho reka.
“E tla tsoela pele ho fihlela e fihla pheletsong ea tšohanyetso.Ho ipapisitse le hore na moruo o fetoha joang le hore na sekhahla sa tsoala se phalla joang, empa hajoale ho ntse ho na le chelete e ngata e ntseng e putlama ka har'a sistimi, "ho boletse Entner.Lilemo tse tlang li reretsoe ho ba “moferefere oa ho iphepa ’me ha u le moholo, ho na le monyetla o fokolang oa hore u fetohe lijo.”
Ho bala sengoloa sena ho Fierce Telecom, ka kopo etela: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
Fiberconcepts ke moetsi ea hloahloa haholo oa lihlahisoa tsa Transceiver, MTP/MPO tharollo le tharollo ea AOC ho feta 16years, Fiberconcepts e ka fana ka lihlahisoa tsohle bakeng sa marang-rang a FTTH.
Nako ea poso: Jul-08-2022
