NgoJulayi 6, 2022
Ngeebhiliyoni zeedola zombini kunye nabucala etafileni, abadlali abatsha befayibha baphuma ngasekhohlo nasekunene.Ezinye zincinci, ii-telcos zasemaphandleni eziye zagqiba ekubeni zenze itekhnoloji itsibe kwi-DSL.Abanye ngabangeneleli abatsha ngokupheleleyo abajolise kwiipokotho zobuchule zamazwe athile, njengoko iWire 3 isenza eFlorida.Kubonakala ngathi akunakwenzeka ukuba bonke baya kusinda ekuhambeni kwexesha.Kodwa ngaba umzi-mveliso wefayibha umiselwe ukuqengqeleka ngokufana noko sele kubonwe kwintambo kunye nangaphandle kwamacingo?Kwaye ukuba kunjalo, iya kwenzeka nini kwaye ngubani oza kuthenga?
Ngazo zonke ii-akhawunti, impendulo yokuba ngaba kukho ukuqengqeleka okuzayo ngu-"ewe" ovakalayo.
Umseki weRecon Analytics uRoger Entner kunye noBlair Levin woPhando lwesitrato esitsha bobabini baxelele ukuba ukudityaniswa kweFierce kuza ngokupheleleyo.I-CEO ye-AT&T uJohn Stankey ibonakala ivuma.Kwinkomfa yabatyali-mali beJP Morgan ngoMeyi, waxoxa ukuba kubadlali abaninzi abancinci befayibha “isicwangciso sabo soshishino kukuba abafuni ukuba lapha kwiminyaka emithathu okanye emihlanu.Bangathanda ukuthengwa baze batyiwe ngomnye umntu.”Kwaye ephendula umbuzo malunga ne-rollups kwisiqendu samva nje se-FierceTelecom podcast, i-Wire 3 CTO uJason Schreiber uthe "kubonakala kungenakuphepheka kulo naliphi na ishishini eliqhekekileyo."
Kodwa umbuzo wokuba ukumanyanisa kunokuqala nini ngokunyanisekileyo unzima ngakumbi.
U-Entner waphikisa ukuba ubuncinci kwii-telcos zasemaphandleni, umbuzo ugxile ekubeni ungakanani umlo osele kuwo.Kuba ezi nkampani zincinci kusenokwenzeka ukuba azinabasebenzi abazinikeleyo bokwakha okanye ezinye izixhobo eziphambili zokunikezela, "kufuneka bafumane izihlunu abangakhange bahambe kumashumi eminyaka" ukuba bafuna ukuphucula uthungelwano lwabo lube yifayibha.Aba basebenzi, uninzi lwabo olunosapho, kufuneka bathathe isigqibo sokuba bafuna ukutyala ixesha kunye neenzame kuphuculo okanye bathengise nje ii-asethi zabo ukuze abanini babo bathathe umhlala-phantsi.
Icala lithi "ukuba uyi-telco encinci yasemaphandleni, ngumdlalo osemngciphekweni ophantsi," utshilo u-Entner.Ngenxa yokufunwa kwefayibha, “umntu uya kuzithenga” kungakhathaliseki ukuba zihamba yiphi ikhondo.Ingumbandela nje wokuba bafumana intlawulo engakanani.
Ngeli xesha, u-Levin uqikelele ukuba umsebenzi uza kuqalisa ukunyuka emva kokuba imali yomanyano isehla kumbhobho yabiwe.Oko kuyinxalenye kuba kunzima kwiinkampani zombini ukugxila ekuthengeni iimpahla kunye nokufaka izicelo zezibonelelo ngaxeshanye.Nje ukuba izivumelwano ziqale ukuthatha indawo ephambili, nangona kunjalo, u-Levin uthe kugxininiswa “ekubeni ungawufumana njani umkhondo ohambelanayo kwaye ufumana njani isikali.”
U-Levin uqaphele ukuba kufuneka kubekho indlela ecacileyo yokulawula abo bafuna ukuthenga abakhuphisana nabo abasebenza kwiindawo ezahlukeneyo.Oku kwaziwa njengokudityaniswa kolwandiso lwejografi kwaye “umthetho wesithethe wokungathembeki awunakuthi akukho ngxaki” kuba ezo zivumelwano azibangeli ukuba abathengi babe nokukhetha okumbalwa, utshilo.
Ekugqibeleni, "Ndicinga ukuba siza kuphelela kwimeko efana neshishini lentambo apho kuya kuba khona abathathu, mhlawumbi abane, mhlawumbi abadlali ababini abakhulu kakhulu abaneentambo abagubungela i-70 ukuya kwi-85% yelizwe," watsho.
Abathengi
Umbuzo olandelayo onengqondo ngowokuba, ukuba kukho ukuqeshwa, ngubani oza kuthenga?ULevin uthe akaboni i-AT&Ts, Verizons okanye iLumens yehlabathi iluma.Walatha kubaboneleli benqanaba le-2 abafana noNxibelelwano lweFrontier kunye neefemu zezabelo zabucala ezifana neApollo Global Management (engabanini beBrightspeed) njengabagqatswa abalindelekileyo.
U-Entner ufikelele kwisigqibo esifanayo, ephawula ukuba ziinkampani ezi-2 ezikwinqanaba eliphezulu - ngakumbi i-capital-backed tier 2s - ezibonise umdla kumsebenzi wokufumana.
“Iza kuqhubeka de ifikelele esiphelweni ngesiquphe.Kuxhomekeke kwindlela olujika ngayo uqoqosho kunye nendlela ahamba ngayo inzala, kodwa okwangoku kusekho itoni yemali ejikelezayo kwinkqubo,” utshilo u-Entner.Iminyaka ezayo imiselwe ukuba “yimpambano yokondla kwaye okukhona usiba mkhulu kuya kuba lula ukuba ube kukutya.”
Ukufunda eli nqaku kwiFierce Telecom, nceda undwendwele: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
I-Fiberconcepts ngumvelisi ochwephesha kakhulu weemveliso ze-Transceiver, i-MTP / MPO izisombululo kunye nezisombululo ze-AOC ngaphezu kwe-16years, i-Fiberconcepts inokunika zonke iimveliso ze-FTTH network.
Ixesha lokuposa: Jul-08-2022
