Julayi 6, 2022
Njengoba kunezigidigidi zamadola kokubili okusesidlangalaleni nokuyimfihlo etafuleni, abadlali befayibha abasha bakhula kwesokunxele nakwesokudla.Amanye ama-telco amancane, asemaphandleni anqume ukwenza ubuchwepheshe buphume ku-DSL.Abanye ngabangenele abasha ngokuphelele abaqondise emaphaketheni amaqhinga ezifunda ezithile, njengoba kwenza i-Wire 3 eFlorida.Kubonakala kucishe kungenzeki ukuthi bonke bazosinda ngokuhamba kwesikhathi.Kodwa ingabe imboni yefayibha ihloselwe ukugoqa okufana nalokho osekubonwe kakade kukhebula nokungenantambo?Futhi uma kunjalo, kuzokwenzeka nini futhi ubani ozobe ethenga?
Ngawo wonke ama-akhawunti, impendulo yokuthi ingabe kukhona ukugoqa okuzayo ingu-“yebo” onomsindo.
Umsunguli we-Recon Analytics uRoger Entner kanye noBlair Levin weNew Street Research batshele ukuthi ukuhlanganiswa kwe-Fierce kuyeza ngempela.Isikhulu se-AT&T uJohn Stankey ubonakala evuma.Engqungqutheleni yabatshalizimali be-JP Morgan ngoMeyi, waveza ukuthi kubadlali abaningi abancane befayibha “uhlelo lwabo lwebhizinisi ukuthi abafuni ukuba lapha eminyakeni emithathu noma emihlanu.Bangathanda ukuthengwa futhi badliwe ngomunye umuntu.”Futhi ephendula umbuzo mayelana nama-rollups kusiqephu sakamuva se-FierceTelecom podcast, i-Wire 3 CTO uJason Schreiber uthe "kubonakala kungenakugwenywa kunoma iyiphi imboni ephukile kakhulu."
Kodwa umbuzo wokuthi ukuhlanganisa kungase kuqale nini ngobuqotho unzima kakhulu.
U-Entner uphikisene ngokuthi okungenani kuma-telco asemaphandleni, umbuzo ugxile ekutheni ingakanani impi asele kuwo.Njengoba lezi zinkampani ezincane kungenzeka zingenabo abasebenzi abazinikele bokwakha noma ezinye izinto zokusebenza ezibalulekile okufanele zinikezwe, “kufanele zithole izicubu ezingazange zinyakaze emashumini eminyaka” uma zifuna ukuthuthukisa amanethiwekhi azo abe fibre.Laba basebenzi, abaningi babo okungemindeni, kufanele banqume ukuthi bafuna ukutshala isikhathi nomzamo ekuthuthukiseni noma bavele badayise izimpahla zabo ukuze abanikazi bazo bathathe umhlalaphansi.
Okuhle ukuthi “uma uyi-telco encane yasemaphandleni, kuwumdlalo onobungozi obuphansi,” kusho u-Entner.Ngenxa yokufunwa kwe-fiber, “othile uzozithenga” kungakhathaliseki ukuthi uthatha yiphi indlela.Indaba nje yokuthi ingakanani inkokhelo abayitholayo.
Ngaleso sikhathi, u-Levin ubikezele ukuthi umsebenzi wesivumelwano uzoqala ukukhuphuka ngemuva kokwabiwa kwegagasi lemali yombuso ehla epayipini.Lokho kuyingxenye ngoba kunzima ukuthi izinkampani zombili zigxile ekuthengeni impahla nasekufakeni izicelo zezibonelelo ngesikhathi esisodwa.Uma amadili eseqala ukubeka phambili, nokho, u-Levin uthe kuzogxilwa kakhulu ekutheni “uwuthola kanjani umkhondo ohambisanayo nokuthi uthola kanjani isikali.”
U-Levin uphawule ukuthi kufanele kube nendlela ecacile yokulawula yalabo abafuna ukuthenga izimbangi ezisebenza ezindaweni ezahlukene.Lokhu kwaziwa njengokuhlanganisa ukunwetshwa kwezindawo futhi “umthetho wendabuko wokungathembeki ngeke uthi akunankinga” ngoba amadili anjalo awabangeli ukuthi abathengi babe nokukhetha okumbalwa, esho.
Ekugcineni, “Ngicabanga ukuthi sizogcina sisesimweni esifana nemboni yamakhebula lapho kuzoba khona abadlali abathathu, mhlawumbe abane, mhlawumbe ababili abakhulu kakhulu abanezintambo abahlanganisa ama-70 kuye kwangama-85% ezwe,” usho kanje. kusho.
Abathengi
Umbuzo olandelayo onengqondo uthi, uma kukhona ukugoqa, ngubani ozobe ethenga?U-Levin uthe akawaboni ama-AT&T, Verizons noma amaLumens omhlaba eluma.Ukhombe abahlinzeki besigaba 2 abafana neFrontier Communications kanye nezinkampani ezizimele ezifana ne-Apollo Global Management (ephethe i-Brightspeed) njengabangase bangenele ukhetho.
U-Entner ufinyelele esiphethweni esifanayo, ephawula ukuthi yizinkampani ezisezingeni lesi-2 - ikakhulukazi ama-tier 2 asekelwa yimali enkulu - eziveze intshisekelo yomsebenzi wokuthola izinto.
“Izoqhubeka ize ifinyelele esiphethweni isigubhukane.Kuya ngokuthi umnotho uguquka kanjani nokuthi izilinganiso zenzalo zihamba kanjani, kodwa okwamanje kusenemali eningi ehlehlayo ohlelweni,” kusho u-Entner.Iminyaka ezayo ihlelelwe ukuba "isiphithiphithi sokudla futhi lapho uba mkhulu mancane amathuba okuthi ube ukudla."
Ukuze ufunde lesi sihloko ku-Fierce Telecom, sicela uvakashele: https://www.fiercetelecom.com/telecom/big-fiber-rollup-coming-question-when
I-Fiberconcepts ingumkhiqizi ochwepheshile wemikhiqizo ye-Transceiver, izixazululo ze-MTP/MPO kanye nezixazululo ze-AOC ngaphezu kweminyaka eyi-16, i-Fiberconcepts inganikeza yonke imikhiqizo yenethiwekhi ye-FTTH.
Isikhathi sokuthumela: Jul-08-2022
