There was some lively discussion following my, err, somewhat lively response to that WSJ article earlier this week. My own opinion is no secret, but let’s put it to a vote just to see where we stand as a group:
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Categories: Metro fiber
on The Interconnection of Artificial Intelligence (AI) and Structured Cabling: “An insightful look at the intersection of AI and structured cabling! This article does a great job explaining how the…” Dec 23, 18:41 on The Interconnection of Artificial Intelligence (AI) and Structured Cabling: “An insightful exploration of the intersection between artificial intelligence and structured cabling. It highlights the growing importance of advanced networking…” Dec 13, 10:22
on Alianza to Buy Metaswitch: “It sounds like Metawitchh is still ruined, just in a different form.” Dec 11, 08:28 on euNetworks, Ciena Put 1.6Tbps Wavelengths to Work: “Did they say anywhere what the channel size was to deliver 1.6 TB/s? All of the other operators I’ve talked…” Nov 12, 08:31
on THE UK’S SMARTPHONE THEFT CRISIS: “In this blog, you’ll gain insights into the UK’s smartphone theft crisis, examining its impact on individuals and communities, as…” Oct 19, 01:49 on Sparkle Joins Liberty, Gold to Build MANTA: “The lack of diversity in the Gulf and the Caribbean has always baffled me.” Oct 17, 08:31
on Inteliquent Declares Special Dividend, Names CFO: “Ladies and gentleman, let me introduce to Brad Couch, matriculex and dominatrix of all things supply chain at the Frito-Lay…” Oct 4, 01:01
on Network Maps: USA Longhaul: “Hi Tony, Could you please let me know your convenient time for a discussion on IP Transit, L2 Services and…” Oct 3, 14:04 on Who will buy Crown Castle’s Fiber?: “Well sure, better for Zayo, but regulators should be more concerned about what’s better for the customers.” Oct 3, 11:31
on Who will buy Crown Castle’s Fiber?: “Worse for the buyers of dark fiber perhaps, but better for Zayo? I don’t think regulators would actually stand in…” Oct 3, 11:01© 2008–2015
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And I would add it certainly depends on which Fiber Providers you are referring to in your Poll — that could be a dramatically different answer. For example, my response for the WSJ group of “Fiber Providers” is much less positive than if you include Dan Caruso’s list of providers not included in the article.
Back in the bubble, the whole industry went off the tracks. One can always find some business plans one disagrees with, but I’m trying to get at a more general state of affairs.
There is a real reason to build now. OCG is up to 500 miles now and is agressivly building in the metro. Demand is demand and there is plenty of it out there. We are seeing extensive demand expecially since Abovenet was purchased. Thank’s Dan