I agree. I think it’s similar to the power grid. Razor sharp margins that keeps falling down and sustainment is being provided by ever decreasing number of professionals or being handed down to folks that don’t know what they are doing. Queue the forest fires in California.
The cost is laying down a fiber network and sustaining it is there and it’s going nowhere. Somebody needs to pay for it. Current approach is to bundle various services under a service umbrella and try to stay profitable. I don’t know what will happen when the streaming boom cools down. It might cause some “network providers” to just bankrupt.
The cost is laying down a fiber network and sustaining it is there and it’s going nowhere. Somebody needs to pay for it. Current approach is to bundle various services under a service umbrella and try to stay profitable. I don’t know what will happen when the streaming boom cools down. It might cause some “network providers” to just bankrupt.