The tragic state of the telecom industry

Submitted by acohill on Thu, 06/22/2017 - 07:25

This article has a lot of inside baseball and makes for dense reading, but the bottom line is that telecom industry has learned nothing in the past twenty years.

The article discusses how the cellular carriers are in a race to build more fiber to cell towers, and in doing so are putting price pressure on the independent fiber carriers large and small.

One way to understand this is to go back to the roads analogy. Verizon wants to build private (fiber) roads to all its cell towers. AT&T wants to build a fully duplicated set of (fiber) roads to its cell towers. Sprint wants to build private (fiber) roads to its cell towers. And so on.

If local governments recognized that fiber is just another form of roads, they could build a shared (fiber) road system past ALL cell towers and reap some very interesting revenue.

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