Re: Spectrum (legacy TWC) Infrastructure - Contact Off List

[Masataka Ohta <mohta () necom830 hpcl titech ac jp>]

Mike Hammett wrote:

> Yet the independents are doing it anyway.

Petit bubble caused by quantitative easing, perhaps.

                                                Masataka Ohta
> -----
> Mike Hammett
> Intelligent Computing Solutions
>
> Midwest Internet Exchange
>
> The Brothers WISP
>
> ----- Original Message -----
>
> From: "Eric Kuhnke" <eric.kuhnke () gmail com>
> To: "Forrest Christian (List Account)" <lists () packetflux com>
> Cc: "nanog list" <nanog () nanog org>
> Sent: Thursday, February 2, 2023 6:46:01 PM
> Subject: Re: Spectrum (legacy TWC) Infrastructure - Contact Off List
>
>
>
> It might look low cost until you look at a post-1980s suburb in the USA or Canada where 100% of the utilities are 
> underground. There may be no fiber or duct routes. Just old coax used for DOCSIS3 owned/run by the local cable 
> incumbent and copper POTS wiring belonging to the ILEC. The cost to retrofit such a neighborhood and reach every house 
> with a fiber architecture can be quite high in construction and labor.
>
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>
> On Thu, Feb 2, 2023 at 9:14 AM Forrest Christian (List Account) < lists () packetflux com > wrote:
>
>
>
> The cost to build physical layer in much of the suburban and somewhat rural US is low enough anymore that lots of 
> smaller, independent, ISPs are overbuilding the incumbent with fiber and taking a big chunk of their customer base 
> because they are local and care. And making money while doing it.
>
>
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>
> On Thu, Feb 2, 2023, 8:22 AM Masataka Ohta < mohta () necom830 hpcl titech ac jp > wrote:
>
> <blockquote>
> Mike Hammett wrote:
>
> > I selfishly hope they don't because that's where independent
> > operators will succeed. ;-)
>
> Because of natural regional monopoly at physical layer (cabling
> cost for a certain region is same between competitors but their
> revenues are proportional to their regional market shares), they
> can't succeed unless the physical layer is regulated to be
> unbundled, which is hard with PON.
>
> But, in US where regional telephone network has been operated
> by, unlike Europe/Japan, a private company enjoying natural
> regional monopoly, economic situation today should be no worse
> than that at that time.
>
> Masataka Ohta
>
>
>
> </blockquote>