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Re: End of Cogent-Sprint peering wars?
From: Saku Ytti <saku () ytti fi>
Date: Thu, 8 Sep 2022 08:29:13 +0300
On Thu, 8 Sept 2022 at 01:06, Jawaid Bazyar <jbazyar () verobroadband com> wrote:
$1 deals usually come with an operation in the red, or assumption of significant debts.
To me this looks like a continuation of the game of attrition for infrastructure players. No one seems to know how to capitalise infrastructure, and ostensibly cheap deals have brought shops down before due to naive buyers (GTT). But I do think this makes sense for both tmus and ccoi, for tmus infrastructure is a bad risk and they can always afford to procure the service at market price, by moving costs to customers. For CCOI they don't have much choice but to figure out how to turn infrastructure into money, if they can't they're dead anyhow, now they're dead just little bit sooner, so it seems like a good risk for CCOI. I am a little bit more optimistic in CCOI leadership's ability to capitalise this than the ability GTT had, and wish them good luck. -- ++ytti
Current thread:
- End of Cogent-Sprint peering wars? Sean Donelan (Sep 07)
- Re: End of Cogent-Sprint peering wars? Dave Taht (Sep 07)
- Re: End of Cogent-Sprint peering wars? Jawaid Bazyar (Sep 07)
- RE: End of Cogent-Sprint peering wars? Adam Thompson (Sep 07)
- Re: End of Cogent-Sprint peering wars? Lou D (Sep 07)
- Re: End of Cogent-Sprint peering wars? Adam Thompson (Sep 07)
- Re: End of Cogent-Sprint peering wars? Randy Bush (Sep 07)
- Re: End of Cogent-Sprint peering wars? Lou D (Sep 07)
- Re: End of Cogent-Sprint peering wars? Jawaid Bazyar (Sep 07)
- Re: End of Cogent-Sprint peering wars? Dave Taht (Sep 07)
- Re: End of Cogent-Sprint peering wars? Saku Ytti (Sep 07)
- Re: End of Cogent-Sprint peering wars? Randy Bush (Sep 07)