nanog mailing list archives

Re: Routed optical networks


From: Mark Tinka <mark@tinka.africa>
Date: Fri, 5 May 2023 21:29:50 +0200



On 5/5/23 15:49, Mike Hammett wrote:

Incumbents are great at momentum. They're not great at innovation, customer experience, etc. They only reason most incumbents are still relevant is due to their prior market size.

Most true, and even then, there is a visible change to the bottom line on how much money they print now vs. then, despite the fact that they are still printing money.

This means that they all know that the dark day is looming, and even if they can see it drawing closer, telco's are stuck with not knowing what to do about it.

I mean, if anyone remembers the days of SMS (2000 - 2008) - that was as free as money printing gets.

Mark.

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