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. On Thu, Feb 2, 2023, 8:22 AM Masataka Ohta <mohta@necom830.hpcl.titech.ac.jp> wrote:
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