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