Or the investment to upgrade doesn’t make financial sense.

> On Jun 20, 2023, at 9:54 AM, Mark Tinka <mark@tinka.africa> wrote:
> 
>  
> 
>> On 6/20/23 15:20, Mike Hammett wrote:
>> 
>> Sometimes yes, sometimes no.
>> 
>> When you go down in density, your fixed cost per customer really escalates 
>> and you simply can't afford to provision as much as you'd like to. When you 
>> leave glass as a transport mechanism, scaling isn't easy. When you don't 
>> have a wireline to the customer prem, scaling isn't easy.
>> 
>> You might have a licensed backhaul going 10 - 20 miles to feed a remote 
>> cluster of customers (be it wireless, copper, coax, or glass as the last 
>> mile). Those are more or less limited to about 1.5 gb/s. Spectrum 
>> availability can reduce that. You can sometimes stack them, but again, 
>> spectrum availability would be king in that decision.
>> You might have fixed wireless as the last mile. We're starting to see 
>> platforms capable of multi-hundred megabit per customer with a sector 
>> capacity of low gigabits, but again, spectrum availability comes into play 
>> here. Those solutions require line of sight (or close to it) and only go a 
>> few miles. The systems that can penetrate foliage really cut your per-sector 
>> capacity to around 100 megabit, shared amongst all customers. Those are 
>> simply limitations of physics.
>> 
>> 
>> When you don't have the benefits of scale, the only viable path forward in a 
>> managed setting is usage-based billing, with some amount of included data.
> 
> We are saying the same thing re: mobile (when I say mobile I mean wireless) 
> providers. Because spectrum is a limitation, capped services make sense. 
> 
> When I say "fixed line", I mean end-to-end, i.e., from CPE to nearest ISP 
> PoP, all on wire. In such a case, if an operator is still offering a capped 
> service, it is because they have no incentive (competition) to do otherwise.
> 
> Mark.

Reply via email to