cross connects and their pound of flesh

Sun Jun 19 13:55:57 UTC 2016

Dave Temkin <dave at temk.in> wrote:
> And as colo operators get freaked out over margin compression on the
> impending 10->100G conversion (which is happening exponentially faster than
> 100->1G & 1G->10G) they'll need to move those levers of spend around
> regardless.

If they've based their model on extracting profit proportional
to technology speed then they've misunderstood Moore's law

brandon