Spectrum (legacy TWC) Infrastructure - Contact Off List

Thu Feb 2 17:13:13 UTC 2023

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 at 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
>
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