New TransPacific Cable Projects:

Deepak Jain deepak at ai.net
Fri Sep 21 23:44:53 UTC 2007


This is what happens when I stay late at the office on a Friday.

http://www.commsday.com/node/186 - Google participating in a new 
Transpacific Cable Project

http://www.networkworld.com/news/2006/121806-verizon-business.html - 
Verizon on a different transpacific project


And all the same articles say there is already an overpriced glut of 
capacity along these routes and a glut of fiber laying ocean vessels.

Good times. Rather than having competition, everyone is just building 
their own routes that they won't share at wholesale prices to folks in 
the wholesale buying business. :)

Ahh... reminds me of the late 90s when everyone was building dark fiber 
networks for the surge of demand that was coming. Now, the remaining 
folks are buying up all the unused bits to constrain capacity.

If I were a stakeholder in transpacific cables, I'd be leasing up the 
next 3-6 years of the entire global cable laying fleet. :)

Deepak Jain
AiNET







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