End of Cogent-Sprint peering wars?

Saku Ytti saku at ytti.fi
Thu Sep 8 05:29:13 UTC 2022

On Thu, 8 Sept 2022 at 01:06, Jawaid Bazyar <jbazyar at 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.


More information about the NANOG mailing list