RE: Re: Jester7 Dec 2017 08:46
Interesting, but kind of on the periphery of our area of interest. Avanti's primary interest is what in BT we used to call "the last mile". The difficult to get to locations where the cost to provide physical network is prohibitive. Having said that Avanti has several contracts to provide emergency back up to big bandwidth links which for whatever reason have failed. Ditto some alternative routing solutions providing dual routes to the same end customers from the same or alternative exchanges. Sure there are undersea providing massive capacity. and there are billions(true) of Core Cables on land linking inner core switching nodes that provide the same. The expensive bits though are from there out towards the end users as that massive terrabit stream needs to be de-multiplexed (Terrabit to Gigabit to Megabit and Kilobit) to the levels seen by the end customers/equipment. We are not really concerned with those bigger parts of the network save for mainly back up, and some of our point to point products.
It's the reason Africa is such an attractive market for us. i.e. It's way, way, cheaper to deploy satellite to link say mobile masts, remote business customers, residential nodes, etc. than lay cables, because Africa is geographically pretty big and it's populations scattered ! Add to that the fact that that whole continent is waking up to the Internet and you'll realise why we are at the bottom of one very steep demand curve. It would take an almighty effort for this venture to fail - debt or no debt. The new board members are aware of this, which is why they've joined.