2 Comments
User's avatar
Trond Johannessen's avatar

The disruptions will not occur in population centers with fiber. So what is disrupted here? People in Mongolia start getting interested. And I could think about it in the hills of Lake Como. I see the demand increase, but the provider must fund the terminal costs and go IaaS.

Expand full comment
Ferry C. Grijpink's avatar

Thanks !! indeed the real value is outside the city center. However, it creates pressure on price point - in some markets there is only 1 fixed provider, a good LEO alternative could drive prices down ..... Overall with FWA and LEO, high priced fixed providers (e.g., some parts of the US) will have a hard time competing

Expand full comment