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Ray@LR
[email protected]
7/4/2014 | 7:47:14 AM
Price paid by Zayo for Geo Networks
£175 million, according to Zayo's IPO filing papers...
mendyk
mendyk
5/16/2014 | 3:07:03 PM
Re: Are we seeing some long-term thinking here?
Exactly -- all clouds have a glass lining, if not a glass ceiling. It's easy to lose sight of the fact that virtualization doesn't exist without baseline reality.
Ray@LR
[email protected]
5/16/2014 | 1:36:10 PM
Are we seeing some long-term thinking here?
The network is valuable, right? Decent fiber connectivity is what will make the cloud work -- there's value in these strands of glass, as long as the owners know where it is (and does everyone know where their assets are and what shape they are in?), and have the right tools to manage it efficiently. 

That, then, is the tricky bit.... but Zayo's owners clearly are taking a long-term view on these assets, which seems to make sense.


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