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User Rank: Light Sabre
4/27/2015 | 1:13:57 PM
Re: Who will feel the competitive edge?
So this is a roll up? Or we are back to the real estate mania of yesteryears?
User Rank: Light Beer
4/27/2015 | 12:13:01 PM
Re: Who will feel the competitive edge?
I think the competitive issue here is more around the fact that the companies buying big chunks of dark fiber - the Facebooks, Googles, etc.,  - are going to look more and more to companies like this one. That's why having a denser network is becoming more important, it's not just about the cell towers anymore, it's about the colos and the data centers. 
[email protected],
User Rank: Blogger
4/27/2015 | 12:07:42 PM
Who will feel the competitive edge?
Which companies will be looking at this combo as a competitive threat -- are we talking Zayo? Level 3? Verizon Enterprise?

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