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7/29/2016 | 7:30:55 AM
Carriers are at the edge
Semantics and perception are everything.  When the FCC started calling the internet cos at the "core" of the global internets in the early 2000s "edge providers" no one spoke up.  Maybe now we are beginning to understand they are the "core providers" and the MNOs/MSOs/telcos are merely edge access ISPs with limited view of and ability to serve final demand.  That puts them at a huge disadvantage when it comes to pricing ex ante.  As well, all their vertically integrated capex/opex results in obscene pricing when compared with true underlying economic cost per bit.  The "core providers" have an enormous advantage and its time for the trade and analysts to wake up to this new reality.  Let's start with semantics.

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