if the mobile+cable bundle by charter is working, then the cable business offered by an overbuilder like wow would face further subscription losses. does that worry you?
another question, $CCI seems to have their fibre assets priced at less than the cost, any thoughts on how this may apply to wow's fiber asset?
if the mobile+cable bundle by charter is working, then the cable business offered by an overbuilder like wow would face further subscription losses. does that worry you?
another question, $CCI seems to have their fibre assets priced at less than the cost, any thoughts on how this may apply to wow's fiber asset?
yes- i think that's one of the reasons cable / overbuilders need to scale up
i only loosely follow cci; i don't think comparing their more etnerprise / backhaul fiber to wow's FTTH makes sense but happy to be told where i'm wrong (also not sure on CCI's replacement cost)
if the mobile+cable bundle by charter is working, then the cable business offered by an overbuilder like wow would face further subscription losses. does that worry you?
another question, $CCI seems to have their fibre assets priced at less than the cost, any thoughts on how this may apply to wow's fiber asset?
thanks!
yes- i think that's one of the reasons cable / overbuilders need to scale up
i only loosely follow cci; i don't think comparing their more etnerprise / backhaul fiber to wow's FTTH makes sense but happy to be told where i'm wrong (also not sure on CCI's replacement cost)
i see. no no i know nothing. i see those are backhaul/enterprise. thanks Andrew.