| NOTAS: | "Growth in wholesaling dark fiber appears counter-intuitive as the majority of wholesalers look to move up the value chain towards managed services and away from commodity products. However, across the world, fiber is owned by a range of different types of company that have a valuable asset they want to monetize, without the expertise to develop more sophisticated services. This creates opportunities for dark fiber specialists to emerge either from within these companies or in partnership with them. Furthermore, traditional communications service providers are taking different approaches to providing dark fiber, ranging from a complete refusal to wholesale dark fiber to proactive provision in specific niches. This is creating complex supply dynamics for a very basic service and challenging the positions of traditional wholesalers, particularly in the fast-growing data center segment where the end customers are themselves technically capable." |
