Friday, April 20, 2007

Business Broadband is a Big Deal

If we read these forecasts correctly, wired broadband access sold to business customers, not including voice, represents almost the same amount of revenue as all wireless services do in 2011. This forecast doesn't include voice revenues. Of course, we'd also note that the relative importance of wireless is growing.

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No Supplier Likes Customer Concentration, But Sometimes It Cannot be Helped

Customer concentration in the hyperscaler segment is practically unavoidable, when a handful of customers represent such a large percentage...