Some network capex assumptions seem remarkably stable after 50 years. An example is the adage that a fixed network operator “has to do something” for about 10 percent of the physical plant every year.
That has proven a useful rule of thumb for cable TV and telco access networks, and now also seems to be useful for mobile networks.
Essentially, that means every fixed or mobile network is potentially 100-percent renewed every decade.
No comments:
Post a Comment