Dan, I don't think that they are chasing energy opportunities that make the broadband business case look relatively immaterial, as much as the broadband piece of the pie that they are chasing is morphing, and very few know, or are able to grasp, where it is going. This discussion confuses two areas. On the one hand I see the inexorable push to greater deployments of bandwidth in ways that defy current models. On the other hand your views are predicated on the present overhang of uncertainty that the markets are now in.
I don't see that there is a sustainable, long-term intersection between these views. In the short term, however, I acknowledge that there may be more carnage before we see an uptick in my views being realized. But in the longer term - which doesn't do anything for folks who are presently getting creamed, grated - there'll be no looking back to the model we're citing here as being the legacy approach that the larger players are tied to.
Even "they," the larger players who are left standing at least, must still compete with one another at the end of the day. When you look at the irrefutable cost savings that emerging optical platforms afford for them compared to their present infrastructures, then there is no explainable reason for them not to also buy in. None of this takes away from your nearer-term concerns, however.
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