Fibre competition in Suburbs?

[DapperDanMan]

Hi there, typically networks don't overbuild each other as it isn't feasible.

Allowed? Yes. Would we do it? Highly unlikely. No business case to overbuild an entire suburb.

There are some areas in Cape Town where you can get Octotel, Vumatel and Openserve fibre in the same street.

Any input as to what happened to suburbs/streets in Brackenfell? Is it truly an interlaced overlap or is it more of an adjacent overlap? Or something else entirely?

 

[pinball wizard]

Any input as to what happened to suburbs/streets in Brackenfell? Is it truly an interlaced overlap or is it more of an adjacent overlap? Or something else entirely?

F'up during the land grab would be my guess.

 

[pinball wizard]

Understood but I don't think its good for the consumer not to have freedom of choice. If my FNO gives me hassles I dont have other feasible options available to me.

Its Telkom all over again

The end user market in SA is tiny. The cost per end point of the infrastructure is the most prohibitive thing in this matrix. Without anticipating a decent uptake it's impossible for the investors to see a ROI.

 

[Polymathic]

Aerial Fibre would probably be feasible for companies to rollout in areas which already have one trenched fibre provider.

 

[pinball wizard]

Aerial Fibre would probably be feasible for companies to rollout in areas which already have one trenched fibre provider.

No council gives wayleaves for that anymore. (except to Telkom...)

 

[Polymathic]

No council gives wayleaves for that anymore. (except to Telkom...)

Hopefully the exception to Telkom only applies to areas with existing Telkom Poles, still shady AF though

 

[jdido87]

If its so expensive how is Mitchells Fibre/ Vumareach achieving feasibility on the Cape Flats at that price point for a 20mbps down and 10mbps up connection. I understand density an all of that as one of the main reasons behind the price point. Why are other providers not doing the same or are they to shortsighted. Vuma is pulling a Telkom on the Cape Flats, monopoly.

 

[clickingbuttons]

If its so expensive how is Mitchells Fibre/ Vumareach achieving feasibility on the Cape Flats at that price point for a 20mbps down and 10mbps up connection. I understand density an all of that as one of the main reasons behind the price point. Why are other providers not doing the same or are they to shortsighted. Vuma is pulling a Telkom on the Cape Flats, monopoly.

They've probably still in the red for that rollout. I'm sure you can go start your own fiber company to compete with Vumatel in this case, nobody's stopping you.

 

[Clintie]

I guess i'll just limp along until Starlink comes to Africa...

 

[KOPITE]

If its so expensive how is Mitchells Fibre/ Vumareach achieving feasibility on the Cape Flats at that price point for a 20mbps down and 10mbps up connection. I understand density an all of that as one of the main reasons behind the price point. Why are other providers not doing the same or are they to shortsighted. Vuma is pulling a Telkom on the Cape Flats, monopoly.

Vuma is the new Telkom basically, but the most fibre foot print in SA. Look they do have deep pockets and many investers to make this possible. Setting up the initial hardware for lower speeds will see some ROI in the near future, but if they see a big uptake up like like 80%, high traffic numbers and people wanting higher speeds they will invest in hardware for the long term. IMO that is a well planned investment for profitability in the long term.

I think the other players have missed the trick and it’s too late for them to compete now. I’m sure Vuma has seen the gap and taken advantage of the situation. We just waiting for higher speeds and I think 100mb/s should be suffice for the top pullers, but some few will want 1Gbps speeds.

just my 2c