I've just read Peter Evans's article on the new WFN issue dealing with cables in APAC region and mentioning some optimistic/pessimistic views of this development. Short speaking, almost everybody agrees that oversupply happens for intra Asia segment (though, it doesn't mean that prices will decline! - history has shown this!) but the arguments for trans-pacific are varied; while some players/observers see some positive things, the other predict that it could be a "dangereous" bubble (something likes that in 2000s).
Each party has many arguments and I don't want to mix with another argument or more :-D But I just want to comment on the tables he has presented on the article. It seems that it isn't very accurate e.g. as of now Nava's cable isn't real yet (Ochre might reinvent that idea, but though it is still a plan!) CMIIW.
Source/Courtesy : WFN/P.Evans@Budde
Source/Courtesy : WFN/P.Evans@Budde
1 comment:
yes, the list need to be updated like FLAG, as far as I know not land to Indonesia, JASURAUS is extension of APCN from Asia to Australia. NAVA seem never happened, no more news for Ochre, BRCS (Batam Rengit Cable System), Matrix Cable, Moratel cable were not there but JAKABARE already in the list.
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