Anders

position in the ecosystem...

was run by the city of S. a utility. innovation was saying we're only going to rent it to everyone.

rin those days, quesiont of being 1 or 2 and closing door.

look at what's going on in muni nets

build in mechanisms that prevent capture. by intermediators, middle people.

everyone else bets the farm on youl. most important asset is trust. not do you have fiber here or there, but you have everywhere. everyone will rely on you.

incumbent will be active where you are.

we're living out of being transparent, and knowing what we're doing.

when you are n infrastruc, trust and transparency...

level playijng field more important than anything else. they wouln]t be getting a disadvantage.

had 50 operators as customers, 3 digit number of end users.

lops were phone companies, isps, internationsal players. tele houses to big banks. bt, mci, mfs (metro fiber systems) (predicessor to MCI), worldcom...

mfs came to s in 94.

trust expertise, connections, dedicated, politically committed. say "we want operators." we don't want to be the only car or taxi company in town.

consider levels of customers.

telia (swedish state ptt)

didn't see diy.

not only incubent being threatened by 3,4,5, but all threatened by DIY customers.

banks bought 96 fibers in a ring

on average, ... zero elasticity. 10 fibers cost the saem as 25. 90% of cost getting hte ducts down, and planning for deployment. Then gettinhg cables in is <10%. Actual cost today might be $2 or $4.

like roads or reservoirs?

steve kamman)) "stokab was a revolution... greatest thing:"

lots of companies and services....many players doing all kinds of business here on every lev

you can't build fiber with a thin footprint.

1,000,000 km of fibre

single biggest mistake is not enough ducts

90% backhoes.

sk: 10-15% of plant is stranded

price it out locally

fiber as least common denominator

fttn, 100person node

big undertaking, 150million investment

relationships. with 100+ other plahyers who you'll be dealing with daily. and you need to create trust.

deployed in '94.

took job in '94. don't expect black for 7-8 years.

city made monehy from day one. They could buy their own telecoms competitively.

revenue per investment dollar goes down as you go out to individuals.

local politicians focus on right of way, selling to local operators.

then saving on own bill.

Then inward investment tool,. getting companies to move in.

then a quality of life issue.

today stokab has been through a sea change.

got involved in telecom policy issues.

shared infrastructue.

creating private monopoly for the PM's friends... dont wanna do that.

world bank wanted to privatize everything.

seeing fiber, internet... some of the Rahul proposals, Africa1 AfricaOne. didn't materialize.

ripe for discussing a new model.

richard witt and layered networks. read his piece.

there is an advantage when somebody says "this is impossible to do"...

now there is quite a bit of momentum.

open acdcess is infrastuc available to mamny players.

east africa. NEPAD is an afreican org... New Economic Proposal for Africa...

what is the ecosystme?

ask how you create an ecosystem where there will be transaction costs and possiblitiles, many layere.

Then the architecture. PSTN or IP?

you jneed everything, organized differently.

condo = special purpose vehicle model.

oil companies share the same pipeline. it's a cost center rather than a profit center.

different players have different motives.

condo feasible ifyou con't want to have a participant who wants to be a lender of last resort. need that.