Another day another 100G announcement, but this time it’s a pure metro one. LightPath, the metro fiber division of Cablevision, unveiled a 100G optical product today, which they will be marketing to their customers in the financial, market data services and healthcare vertical.
Most 100G products out there are still on the busy intercity links or helping hook up those links at either end, but of course LightPath focuses on a single, very big market. With 6000+ on-net buildings in the NYC/NJ metro area, it’s depth that they have clearly focused on. But if any metro area has the enterprise and wholesale demand for a 100G pure metro product, it’s NYC, and they’ve had a 40G product out there for four years now. Lightpath says it already has a a media and entertainment customer using the bigger pipes to move video files around the region.
Lightpath is a name we don’t hear so often when it comes to M&A speculation, largely because they don’t seem interested in new markets and already have the depth they need in their current footprint. Of course they did add some with the 4Connections deal, but that was some time ago now. I do wonder though if the penetration of Lightpath’s fiber business might at some point make Cablevision itself a bigger takeout possibility for other cable MSOs in the wake of the Comcast/TWC deal.
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