Transmission Co, Lagos Metro Wavelengths, & Equiano Subsea Capacity

Transmission Co is a new Lagos metro network with fibre between the three key data centers of OADC, Rack Centre, and MDXI Equinix. It is currently expanding into another three sites. This network is amplified in order to ensure high performance for 400G and 800G wavelengths. We can offer you metro wavelengths between these three data on-net facilities configured as a ring at excellent pricing with significant term and volume discounts. Also available are spectrum and alien waves. Mark Tinka, former head of Seacom engineering, is the founder and CEO. I work directly with him on sales opportunities. Mark is well known and respected in the Internet engineering community. We can be reached at roderick.beck@networksourcing.net. 

The best way to think about spectrum is that it is a virtual fibre pair. If you take 100 Gigahertz on the network, then you feed it into your DWDM gear and carve it up and frame as OTN circuits. In this case you can get a 400G wavelength or several 100G waves if you use the QAM16 modulation scheme. The service is cheaper per bit than wavelengths and offers enormous flexibility, but requires the customer invest in their own DWDM gear. An alien wave  goes further in that the customer hands off a color wavelength to another network which just provides amplification and repeater services. I recommend the former because alien waves are more difficult for the service provider to manage. 

A complementary service to our metro services is Equiano 100G capacity between LS1 (Lisbon), OADC (Lagos), and CT1 (Capetown Teraco 1). Transmission Co is one of the few Equiano providers that can back haul on its own fibre to MDXI Equinix and Rack Centre. This advantage speeds up provisioning and is better for a customer as an end-to-end solution is provided by one carrier. Furthermore, the metro pricing can be tailored to ensure the deal makes sense for both provider and customer. In contrast, virtually none of the Indian or Chinese carriers despite their many terabits of capacity can do the same. They have neglected as they so often do to build metro fibre rings which are really essential to be successful in wholesale transport. Consequently, these providers must pay the market rates for metro 100G wavelengths which ranges from $6K MRC per segment to $14K. So the Indian and Chinese carriers must add that on top of their own subsea cable fees. Transmission Co is willing to go well below that range to get a deal done.

Map of Equiano subsea cable including countries in which it lands.


Comments

Post a Comment

Popular posts from this blog

Breaking Story: Facebook Building Subsea Cable That Will Encompass The World

Image
Several sources have whispered in my ear that META is planning a new 16 fibre pair cable that will encompass the world going from the US East Coast to the US West Coast via the Atlantic, Indian Ocean, and the Pacific. The most ambitious subsea project ever undertaken. I do not know the exact routing. I know that the cable will launch from the American East Coast and will go down the West African Coast to South Africa and then head straight to Mumbai. It is not clear if Europe will be online or not. From Mumbai it will head straight to Australia and then up to the US West Coast. I speculate that there may be branching units to Singapore, Malaysia, and Indonesia. But the basic routing is US/South Africa/India/Australia/US. What is not clear is if there will be branching units to add more countries to the cable.  This semi-secret cable reflects META's desire for network resiliency given the four month Red Sea down time that AAE-1 and other subsea cables suffered during the first half
Read more

Facebook's Semi-Secret W Cable

Image
 A few days ago I wrote that Facebook was planning a new subsea cable directly linking the US East Coast to South Africa, then up to India, onward to Australia, and finally to the US West Coast. Clearly resiliency is a big theme. It avoids Lisbon, Marseille, Egypt, the Red Sea, and Singapore. All choke points due to their telecom hub status. Note that the map below shows lots of branching units, but I don't have insider confirmation although they make perfect sense. The cable is 16 fibre pairs.  This cable may be heavily influenced by AI considerations. AI data centres require lots of space and power. The US, South Africa, India, and Australia are good candidates for AI data centres in terms of space. All of them except for South Africa have modern power grids. But South Africa is still the best place on the continent for large scale AI facilities. An AI theme makes particular sense given the cable's high latency. An AI data centre does not directly serve custom
Read more

How To Calculate An IRU Price For a 100G Wavelength

The IRU price should reflect your forecast of future lease revenes. If the current MRC is high and prices have been stable and are expected to remain so, then the opportunity cost of selling an IRU is high. You are sacrificing a lot of lease revenue if you sell that capacity. In this case the upfront IRU price should equal the three year MRC multipled by 4 to 6 years. So if the three year Faster cable MRC is $17K, then 48x to 72x times that number is fair value. So 48*$17K=$816K. Plus a standard 4% annual fee to cover the wavelength's share of maintenance and operations.. So strong markets and tight capacity mean that leasing is more attractive than IRUs to the supplier. Vice versa, the buyers will be desperate to lower their long term costs via an IRU. In my example, $816K divided by 15 years equates to $4500 per month excluding O&M. Bad for the seller. Good for the buyer. That's why so many of you are looking for IRU capacity to resell to your clients, but finding few se
Read more