SACS, Cape-to-Cairo, Orange-MainOne and why bandwidth gluts don’t matter anymore

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During the past quarter, the African wholesale space has witnessed Liquid Telecom’s Cape to Cairo agreement, MainOne’s deal with Orange and the commercial launch of Angola Cables’ SACS.  On the surface, these developments have little to do with one another. Taken together, we say they mean three things: bandwidth gluts don’t matter anymore, the African opportunity is about more than Africa, and OTT demand will determine (almost) everything.

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