I will use the following format for my tournament. I will assume the goal is to get to the final table, and stay there. I will identify those whom I believe have a seat at this final table today. Criteria for final table is revenue, scope of fiber assets, financial stability, and anything else that suits my purpose.

I will also poplulate two or three additional tables with fiber-based telcos that are still active—these will be smaller companies in the industry, but those with enough chips (fiber/bandwidth revenue) that they are active participants in the ongoing industry consolidation.

Since this is my tournament, I will define the focus to be U.S.-based carriers that have substantial fiber assets and who focus on providing bandwidth services to commercial customers. Carriers who are predominately focused on wireless, colo or residential are not included; RLECs or RLEC-owned carriers are not eligible, nor are CATV companies. 

I will begin with the notion that there are 12 companies currently at the final table. They will be revealed over time. The weakest of those will be identified as the “short stacks”. If other entrants emerge who are not part of the final table—the short stacks could be bumped.  

Tables two and three will be populated with other fiber-based providers. As you will see, the size and scope of those sitting at tables two and three is modest.   

As M&A activity continues, I will collapse the tables.   

Okay, I think that is enough for now. I will modify the format (remember—my tourney) whenever I see fit. Tomorrow, the initial seats at the final table will be revealed.

So Now What?

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