>>This condition of having price compression offset most unit growth has been dogging the wholesale Internet access business for many years, ever since the big Telecom meltdown. That's the bad news. The good news is that we are seeing signs, as Rob Powell points out, starting in 2006 and onward, that some wholesale Internet players are starting to post better performance. Internap's 17% revenue growth in 2007 is a fine example.
Rob himself followed his Internap post with a post that does a good job of explaining why even Internap's numbers don't necessarily reflect the state of the overall wholesale Internet market.
I expect that in April of 2008, I won't be able to make the same claim as I made in April of 2007, and we will finally be able to see that price compression is no longer erasing most of the gains from unit growth in the wholesale Internet access business.
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