Re:FedEx to close data centers, retire mainframes
by masswerk on Tuesday July 05, 2022 @09:22AM
(#31987914)
> Of course they should make some effort to ensure there is competition.
My guess is, we'll rather see some consolidation, like in every other segment. Which also means considerable expenses for the remaining players, who will experience increasing need to regain some by pricing. As theses players are sharing roughly the same boat, this will show quite naturally some characteristics of an oligopoly. At the same time, self-managed infrastructure will have become a rarity and costs of reintegration are prohibitive, which should allow for some elasticity in market prices. Also, any investments towards reintegration won't show results during the turn of current management, minimizing chances for this to happen, yet again. (This is not a level playfield anymore.)
My guess is, we'll rather see some consolidation, like in every other segment. Which also means considerable expenses for the remaining players, who will experience increasing need to regain some by pricing. As theses players are sharing roughly the same boat, this will show quite naturally some characteristics of an oligopoly. At the same time, self-managed infrastructure will have become a rarity and costs of reintegration are prohibitive, which should allow for some elasticity in market prices. Also, any investments towards reintegration won't show results during the turn of current management, minimizing chances for this to happen, yet again. (This is not a level playfield anymore.)