Cost parity of FTTN and FTTP
The question to ask Mr Morrow, in order to assess whether FTTN or FTTP is "cheaper", is how much average revenue per user is being received from FTTN areas.
If it is less than the $43 ARPU coming in now from FTTP areas, then how quickly will FTTP be at cost-parity with FTTN, especially as data demand keeps growing?
Anecdotally, the break-even point occurs before the rollout is completed, and therefore urban areas should be done with FTTP wherever physically possible.
Biting the hand that feeds IT
