You're right about that but in this case I think they have that covered. Bandwidth is not really that expensivea and they already have the network and scale eff

You're right about that but in this case I think they have that covered. Bandwidth is not really that expensivea and they already have the network and scale effects on their favor; so, if anything, I believe their opex (per customer or w/e) will continue to go down.