"DSL usage prices trend towards €0"<< AOL European Strategy. It's Different Over Here. | Main | Sartorial Slingboxes: Viasat Launch >> IanFogg | August 10, 2006, 04:24 PM This isn't my quote, but it's from Deutsche Telekom, in their H1 results presentation: "All business lines affected by changed market assumptions. Fixed-line: - Bundled tariff price decline 30% in H1 2006. - DSL usage prices trend towards €0 from €29.95 in H1 2005. Mobile: - Predicted market growth over 2 years of 10%, actual H1 at 1%." We're not there yet, by any means. This thinking is part of the reason why DT are so interested in other new product opportunities within the home, and why DT are pushing on with extensive extremely high speed VDSL2 service launches. The interesting piece, is that Freenet, a DT competitor, claimed their broadband ARPU was, "quite stable," in their results call on Tuesday. However, Freenet's position is quite different. They will likely hold their biggest marketing guns for this autumn, for when they have their new ADSL2+ wholesale agreement with QSC operational. |
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