Monday, March 21, 2005

Stepping on your footprint

More today from the competitive dystopia which is the Dutch market. Het Financieele Dagblad reports today that UPC is to proceed with plans to unbundle DSL lines outside its footprint (as we fully expected), bringing it into confrontation not only with KPN and Versatel, but also fellow MSOs Casema and Essent. The emphasis initially will be broadband access and VoIP, to be followed later by IPTV, apparently by Q4. If I understand the crude machine translation I ran, there is reference to a EUR300m price tag for the investment, which, if correct, may further fuel some of the discontent brewing in the market over cable pricing, and the uses to which the cash is put.

No comments: