I couldn't contain my mirth today on the KPN conference call when it became apparent that some analysts at big banks have clocked what FTTN really means for Dutch unbundlers.
Question: What's the regulator's view on the rights of the unbundlers?
Answer: We're having negotiations and discussions with LLU customers at present and OPTA is staying out of it for now.
Question: Is it possible that you might have to compensate them for (effectively) the loss of their plant?
Answer: That's something we'll discuss with them as part of the negotiations over our wholesale offer.
At no point was collocation ever mentioned. It seemed to be a foregone conclusion that in the all-IP world of FTTC in the Netherlands, KPN wholesale is the only game in town.
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