Thursday, December 14, 2006

2007 - the year of living separately

A couple of weeks back, I published my "year ahead" piece for clients, and in it I gave prominent space to the idea that structural separation will figure prominently on the agenda, and even went so far as to predict that we may actually see it happen in practice in 2007. Today, Reuters is reporting that OPTA's 2007 year plan includes an examination of issues around structural separation at KPN. At this writing, the relevant page of the OPTA site, which is slow as Christmas anyway, appears to have no live links to the actual document, but I'll keep checking. KPN is currently up just a bit more than 1%, making it the second best performer on the day so far. Is there a message there?

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