Friday, January 05, 2007
UK unbundling update, again
Recently I've been thinking that being a telco analyst is a little like camping at the edge of a glacier and meticulously monitoring the rate of melt. I feel much the same way about the progress of LLU in the UK (not to trivialize what is a very complex business), but monitoring it is a part of the job nevertheless. This month we learn that the 1.3m line mark has been achieved, with a 94% right-first-time rate, though full unbundling (the sweet spot for any serious market disruptor) is only achieving right-first-time a little more than 2/3 of the time. So, it's too early to gloat, but we can probably fairly say that this sort of continuing improvement in results will drive more Euro regulator attention towards an Openreach-style solution for access.