Monday, June 27, 2005

Stick a fork in 'em, they're done

In an interesting meeting with fund managers on Friday, there was absolutely no debate that the industry is on a one way trip on the Downbound Train, but the issue of timing for the investor was one where we could achieve no consensus. My final take on the issue was that all the ingredients are in place for things to move faster than many may suspect, and that change so far has been faster than I expected three years ago when I went over to the dark side of telecom naysayers.

Here's another clue. Telia has seemingly partially bought into the idea of "sessions, not minutes," today unveiling a new call package which offers unlimited calls to fixed lines, and more importantly, to Telia mobiles (thereby foregoing the termination gravy). At SEK74 per month, that's a cool EUR7.90 for unlimited calls to loads of people, with a EUR0.7 setup charge per call.

No comments: