Thursday, May 04, 2006

Getting naked in Norway

Now listening to the Telenor conference call, where CEO Jon Fredrik Baksaas has just stated that 25% of Telenor's retail DSL base is on naked DSL. That's 128k at the end of Q1, or 14% of the total DSL market. However, another 254k in the market are on unbundled loops, and I would assume that a significant number of those are also without PSTN subscriptions. Traditional voice line loss (annualized) was up to 16.3% in the quarter, from 14% in Q4, and there was a sharp drop in wholesale voice lines, leading me to suspect that VoIP migration is really moving into high gear.

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