Rewheel, the ‘pro-competitive’ Finnish analyst house, has completed
its mobile internet access competitiveness report, Q4 2014 and released
some of the key numbers. I like Rewheel for their dogged insistence on
loudly calling out numbers which much of the rest of the European
telecoms industry doesn’t like to hear. In particular, the industry
doesn’t like to hear evidence which runs against the seemingly
unshakable conventional wisdom that European telecoms and IT salvation
lies in building ‘too big to fail’ pan European telcos along the lines
of AT&T and Verizon.
The
idea is that we should sacrifice price competition to consolidation and
scale and so affect some ‘market repair’. The financial community, which
has watched as the European telecoms industry floundered about in the
financial crisis and subsequent recession, loves this idea.
read full article at TelecomTV
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