if connected

Strategy and analysis about mobile, smartphones, tablets and connected experiences

Om on France Telecom Fibre Broadband, Not Quite.

leave a comment »

Om Malik’s take on France Telecom’s fibre plans would be appropriate for some of FT’s European peers, but falls a little way off the mark for FT itself. Their intention is not as aggressive as Om speculates.
What France Telecom announced earlier this week was the intention to trial fibre to the home for “thousands of customers” initially in the Paris region during 2006. Next year, FT may expand the trial to elsewhere in France or into FT’s other country operations (e.g. Spain, Netherlands, UK, Poland).
However, since the release FT have clarified several points:
1. They don’t believe the business case for fibre exists yet.
2. They see no need to do VDSL (fibre to the curb) ever with ADSL2+ continuing to improve.
3. Their spending plans on fibre will be modest during 2006 and 2007: 4m Euro in 2006 and “tens of millions” in 2007 and “even in 2008”.
So, this is not FT’s major jump into fibre, just yet.
But FT may have to move into fibre earlier than they think. After all, they’ve been slow to recognise major market movements before: “We have been surprised by the speed of VoIP in France”, Stephane Pallez, CFO, France Telecom, today.

Written by Ian Fogg

January 19, 2006 at 5:28 pm

Posted in Uncategorized

Tagged with , ,

Agree? Disagree? Please comment, thx

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s

%d bloggers like this: