The broadband market has to change and I think will change massively over the next couple of years, caps will go, as transporting data will come down in price due to the new TV over Broadband products.
The Mix06 conference currently underway in Las Vegas has had the BBC stating its aim to radically alter its way of broadcasting a lot of its content over the next few years, the internet features heavily in their plans.
Sky are already streaming their movies, as are some of the major film companies, video blogging is taking off in a big way.
NTL will need to get their network into shape or die out as customers leave them in droves, by that stage if the latest episode of Eastenders doesn't stream correctly due to foobared peering, then customers *will* notice and leave, caps will be irrelevant - TV cannot be mass streamed over the internet with caps in place, we'll probably look back in a few years and wonder how we ever put up with the current system - much like we look back at 56k dialup and see how far we have come.
The only question is which companies will be left standing ?
My guess is that NTL will have a tough fight ahead unless they are prepared to invest heavily in their network, and experts to keep it running properly.
---------- Post added at 12:10 ---------- Previous post was at 12:08 ----------
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Originally Posted by etccarmageddon
"they will only lose customers at the rate they are now"
not true. the last results appear to say the total broadband customers of NTL has increased from 1,330,000 (last quarter of 2004) to 1,823,000 (last quarter of 2005).
http://www.ntl.com/locales/gb/en/inv...rts/2005-4.pdf
see page 15 - see line 'total broadband customers'.
approx 37% increase in broadband customers in 1 year unless I am misunderstanding the figures. |
That was before the 10 meg fiasco for many customers, it will be interesting to see those figures in a years time.