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Technology Stocks : The *NEW* Frank Coluccio Technology Forum

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To: Frank A. Coluccio who wrote (7398)6/16/2004 4:32:39 AM
From: Elsewhere  Read Replies (1) of 46821
 
Hi Frank,

Thanks, lurking as time permits. Broadband development in Germany is boring. The incumbent DT is close to a monopoly with its DSL offering. It is gradually expanded, the top consumer version currently is 3072 kbps down-, 384 upstream. It is ironic that in some of the former GDR areas fiber was installed in the 90ies for telephone lines. Obviously it is not suitable for DSL, at the same time DT isn't upgrading for Net access - so those fiber customers have to use dialup or satellite! Cable trials for Net access have experienced limited interest and remain available only in selected areas. There has been some consolidation, Kabel Deutschland has access to 17 million households.
kabeldeutschland.de (site not accessible right now, fitting)
heise.de
They have promised to upgrade their networks rapidly for broadband access but I have heard that before.

ISDN has nearly reached a 50% market share in the narrowband business but has left the hype phase a long time ago. It's convenient to have 2-10 MSN for a single line, for instance. I guess most families or SOHO users ordering a new account apply for ISDN directly.

A couple of DT numbers:
annualreport2003.telekom.de

Fascinating how a by-product of mobile phones, SMS, remains a "killer application." 25 billion messages were sent in Germany in 2003. MMS is taking off slowly, 95 million messages 2003. It's still expensive and camera cell phones aren't that widespread (yet).
heise.de
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