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Nach wie vor geht bei Primacom die Netzaufrüstung nur auf Sparflamme, da der Vorstand offenbar vom Digi-TV träumt. Derzeit hat die Telekom einen riesigen Auftragsstaum beim DSL, aber Primacom kann wg. total unzureichender Netzaufrüstung kaum profitieren.

Wie aber will Primacom in 4-5 Jahren, wenn die Netzaufrüstung hoffentlich fortgeschrittener ist, noch Marktanteile für Kabelmodem-Internet gewinnen? Dann dürfte die Masse der interessierten Internet-Nutzer bereits DSL haben.



http://www.ispworld.com/bs/BS_020501b.htm

Majority of Broadband Users Choosing DSL
Over Cable

Staff Reports

ISPworld News 02/05/01

It wasn?t a blind taste test of brands of coffee, but the results did pit Product
A against Product B. According to the white paper research firm Strategis
Group, the majority of consumers prefer DSL over cable for their high-speed
broadband service. But the report also claims that cable users have a higher
rate of customer satisfaction.

Of the 55 percent of current broadband users who have a choice between
DSL and cable modems, 60 percent are choosing DSL services, said the firm
in its report, "Broadband Users: Cable Versus DSL."

Despite DSL?s popularity, a greater percentage of cable modem users than
DSL users are satisfied with their service based on several measures -
overall quality, access speed and "always on" connectivity. For example, the
study found that 48 percent of cable modem users are "extremely satisfied"
with their service, compared to 43 percent of DSL users.

The contradiction between cable modems? higher satisfaction scores and
DSL?s popularity "indicates the superior marketing of DSL compared to cable
modems" says Strategis Group analyst Keith Kennebeck. "Since more people
know about DSL, more people demand it."

The Strategis Group also found that cable modems? higher level of
satisfaction led to a lower churn rate compared to DSL. Potential churn
among DSL users is nearly twice as high as that of cable modem users, 15
percent versus 8 percent.

"-- while DSL providers may acquire more customers due to their superior
marketing efforts, they may eventually lose a higher percentage of customers
to other DSL providers or to other access technologies than their cable
modem counterparts," says James Mendelson, a Director for The Strategis
Group.

Strategis? broadband study is based on the survey responses of over 1,600
broadband subscribers nationwide. According to the company, the
publication looks not only at comparisons between cable modem and DSL
users, but at overall broadband user characteristics, such as income, years
of Internet experience and usage patterns.

Among the publication?s other key findings are that broadband access also
acts as a catalyst, increasing Internet usage, reducing customer churn and
driving e-commerce.









Derweil in Holland...






UPC faces Dutch open access threat
By Jana Sanchez, Reuters

05 February 2001








United Pan-Europe Communications could be forced to open its Dutch cable networks to rival Internet service
providers as a result of regulations in the works, according to sources close to the situation.

Dutch regulators are preparing new proposals which may define broadband and narrowband as two distinct
Internet markets. This could effectively classify UPC`s chello broadband unit as dominating the broadband
market and give the government the right to open up UPC`s networks to competition.

That would hamper UPC`s ability to rapidly add higher revenue Internet customers and cut its opportunity to
recoup investments it made upgrading its cable TV network for Internet access. Most revenue projections
assume UPC will be free from competition for two years.

Dutch telecom regulator OPTA and competition authority NMa will issue advice, in a so-called consultation
document, that could open the way for competition on networks by end February.

"Regulators are considering defining two markets - broadband and narrowband," said a source. UPC has
steadfastly maintained the government cannot open the networks before two years have elapsed, since the
company only has around four percent of the entire Internet market in the Netherlands, and has briefed
analysts that any such move would violate European competition law.

CLEAR MARKET POWER IN BROADBAND

If the market were to be split, data from the Dutch ISP association NLIP show chello would clearly have
significant market power within broadband, so long as chello is classified as broadband.

Of about 150,000 high speed DSL (digital subscriber line) and cable Internet connections in the Netherlands,
UPC`s chello had 148,000 connections, based on the company`s own third quarter figures.

UPC declined to comment to Reuters on the potential change but it has told analysts it has received assurances
from the Dutch cabinet that it is safe.

Industry players, including UPC, will be able to comment on the document before it is submitted to the Ministry
of Transport, which will then draft a law requested by Parliament in October 2000. The law could be passed
within a few months.

EUROPEAN LAW MAY NOT PROTECT UPC

By dividing the Internet market into two distinct markets the Dutch government would not violate European
competition law by opening up the cable networks, according to sources within the European Commission.

"There`s nothing to stop them from opening up the networks, if it`s justified on reasons of increasing
competition in the market," the EC source said.

The source also said it made sense to have two distinct markets, since users of broadband and narrowband
require different levels of use and different speeds.

The Dutch parliament member who proposed legislation to open up the networks discarded the idea that any
move to open the networks would be frowned upon by Brussels.

"It`s simply not true that the government cannot open up the networks before two years," Dutch member of
parliament Marja Wagenaar told Reuters. "(Open networks) should happen as soon as possible. "Wagenaar`s
October bill was supported by a majority of parliament.

Dutch regulators are trying to present an interim solution to protect consumers and promote competition
before the Commission`s revised Open Network Provision (ONP) takes effect in 2003. The ONP will unify
market definitions across Europe.

Cabinet support for UPC`s development of digital networks may be waning. Parliament is being heavily lobbied
by consumer groups representing disgruntled UPC customers, sources close to the cabinet told Reuters.

HOWEVER, CHELLO MAY NOT BE BROADBAND

If the consultation document defines two markets, it is not clear, however, that chello will be classified as
broadband.

Broadband is normally defined as Internet access that does not require a dial-up connection, is not metered per
minute and operates at high speed, normally about 500 kilobits per second.

Both DSL and cable fulfil the first two requirements of always being on and of not being metered, but chello
does not guarantee 500 kbs. It has been rated by user groups as having speeds normally between about 200
kbs and just above 600 kbs, depending on the time of the day and the region.

KPN Telecom`s ADSL services offer much faster access with speeds up to 1024 kbs.
 
aus der Diskussion: Primacom Thread 91
Autor (Datum des Eintrages): Krisenmanager  (07.02.01 09:49:02)
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