This however is an opportunity - if only through crisis. The regulators are going to favour - or at least turn a blind eye to - incumbents in the NGA settlement, as frankly they're the only game in town willing to invest in fibre in the short term. As a result, we're going to be in the US in competitive terms, a duopoly, except worse. Worse for two reasons. 1. We have very little cable in most places. 2. The LLU competition in telecoms which disguised the lack of alternative infrastructure, will be much more limited in NGAs. The emperor's nudity will be exposed.
UPDATE: 4.46pm and final panel chair Phillipe de Fraigne mentioned "net neutrality". Only on a list of issues with no explanation. Back to sleep...
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