Link: Mobile to displace fixed-line internet 'within two years' - Times Online.
Mobile to displace fixed-line internet 'within two years' By 2010, the mobile phone network will have overtaken home broadband as the primary way of connecting to the web, experts say
It definitely seems to me a little too much enphatic. I believe there is such a trend, though I don't believe it will be that fast.
To clarify even more, I don't think that all users will move to wireless access, not at all.
But the fixed network cost structure is almost fixed.
If wireless access for data and voice is going to cost to the users less than the sum of wireless access for voice plus fixed access for data (and this is increasingly showing up), this is going to put margin pressure on fixed network. (why pay more ?)
If just 10% of subcribers believe that what it is being sold them (aka nominal access throughput) is what they are getting (sporadic data users) and if what they are getting is quite enough and they end up paying less, and if the operator is running at a 15% EBT, the consequences may be damaging.
Share price may well reduce, debt cost may well increase, investments on fixed may well get reduced and may end into a spiral...
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