Do Analysis Mason have a future?

bealtine

http://www.analysysmason.com/About-Us/News/Newsletter/Does-fixed-broadband-have-a-future-without-mobile/

A mobile strategy will be vital if fixed-only players are to continue to build their share of the broadband market.

Agreed.

The main reason for this success is the retail price of the offers, with entry-level mobile broadband offers generally cheaper than the fixed equivalent in many markets. As a recent example, 3 UK launched a new mobile broadband offer on 23 March that costs GBP15 per month for data usage of 15GB, allowing practically unlimited use of most popular applications (including web browsing, email and chat). Operators now sell cheap devices in the form of USB dongles and notebooks. Mobile operators sometimes even offer these notebooks and dongles (or embedded modem) in a free bundle for customers who sign a 24-month contract.

HSPA+ technology now offers speed and quality of service comparable to that of entry-level DSL offers and is largely satisfactory for the majority of uses from an end-user perspective. Most of the growth of the mobile broadband market is among PC users with USB dongles or PCMCIA cards, and is both incremental and substitutional to existing fixed broadband use.

Rubbish mobile midband will never ever in their wildest dreams come close to even entry level DSL offerings. It is technically impossible.
At least become familiar with the technical limitations of a technology before making unsustainable claims.
Satisfactory is not equal to comparable. While sure midband solutions are fine for light browsing but that's about it.

24 month contracts are likely to be made illegal by the EU. Don't these guys even keep up with the law?

Fixed players are therefore vulnerable to losing subscribers and traffic to mobile operators, as the majority of residential usages could largely be substituted by a mobile broadband offer. The following figure shows our forecast for the proportion of homes taking fixed and/or mobile broadband connections in Europe to 2014.

Mobile midband is a dialup substitute dressed up in a polka dot bikini and the marketing is misleading in the extreme.
Headline speeds like 7.2Mbps etc do not mean that most subscribers to the site will get anything near those speeds.
It's marketing babble and even the analysts have fallen for it.

As long as voice revenues continue to hold up and the cross-subsidy that is required to run mobile data services can be continued, then, sure it seems like "good value" . Once regulatory separation is finally imposed and the real costs of mobile data are exposed then the take-up will vanish overnight. LTE and the evolution to a "flatter" infrastructure may bring down the costs but not by very much. Isn't this what regulation is supposed to do? This is what happened in the fixed-line market and it's about time the same "rigorous" standards were applied to mobile data.

The real cost of midband solutions can clearly be seen from the exorbitant pricing for exceeding the cap or allowance on any mobile network.

Try using RTE's new Flash based player on a mobile device and see how much it ends up costing and then there are the lag and latency issues.

I have tried it and the performance is awful...I tried it at less than 500metres from the cell site.

watty

Fixed broadband isn't subsidied.

Mobile Data is charged at same price to user as Voice for 150 to 500 the cost to operator? Not sustainable once the Mobile operators are at capacity on Mobile Customers. Especially if VOIP worked.