Sistema Triple Play
It's pretty difficult to get overly enthused by anything Sistema does or says its almost a direct copy of the countries bureucracy. James Enck posts on the announcement that Sistema and Alcatel are partnering for a DSL triple play. With ARPU's in this market at $20 and heading toward $14 pretty rapidly, with 13 free-to-air channels broadcasting all the meaningful content and with still crappy pulse dial up I cannot see DSL being a winner. Having said that Sistema has access to the best new "elitny" houses which is where pricing is fairly inelastic - maybe there they have a chance. My bet is with the Ethernet home LAN's being aggregated.
25 October 2004
Sistema Triple Play
It's pretty difficult to get overly enthused by anything Sistema does or says its almost a direct copy of the countries bureucracy. James Enck posts on the announcement that Sistema and Alcatel are partnering for a DSL triple play. With ARPU's in this market at $20 and heading toward $14 pretty rapidly, with 13 free-to-air channels broadcasting all the meaningful content and with still crappy pulse dial up I cannot see DSL being a winner. Having said that Sistema has access to the best new "elitny" houses which is where pricing is fairly inelastic - maybe there they have a chance. My bet is with the Ethernet home LAN's being aggregated.
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