James Enck writes about the results of a few Euro telco incumbents and they all have something in common: accelerating fixed line losses.  Consider the following:

  • KPN annual rate of landline erosion: 5.3% (double from '04)
  • Swisscom fixed line loss: 4.2% (double the level from '04)
  • Deutsche Telekom: 4.4% (again, double from '04)

    • It will not be surprising to see these players look at innovative ways to stop those losses, and one of those will be fixed-mobile convergence (via IMS).

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