Xavier Niel smilingXavier Niel's Free Mobile offers a 100-gigabyte cap on their 20 euro service, which Jennie bought in Paris. For 20 euros, Telecom Italia offers 5-10  gigabytes. With Free soon to turn on Italy's fourth network, competitor Fastweb brought down prices to compete. In Canada, all three carriers brought prices down before the fourth entered so I expect TI and Vodafone to also adjust prices.

Xavi changed the European Internet when he offered triple play in France for 30 euros. Germany's regulator, Mathias Kurth, told me he pressed his companies to come closer to France's price. The lower mobile prices are slowly spreading to other countries. T-Mobile Netherlands recently went "unlimited" although DT hasn't done that in that in Germany, which recently went from 4 to 3 carriers. 

The anecdotal evidence is strong that prices move 10-20% when a market goes from 4-3 or 3-4 primary carriers.

That was a key reason the U.S. blocked the AT&T takeover of T-Mobile USA. The regulatory approval of a T-Mobile-Sprint deal would be uncertain. 

Iliad has 70 people working in Italy and has budgeted $B to become the fourth mobile carrier in Italy. Iliad has a "10,000km fibre backhaul network, has deployed its core network, set-up roaming, and negotiated interconnection contracts."

Like Ambani's Reliance Jio in India, Xavi is building a state-of-the-art network with costs much lower than the existing players. Vittorio Colao of Vodafone knows he'll have to respond. "When you have a big warship and the pirates are approaching, it makes sense to send out the commandos in the speed boats.” 

With government-backed Open Fiber also building, Italy will eventually catch up to Europe.

Latest issue

Jan 18

300,000 Indian Villages Fibered; 325,000 More To Come http://bit.ly/600KIndia
Verizon, NTT, AT&T: ?$200-$400 5G Costs Much Lower Than Expected http://bit.ly/Hans200400
Important: 5G Handles 10x More Data Than 4G http://bit.ly/5G10X4G
India Passes U.S. in Smartphones http://bit.ly/India40Msmartphones
AT&T Probably Will Not Have a 5G Mobile Phone in 2018 http://bit.ly/T5G2019
Pai, Speaking of Immigration, Put His Career on the Line http://bit.ly/Paicourage
35b: Ready or Not? Germans Say Not, Some Say Yes http://bit.ly/35bready
Qualcomm's Not To Be Believed Comeback in G.fast http://bit.ly/Ikanoslives

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Manoj Sinha announced that 300,000 Indian villages have been connected by fiber and BharatNet is on target for 325,000 more early in 2019. This is by far the largest rural broadband project in history. Bids are out for 500,000 Wi-Fi hotspots and 130.000 post offices will connect. The telcos are offered low prices to bring in LTE and fiber home. Programs are underway for > 100,000 local business to offer connectivity.  

Ajit Pai risked his career by challenging Trump's immigration policy. "My love and reverence for this country comes from living in the house of Raj and Radha Pai. My parents know a little something about the American Dream. They came to this country 46 years ago with literally no assets other than $10, a transistor radio, and a desire to achieve that dream." I never imagined America would plan to deport four million people. 

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