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MOBILE
Germany: Fixed-Mobile Substitution Enters New Phase
Not content with solely capturing fixed-voice minutes, O2 and Vodafone will shortly begin offering broadband services that aim to steal DSL traffic. Analyst Joel Cooper argues that UMTS's inability to match DSL in terms of speed means that O2's and Vodafone's services are unlikely to evolve beyond being niche products.
FIXED
Spain: Telefónica Proving Resilient to Broadband Competition
Despite rising competitive broadband pressure, Telefónica is successfully defending itself against serious erosion of its market share. Associate analyst Catalina Robledo analyses Telefónica's winning strategy and outlines her vision of how the market will unfold.
Publication Date: March 2005
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