James Enck of Daiwa Securities, whose Eurotelcoblog I link to, made a very interesting presentation at the recent VON Europe conference. Light reading had an excellent summary here, and you can find the slides from the VON presentation here. Needless to say, James was very down on the prospects for the European incumbent telcos. When you read his analysis, you have to wonder why it's not as applicable if you replace "European incumbents" with "ILECs." But what do I know about broadband?
James's blog also had an interesting report on a recent investor conference call where British Telecom's chairman, after a lot of hemming and hawing by a subordinate, had a one word answer to a direct question about imposing charges on third party content providers for use of BT's network: "Yes." Sounds like he's a graduate of the Ed Whitacre school of public relations.