| 3 quarters from now may be a slightly different story. If broadband ISPs really impose stealthy fee increases through ridiculously low caps like the 5 GB proposed by TW and Frontier, then I think 3 quarters from now you'll see their financial reports showing not just stagnating numbers of subscribers but actual drops in subscriptions. If that happens, then you might see a slight price war. We've seemed to enter a period of stagflation, last seen in the 70's when OPEC imposed the embargo. Global economies are slowing, including China's and India's (although granted they were in double or triple digit growth spurts so the slow down isn't hurting them much, now). Although a slow down in theory should help control inflation, that's not happening yet. If food and energy prices don't drop as the world economy cools, then expect to see consumers tighten belts much, much more. I keep saying this, broadband isn't essential , unlike food, shelter and energy. If I were a stock holder in TW or Frontier, I'd be very worried about the adverse impact their proposed fee increases disguised as caps will have on retaining customers. |
