Netherlands landlines 200In a move likely to spread across Europe, T-Mobile NL is now "unlimited." T-Mobile Netherlands breaks market taboos, is Tim Poulus' provocative headline at Telecompaper. Tim adds, "There's no doubt that the boards of KPN, VodafoneZiggo and Tele2 are now working furiously to come up with a response." Meanwhile, there's no growth in landlines, as you can see in the diagram from Point-Topic.‚Äč

If T-Mobile in Germany and across Eastern Europe also goes unlimited, nearly all companies except in Southern Europe will have to match. With 170 MHz of spectrum in the Netherlands, TMO can easily go to three and soon four band aggregation and meet any likely demand.

Nearly all wireless companies have excess capacity 95% of the time most places.

The gap will get wider as wireless tech is moving faster than demand. Cisco estimates a 7X increase in demand by 2021, including 33% in the fifth year. Capacity can easily grow 8-10X by then; the main limit will be whether they can sell that much. 

T-Mobile Netherlands is a classic challenger. They have 3.6M customers, to 5M at VodafoneZiggo and 7M at KPN. They recently added ~150,000 landline customers by buying Vodafone's landline business. The EU had ordered it divested as part of the VodafoneZiggo merger. KPN has a very difficult financial and competitive situation. Vodafone had to send $7B to India and is struggling. Meanwhile, growth in landlines is approaching zero. Both are vulnerable.

Antonios Drossos and Pal Zarandy have been anticipating an unlimited world and I think they are getting their wish.