1. The impact of technological Innova4on on tradi4onal wireline Networks (mobile, all IP, Internet) is the main reason for some problems and the OTT players are drivers for this change and made beBer use of this poten4al.
2. Wireline Networks are considered commodi4es by the Financial markets and not a risky high Tec investment. This could be an advantage especially in disrup4ve dynamic changes. Commodi4es might not offer the highest return, but they generate stable revenues and are Ideal for Pension funds.
3. Not all Problems of wireline Networks are related to OTT. Risky interna4onal acquisi4ons, high Debt or inefficient management should not be underes4mate.
4. On the other side is OTT not always the hen with golden eggs, but a highly compe44ve and risky business. The success of Google and Apple is challenged and the baBles over patents and intellectual property rights will go on for quite a while. The Facebook IPO has underlined, that even a successful OTT Player has problems with his business model. Nokia, Motorola etc. shows how quick a success can be over.
5. The Slow investment in new wireline Networks has two reasons: -‐ there is a Gap between Customer demand, willingness to pay and costs for investment Even if modern Networks are available customers uptake is slow and willingness to Pay Premium prices low -‐ the investment problem is a last mile problem and a FTTH, FTTB problem The upgrade of cable infrastructure with the Docsis 3 standard managed to bridge this gap in a cost-‐efficient way.
6. The solu4on is to enhance coopera4ons between wireline companies and OTT players. There are already many examples for this.
7. Wireline companies could offer in a nondiscrimina4ng way beBer quality of Service, beBer speed and beBer capaci4es and this will enhance the Service quality of the OTT's. There is a possibility of Win -‐ Win strategy if both sides are focused on their experience.
8. In the end the demand of the Customer is crucial and not poli4cally driven roll out programs. To be technology neutral and to keep a compe44ve Environment is s4ll the best we can offer.