Quote:
Originally Posted by zzibradleyizz
Fully agree with this. They are going to lose a lot of customers if they don't match the pricing or do something very quick. To get Telus 150 it's $125 a month...and you have to be in a neighborhood that supplies it, which are few and far between right now.
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From what I can see, packages are designed so Telus has a really tough time matching this. It's double capacity and 50% speed bump over their highest top tier offering at a 40% discount.
Their top tier offering realistically can be provided to about 8-10% of their total footprint (FTTN areas) and in all other areas they very close to capacity across their network. So an increase in the data cap will kill them in the legacy areas, an increase in speed is impossible in 90%+ of their footprint due to legacy DSL technologies. Their only recourse is to drop in price which will decrease the amount of revenue they can generate from their top tier, i.e. profitable FTTN areas and increase the amount of debt they have to take on to upgrade their network. Telus will bleed both customers and revenue.