Fast Net News, DSL Prime, DOCSIS Report

"Broadband has taken off, with its subscriber base up 1.5x to 0.82mn, where PTCL leads with 0.48mn subscribers." Muhammad Saqib Sajjad of KASB & Merrill writes.  "We expect broadband subscribers to rise to 2.8mn by FY12E. Unmet demand from underserved/unserved areas is the key driver, we believe, as operators increase their outreach, backed by USF subsidy."

      Pakistan has only 3M phone lines for 100M people, so DSL will soon be dwarfed by wireless. For now, DSL is 55% of that 0.82M. Sajjad includes in "broadband" WiMAX and EVDO, which will be the natural way to count in Pakistan, India, Indonesia, and most of Africa. Wireless data will be dominant despite the relatively modest speeds.