3 Million Going Naked at France Telecom
Written by Dave Burstein   
david3,126,000 French homes are buying "naked DSL" from FT in France, 736K more than a year ago. They also unbundle 1,240,000 naked lines. 3M homes take IPTV and 7M VOIP from FT, one of the largest deployments in the world. DSL Q2 is up 46K to 8.942,000, and fiber from 37K to 42K. Fiber is now available to 605K homes, barely up from 582K homes a year ago despite many promises to the regulator. ARPUs are up 3-5%.
      The big news in France is that Bouygues' quadruple play (adding wireless) is doing extraordinarily well. Frederic Jeanmaire of Merrill Lynch calculates Bouygues'  ideo quadplay is now taking 25% of the fixed line adds. Their quad play is 15 euros cheaper than buying services individually and is selling remarkably well.
       FT in Poland is going nowhere in DSL, flat at 2,261K and slightly down from last year.