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Everything I'v heard says that (a) ISP reps still don't have details on the offer, and (b) what they do know doesn't look promising.
How are the analysts getting their information, if the big Telstra wholesale customers still don't know how it'll affect them - because Telstra isn't talking to them?
Perhaps they're only getting Telstra's side of the story?
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These reportings and others I have seen regarding this Telstra wholesale pricing issue have been quite misled. There has not infact been a redution in pricing from Telstra's wholesale division. The pricing structure is now more complicated and will most likely remove any ability for independent ISP's to compete at all in the sub $30 price bracket.
The pricing structure is most likely to cause an increase in pricing of ADSL and in some cases ISPs' will abandon the ADSL market due to the new complexities introduced by Telstra wholesale with the new pricing model.
The model is heavily tied to consumer usage and Telstra wholesale charges are scaled accordingly. The result is that ISP's will not be able to fix pricing as Telstra increases costs to the ISP' based on how much the consumer uses each month.
A customer selecting one plan from an ISP that has an included usage allowance will cause the ISP' to pay more to Telstra for the ADSL connection if they exceed their allowance. Even a 1Mb excess will see the ISP paying an additonal amount to Telstra for the ADSL connection in that month.
That additonal amount will be in the $$'s not cents and will calculated on the basis of X MB x X cents but will be a fixed fee. This means the ISP must know in advance what the customer is going to use or not allow the customer any connection if they have almost consumed their allowance. To allow them to go over the allowance will result in a loss for the ISP.
It is a very complicated model to explain and really needs to be seen to be understood. Under Telstra's contractural arrangements with other ISP's customers will remain in the dark because pricing cannot be discussed with any 3rd party.
This is a very very bad outcome for competition in Australia.