Again, I would humbly suggest that take-up of these sooper-dooper high speed products, will be minimal ..... compared to the larger market.
I work (as you all know by now) on FTTC on a daily basis, and my own findings are that the 40/2 and 40/10 products are by far and away the biggest seller.
I do take Ronski's (I think it was he ??) point, that by the time the service gets to the EU they may only have 15/20 meg etc etc, but I still maintain cash is king in this sector ..... the amount of people willing to fork out extra dosh for 330, or 1G speeds will probably fall into the 10-15% of total consumers ...... with most of that being businesses.
Let the willy-waving continue though .....
You're quite correct, though I'd point out this is a business product.
Given Ofcom, with the ASA either following suit or pre-empting, seem set on changing the advertising regime from what the top 10% can get to what the top 51% can get I strongly suspect that we're in for a few changes. CPs will be climbing all over Openreach alongside changing how they handle orders to mitigate this.
From that point of view the willy-waving should push Openreach to invest more. BT Group investors have told BT Group management they would be willing to accept higher CapEx, as in actually spending more than the planned budget on copper anyway, in return for regulatory certainty and better optics. The change by Ofcom / ASA would certainly tick both of those boxes.
As I understand it there is some confusion as to why Openreach are happy to keep hiring engineers to work on the copper network, increasing ongoing operational expenditure, rather than trying to come to an accommodation with Ofcom to replace with fibre, in return for a strong VULA package, and have a one-time hit in terms of CapEx with lower OpEx, and hence higher profits, going forward, especially given how cheap commercial borrowing remains.
The 51% thing is basically a done deal. The debate now is between whether it'll be 51% across the entire 24 hours or during the peak period only.