Om Malik thinks that the broadband price declines witnessed over the past few years may be slowing. Here is some of the evidence he has uncovered:
You could find some evidence in the quarterly numbers reported by AT&T and Level 3. Ma Bell noted that ita data revenues (long haul) business declined 10.2% from the prior-year second quarter as a result of pricing pressure and technology migration. That’s not as steep as 30% declines a few years ago. Level 3, reported communications revenue of $342 million in the second quarter. Out of that the transport business was $122 million, down only $3 million from the second quarter sales in that specific business of $119 million. Not concrete evidence, but looks like the eye of the storm might finally have passed over bandwidth providers.
