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Comcast could rob 10m subs, Free-style; Free aims to repeat the trick in Italy

Comcast has been preparing its Xfinity Mobile announcement for the past two years, so its launch has hardly been a shock – and in its early days, it looks unlikely to trouble the major mobile operators too deeply. However, to dismiss it as just the latest in the US’s long and mainly unsuccessful history of MVNOs would be to ignore its potential to disrupt the telecoms landscape. Indeed, Wireless Watch’s sister service, Faultline, which analyzes the digital video markets in depth, believes Comcast will, over time, unleash a “marketing tsunami” which could take 8m to 10m lines from incumbent MNOs in just a few years. Pricing is competitive but not the defining feature of the offering, whose disruptive potential lies…

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