BT always seem to have not a clue as to here the best demand is.
The one company in the country that has the best knowledge of demand is BT.
They know exactly the take-up rates in exchanges, compared with the initial installation of ADSL. They know the exact take-up of LLU services, compared to installation of competitors kit.
And, by virtue of negative elimination, they even know the extent of Virgin's take-up in each and every area.
They'll have a detailed picture of exactly how competition has affected them at each location. And, by now, they'll have started to amass a wealth of data about how their FTTx services are altering the competition landscape - whether they're winning or losing the battle, and under what circumstances. They'll indeed be able to judge whether it is better to attack Virgin's competition head-on, or to step around it.
A different bit of BT (the retail arm) will have an idea of the affluence of every area - partially through take-up of services, and history of this take-up, but also of quarterly spend.
If mined correctly, they certainly have the best information of any single company out there.
The real question is - with our *total lack* of equivalent knowledge, how are we to judge whether they are mining the data correctly?
As far as I can tell, people are guessing, and moaning (either based on the guesses, or just baseless moans).



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