Excellent news. We will see what effect this has on BT's next move.
Haven't we already seen it?
It certainly looks like they'll go for G.fast in a big way, having told government committee that they don't see a place for full FTTH.
At first, G.fast from the cabinets as today, and later with deployments closer to, or at the DP.
Let's see if BT can really open the chequebook for something other than sports rights. I am not convinced less than £100 of CapEx per premises passed will cut it this time. See how deep their pockets can go given they, unlike VM, will have to wholesale.
I guess the capex investment is likely to be limited to what you think you can get back, while limiting the risk that you don't get enough back. Being only able to wholesale probably limits the total capex you are willing to gamble, as you have more limited returns than with full vertical provisioning.
Cioffi reckoned on a max of $300 per premises as the top end that risk will allow; I can only see BT getting close to that if it can see a £10pm premium at least.