Broadband winners and losers

Nobuo Ikeda posts to the Interesting People list: "Here [in Japan] broadband is exploding and NTT is imploding." DSL subscribership is booming, but the former monopoly carrier is seeing its revenues shrink. Ikeda continues: " A lesson you can learn from Japan is that the FCC’s ‘deregulation’ that allows ILECs to monopolize their facilities will make things even worse." Worse for whom? The Japanese case suggests that what’s good for consumers (cheap DSL) is bad for the incumbent phone companies. What’s good for the phone companies (the FCC proposal) may therefore be bad for consumers, but it’s not clear what further conclusions one can draw from this example.