1. Considering just a business perspective, there’s no need to even register the prepaid cards. Law should be followed but, as written in the post, it’s another major blow against the right to privacy and the presumption of innocence.

2. I tend to agree with you. The figure was taken from elmundo.es and the day after cincodias.com reduced that figure to 4 million. I guess that no-one knows the real amount of unregistered users.

3. ARPU calculated as revenues / active clients will increase because operators will count less clients but the reality is that the real consumption will be the same and that today’s trend of ARPU dilution across operators and countries will continue.

4. Agree. Did you ever worked for a MVNO? Ah yes, I forgot, you were Simyo’s CEO..

Fair comments gent! Abrazo

While agreeing with you that the law lacks common business sense, I don’t agree with some of your conclusions.

1. the law exists in all European countries, just in different degrees. Other European countries require registration of prepaid cards, but don’t require verification of DNI.

2. I don’t agree that Spanish MNOs will loose 9 mio customers. what will happen is that the Spanish market is finally cleaned up of it’s inactive SIMs and market penetration gets closer to reality

3. I think ARPU could in contrary go up for above mentioned effect. less inactive.

4. Actually I think it’s a great opportunity for teh new alternative MVNOs, because they will capture a big junk of customers that so far just for inertia have not switched operator and are now forced to do so.

So, while the implementation makes no business sense for lot’s of reasons, e.g. disadvantages for MVNOs with alternative distribution channels, for the market it could in fact be healthy.

just a different point of view

Jochen