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I don't see how it's a bad thing. Perhaps in the short-term, yes. In the long-term it'll just cause the ISPs to put more pressure on Telkom and, if nothing else, with growing demand it will only do more to reveal Telkom as the archaic Neanderthal that it is for holding telecommunications and infrastructure back in South Africa.
While, admittedly, there are numerous other factors to consider, the point I'm trying to make is that growing demand is most certainly not a bad thing.