As was mentioned, if Multichoice was really thinking this as a "problem" to their bottom line, they would start with Mweb. There was some big movements and shout-outs made earlier this year with all the inter-connect and LLU stuff coming from Mweb, but somewhere not much has come from in terms of "shaking up the market" . A few price drops, but speed is still not great, most people are still most likely on 1MB type of connections (and even that was primarily a Telkom upgrade thing, otherwise it would be 384kb connections instead).
Mweb is actually quickly becoming the more expensive broadband in the market. They seem to do a shakeup once every 5 years and then sit back and wait for the market to pass them by completely before they do anything.
I've been for Mweb for like a year, and the price did not change, the service did not change (no speed increases or no new service options ). They still haven't figured out we don't want to pay per minute for WiFi (you'd think all this talk of Digital TV , that getting people on public WiFi would be a big deal for these guys, guess not). So maybe Multichoice should look to their holding company and ask who is really holding who back here....
So that 2 year prediction? No way. Not even Mweb or Multichoice change that fast. Naspers is probably going to first spend all their money exploring the Middle East and forget about SA . Kinda like MTN, who makes alot of money overseas, but you'll never guess it looking at their performance in SA.