Over the last 48 hours or so I've been seeing articles about a new piece of software being installed on European ISP networks that will block ads from ad US giants such as google. The aim seems to be to pressure these companies to share advertising revenue with the ISPs. Now, the EU bureaucrats are not exactly known to be business friendly but I wonder what will happen when all the companies that rely on advertising to sell their products start to find that their ads are being removed from the webstream automatically before even hitting the end users' equipment. This is a bone-headed move by the ISPs. Europe does not have any net-neutrality principles but this move will more than likely gravitate a set of players to become unlikely bedfellows - consumer advocates and businesses - all focused on getting these ISPs to not play favorites.
Beyond that, I wonder what will happen if Google, Microsoft and other internet giants decide that they need a way around these ISPs filtering and decide to give away VPN software and services for free to all EU citizens.
I also wonder if the ISPs are doing DPI of SSL packets - advertisers including google are more than likely to start sending their ads via SSL. Actually, that might not be a bad thing - one of the major stumbling blocks to more of the internet adopting SSL as a matter of course is the AD networks not implementing it. This just might force them to do so sooner rather than later.
Either way, the european ISPs lose in the long run.
Nigel Bahadur's normal market observations - usually about the US Futures market. Occasionally though, he will express thoughts on individual stocks and FOREX cross rates.