White African has a nice write-up on broadband in Africa. The conclusions match those which we have come up with in the past but the report also offers some hard numbers. From the report:
The key battle ground in the next five years will be between 3G services (or higher) offered by GSM and CDMA operators and fixed wireless broadband services. The outcome of this battle will shape the broadband experience in Africa, whether customers use mobiles as Internet access devices. …Mobile operators launching 3G networks are offering access speeds which compete with the broadband wireless services.