I knew this for a while already. Now it is on the wweb. KPN has moved to CDMA450 for M2M applications. CDMA450 offers DSL like speeds with very good propagation qualities. Bonus is that KPN only needs 50 sites to cover the country. As it is the only one who has this spectrum in The Netherlands, it might be an extremely valuable proporty to offer customers multi mode coverage. It's late so further speculation will have to wait. (thanks KH for the tip)
I hope to publish much more on M2M in the coming weeks. Mostly on the costs of switching operators and what the effect of some regulatory changes may be.
http://www.rcrwireless.com/ARTICLE/20100709/CUSTOMERS/100709962/-global-cdma-forum-how-one-dutch-carrier-is-using-cdma450-for-m2m (ENGLISH, thanks to B)