Quote:
Originally Posted by Horizon
I just don't understand why Vodafone wish to spend money on C&W's crappy network while still having to use BT as well, if they want to pipe tv into people's homes, when there is a network all ripe for the purchase. It's not as if they don't have the dosh.
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C&W's 'crappy' network is the most extensive fibre network, BT excepted, in the country. Vodafone wanted the ducts and fibre to backhaul their mobile masts. Nothing at all to do with consumer fixed-line services but being able to deliver more content via mobile at a lower price thanks to owning rather than having to rent capacity.
Quote:
Originally Posted by Horizon
With EE about to launch a tv service too, there are too many companies fighting over scraps. VM has a consumer network, at some point someone is going to be interested in buying it. Me thinks we've not heard the last of this.
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Vodafone's main business in the UK will, by a country mile, continue to be mobile. The fixed line service is probably going to be a retention tool and a value-add.
Liberty aren't going to sell the jewel in their crown, VM, separately from the rest of the group and I can't think of anyone who would want to take on $40 billion in debt along with paying probably $15 billion for the entire group.
So far things have been pretty predictable. It was obvious Telewest would be acquired by ntl, it was obvious that eventually Liberty would acquire both, just a question of timing and the order of events.