Quote:
Originally Posted by Pierre
The only reason to buy Liberty would be so they could offer quad play. But they already have plans to offer a TV package and fixed line broadband over ADSL. But that is in the UK only.
There is potential growth in quad play if you get the offering right. Only about 17% of Virgin customers take all 4 products.
At the moment Virgin are investing in the network, expanding it. I would expect that to stop if Vodafone took over.
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They would be buying a customer base as well though and that would give them a head start rather than starting from scratch. They are struggling attracting new business in the UK and I think Virgin connected more new mobile customers than Voda in Q3
The challenge they have is that Liberty don't need to sell, however everything has a price.
Not sure why you would expect Network Expansion to stop if they took over, it's clear that to really take on the other big players, they need to be able to make their services available to more homes, whoevers name is over the door?