Quote:
Originally Posted by Ignitionnet
Just FYI this has suddenly become somewhat more 'urgent' with the news about BT and EE.
Money seems to be on BT-EE, VM-Vodafone, Sky-Three, TalkTalk-O2.
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Indeed, but after this wave after consolidation, then the
real mega mergers start, me thinks.
There are the incumbent European telcos for a start, and its interesting that Deutsche Telekom and France Telecom will own a part of BT if the BT buyout of EE goes ahead. Could this be a future signal to a three way tie up between the 3 biggest European telecos as a defensive measure against Murdoch and others?? And there are all the other European telcos too like Telefonica, KPN etc.
Then there are the US majors who can't grow any more in their home markets as they're already as big as they can go, so perhaps they'll be looking for overseas investments. So perhaps we'll see AT&T, Disney, Comcast et all getting involved in the European telco/ISP/mobile/tv markets.
I think in the end brand will be key. Today we see BT as a British telephone company and Sky as a satellite tv company. I think that will all change - it is already and you'll get your favourite brand but whatever methods are available and the lines between ISP, teleco, cable tv, mobile, satellite will just disappear.
---------- Post added at 15:32 ---------- Previous post was at 15:28 ----------
Quote:
Originally Posted by 1andrew1
LibertyGlobal can keep the company and just sell the assets of VM. But there are lots of companies within the VM group so in reality I assume it could sell the operating companies and keep the holding companies which ahve the tax losses in them.
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If LG keep the tax losses for themselves, then I'd assume they'd have to keep the debt too, so I think Malone would either sell the whole lot or not.