Quote:
Originally Posted by Ignitionnet
Another option is to spin them off into separate businesses. Not really an option with sections of C&W while cable companies are somewhat more self-contained.
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Again I'll caveat this, anything can happen.
But if you look at it sensibly, all this proposed consolidation is mainly UK centric.
Would Vodafone really want to pay £80Billion for Liberty, when all they would reallly be interested in is VM? If they sold off the other parts of of Liberty they didn't want would they find a buyer that returned what they paid for them.
Why risk that kind of money when it's not even been proven that the consumer wants quad play?
Vodafone will be able to compete with BT in regards to quad play with their own mobile network v EE, and fixed line broadband and TV on the same platform as BT (perhaps securing content deals with Sky) without blowing £80b on Liberty.
Likewise,
Liberty can continue across Europe with their cable infrastructure and MVNO model.
I don't see the tie up as being as attractive or inevitable as the city vultures make out.
Buy hey, what do I know?