Quote:
Originally Posted by qasdfdsaq
Do you see any other players in the market with bigger coverage?
|
Nope.
Quote:
Originally Posted by qasdfdsaq
Last I knew the only other cable providers cover less than 10% of the country put together.
|
I think in time, City Fibre, Hyperoptic et all will gain greater share, but it'll take a long time. So, yes the only real cable player is VM.
---------- Post added at 19:49 ---------- Previous post was at 19:39 ----------
Quote:
Originally Posted by Ignitionnet
For a start a nice big, fat data network with a whole bunch of assets custom built for backhauling the EE network.
Next while the VM access network only covers ~45% of the population it's close to a lot more of the population so potentially for 'relatively' inexpensive expansion is good.
Vodafone bought Kabel Deutschland, who pass about 15.3 million premises in a country of over 40 million premises. Any complaint about VM's population coverage applies to a greater extent to that deal.
|
I think if Vodafone were to actually put some real dosh into expanding the network, then yes for all intents and purposes, the cable network would reach the bulk of the population who live in towns and cities.
I am not disagreeing that the cable network isn't a great asset, it just needs to be in the right hands. I'm not entirely sure if Vodafone are the right hands, though. But at least they're getting experience in Germany with running cablecos.
One of VM's major weaknesses has been in business services. With a largely empty network during the day, they haven't exploited what they've got, so perhaps Vodafone could make use of this.