Quote:
Originally Posted by 1andrew1
I would put the combinations as:
1) BT, EE (Would broadband market share be an issue?)
2) Sky, O2 (Would Sky really want a mobile operator? Can it afford to now after its European expansion? Would Telefonica want a stake in Sky and how would Fox view this?)
3) Three, TalkTalk (Both value-for-money operators)
4) Vodafone, Virgin Media (Vodafone sees the European global cable synergies. Would there be some competition issues? UK mobile? German fixed lines?)
It is entirely possible that Vodafone and Sky won't make any big acquistions, in which case Three might make acquire EE or O2 as a defensive move against BT. Time will tell.
Sky is apparently hiring Lazard as advisers.
http://www.ft.com/cms/s/0/47050522-7...#axzz3KjVspKIv Registration required.) |
Point 1) BT/EE will happen soon. The FT is now reporting today about point 2) a tie-up between Sky and O2. Experts are divided as to whether Sky could launch a mobile offering using O2's network or whether there will be a joint product offering or some form of merger.
http://www.ft.com/cms/s/0/3dc902c8-a...#axzz3PI7wWUHM (registration needed)