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Originally Posted by Kushan
I'm normally all for competition in the marketplace but with the physical limitations of mobile spectrum, there is definitely a case for keeping that competition to a fixed limit. More than 2 for sure, but probably less than 5. 3 or 4 is trickier to determine. Right now we don't seem to have serious capacity issues thanks to the 5G rollout, but in future that might change.
Three have loaded up big on the 5G spectrum, I suspect they've put the big bet on Fixed wireless internet for their future.
If that pays off, I doubt they care much for Vodafone, but if it doesn't then I suspect Three will be gobbled up by someone eventually. I'd say TalkTalk is a good shout but I'm not sure how much life TalkTalk has left in it. Three and Sky/Comcast, maybe?
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TalkTalk will eventually get squeezed out of the market by those able to offer faster broadband on their own networks at a cheaper cost than TalkTalk can rent space, so in that sense, I agree. But they have that ready made database of millions of customers and it's much easier and cheaper in the long run for someone to purchase that, than go out and hustle for new custom.
On number of mobile cos, I would prefer 4, but I suspect like most of Europe and now the States, it will end up as only three networks.