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Originally Posted by Stuart C
The ironic thing is that if NTL didn't keep trying to merge with other companies, they would probably have most of the money needed to carry fibre to the home themselves.
I do agree: If NTL (let's be specific here, they are by far the largest CableCo in the UK) is having problems, it is their own responsibility. However, that doesn't stop the fact that if NTL goes, none of the other telcos (in this country) are big enough that they would provide serious competition to BT. Where would BT's incentive to invest be then?
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Competition would come from whoever acquired ntl.
ntl is too big to disappear entirely and has too much infrastructure in the ground.
There are a lot of places without massive telcos to compete with the incumbent, they instead attract investment from outside the country.
Besides as BT would have to invest in new access network in order to put pressure on ntl I wouldn't be too concerned.