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Originally Posted by Pierre
I can only assume this to be a customer grab. Talk Talk doesn’t have any infrastructure of interest to VMO2? They don’t have their own fibre network. They sold their FTTH operation “Fibrenation” to City Fibre a couple of years ago.
It’s not like you buy the customer base, transfer them onto your network and shut down the TT network, making savings that way. The OR and VM networks are not cross compatible by tech or footprint.
VM don’t want to be, and are not, an OpenReach FTTC reseller, they binned their own plans for that when LG bought them.
Interesting, look forward to seeing how it develops.
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Over time, you could physically move TalkTalk customers in cabled areas over to VMO2 infrastructure. In effect, each transferred TalkTalk customer would be like a new install with a further cost on top of the £3bn cost of acquiring the company. TalkTalk could end up being the equivalent of BT's Plusnet value brand.
But given the above, I suspect the VMO2-TT talks may just be VMO2's way of making Vodafone pay more and getting some up to date market intelligence.