Quote:
Originally Posted by 1andrew1
Three and TalkTalk both focus on the value end of the market so would make more of a a logical combination from a customer perspective. However, as you say, if Vodafone did not acquire TalkTalk its broadband options are limited to acquiring the far smaller challenger businesses like Community Fibre and City Fibre.
|
Now that there can be no European rules blocking mergers. Vodafone and 3 might tie up, but whether our own regualtors want just three mobile phone cos, is another matter entirely.
Quote:
Originally Posted by 1andrew1
On reflection, Comcast despite its cable roots can probably thrive in the medium term without owning a cable network in Europe. It is currently quite easy for it to resell other providers' broadband capacity and it is strong on content.
|
I think you're probably right on these points.
Sky has 10m+ satellite customers, which, even if it had a cable network, it would take some time and effort to transition all those customers over to it and besides, with Now TV and Peacock being able to be streamed over any broadband line, there is a good argument to be had for not needing a network anyway. Netflix and Disney seem to do okay.