Quote:
Originally Posted by Horizon
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.
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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?