Quote:
Originally Posted by Pierre
Who will they be?
CityFibre and the altnets ( worst band ever, I have their first album) can’t afford to consolidate.
There will be some, but it won’t coalesce around CityFibre.
VMO2/NexFibre have M&A built into their future business plan.
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I agree. I think there's space for the altnets in a few large cities but otherwise the altnets are ripe for Nexfibre to pick them off one by one.
Vodafone is not in acquisition mode nor does it have broadband infrastructure intentions in the UK. Its key objectives at the moment are to merge its businesses in Italy and the UK with competitors to increase its profitability.