Quote:
Originally Posted by Pierre
Vodafone are currently crapping themselves. They've completely missed the boat. They have no TV offering, no content, no fixed lined access network.
In the UK, Vodafone have little to offer Virgin Media, all Vodafone can offer VM is their mobile market. VM have a thin MVNO deal with EE, just renewed, better broadband, TV, and Wifi.
And Vodafone are expensive. If VM wanted their own mobile network O2 would be the better option.
I've said on here for a lng time that A VM/Vodafone tie up is not impossible but it's extremely improbable.
Vodafone need it way more than VM/LG. Vodafone are behind the curve and they'll pay for it.
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Telefonica O2 are missing a very important asset: spectrum.
Quote:
Originally Posted by 1andrew1
I guess that the debate is would it be a merger just in the UK or globally or an exchange of assets? Vodafone has a bigger global presence than Liberty Global and is strong in TV in Spain and Germany.
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Let's see what happens. Personally I'm not really a betting man, but at the end of the day it will come down to the regulators, and not just the boardroom. If the Reg is right, we could be seeing the exit of VF from the UK market. HQ will probably move too.