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186k,
User Rank: Moderator
7/25/2015 | 12:54:28 PM
Network sharing & barriers to entry
Vodafone would be seriously screwed if O2 shifts to MBNL - I wonder if they considered that when they were rubbing their hands at all the lovely cost savings from network sharing with O2. I've thought for a while that these deals could include major regret costs and now we're seeing the possibility of that. Here's hoping that Margrethe Vestager maintains her tough stance & blocks the O2+3 deal

Also makes me laugh to see Vodafone moaning about barriers to entry in pay TV when they've built a global business off the back of the biggest barriers going - gov spectrum licences
Mitch Wagner
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Mitch Wagner,
User Rank: Lightning
7/24/2015 | 2:14:29 PM
Weak
They MIGHT invest in fiber? That seems weak, and more likely to backfire and insult the regulators as it is to incent them to act as Vodafone wants.

Imagine your boss asks you to take on some extra work as a voluntary assignment. If he offers you extra money, that makes you more likely to do it. If he doesn't mention money at all, you might do it to be a team player. But if he says there MIGHT be a raise in it for you if you do it, you're likely to think, "What the hell, do you think I just graduated from college? I can't pay my mortgage on maybe-money."


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