It's a shame that Ofcom haven't decided to split Openreach and BT but Talk don't seem to be suffering too bad at the moment. The campaign for the split is strong and I think we could see this happen by October 4th (I believe this is the next meeting/review date.
For me, August 4th will be interesting, a fall in interest rates should help the SP!
@uddinkas I agree, an overseas buyer would make sense, perhaps a large American operator may be interested if trying to get into Europe. I would say that the uncertainty is highly likely to put a deal off but it's been disproved by the takeover of ARM. I'm still trying to get my head round how the sp performs as yesterday was extremely bizarre, perhaps it was an extreme case of profit taking?
In regards to everyone, I'd love to get this chat going properly so please chip in where you like!
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