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Poker, this would obviously be part of the equation, VM will want to understand this first I would guess. Suspicion is speeds & tv upgrade would be compelling. I think O2 already do the mobile ? (Not 100% sure of that).
I don’t think any bt share holder should assume a VM/O2 takeover of TT won’t work.
It’s looking more and more like Vodafone uk are being left behind
We Know BT is using external consultants to bolster its defence from a takeover
I’m sitting here thinking industrial unrest would make it much harder for Interested parties to access finance?
The Rumours of Talk Talk take over by Virgin is very bad news for BT. Virgin have already proved (with Vodafone hosting VIrgin Mobile) they are prepared to “buy out” contractual obligations, in this case with Openreach.
This means several things, VM can take business away from OR, which will weaken their business case & they can learn what it means to plan “wholesale” activities, moving all TT customers they can to cable, likely to be 70 to 80% of existing TT customers. But of course O2 have availability in several ways for offset.
Buying TT will initiate all kinds of ingenuity (necessity being the mother of invention)
I would view VM buying talk talk as a very, very aggressive indication of their intent.
Poker - all well and good about the containers, but I think we both know, it’s not container priced driving majority of inflation pressure, might be proved wrong. If your point is a good one, then inflation should drop. I’ll stick to what I was saying earlier, it’s not consumer driver or usual supply and demand, it’s about energy supply being diverted or stopped, purely for non economic reasons. Reducing consumer disposable income is only going to adversely affect the economy & won’t in any way influence Putins energy strategy & therefore will not resolve this kind of inflation. It doesn’t even follow normal supply and demand rules, the buyer can’t not buy & alternative suppliers can’t supply.
Hi poker, the necessity is, UK plc is the consumer in many ways, necessity is UK plc cannot choose not to buy energy, neither can the consumers, squeezing them with interest rate increases will not change that.
Increases in costs are therefore not caused by consumer demand. Impacting consumers ability to afford it will not help the situation.
Prices are increasing due to external pressures & that’s not just putins war, in some cases it’s not even economic good sense (selling fuel destined for Europe) to other countries for less.
Because the inflation pressure is not from consumer demand, trying to reduce consumers demand isn’t going to work, that’s the necessity bit, there’s little consumer choice here, either from the retail or wholesale side.
You can’t increase supply when the pumps are deliberately turned off, by reducing the amount of money consumers have.
This inflation is not caused by retail spending, or an attempt to retail spend, this inflation is caused by wholesale increases the other end. It’s why increasing interest rates on retail mortgages / debt won’t work, taking money away from consumers doesn’t impact rising wholesale costs, it just leaves consumers unable to buy food or heat their houses.
https://www.thinkbroadband.com/news/9188-bt-consumer-announces-pause-of-digital-voice-roll-out
Zib. All project lightening builds are full fibre, including the original 3-4 million premises. It’s not correct to equate DOCSIS with co-ax cables any more.
1 gigabit capable network makes an upgrade to fibre less urgent, because the bandwidth is already available.
Yes rest of network & new builds will be full fibre according to article.
Slight warning about dodgy analysis. Project lightening is full fibre DOCSIS as RFoG.
& I think that 2028 refers to full fibre fully developed national network, not their existing 17m premises. Also, as this article clearly states, it’s already delivering gigabit speeds, therefore is already technology proof for foreseeable future, in terms of demand.
It’s not necessarily SKY this could be all about COMCAST and cable ideology.
The real battle here might be in the SKY boardroom.
SKY have been saying they want to move away from satellite, I think they have been perfecting OTT services, with NOW TV. But the battle will be COMCAST cable doctrine pushing to “be more like a cable company”
now COMCAST are involved, I think they will have that cable doctrine. Moving SKY services to VMO2 for them won’t be about wholesale, it will be for SKY becoming more “like a cable company” with a mobile arm O2
SKY has a John Malone prodigy ex Virgin Media COO in charge now, this is no coincidence, writing could be on the wall.
Would not surprise me if deal already done, where COMCAST take over SKY cable, formally known as VMO2 after the dust settles
Any disruption they can cause to the incumbent in the mean time, will be what cable companies have always done. Same for other companies like Vodafone, talk talk etc they will all want to damage incumbent too.
From a BT share owner perspective, this is my worst nightmare, COMCAST / SKY don’t need to wait for full fibre, & VM can deliver FTTP very easily, mostly just 200m ish from existing street cabinets. VM wholesaling SKY (to its customer areas). Makes no sense for Virgin, unless the longer plan will be for a sellout, because competition will be so strong.
I think legacy SKY will want to continue OTT NOW TV and COMCAST / Liberty VMO2 will be planning a COMCAST takeover. Telefonica along for the ride. It’s risky for SKY, much more so than OTT strategy, but a COMCAST future could not happen without huge risk.
Who will win the boardroom battle? Cards are stacked in my opinion. VM02 upgrades cover 4/5 of uk, far more than any American equivalent. Next couple of weeks will tell us, but a wholesale deal with VMO2 doesn’t look like it’s in VMO2’s TV or Broadband businesses interest to me? So it will indicate something else? I think press are missing this crucial point…..
It’s almost like this site has been reading our discussions on device identification? Out of interest I read small print.
“ Precise geolocation data, and identification through device scanning”
& a paragraph in there about device registration!, Nice to see they’ve upped their game. Very long list of partners.
FYI only, I’m not interested in further denials of facts. I just thought might want to know or out of interest.