Quote:
Originally Posted by 1andrew1
Over time, you could physically move TalkTalk customers in cabled areas over to VMO2 infrastructure. In effect, each transferred TalkTalk customer would be like a new install with a further cost on top of the £3bn cost of acquiring the company. TalkTalk could end up being the equivalent of BT's Plusnet value brand.
But given the above, I suspect the VMO2-TT talks may just be VMO2's way of making Vodafone pay more and getting some up to date market intelligence.
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A few years ago, VM was reported to be looking at launching its own low-cost brand 'Ruby' to compete with TalkTalk, Plusnet etc but plans were dropped. This could well be their new way of entering that market segment.
On the other hand, with LG/VMO2 expanding their network in the coming years, the difference in footprint will reduce and TT customers could be gradually migrated over to the cable network. Who knows, interesting times ahead