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Vodafone Group Public Limited Company Message Board

smalls_62 705 posts  |  Last Activity: 10 hours ago Member since: Nov 10, 2009
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  • Nice little piece a couple weeks old I stumbled across

  • smalls_62 smalls_62 15 hours ago Flag

    He was specifically asked as in baited. Colao would buy any EU telecom for the 'right price' as also noted in his comments. That part appears to be watered down. As for your question, I would have to think so IF the deal was of Liberty, BT or Orange size given a consolidated market cap.

    BT would give a top broadband position to go with a 4G network on its way for U.K. BT and Orange both have international exposures and both place highly in the global services market. VOD grabbing an Orange would be like the version of VZ buying out Alltel in the U.S. years ago. Alltel filled the geographic void.

  • smalls_62 smalls_62 15 hours ago Flag

    Actually, the EU didn't feel the big impact for a few a couple more years when the PIIGS took center stage and Greece was the focus. Check you timelines. Comparison still valid. EU has delayed easing by FOUR years from its implosion whereas U.S. had to pour the coals on immediately or risk a full blown depression. Same impact on different time frames. Point is easing just starting in EU.

  • Reply to

    ATT - Direct TV

    by pumptard 15 hours ago
    smalls_62 smalls_62 15 hours ago Flag

    ? DTV's customer base in rural markets is small compared to the amount of subscribers in population centers that will soon have 1 gbps IP available through G.fast coming in 2015. ATT is grabbing an AOL proposition in DTV with the profitable bulk of subscribers about to get technology much faster than existing that opens up the pay TV playing field. 15 mbps or more? Let's not light any fires.

  • Reply to

    Will Sprint go south of the border .

    by scales_123 15 hours ago
    smalls_62 smalls_62 15 hours ago Flag

    Where did any media sat T or SFTBY was showing interest? Those were named as possible suitors but no comments from any parties. Slim just is looking to unload so he can enter as a triple play bundler into the TV market. Televisa picked a fight they shouldn't have.

  • smalls_62 smalls_62 16 hours ago Flag

    That article wreaked in that VOD is being portrayed still as a mobile only operator when it has been grabbing tons of fiber/TV assets and announcing builds of fiber networks.

    Antitrust didn't seem to crop up in that article even with the mantra of the need to stop competing against each other. VOD needs a solid operation in France to make for a true full geographical footprint across EU. BT would be a better target than Liberty if you are going for a mop up in the U.K. given its broadband positioning - VOD's 4G upgrades will help its wireless position in U.K. If Colao is going to make a grand final lob of an acquisition then Orange or BT are much, much better targets than Liberty. A lot of Liberty is redundant assets with VOD's moves in the past year but for the 'right price' Colao could part out what is complimentary. Problem is Liberty won't be for the right price and the article indicates as much. Just a journalist making some hay for themselves.

  • smalls_62 smalls_62 16 hours ago Flag

    Yep, and how many endless U.S. companies were trading stupid cheap during the U.S. recession in 2008-2010? You weren't buying any horrible U.S. companies during that time either were you? LOL Buffett comment is feeling like an oversixed guy in a hole house. Sometimes the market has it wrong and that is value.

  • Reply to

    Smalls exposed yet again

    by nuff101 19 hours ago
    smalls_62 smalls_62 17 hours ago Flag

    You mean you wouldn't have been switching through tons of IDs because of one of my posts? LOL What a joke.

  • smalls_62 smalls_62 17 hours ago Flag

    Someone is pumping Liberty because it is in a fragmented position. Liberty is limited in that its financial horsepower keeps it from continuing as a full on consolidator yet it is big enough only a select few can afford Liberty. Some gaping holes in the article. VOD already has respective fixed line market positions and the interesting twist to the article indicates they should stop competing against each other but then out of the other side of the mouth argues they would compliment each other with Liberty giving VOD exposure to fixed line? Nige, you and I already know the "access" to fixed line services in key VOD markets has already been made with the KD and Ono purchases as well as announced builds/expansions. = Bogus piece. Liberty is the one in a precarious position as it runs out of horsepower.

    “For a mobile-only operator this is potentially catastrophic,” the analysts wrote in the note. “By acquiring fixed-line assets, mobile operators are better able to bundle in fixed line to protect revenue.”

    Is Vodafone a mobile only operator now Nige? LOL Vodafone has already made the move into bundled services in its key markets. Colao would take the assets he could keep it cheap and that wouldn't be the case. If VOD is going to make any additional moves then I believe it should be in increased fixed line fiber in U.K. or grab a good bundled operator in France of which that prospect might be slim pickings. Many thought VOD was going to chase down Fastweb but since they didn't express interest in selling we see the fiber build announcement. If it weren't for the EE structure I could see VOD sniffing around Orange. Might be tough to untwist EE on favorable terms.

  • smalls_62 smalls_62 18 hours ago Flag

    Yes, it has broken out again which has resulted in the ECB moving into purchases of ABS/QE. We all know what the central bank moves and cheap interest rates did in the U.S. and Japan markets. Several big investment houses have stated as of recent the time to be moving into EU exposure is now...

    The £ has come under pressure from the William Wallace push which will be decided tomorrow. This will have some heavy implications if they leave. If they don't then expect the £ to rally and then the BOE is back on the boiler plate for those expecting a rate hike soon. The U.K. has been chugging along unlike its neighbors across the channel. A very warm real estate market, unemployment dropping, GDP picking up along with strong PMI readings. The Queen deals in pounds and VOD is impacted by many fx markets. Exports cash flow....

  • smalls_62 smalls_62 19 hours ago Flag

    LOL Turning it personal attack. Classic switch. My point made. DTV=AOL rerun.

  • smalls_62 smalls_62 19 hours ago Flag

    You really don't get it. I did address it. AOL lived on the dial up program and when DSL came to the masses of subscribers the AOL business cratered. The same will go for satellite TV with the masses getting a bandwidth internet service capable of lag free streaming TV. Sure, there will be some remote people using satellite TV just like there are still rural people using dial up internet BUT a very significant portion of satellite TV customers will be getting 100X faster ISP which opens up numerous options of TV bundlers. When the barrier to entry/operating moat evaporates for your business model then expect heavily shrinking margins and a contracting market share.

    Like I said AOL is still in business and many rural areas still use dial up. AOL is a very small fraction of the company it once was and Time Warner regrets ever crawling in bed with them. The same will go with DTV. DTV=AOL rerun

  • smalls_62 smalls_62 Sep 17, 2014 12:18 AM Flag

    LOL. They are on dial up too! DTV=AOL rerun.

  • smalls_62 smalls_62 Sep 16, 2014 5:52 PM Flag

    One additional note to my other post about U-verse TV and IP. Indeed, satellite will continue to play a role in rural locations....and dial up internet still does as well but ask AOL and Time Warner how things worked out with a better technology changing the game in concentrated populations/markets. Better technology with cheaper product prices will kill the satellite TV business model much like the pain AOL was inflicted with by DSL.

  • Reply to

    Google Fiber found to be not so great, LMAO

    by nuff101 Sep 16, 2014 4:20 PM
    smalls_62 smalls_62 Sep 16, 2014 5:06 PM Flag

    Which ID of yours will stop giving me the time of day? LOL Kafkaclown, you know very well my point has been IP TV and the onset of new TV bundling competitors bringing down the pricing power has been my argument since I began posting here. G.fast could make the IP/TV bundle pricing even cheaper than $120 as G.fast is a lot cheaper to deploy than full fiber priced at $120/mo for 100X faster internet and TV bundle.

    Thx for proving my point with that post.

    Google Fiber Capturing 75% Of Homes Passed In KC: Study

  • smalls_62 smalls_62 Sep 16, 2014 4:58 PM Flag

    It is IP TV. This is why FCC review is key....and now we have some state attorneys looking into the issue of antitrust.

    Fiber and specifically fiber hybrids are getting a whole lot cheaper. G.fast uses the last 100 meters of copper into the home and brings 1 gbps. Full fiber into the home can be expensive but industry reports indicate 80% of the cost to deploy fiber is from the curb into the home. G.fast will allow for fiber like speeds at a substantial fraction of the capex of full fiber. G.fast commercialization time frame has been moved from 2016 into 2015 because the ITU standards were completed in early April where as most estimates were for end of 2014 for ITU to finalize G.fast standards. The only equipment for G.fast needed in the home is being designed for homeowner friendly install akin to replacing your modem/router. Decaying copper leg from curb into the home will still play a roll but the telecoms and cable companies can replace that final leg at a more capex friendly pace over a much longer period of time.

    Concentrated population centers will get this technology relatively quickly. Rural settings will expectedly get it last just like rural electrification but it will eventually happen in due time. Satellite TV isn't just rural. Lots of market is located in the burbs and this technology will impact the satellite TV providers the most because they cannot reposition as a large bandwidth ISP. DTV is an unnecessary dilution to AT&T shareholders of $68B (include the 20B in debt assumption).

  • Reply to

    Google Fiber found to be not so great, LMAO

    by nuff101 Sep 16, 2014 4:20 PM
    smalls_62 smalls_62 Sep 16, 2014 4:37 PM Flag

    LMAO. Now who is dumber than dirt? Someone should read the entire article as it only holds water to my price bundling argument that satellite TV will come under pricing pressure. A satellite TV offer for a similar basket of channels is $120/mo WITHOUT any internet service. Right now my garbage T speed at home is

  • smalls_62 smalls_62 Sep 16, 2014 4:24 PM Flag

    With which ID? LOL I have yet to see any sound articles indicating IP TV will make satellite TV better.

  • smalls_62 smalls_62 Sep 16, 2014 4:03 PM Flag

    zzzzzzzz Kafkaclown dances in circles to avoid discussion of satellite TVs bleak outlook.

  • Reply to

    The Smallenburg Disaster--Oh The Humanity!

    by eyt_trub Aug 13, 2014 7:20 PM
    smalls_62 smalls_62 Sep 16, 2014 4:01 PM Flag

    How original. Another garbage ID created today? Keep your head in the sand and avoid the DTV issue.

VOD
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