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Link to french article :{http://bit.ly/NmraOZ}
Who is the loser redemption of SFR Numericable?
Everyone thinks Bouygues, but for Free, we can talk about huge missed opportunity. In the last line, it was clear that the offer of Bouygues was penalized by structural defects. Only an improvement from cash could reverse the trend. Bouygues has done its part of the way by revising its offer upwards. Free could contribute by offering more for the acquisition of Bouygues Telecom network. Xavier Niel was too greedy. He should have put 1 billion more. For complete network or possibly redeem Bouygues Telecom will cost far more to him. Free will find itself in a more complicated situation in the mobile and in the stationary.
At the same time, the actor who seems fragile, is not it Bouygues?
Bouygues has shown courage. Failure to manage such teams will be a managerial challenge. But do not see that Bouygues as prey. Bouygues Telecom can also be a predator. This operator is accelerating its transition to a low-cost model. Seen in fixed, they just cut prices. In mobile, they could also play the card of acquisitions by buying mobile virtual network operators (MVNO) for example. They still control 10% of the market.
This she kicks off a major phase of consolidation?
A consensus is emerging on the fact that reducing the number of operators in Europe is needed. The new Commission will no doubt encourage the emergence of European champions, able to weigh against the American Internet giants or trucks Asian terminals. France must however be aware that our great national actors are only dwarfs worldwide and even European.
Yet it is said that broadband proposed by Numericable is not at the fiber?
The cable network Numericable is already better than ADSL offers. And there are already tests that are conducted to improve the power cable networks. If Orange and SFR Free prefer a wedding-Bouygues is also because they fear competition from cable.