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Joined 1 year ago
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Cake day: June 12th, 2023

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  • My view on this is that Ofcom fucked it on this long ago really and the horse has already bolted

    We should have gone with an openreach style model for the infrastructure rather than doling out exclusive rights to chunks of spectrum in an entirely uneven manner.

    This model can’t really sustain more than a few companies because, using this as an example: three has a fantastic 3G network and the best 5G network, however they have no 2G network and got shafted on 4G spectrum. Vodafone has almost a polar opposite of the best 2G coverage (still useful for very remote customers) and 4G coverage comparable to EE.

    The only way for these two companies to cover the patches in their service and complete with the market leader effectively is a merger, which is how EE came to exist in the first place.

    I’m not sure I buy the pricing-people-out angle either tbh, we have a pretty rich market of MVNOs who act as an anchor on the MNO pricing, and it would look like anti-competitive market collision if suddenly the operating costs for these companies went up after a merger.