Wednesday, 4 August 2010

Bidding for mobile spectrum not high on the agenda for BT

I just read this story about Ian Livingstone's comment that bidding for Digital Dividend spectrum was not high on BT's agenda.

I find this astonishing! Fibre rollout is all very well, but in my opinion BT desperately needs to find some engine for growth in its business. With its fixed network assets it would be perfectly positioned to deploy an LTE network rapidly and efficiently, not to mention bundle mobile services into its fixed packages.

Selling Cellnet was a necessary evil back in the day, but to pass up an opportunity to re-enter the market seems madness. With Orange and T-Mobile now merged and Three a pauper, there is spectrum waiting to be acquired at a price that is surely far, far below that achieved in 3G (if the pattern seen to date in Europe continues).

I do hope this is a bit of casual game theory from Mister Livingstone as a non-LTE capable BT Retail should be easy prey for the mobile telcos and Virgin.

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