Over in Paris, Rodrigo has an interesting post on Yahoo!'s rumored interest in badboys Iliad. Iliad has also been right at the top of my list of consolidation candidates in the IP-mutual-annihilation game of the incumbents. I agree it is both the most attractive and most likely target in France, but a move by Yahoo! into actually owning access (not only customers but a growing infrastructure base) would truly mark a new direction, though the story he links to cites the MD of Yahoo! France. Bloomberg, however, today ran a story detailing insider selling by Iliad execs in the past week (maybe this was before talks began, maybe there are no talks yet). Anyway, it's an intriguing thought.
Friday, September 16, 2005
Subscribe to: Post Comments (Atom)
Post a Comment