M&A 2.0, Sunday edition
Just a couple of tidbits this Sunday evening, from messages I have received over the weekend. Firstly, Prodigem, about which I have written many times (and have used to post presentations like this one to this site), has been acquired. The acquirer's identity remains a mystery... However, if we ever needed validation of edge-based content creation and distribution as a commercial proposition, this would seem to be it.
Separately, a Palladium Club mega-uber value reader, apparently close to the action, writes in to say that German DSL alternative player QSC (about whose disruptive potential I have written here and here) is in talks about some sort of tie-up with E-Plus. It's unclear whether this consists of a KPN-backed acquisition by E-Plus or something less drastic, but, if true, it would certainly seem to place more pressure on DT's two-headed FMC strategy, as well as adding credence to speculation that Vodafone is heading for a dramatic change of heart on FMC starting with Germany (and possibly leading toward Fastweb or Tiscali in Italy, Jazztel in Spain and Pipex or Tiscali in the UK).
Sunday, March 12, 2006
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