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Telefonica-owned (TEF) U.K. carrier O2 says it will run out of capacity in parts of its network...

Telefonica-owned (TEF) U.K. carrier O2 says it will run out of capacity in parts of its network by 2014-15 thanks to soaring mobile data traffic, and will need to adopt "small cell" base stations in response. That isn't great news for debt-laden Telefonica, but is a positive for Alcatel-Lucent (ALU), which is an early leader in the small cell market, and has a supply agreement with Telefonica. To the extent strained networks drive 4G investments, it's also a positive for Ericsson (ERIC).
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Comments (2)
  • TwistTie
    , contributor
    Comments (2476) | Send Message
     
    A revolution in the making.
    27 Jun 2012, 12:08 PM Reply Like
  • dmitty08
    , contributor
    Comments (18) | Send Message
     
    It seems like TEF could take lesson from News Corp where its parts are greater than its whole and sell off certain divisions to raise cash and pay down debt.

     

    If they truly can't compete with Vodafone, FTE and the bigger european telecom players, maybe they need to focus on cope businesses where they DO excel and get rid of the chaff.
    28 Jun 2012, 08:35 AM Reply Like
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