22/05/2007

Rumours of UK Google MVNO

There are rumours that Google is setting up an MVNO (mobile virtual network operator) in the UK. Most MVNOs have been spectacular failures, apart from Virgin Mobile which as over 4m customers.

Google aren't going to have any physical presence and everything will be done on-line. They will sell Nokia phones with Google apps embedded.

Google has got the brand, but unless they can come out with some feature that stands out against all the other MNO offerings, they'll struggle. Some kind of unlimited data plan so users can make the most of Google's on-line apps might be the USP (unique selling point) that does it.

21/05/2007

Sky and Tiscali in talks?

It's rumoured that Sky is persuing Tiscali and they are in talks.

Tiscali have "on the market" for a while and though they purchased Home Choice for their video delivery capability, competition in broadband is constantly increasing and margins are decreasing.

Sky have always wanted to deliver video over their infrastructure, so Sky buying Tiscali could be a good deal for them.

If the deal goes through it's likely Easynet will take-over Tiscali's infrastructure which may not be good news for Tiscali staff.

Unfortunately this trend is going to continue in the UK and there are only going to be a few big telco/broadband players left in the market.