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Welcome to my Technology, Media and Telecommunications (TMT) blog. I hope you will find interesting material worthy of comment. I hope to stimulate discussion regarding a number of topics across the TMT sector and hope also that you will add comments of your own and become involved.
It’s been a fantastic start to 2010 with Interim Partners reporting a record first quarter added to a strong forward book indicating signs of continued growth. My question today centres on the telecoms sector and I wonder how is this growth manifesting itself, if at all, in this key market. I see demergers in the shape of Cable & Wireless and Carphone Warehouse/TalkTalk Group. I see acquisitions for example Bharti Airtel buying Zain’s African interests. Will this stimulate long term and healthy growth or do we need to see diversification and/or new product offerings to really grow the sector?
Conversations I’ve had recently seem to indicate that certain telecoms companies have a war chest which they are keen to utilise when the relevant acquisition is identified. Even those heavily indebted still view acquisitions essential to shut out the competition and play the long game to pay off mountains of debt.
It seems likely that M&A activity will continue to reshape the industry however should differentiation and innovation around the product portfolio be at the forefront of business strategy thereby securing market share and continued growth of revenue?
I welcome your thoughts regarding how the sector will develop this year.
Steve Blake, Head of Technology, Media and Telecommunications
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