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Europe Market Perspective, v6 i16

Product Type: Market Research Report
Published by: Pyramid Research
Published: October 2006
Product Code: R8-538
Description
FIXED & MOBILE COMMUNICATIONS

Italy: Telecom Italia Restructuring—Myth and Reality

Europe Analyst Juliano Torii identifies the likely market impact and final outcome of Telecom Italia’s recently announced restructuring. He argues that the plan, motivated by strategy and regulation rather than its sustainable debt load, does not spell the end of the group’s fixed-mobile convergence efforts.

Portugal: PT in Play—The Danger of Holistic Thinking

The Portuguese anti-trust agency recently indicated a predisposition toward accepting consolidation in the mobile market in exchange for greater competition on the fixed side. Senior Analyst Thomas Dorr Abreu analyzes some of the conditions set forth by the agency for Sonae’s takeover of PT and argues that they ignore the liberalization processes already under way.
Table of Contents
Italy: Telecom Italia Restructuring - Myth and Reality

Motivation and Context of the Decision


Exhibit 1: Adapted Lifecycle Matrix, Western Europe


Most Likely Outcome of the Restructuring Plan

Impact on the Market




Portugal: PT in Play - The Danger of Holistic Thinking

The Fixed Network: No Alarms and No Surprises

The Mobile Network: High and Dry

The End Is Not In Sight

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