Vodafone or Vodapipe

Link: Telepocalypse by Martin Geddes: Vodapipe.

They say ‘Vodafone advantages vs. Internet Players — Vodafone has: … Control over devices”. Really? No, really really? Lord help them if Apple ever launch an iPhone. Customer expectations are changing. Carphone Warehouse are busy pushing SIM free handsets at only a small price premium. If the handset players have to dance to anyone’s ringtone, it increasingly is the public and the retailers/branders, not the owner of an high-latency, non-meshing, licensed spectrum radio network.

I thoroughly enjoyed Martin’s review and perspective of the Vodafone shareholder strategy update – useful reading for anyone with a view on the company.