This item has shown up in various news outlets over the past couple of days. What is interesting to me is that it seems to go against the prevailing trend toward consolidation. Others have wondered about this (see this article in BusinessWeek). Nonetheless, it is not without precedent (see this, and this, for example).
Do you think this is wise given the trend in access lines (see this for data)? Do you think the triple/quadruple play strategy that many carriers are following (i.e. an integrator strategy) will end up being best, or is a specialist strategy (like Telecom Italia's proposed strategy) better in the long run? In the context of globalization, John Hagel and others have argued for a specialist strategy; how does his argument apply to the telecom industry?
Telecommunications, EU, Telecom Italia, integration, broadband, mobile