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Tuesday, May 02, 2006

GDP view of EuroVODLand

A population map can be deceptive, perhaps we should look at the GDP by country?


When you look at the statistics by country GDP if is obvious that's VOD's coverage is even more impressive than population coverage or raw maps.


My interpretation of the detailed statistics are that the biggest three potential deals are:
i) buy Vivendi out of SFR;
ii) buy Verizon out of Vodafone Italy, which Seidenberg referred as Omnitel today as no doubt a further subtle wind-up; and
iii) do a deal with Alfa about becoming their partner in Russia & the Ukraine and helping Alfa buy Telenor out of the venture.