The Economist s’interroge dans sa dernière livraison sur la fusion géante qui se prépare dans les télécoms entre l’espagnol Telefonica et l’anglais O2.
La consolidation du secteur n’est-elle pas une fuite en avant horriblement coûteuse ? Pourquoi payer si cher un opérateur de téléphonie mobile, alors même que le chiffre d’affaires des communications vocales va décliner ? Et qui sait vraiment si les services proposés avec l’internet rapide vont compenser ce déclin ?
Il faudra des années pour le savoir. En attendant, les petits opérateurs (mobiles, fixes ou mixtes) sont recherchés en bourse (Mobistar, Maroc Télécoms, Portugal Télécom, Telenor…)
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