A good read, three points that stood out for me: 1. "The industry’s position seems to be that allowing in-country consolidation of telecoms assets is a precursor to cross-border consolidation and pan-European ownership. This is doubtful." 2. "We all know that technological forces are pulling the industry towards vertical disaggregation rather than horizontal aggregation. The White Paper recognises this but positions it mainly as a threat to vertically integrated European telecoms operators... I think the Commission should instead accept and anticipate that today’s vertically integrated telecom operators will see further disaggregation or unbundling of their functions." 3. "The Digital Markets Act has now introduced various regulatory measures which are intended to open up third party access to software and hardware in digital devices. I think we may require something similar with respect to virtualised local telecoms networks."
I spoke briefly at a conference today about the European Commission's Telecoms Act White Paper. Here is a longer note on some of the points made.