Deutsche Telekom buys Macquarie’s Polish fibre and TV assets in a €1bn bet on convergence
THE SO WHAT
Deutsche Telekom spending roughly €1bn on Fiberhost and INEA is a clear bet that bundled mobile, fiber, and TV is the defensible unit in Poland. If you're a service riding on top of connectivity, assume the gatekeepers will increasingly be converged bundles, not single-product ISPs.
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