Diversification, consolidation and aggravation

The core team of Jamie, Iain and Scott are beck in town and they start by mulling over the faltering attempts of by operators to diversify away from their core business in the endless search for margin and growth. That moves them seamlessly onto the topic of operator consolidation and what is the optimal number of MNOs. Elsewhere suspicion of Chinese kit vendors remains the story that keeps on giving and Iain reckons there may be trouble ahead for 5G.