8: The Law of Duality: In the long run, every market becomes a two-horse race.
9: The Law of the opposite: If you’re shooting for second place, your strategy is determined by the leader.
TPG and Voda need to kill off Optus. TPG's weakness is currently mobility, Vodas is fixed line. Combined they can take out Optus. Teoh needs to take out Optus to take out Telstra.
Voda is still considered the "budget" mobile provider. Not enough margin from the NBN for them to mititgate ARPU erosion in the mobile space once TPG find their footing.
Teoh will only "merge" if he is the boss. IMO there is no such thing as a merger anyway, someone always dominates.
For me the interesting part would be the branding. I think he probably believes the Voda brand to be rubbish but not sure how would execute this given the retail presence.
