I’ve had some insight into how BT develop products and also how they sign up partnership deals and there is something significant in the BT announcement of signing a wholesale deal with EE for supply of the EE 4G network.
Firstly if you look at what BT offer today in their managed mobility services, the lack of a very simple voice/sms and data mobile offer is glaringly obvious. This has been a big whole in their portfolio and in fact I’ve seen BT loose managed outsourcing deals (or at least part of them) as a result of this gap.
But BT really seem to have their act together and the early announcement of the deal is testament to that.
I would expect to see BT FON, homehub/femtocell and quad play announcements follow quickly behind this. When BT release mobility news I am going to pay attention – they will be a real threat in the UK marketplace.