Ericsson wrote:https://www.businessdailyafrica.com/corporate/companies/Analysys-Mason-Safaricom-M-Pesa-split-dominance/4003102-4312672-helh2lz/index.html
Dropping the attempt to split SCOM is a nice save for the green giant, but some of the other recommendations in that report could impact them in the long-run. Sharing of towers, no preferential loyalty programmes, national roaming, and the impending interoperability on mobile money.
At least their next cash-cow, retail broadband is not under such scrutiny yet. I wish Bob was in full health and pushing things. Some of this stuff only responds to good-old lobbying.
“The market can remain irrational longer than you can remain solvent.” - John Maynard Keynes