Deutsche Telekom Pays EUR1.8 Billion for German Spectrum
Ofcom Fines EE £1 Million Over Complaints Handling Failures
Salesforce Customer and Partner Momentum Accelerates in Germany, Creating Positive Impact On German Economy
Mergers and acquisitions are ramping up (as are rumors), but with the sector slightly overvalued, we stick to fundamentals and seek firms with established economic moats.
DOJ Warns Airwaves Auction Could Impede Competition
Research and Markets: China Machine to Machine (M2M) Market 2015-2019 - Increased demand for IoT in China
BT Says EE Deal Will Create 'True Digital Champion' -- Update
UK Government Sees Competition Issues From BT-EE Deal -- Update
We have doubts that the two firms will be able to reach agreeable merger terms and think that both will seek out other partners.
Given the tech sector's higher recent volatility and overvaluation, we're seeking wider margins of safety and established economic moats.