Vodafone New Strategy - Convincing?

On the IMS Insider blog we captured 5 of the best analyses of Vodafone's new strategy (which is already prompting a shareholder mini-revolt). All look at it from different angles, but all are aligned in their macro analysis of the 'sustainability' of the strategy (as it has been presented publically, at least). Four of these analyst-bloggers have been involved in the design of the Telco 2.0 Industry Brainstorm (co-located with an IMS Services Brainstorm) on 4-5 Oct in London, and will be participating as 'Analysts-in-residence'.

"Bumps in the long road to Vodafone 2.0":

http://eurotelcoblog.blogspot.com/2006_05_01_eurotelcoblog_archive.html

http://telebusillis.blogspot.com/2006/06/vodafone-mobileplus-in-uk-market-part.html

http://disruptivewireless.blogspot.com/2006/05/voda-data-revenues.html

http://www.telepocalypse.net/archives/000948.html

http://communities-dominate.blogs.com/brands/2006/04/catastrophic_st.html