Like a rolling stone

I was advised this week to look out for some sizeable M&A action in the telecoms space this year.

Much like Dylan going electric at the Newport Folk Festival in the sixties, we may see one company shock the world (of telecoms resale) by diversifying from its roots. Industry speculation has it that a couple of mobile firms are looking at a few fixed-line players with come-to-bed eyes.

I guess it's always good to explore new areas. Personally, I predict a surge of venture capital interest in east London's vibrant anti-virus market.