20050827

One month oxygen supply

O² + FOOT = MMS² is the official equation, but I gather are more interested in boosting the value of their company than MMS traffic. The exclusivity is only valid for the duration of the FIFA World Cup (June 9th - July 9th, 2006) and the German territory but getting soccer rights always pleases the audience (beyond dumb couch potatoes, dumb analysts).
Neither 0² nor Infront Sports & Media would show us the money but Oliver Seibert wouldn't give the rights to a 8M customer base holder for a song. New partners will come and / or parts of 0² or even the all shebang may be sold by the time of the kick-off and I don't think this deal will change anything. Consider it an insurance policy for the existing customer base.
Yet, Germany remains the biggest potential growth engine for this operator. Locking this kind of deals is a nice quick fix but they badly need some new partner to help them consider strategy beyond today's "our primary strategy is to create shareholder value".



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