Article: Engaged in speculation.

With the reporting season for the leading telcos now over, the market has turned to bid speculation. But could private-equity really buy Vodafone? Tim Bradshaw

Last month, Vodafone, BT and Cable & Wireless (C&W) all had their results hijacked by a single event in the US: the acquisition of mobile provider Alltel by a private-equity consortium for about $27.5bn (GBP13.9bn). Private equity bidders are often linked to telecoms companies, because of their strong cash generation, low valuations and potential for restructuring. But are the telecom sector's gains since the Alltel deal - an average of around 9 per cent - sufficiently grounded in reality to be ...

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