Recent reports point to the fact that Vodafone may be targeting fixed line telephony as a way to allow it to offer bundled services. The wireless leader is a global powerhouse and needs to find a way to compete with other companies that are increasingly using bundling to attract and keep customers.
The natural expansion play for the company is to purchase cable companies in the US or to focus on WiMAX. Another option is to pick up Vonage or Packet8 so that it can become an overnight VoIP (and thus a fixed line phone) company.
Such a large company can do many things to increase its offerings enabling it to one day have a triple-play and eventually a quadruple-play service offering.