I think for some time now Orange have been been trying to tighten their grip on the industry & hope this blows back on them.
Having parted company with Orange two years back I am not surprised they are looking into other areas to try and cash in on with little or no thought to the realities of the industry.
There is a symbiotic relationship between both providers and respect is required on both sides - including Orange.
I would be interested to find out the details of their quoted customer figures also as a lot of companies in the UK have opted for Vodafone on contract renewals over the last 6 months. I think what we may be witnessing here is a top level panic by the Orange board to find ways of managing their profit margin as it deteriates!