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192 posts

Master Geek
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  Reply # 318794 15-Apr-2010 13:54
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  Reply # 318837 15-Apr-2010 14:53
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Really, does telecom have much future?

The national fibre network will downgrade the value of telecoms primary asset (local loop).

The final nail in telecoms coffin will be their serious lack of business aptitude. Check , Ferrit, CDMA cellular, AAPT, stupid customer speeches, XT. Probably Tivo will be added to the list soon.

Telecom executives seem to have the anti-Midas touch.

The only thing keeping telecom in business, is their monopoly on the local loop. Once the national fibre network is running, that monopoly is gone too.

















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Ultimate Geek
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  Reply # 318860 15-Apr-2010 15:19
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I agree, there has been an enormous loss of shareholder wealth in that company.

Since the fateful fall-out with the last government, Telecom has been highly reactionary. I don't see there being much in the way of strategic direction, judging from the outside.

They ought to get on the front foot and make some tough decisions on whether they wish to compete against the infrastructure providers, or whether their game is communications delivery.

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  Reply # 318862 15-Apr-2010 15:21
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wreck90: Really, does telecom have much future?

The national fibre network will downgrade the value of telecoms primary asset (local loop).

The final nail in telecoms coffin will be their serious lack of business aptitude. Check , Ferrit, CDMA cellular, AAPT, stupid customer speeches, XT. Probably Tivo will be added to the list soon.

Telecom executives seem to have the anti-Midas touch.

The only thing keeping telecom in business, is their monopoly on the local loop. Once the national fibre network is running, that monopoly is gone too.

I dont see how you can have such a doomed prediction of telecoms future. They are one of NZ's biggest companies and they aren't going to go anywhere. They wiill change their services as fibre becomes an option.

Yes they have their downfalls (rather often it would seem), but asking if they have a future i think is being unrealistic.

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Master Geek


  Reply # 318875 15-Apr-2010 15:36
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I don't think its quite as serious as it sounds.

I would say that the halt on trading would be directly related to the announcement that they are going to be laying off 200 managers in Telecom.

This will be a legal requirement, because of the risk of insider trading.

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Master Geek
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  Reply # 318877 15-Apr-2010 15:37
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wreck90: Really, does telecom have much future?

The national fibre network will downgrade the value of telecoms primary asset (local loop).

The final nail in telecoms coffin will be their serious lack of business aptitude. Check , Ferrit, CDMA cellular, AAPT, stupid customer speeches, XT. Probably Tivo will be added to the list soon.

Telecom executives seem to have the anti-Midas touch.

The only thing keeping telecom in business, is their monopoly on the local loop. Once the national fibre network is running, that monopoly is gone too.



you are dreaming dude, but get it off your chest at least.  $1.5b is small bickies when it comes to capital heavy network infrastructure, the gov will still need plenty of private money for their FTTH network they are dreaming of.  That private money can only be provided by a few companies, its stupid to leave Telecom out.  Remember, Telecom is already investing in FTTN, it doesn't make economics sense to deploy a new fibre network. 



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  Reply # 318894 15-Apr-2010 16:01
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It also made it to a small mention in BusinessWeek (http://www.businessweek.com/news/2010-04-14/telecom-nz-lowers-earnings-outlook-on-slow-mobile-data-r...):


Telecom Corp. has lowered its earnings forecasts for 2011, 2012 and 2013 because of the prospects of slower revenue growth in the mobile phone and data markets. The revisions were included in a statement sent to the stock exchange.







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Master Geek
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  Reply # 318896 15-Apr-2010 16:12
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Those XT outages is having a major affect on their bottom line, for the next 2 years at least. Good time now to bring in new blood, start fresh.

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  Reply # 318900 15-Apr-2010 16:16
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wreck90: Really, does telecom have much future?

The national fibre network will downgrade the value of telecoms primary asset (local loop).

The final nail in telecoms coffin will be their serious lack of business aptitude. Check , Ferrit, CDMA cellular, AAPT, stupid customer speeches, XT. Probably Tivo will be added to the list soon.

Telecom executives seem to have the anti-Midas touch.

The only thing keeping telecom in business, is their monopoly on the local loop. Once the national fibre network is running, that monopoly is gone too.

















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  Reply # 318902 15-Apr-2010 16:17
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wreck90: Really, does telecom have much future?

The national fibre network will downgrade the value of telecoms primary asset (local loop).

The final nail in telecoms coffin will be their serious lack of business aptitude. Check , Ferrit, CDMA cellular, AAPT, stupid customer speeches, XT. Probably Tivo will be added to the list soon.

Telecom executives seem to have the anti-Midas touch.

The only thing keeping telecom in business, is their monopoly on the local loop. Once the national fibre network is running, that monopoly is gone too.



Goodbye Telecom. Googbye New Zealand economy.

People just don't realise the implications of what they're wishing when they want NZ's 2nd largest listed company to die.



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Ultimate Geek
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  Reply # 318904 15-Apr-2010 16:18
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XT connections are 585,000 at 31 Mar, up 128,000 on 31 Dec.

Assuming some loss of customers to 2degrees & Vodafone, how do we account for this? Movements from CDMA?

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Ultimate Geek
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  Reply # 318937 15-Apr-2010 16:50
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sbiddle:
wreck90: Really, does telecom have much future?

The final nail in telecoms coffin will be their serious lack of business aptitude. Check , Ferrit, CDMA cellular, AAPT, stupid customer speeches, XT. Probably Tivo will be added to the list soon.

Telecom executives seem to have the anti-Midas touch.

The only thing keeping telecom in business, is their monopoly on the local loop. Once the national fibre network is running, that monopoly is gone too.



Goodbye Telecom. Googbye New Zealand economy.

People just don't realise the implications of what they're wishing when they want NZ's 2nd largest listed company to die.




As one of the death wishers, I don't expect it to happen, but it would be nice anyway.  I'd say that most of us feel this way, because of Telecoms anticompetitive behaviour in the past (actually, they're still doing it, aren't they?).  Sort of like when Microsoft charged manufacturers for a copy of Windows per CPU even if not every computer had a copy.

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Ultimate Geek
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  Reply # 318939 15-Apr-2010 16:53
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timestyles:

As one of the death wishers, I don't expect it to happen, but it would be nice anyway.  I'd say that most of us feel this way, because of Telecoms anticompetitive behaviour in the past (actually, they're still doing it, aren't they?).  Sort of like when Microsoft charged manufacturers for a copy of Windows per CPU even if not every computer had a copy.



So, by implication, you want the NZ economy to tank itself?




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  Reply # 318949 15-Apr-2010 17:10
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sbiddle:

Goodbye Telecom. Googbye New Zealand economy.

People just don't realise the implications of what they're wishing when they want NZ's 2nd largest listed company to die.



I don't see it.

Sure Telecom PSTN and ADSL revenue will eventually go into freefall, it's probably not growing much anymore already.

They still have mobile broadband/services and a bunch of other stuff they are into.  

Besides if they do cut staff and investment I'm pretty sure the companies that won NGN tenders for various regions will be hiring staff and investing $$.




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Ultimate Geek
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  Reply # 318962 15-Apr-2010 17:17
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munchkin:
timestyles:

As one of the death wishers, I don't expect it to happen, but it would be nice anyway.  I'd say that most of us feel this way, because of Telecoms anticompetitive behaviour in the past (actually, they're still doing it, aren't they?).  Sort of like when Microsoft charged manufacturers for a copy of Windows per CPU even if not every computer had a copy.



So, by implication, you want the NZ economy to tank itself?


Pretty much, yes. 

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