Telstra "I've changed my mind" Clear? It'd get half way through rebranding then change its mind and close the network down.
Actually, I think the article is correct where it says that Telstra has enough on its plate in Australia, and really isn't focusing on its overseas investments.
>Actually, I think the article is correct where it says that Telstra has enough on its plate in Australia
Problem is, something has to give. Being number 3 without any real hope of growth is a waste of time as alluded to by TCL's comments today that they might just up and leave. Or at least scale back to Trans-Tasman business customers only if they can't earn a decent rate of return.
Without their own mobile network and the speculation around fixed-mobile packages in the very near future, TCL may find themselves in a nasty place unable to deliver the "whole" product. This doesn't affect Vodafone to same extent as they will have regulated access to the landline network. TCL cannot get regulated access to Voda's mobile network and they have to negotiate a "commercial" rate i.e. Voda can charge whatever they like.
> Who's to say VFNZ won't /isn't looking at buying TelstraClear?
That could be interesting if you think that mobile-only or fixed-only operators are starting to struggle.
Normally the only reason to divest a business unit is that it's non-core or underperforming, and Voda NZ have proven they can compete effectively, certainly far more compentent than TCL. But then they owned their own destiny and proved you can overbuild an incumbent network and be successful whereas TCL claimed this is not possible.
Possible issues might include questions whether Voda HQ would support current NZ management as their recent performance has not been flash, at least measured by giving up market share in every quarter for three years except the one where Telecom said they'd written down 200K non-active 'glovebox' connections.
Also, getting into the landline business would put them head to head with a very experienced competitor.
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