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  Reply # 382842 21-Sep-2010 19:21
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Maybe AT&T Wireless (x Bell South) will buy it back :-)




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  Reply # 382846 21-Sep-2010 19:26
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quickymart: I really, really hope Telstra Clear *don't* buy Vodafone.

munchkin - yes, true, also Vodafone's presence in America is a shareholding in Verizon - a CDMA provider, to throw another spanner in the works :)


45% of Verizon Wireless, not Verizon itself Tongue out Either way, LTE is the future.


old3eyes: Maybe AT&T Wireless (x Bell South) will buy it back :-)


Just like Telstra, their 3G roaming customers would be using a competing network - AT&T use GSM 850/1900 and their 3G network is predominantly UMTS @ 850MHz




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  Reply # 382851 21-Sep-2010 19:43
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Hopefully some super rich sod from Dubai will buy it in cash and build an LTE network <3




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  Reply # 382852 21-Sep-2010 19:47
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tardtasticx: Hopefully some super rich sod from Dubai will buy it in cash and build an LTE network <3


Give it a few years, ASO hasn't occurred yet.




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  Reply # 382886 21-Sep-2010 20:56
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quickymart: munchkin - yes, true, also Vodafone's presence in America is a shareholding in Verizon - a CDMA provider, to throw another spanner in the works :)


Verizon Wireless to be exact. Verizon Wireless is owned by Verizon, and Vodafone Group has a participation in that venture.




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  Reply # 382909 21-Sep-2010 22:02
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tardtasticx: Hopefully some super rich sod from Dubai will buy it in cash and build an LTE network <3


Don't think we will see much of a roll out of LTE here until analog TV close down unless we do something stupid like Europe and Sprint and use the 2400 ~ 2600 band..




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  Reply # 382910 21-Sep-2010 22:05
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It seems the three main potential buyers would be:
1) Random private equity group/other loaded investment group, simply for profit*
2) Random foreign telco, looking for a way into the NZ market, of just for profit*
3) Telstra - regardless of the differences with their network in aussie, having their own network here would still have its benefits, and they would become a serious contender to telecom (although potential comcom permission needed for such a merger)

*Yes I realise all businesses do things for profit in the long run, its just that others have incentives like synergies and efficiences with their existing business model

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  Reply # 382913 21-Sep-2010 22:13

nickb800: It seems the three main potential buyers would be:
1) Random private equity group/other loaded investment group, simply for profit*
2) Random foreign telco, looking for a way into the NZ market, of just for profit*
3) Telstra - regardless of the differences with their network in aussie, having their own network here would still have its benefits, and they would become a serious contender to telecom (although potential comcom permission needed for such a merger)

*Yes I realise all businesses do things for profit in the long run, its just that others have incentives like synergies and efficiences with their existing business model


You would want one that is actually going to invest more in the network. A company that is solely doing it for the passive profit, isn't nessessarily going to do that, and will just keep it ticking along, without any new innoivation. Telecom could have purchased it instead of building their own new network, but I suspect our competition laws would prevent that.

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Reply # 382926 21-Sep-2010 22:50
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robbyp: Telstra would probably be the most likely buyer,

 
What about SingTel / Optus? Assuming the appetite was there... Similar network as in AU...

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  Reply # 382929 21-Sep-2010 22:53
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or there is Digicell, they have a huge presence in the islands and New Zealand is like a second home for most of the Pacific islands so it could be a good strategic move.
Hoever Digicells price model is more along the lines of 2degrees than Vodafone.




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  Reply # 383010 22-Sep-2010 08:43
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robbyp: 
 


Telstra would probably be the most likely buyer, although some rich chinese company may consider it, or a NZ retirement fund (hope not).


That would be good news for both Telecom and 2D  as everything else that Telstra has acquired in NZ has stagnated.  Anyone remember Saturn and Clear coms??




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  Reply # 383018 22-Sep-2010 08:59
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I was going to say SingTel as well, they moved into Australia (Optus) and have carved out #2 position. They would have the backing back in Singapore/China to bank roll a small pacific telco.

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  Reply # 383034 22-Sep-2010 09:33
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IF anything where ever to happen I suspect it'll be an asian based entity.... thats where there is money and investor growth.

But the whole exercise may be mere kite flying by VF inc.
OZ and NZ may be profitable but they're small and isolated entities in the greater scheme of things... yet large enough to be attractive to Asian based operators wanting to flex their growth ambitions without over-extending

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  Reply # 383035 22-Sep-2010 09:34
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pwner:
robbyp: .... Telecom sold off their Yellow pages at the right time :)


That was one of the best moves Telecom has made! really who uses their phone books apart from propping up something? :)

I would say it is the right time to sell off VFNZ, but as the articles also say there aren't really any buyers at the moment. That is unless TelstraClear decide that they might as well just bite the bullet and buy their way into the New Zealand mobile market. After all the problems they have had with being a reseller and building their own network it would seem like the easy answer. Giving Vodafone access to the TelstraClear fibre and fixed line assets would be great for Vodafone as well.

also Telstra (Aus) are going to get $43bn to build the NBN, i am sure there is some profit in there so that could easily fund a $1.2bn pound purchase of Vodafone. although i think they could probably get a better price.

let the rumors begin :)


i use yellow.co.nz all the time, i throw away the actual book, but use yellow.co.nz a lot. 

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