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freitasm

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#9735 9-Oct-2006 19:02
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Not many details yet, more to come after the conference call: http://www.geekzone.co.nz/freitasm/1525






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cranz
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  #48084 9-Oct-2006 19:04

I just saw you caught wind of this :) Tomorrow's media conference will be rather interesting



SNicolle
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  #48089 9-Oct-2006 19:33
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Go to www.asx.com or follow the link below to the market announcement. Not sure how much more you will get tomorrow expect the spin.

http://www.asx.com.au/asx/statistics/showAnnouncementPDF.do?idsID=00654804



Jama
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#48098 9-Oct-2006 20:30
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Doesn't rationalisation of the ISP industry = less competition?



Lipex666
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  #48104 9-Oct-2006 21:05
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Great news scoop - Always thought Vodafone needed a ISP to add to the mix as it needs that background and structure to roll out new services.

WOW this is going to shake up the local market.  Roll out some package deals on this one.

Vodafone Ihug would be competing for home users against Vodfone 3G broadband in the home this is going to be interesting.




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johnr
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#48105 9-Oct-2006 21:11
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OMG

This is great news

euanandrews
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  #48110 9-Oct-2006 21:19
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Will be following this one closely...

Does this mean Ihug will cease to exist?...Vodafone is a pretty strong brand.




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Lipex666
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  #48113 9-Oct-2006 21:27
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This is not a first for Vodafone as it has done similar deals like this with Vodafone Italy and Fastweb

Vodafone Italy customers buying Vodafone Casa Fastweb will be able to use their normal Vodafone services on their mobiles, make mobile voice calls to fixed line phones at fixed rates whilst at home and have access to Fastweb's broadband network, which covers approximately half the population of Italy at speeds of up to 20Mbps.


Vodafones press statements
Vodafone UK announced on 11 September its intention to launch fixed broadband services through a partnership agreement with BT. Vodafone Germany launched a new flat rate service offering fixed, mobile and DSL services on 1 September. These announcements are consistent with Vodafone Group's strategic intent to develop products and services which meet its customers' total communication needs.


looks if Ihug might be staying with a new name.




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sat
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  #48115 9-Oct-2006 21:28
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Lipex666: This is not a first for Vodafone as it has done similar deals like this with Vodafone Italy and Fastweb

Vodafone Italy customers buying Vodafone Casa Fastweb will be able to use their normal Vodafone services on their mobiles, make mobile voice calls to fixed line phones at fixed rates whilst at home and have access to Fastweb's broadband network, which covers approximately half the population of Italy at speeds of up to 20Mbps.


Vodafones press statements
Vodafone UK announced on 11 September its intention to launch fixed broadband services through a partnership agreement with BT. Vodafone Germany launched a new flat rate service offering fixed, mobile and DSL services on 1 September. These announcements are consistent with Vodafone Group's strategic intent to develop products and services which meet its customers' total communication needs.


looks if Ihug might be staying with a new name.



I worked for BT when they became an MVNO off the back of Voda, it was always discussed that Voda would resell BT services

antoniosk
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#48117 9-Oct-2006 21:33
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I would say the ihug brand will eventually disappear, and that Vodafone NZ are just buying the assets including those agreements with Telecom.

I guess ihug fixed line offer will evaporate.

$41m though. That's quite a valuation per customer (I'm working on 50k BB customers, all offnet) - about $70/user/month, which is astonishingly high for a wholesale DSL provider, when the industry average seems to be just half that. 

I wonder what this does to Orcon's recent plans to wholesale Vodafone? They must be next on the predator's list.

Market shakeout continues, until Telecom, TelstraClear, Callplus and Vodafone are left standing.....


johnr
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#48119 9-Oct-2006 21:40
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I wonder how Mr T Edwards will feel about this

BrentR
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  #48122 9-Oct-2006 21:48
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johnr: I wonder how Mr T Edwards will feel about this


No doubt the bottom lip will be out and quivering.

Lipex666
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  #48124 9-Oct-2006 21:52
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re antoniosk
I would say the ihug brand will eventually disappear, and that Vodafone NZ are just buying the assets including those agreements with Telecom.


Thats a good point as if Ihug has these aggrements with Telecom like local dialing etc does this mean that Vodafone would inherit these rights?

Same as all of ihugs interconnect aggrements?  This would be a quick entry into opening a local call market.




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euanandrews
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  #48125 9-Oct-2006 21:53
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I see the story is popping up everywhere now

Ihug will retain its brand and run as a seperate company....well see how long that lasts...

I think it will eventually go the same way as trademe....slowly but surley being merged, rationalalised with the stuff website and its simular offerings....or the other way round.

http://computerworld.co.nz/news.nsf/news/FCA45182E0D5F68CCC25720200226874




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sbiddle
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  #48128 9-Oct-2006 22:15
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IMHO this only says one thing - Vodafone honestly do not believe that HSDPA will be able to offer a true alternative to fixed line broadband for quite some time..


Lipex666
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  #48132 9-Oct-2006 22:28
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re sbiddle
Vodafone honestly do not believe that HSDPA will be able to offer a true alternative to fixed line broadband for quite some time..


I dont think so as to be a total comunication provider you cant offer 1 product to many, as mentioned above Vodafone have been through this in much larger markets overseas and having ascess to ADSL etc would be another assett.

Its the same as a ISP like Ihug - Orcon they could not continue just offering broadband and need to offer mobile services and local calls just the same as Telecom looking at Wimax etc to compliment there offering.

It gets interesting for single solution providers like Woosh which would be wanting to look at what there future lies as well as old Tex.




"The only way to learn some- thing is to do it"

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