So they accept the government money, and are handed Infraco on a plate, and we must still cover the last mile builds to remote areas, why?
Government has this all arse about face. Some of us have awesome models for remote areas - Telkom is going to wing it on a high cost-base looking for subsidies. If government want to hand it to a single player they've historically protected, that's fine, but then they shouldn't expect ISPs to go in and even consider plans to build to these areas. Why double the infrastructure build against a subsidised player? Why double-up at all?
Again, Openserve doesn't have an FTTH product for ISPs. It has an FTTH product for Telkom, and will manage the IPC and line data revenue on their behalf - two costs that are either halved or don't exist at all on other providers or on one's own access builds. So really, unless Openserve come to the party with a product for ISPs to leverage, their value as a Telkom-owned entity diminishes daily, at least to ISPs on current costings and products ranges. Now Openserve as a truly independent company with zero ties to Telkom? Well, that's another ball-game altogether and they could be the big leader in this space with suitable products for ALL ISPs...