LTE not a fixed broadband replacement: analyst

Paul Hjul said:
Well Nkandla levels of influence. You taking the installation but never settling the cheque, after all Oscar Wilde had a wonderful description of a Victorian aristocrat being one to never settle their debts.
You know the standard way big businesses and government service provision get burned - not by the low revenue customers who are quickly taken to wraps but by the big big accounts that don't get settled ;)
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You definitely can place an order for a 1Gb/s service today, no problem. Pretty standard for large Enterprises, so the product is there. But you also need large Enterprise levels of revenue. ;)
 
I am sure at 1Gb/s the normal checks for ability to pay will apply. At 100Gb/s to a certain kraal is on an entire different level of insanity and any review of the massive debt write offs shows quite clearly bigger more irregular debts at inception inflict tons of damage whilst the little accounts get shorter sticks - this applies with banks, municipalities, retail credit providers etc ...
Of course in South Africa's network operator sphere I have little doubt that it is one of your competitors that is more likely to get caught with its pants down on a massive exposure as a result of influence being given more weight than feasibility - in fact I would be a little surprised if anything of that nature has arisen at Vodacom in the last few years, one of your rivals on the other hand I would be surprised if they don't have a great deal of exposure to politicians accounts which go unpaid without action.

But we are steering off topic except to ask what would a 1Gb/s service cost me in Jbay - pick a convenient spot - With a 1Gb/s fixed connection the 5gigs from Afrihost for mobile is more than enough :D

-- O and I only need about 400 gigs a month and there must be no OOBShark :D
 
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Pretty much high time that DoC/ICASA sort of the spectrum allocation...

Even if they initially go the "use it or lose it" route until Sentech/SABC can complete their digital migration.
 
Paul Hjul said:
I am sure at 1Gb/s the normal checks for ability to pay will apply. At 100Gb/s to a certain kraal is on an entire different level of insanity and any review of the massive debt write offs shows quite clearly bigger more irregular debts at inception inflict tons of damage whilst the little accounts get shorter sticks - this applies with banks, municipalities, retail credit providers etc ...
Of course in South Africa's network operator sphere I have little doubt that it is one of your competitors that is more likely to get caught with its pants down on a massive exposure as a result of influence being given more weight than feasibility - in fact I would be a little surprised if anything of that nature has arisen at Vodacom in the last few years, one of your rivals on the other hand I would be surprised if they don't have a great deal of exposure to politicians accounts which go unpaid without action.

But we are steering off topic except to ask what would a 1Gb/s service cost me in Jbay - pick a convenient spot - With a 1Gb/s fixed connection the 5gigs from Afrihost for mobile is more than enough :D

-- O and I only need about 400 gigs a month and there must be no OOBShark :D
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Suspect you'll battle to find a capped allocation at those speeds. ;)

Capping is not a natural state of affairs for networks whose native structure is only speed measured in bits per second. Capping was introduced to bring costs down for consumers who need infrequent access but at high speed.
 
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but I wants it .... *puppy dog eyes

but yes I put in the last bit because I am well aware of the fact that capping and bundles and so on are essentially a product of making the products available to consumers so when you have people talking about it costing Rx per gig in Z country or whatever that they are often completely missing the boat. I saw a similar sort of statement about Vodacom's next subsidiaries LTE offering being set to a lower speed that made me blink.
 
Paul Hjul said:
but I wants it .... *puppy dog eyes

but yes I put in the last bit because I am well aware of the fact that capping and bundles and so on are essentially a product of making the products available to consumers so when you have people talking about it costing Rx per gig in Z country or whatever that they are often completely missing the boat. I saw a similar sort of statement about Vodacom's next subsidiaries LTE offering being set to a lower speed that made me blink.
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yup, not always feasible to do a direct R/GB comparison but you would expect the US to be better priced than SA. Bigger market, higher employment, higher income, etc. so the volumes should be there.

The OP states R915/20GB and R102/GB top-up in the US for LTE.

Vodacom prepaid currently sits on R499/20GB and R149 to R25/GB top-up. And other local operators have similar numbers.

So SA is not far off, even though it's fashionable to state such.
 
<dons hat>
What would happen to pricing in SA if we experience the same telecoms crash as per USA/Europe in 2001?

Note: not the dotcom crash... This relates to the 3G auctions and devaluing of major global companies in 2001/2.
 
Or the telecoms crunch in the US and Canada at the moment ...

Of course most telecoms crisis have a regulator problem as well :(

Actually if a person looks at it have telecoms companies anywhere actually had a good 25 year run?
 
MickeyD said:
<dons hat>
What would happen to pricing in SA if we experience the same telecoms crash as per USA/Europe in 2001?

Note: not the dotcom crash... This relates to the 3G auctions and devaluing of major global companies in 2001/2.
Click to expand...

Paul Hjul said:
Or the telecoms crunch in the US and Canada at the moment ...

Of course most telecoms crisis have a regulator problem as well :(

Actually if a person looks at it have telecoms companies anywhere actually had a good 25 year run?
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I think few people on this board realise the impact this had on telecoms pricing in those markets. The first operator basically went bang putting the infrastructure down, the second one could then run a business on it without the massive investment required.
 
so shouldn't we just have our first operators go bang ....

O wait investors
also I suspect that some enterprises would like to push that sort of approach - looking at certain propositions concerning LLU etc ... - but if the game lines up it wont be consumers or the industry as a whole to enjoy significant cost savings but rather the second operators investors who succesfully managed to rent seek there way in.
 
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