Orange to throw hat in SA telecoms ring?

Should be interesting if Orange can start another price war...

Or actually deliver a better service than the four at present..
 
....if any other operator, such as Airtel or Orange comes to SA, I highly doubt they will be VNO's like virgin mobile. Both of these operators are way too aggressive to rely on any other operators network.

That said, if they are desperate they might try it for a while. In this case we would more likely see Orange appear, Airtel is way too busy in the rest of africa.
 
We don't need another virtual operator. I'll say this though, Orange's Africa based operations have great pricing and services in the rest of Africa where they are operating. But I'll have to read up on them again, was a few months since I last bothered.

Negative aspect for them if they were to enter here - ICASA. They've never had to deal with a more incompetent regulator.

Also MTR's are declining for a virtual operator to make a splash in the market. Self provisioning or partnering to self provide is the best way forward IMO.

Hell, its not like they don't have cash though. Wonder how this speculation affects their share price? That'll let you know what investors think of this possible entry...
 
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Shake&Bake said:
We don't need another virtual operator. I'll say this though, Orange's Africa based operations have great pricing and services in the rest of Africa where they are operating. But I'll have to read up on them again, was a few months since I last bothered.

Negative aspect for them if they were to enter here - ICASA. They've never had to deal with a more incompetent regulator.

Also MTR's are declining for a virtual operator to make a splash in the market. Self provisioning or partnering to self provide is the best way forward IMO.

Hell, its not like they don't have cash though. Wonder how this speculation affects their share price? That'll let you know what investors think of this possible entry...
Click to expand...

I thought the new MTR's favoured new entrants? (quick fix, just as 8-ta entered the market). Or did ICASA Fsuck that up too?
 
ocleroux said:
Oom RPM...please can you paste the article? Some of us work in companies with tyranical IT policies. :-)
Click to expand...

Frost & Sullivan, the international growth consulting and research firm, forecasts the arrival of a major telecoms operator in South Africa in 2012 – with France Telecom’s Orange potentially top of the list.

“What we anticipate for 2012 is that we will see new mobile virtual network operator’s (MVNO’s) in South Africa and we predict Orange could see the market as a key destination,” said Birgitta Cederstrom, business unit leader, Africa ICT at Frost & Sullivan.

“We already know that the carrier is in talks with BCX (Business Connexion) for Mergers & Acquisition (M&A), and our prediction for 2012 is that a global telco will enter the market,” the analyst said.

A spokesperson for France Telecom-Orange however, told BusinessTech that there was currently no discussions between the group and Business Connexion.

This is contrary to media reports in September which had stated that France Telecom Orange were in discussions with South African IT services provider.

Cederstrom is of the opinion that that there is room for a new major carrier in South Africa, as further competition would benefit consumers and enterprises. “With regards to Bharti Airtel, we know that the company has a clear vision to become a leader for ICT in Africa. Cell C would be a potential entry [point],” she said.

Frost & Sullivan predicts “a lot of consolidations over the next few years,” in the country – with the first already announced on Friday through the acquisition of ATIO by Interactive Intelligence.

“We are awaiting the Orange/BCX deal and then we have KT/Telkom (TKG) as another possibility,” Cederstrom said.

In October, Telkom said it had entered into discussions with South Korean-based KT Corporation to explore KT potentially acquiring a strategic equity shareholding of 20% in the post-issue ordinary share capital of Telkom.

“We will also see smaller transactions whereby enterprises are selling off non-core divisions or assets to raise cash for core capex projects required to stay competitive. One area where we predict to see transactions are with the Internet Service Providers (ISP’s).

“We currently have over 600 registered ISP’s and the smaller ones offering niche solutions for vertical markets would be of interest for the larger ICT players to gain niche requirements, and also a footprint in SME market.”
 
Well, if Orange wants to enter and wants to rather build its own network they might have to be quick about it to be sure they can take part in the spectrum auction I would assume for 2.6 and perhaps even digital dividend?
 
Budza said:
I thought the new MTR's favoured new entrants? (quick fix, just as 8-ta entered the market). Or did ICASA Fsuck that up too?
Click to expand...

VoX was using MTR's for resellers and the like too. That's had a impact there. MTR's were used as buffers for Virtual Operators to have free mins for incoming calls and the like.

This is my take on it and its a cash cow that's now thinning out. All players are having to watch their step around MTR's. Decline in MTR's is good for consumers, not for the operators. Though the actual 'good' of it that has come, is yet to be felt by Average Joe on the street.
 
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