I think Telkom is going to be down in the dumps pretty soon. Neotel is going to be able to eclipse it on it residential and business broadband offerings.
The reason I say this is because:
1. 50 000 ADSL installations backlog. Most of these people will migrate to NeoTel
2. Current ADSL subscribers - they will migrate to NeoTel (cost).
3. Business - they will run to NeoTel, the incompetence shown by Telkom has assured that
4. Skype is going to kill international calls
5. Local calls / dialup is a diminishing market. NeoTel is also going to make more headway here. Its technology superiority over Telkom will put it in the lead role in this area.
6. PAY TV - Please, like DSTV will let you take their cash cow from underneath them.
So in my opinion, no market, no profit and a bleak future
Maybe I am being too optimistic, but Telkom, start looking for a CEO that is going to be able to lead you out of the dark times ahead - it's going to be a long and ardous journey.
Bad luck and good riddance Telkom!
The reason I say this is because:
1. 50 000 ADSL installations backlog. Most of these people will migrate to NeoTel
2. Current ADSL subscribers - they will migrate to NeoTel (cost).
3. Business - they will run to NeoTel, the incompetence shown by Telkom has assured that
4. Skype is going to kill international calls
5. Local calls / dialup is a diminishing market. NeoTel is also going to make more headway here. Its technology superiority over Telkom will put it in the lead role in this area.
6. PAY TV - Please, like DSTV will let you take their cash cow from underneath them.
So in my opinion, no market, no profit and a bleak future
Maybe I am being too optimistic, but Telkom, start looking for a CEO that is going to be able to lead you out of the dark times ahead - it's going to be a long and ardous journey.
Bad luck and good riddance Telkom!