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From: | Brian Gale <brigale@i4free.co.nz> |
Date: | Wed, 26 Jul 2000 10:33:47 +1200 |
Hi Ben Where did the data come from that you posted yesterday ? Was it just a routine announcement from TEL ? I4free was not mentioned but they now have 83,200 subscribers (as at 26/06/00) and they say they have spend over $2.6m on technical infrastructure and modems to give extra carrying capacity. I am not sure about pre XTRA account customers still using their services. I am still an XTRA account holder but now my use is almost zero. There must be many like me. Sometimes there is congestion on I4free but generally I have found the service good. I have often been linked for several hours without being disconnected. I suppose the $64,000 question is will TEL float XTRA which was muted earlier. It is apparent that TEL have their hands full at present battling Clear, Vodafone and Telstra Saturn for package deals with most of the activity out of Auckland. They must be temporarily relieved that the Govt. inquiry has not required them to unbundle the loop, but this must surely happen eventually or will it be so important in the future with wireless/satellite communication developing. With all that is happening with the big players the competition must be good for the consumer. IMHO it is not surprising that TEL shares have fallen. The monopoly of yesteryear has well and truly gone. The relatively small cake which is the NZ market is being divided up. Who will end up with the biggest piece ? Hope this provokes some discussion. Regards Brian ---------------------------------------------------------------------------- http://www.sharechat.co.nz/ New Zealand's home for market investors To remove yourself from this list, please use the form at http://www.sharechat.co.nz/forum.shtml.
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