Forum Archive Index - January 2003

["Morgy" <morgy40@xtra.co.nz>]

Snoopy, winner 69

Having resisted the early migration to 027 on the advice of a Telecom dealer
(he said the handsets at that time werent good enough at that time, 18
months ago) last week my handset give up the ghost and I invested in a shiny
new ericsson all the bells and whistles unit.
It is easy  to understand the developing potential of this 2 ounce minefield
of information once you start to use it, particularly as it conicides with a
new busness venture that allows me to keep in touch with my email while on
the road. I am truly impressed.

Within a few days I checked out what I believe is the other half of the
package, a PDA unit, at about $1000.00 (more or less dependant upon your
needs) you have a totally portable world.
A laptop would be the only other requirement and the world is truly your
oyster.

Coincidently at the same time I was upgrading, I recieved a letter form
Teressa saying that with the migration to 027 you snails still on 025 (phew,
not me) will have to pay a access fee of $5 per month because of the support
required for the old technlogy, but good news you could upgrade if you were
still on a 025 contract term with no penalties. NO hedging in this message,
get on or move out

Additionally, I read an article in the newspaper by Teressa prior to xmas
absolutely slagging vodaphone and there technology and pointing out how
dated it was now being proven and the inroads being made by Telecoms
technology particularly in the asian economies. It sounded like a "See, I
was right after all "
article but having delved into the full story I believe that Telecom, in NZ
at least, will be up there at the forefront of the technology for the next
generation as it continues to roll out. They may have been behind the 8 ball
in the kids marketing for texting but they are now catching up and getting
there message to market I believe.

2G, 5G, 10G, whatever it is Telecom will be there, they cant afford to
become isolated as Air New Zealand did.
My final comment is that if the technology is there they will find ways to
bring it to market in methods we may not realise exist yet.

New Years greetings to all

Morgy


----- Original Message ----- 
From: <tennyson@caverock.net.nz>
To: <sharechat@sharechat.co.nz>
Sent: Saturday, January 04, 2003 11:06 PM
Subject: [sharechat] Telecom Outlook 2003 (was Snoopy 2002 Review)


> Hi winner69,
>
> >
> >You mentioned Telecom and said that they might surprise this year
> >and mention the launch of 3G with Hutchison in Australia.
> >
> >The AFR reported that Hutchison's Hong Kong-based parent could
> >conceivably abandon its 3G plans if growth in the UK and Italy
> >markets do not materialise as expected.
> >
> >What impact do you think this will have on Telecom if it eventuates?
> >
>
> Hmmm, I'm not really sure I'm qualified to answer that!  What was it
> that Warren said about only investing in businesses you understand?
>
> When I made my major investment in Telecom I *thought* I understood
> it.  Now I'm not so sure!  It looks like internet has reached
> some kind of ceiling, at least in terms of telco profitability.  So
> whether this golden goose is simply taking a breather or is
> permanently out to lunch I cannot say!
>
> Personally I think this 3G phone thing is madness, with hundreds of
> millions of dollars being poured into something where demand is
> totally unproven.  Still, even our own 'Dad' on this forum Ben seems
> to be getting into it, with the mobile share price text messaging
> service.  So if this application can have merit, why not others?  It
> would be interesting to get a comment from Ben on the progress of his
> initiative if he can do so without giving away commercially sensitive
> information!
>
> I was amazed that on my two day sortie to the skifields this year to
> see a teenager call up the text ski report on their mobile phone.
> It didn't matter that the same thing was sitting on the bed and
> breakfast noticeboard in printed out fax form.  They called it up by
> mobile anyway.   I don't claim to be a great student of human
> behaviour at the best of times, but as far as 3G phone use goes I
> think I'm totally off the wavelength.  Perhaps it has something to do
> with the fact that I'm a mobile phone hold-out!
>
> If Hutcheson 3G is delayed, I can only see it being good for Telecom,
> at least in cash flow terms this year.  The problem is that AAPT will
> lose its first mover impetus, which could be costly in the long run.
>
> Closer to home we have the 027 (2.5G)/025 thing.  It seems NZers are
> slowly moving to 027, but I don't understand the full implications of
> this.  I know the pricing on the 027 plans is more favourable, but I
> presume this is an artificial marketing strategy not related to cost.
> What happens to all those 025 repeaters if/when 025 network
> usage drops below a critical level?  Can this technology be recycled
> to be used with 027, or are we looking at another huge capital write
> off for Telecom?  Any 3G phone gurus out there that can answer these
> questions and give us more insight?
>
> SNOOPY
>
>
>
>
>
> ---------------------------------
> Message sent by Snoopy
> e-mail  tennyson@caverock.net.nz
> on Pegasus Mail version 2.55
> ----------------------------------
> "Stay on the upside of the downside,
> Anticipate the anticipation!"
>
>
>
> --------------------------------------------------------------------------
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