|
Cris,
Sorry I can't shed too much light on the
technology. All I know is that they use wireless broadband in sydney
apartments.
A lot of short-term traders follow this stock. Do
you fall into that category, or do you see long-term business case?
If you like this stock, you may also be interested
in other small telcos/isp's. I hold AMM, IIN, SWT, and UEC. Actually I feel a
little over exposed to the sector. All these stocks are going through a high
growth stage. Also, the market is consolidating. AMM and SWT are prime takeover
candidates.
Chris
----- Original Message -----
Sent: Friday, January 23, 2004 4:49
PM
Subject: Re: [sharechat] SKG - Skynet
Global
Hi Second,
Haven't seen your posts before. Welcome.
SKG are in profit now - as
per latest ASX notice entitled - Cash Flow Positive
... 20/01/04.
You seem to know a lot about how this technology
and how it compares to others.
I am interested in all perspectives.
Would love to see a comparison if you have
the time, especially how each caters for each market
segment.
Regards,
Cris
----- Original Message -----
Sent: Friday, January 23, 2004 1:10
PM
Subject: Re: [sharechat] SKG - Skynet
Global
very uninteresting. Are we suppose to read
something into this rather low volume non-trending segment of trading
data?
When will skg be posting a profit?
Do you know how similar the technology is to
Whoosh?
----- Original Message -----
Sent: Friday, January 23, 2004 4:10
PM
Subject: Re: [sharechat] SKG - Skynet
Global
Last 10 Trades:
| 23-01-2004 |
01:32 PM |
$0.070 |
84627 |
$5,923.890 |
|
| 23-01-2004 |
01:32 PM |
$0.069 |
2466 |
$170.154 |
|
| 23-01-2004 |
01:08 PM |
$0.070 |
15373 |
$1,076.110 |
|
| 23-01-2004 |
12:57 PM |
$0.070 |
20000 |
$1,400.000 |
|
| 23-01-2004 |
12:57 PM |
$0.070 |
20000 |
$1,400.000 |
|
| 23-01-2004 |
12:49 PM |
$0.070 |
39627 |
$2,773.890 |
|
| 23-01-2004 |
12:38 PM |
$0.069 |
5000 |
$345.000 |
|
| 23-01-2004 |
12:04 PM |
$0.070 |
47819 |
$3,347.330 |
|
| 23-01-2004 |
12:01 PM |
$0.070 |
52181 |
$3,652.670 |
|
| 23-01-2004 |
11:43 AM |
$0.071 |
9000 |
$639.000 |
Crossed |
----- Original Message -----
Sent: Friday, January 23, 2004
11:16 AM
Subject: Re: [sharechat] SKG -
Skynet Global
Hi,
More info on WiMAX follows:
Communications Day 23 January 2004 Page 2
Intel claims it will lead the industry on
WiMAX
Broadband wireless technologies such as Wi-Fi and the
emerging WiMAX platform have the potential to add a
further five billion Internet users. That’s the view of
Intel general manager and executive vice president Sean
Maloney, who this week outlined new plans for the company
to work as an industry conduit to speed the uptake
of new technologies.
Broadband wireless is without doubt the buzz topic of the
moment and, following on the heels of several new
research reports documenting its potential growth rates,
Maloney left little doubt as to how Intel sees the future.
"Broadband wireless technologies will help bring the next
five billion users to the Internet . . . particularly those
in emerging markets such as China, India and Latin
America," Maloney said.
Communications Day 23 January 2004 Page 3
Speaking in California this week, Maloney outlined Intel’s
strategy to work with the industry to drive down the
cost and increase the availability of broadband wireless
technologies, including those based on the 802.11 and
802.16 standards. While professing a similar mandate to
existing industry groups like the Wi-Fi Alliance and
WiMAX Forum , Maloney
claimed Intel is best placed to guide an industry-wide vision for the
future, particularly
in regards to WiMAX.
"The wireless service provider and telecommunication
equipment industries are rallying around WiMAX
technology because of its tremendous cost advantages to
provide last-mile connectivity to large parts of the
world that are too expensive to serve with wired
technologies," said Maloney. "WiMAX-certified systems will
provide the building blocks to connect the next five
billion users to the Internet and truly usher in the broadband
wireless revolution."
Intel revealed yesterday that it is already working with
companies such as Airspan
Networks, Alvarion,
Aperto Networks and
Redline to develop and deploy WiMAX-certified 802.16 equipment based on
Intel
silicon, while it is also in separate discussions with
Siemens Mobile and Proxim. According to Maloney,
Intel
has also already begun carrier trials of WiMAX with the
likes of British
Telecom, PCCW and Reliance
Infocomm , to name a
few.
Maloney detailed what Intel sees as a three-phased
deployment of 802.16 technology that will begin with
fixed outdoor antenna installations, quickly bringing
wireless to emerging markets and speeding the installation
of broadband services without the need to lay wire or
cable. "The technology will then rapidly progress to indoor
antenna installations, broadening its appeal to carriers
seeking simplified installation at user sites. Finally, in the
third phase, WiMAX-certified hardware will be available in
portable solutions for users who want to roam within
or between service areas," he said.
Tim Marshall
----- Original Message -----
Sent: Thursday, January 22, 2004
2:46 PM
Subject: Re: [sharechat] SKG -
Skynet Global
Methinks price was toyed with for a
while.
Notice buyers are queueing patiently (that's a good
thing).
A very promising hold for now.
Will be looking
forward to hearing any updates later in the year regarding WiMAX.
----- Original Message -----
Sent: Thursday, January 22,
2004 11:48 AM
Subject: Re: [sharechat] SKG -
Skynet Global
Last 10 trades:
|
22-01-2004 |
12:17 PM |
$0.071 |
100000 |
$7,100.000 |
Crossed |
| 22-01-2004 |
12:17 PM |
$0.071 |
50000 |
$3,550.000 |
|
| 22-01-2004 |
12:17 PM |
$0.070 |
100000 |
$7,000.000 |
|
| 22-01-2004 |
12:17 PM |
$0.070 |
100000 |
$7,000.000 |
Crossed |
| 22-01-2004 |
12:17 PM |
$0.070 |
100000 |
$7,000.000 |
|
| 22-01-2004 |
12:17 PM |
$0.070 |
50000 |
$3,500.000 |
Crossed |
| 22-01-2004 |
12:17 PM |
$0.069 |
1650 |
$113.850 |
Crossed |
| 22-01-2004 |
12:15 PM |
$0.072 |
25000 |
$1,800.000 |
|
| 22-01-2004 |
12:11 PM |
$0.072 |
6162 |
$443.664 |
|
| 22-01-2004 |
12:09 PM |
$0.073 |
90000 |
$6,570.000 |
|
----- Original Message -----
Sent: Thursday, January 22,
2004 10:33 AM
Subject: Re: [sharechat] SKG
- Skynet Global
Now would be a good time to check out
SKG.
----- Original Message -----
Sent: Thursday, January 22,
2004 6:44 AM
Subject: Re: [sharechat]
SKG - Skynet Global
The following links to 'commsday' and
'dailywireless' are also good independent sources of
info:
Regards,
Cris
----- Original Message -----
Sent: Wednesday, January
21, 2004 2:01 PM
Subject: Re: [sharechat]
SKG - Skynet Global
Re: Skynet
Global (ASX – SKG)
Extracts
from Communications Day …..
Communications
Day 8 January 2004 Page 2
SkyNetGlobal
on target to Wi-Fi Singapore
SkyNetGlobal
announced
yesterday that is on track to complete deployment and testing
of its Singapore Wi-Fi network comprising of 119 McDonald's
restaurants, by the end of January 2004. SkyNetGlobal
plans to officially launch its Singapore Wi-Fi network with
119 wireless hotspots February 2.
Once
completed the SkyNetGlobal Singapore public wireless network
will become the island state's largest branded chain of
wireless hotspots with a potential 4.4 million visitors per
month. SkyNetGlobal CEO Jonathan Soon claimed that interest
from potential new customers was strong and the operator is
currently in the process of finalising several major
contracts. He also forecast that SkyNetGlobal Singapore
is expected to provide positive cash flows and earnings to
the group as early as this financial year ending June
2004.
Natalie
Apostolou
Communications
Day 13 January 2004 Page 3
•
SkyNetGlobal
yesterday
said its W Home Automation subsidiary had made a net
profit of $412,971 for the half-year period ending December
31, representing what the company claimed was a 26% increase
on forecast earnings. SkyNetGlobal CEO Jonathan Soon said,
given that W Home Automation had nearly achieved its fullyear
forecast in the first half of the year, it would revise its
yearly figure up accordingly in due
course.
Communications
Day 15 January 2004 Page 2
WiMAX
to vastly expand wireless broadband
potential
While
everyone from courier companies to coffee shops is busily
rolling out Wi-Fi fixed wireless broadband (FWB) networks for
the benefit of on-the-move businesspeople and savvy consumers,
new research from In-Stat/MDR indicates that these
remote networking segments will only represent a portion of
the market potential of FWB technology as new standards
emerge.
Wi-Fi,
based on the IEEE 802.11b standard, has been in development
for over 20 years now and there is no doubt that it fills an
important need in the market, particularly in worker
flexibility. However, according to new In-Stat/MDR postings,
the emergence of FWB-specific standards like IEEE 802.16 and
IEEE 802.20, those supporting the so-called WiMAX platform,
will soon boost the capabilities of wireless broadband to
enter whole new revenue segments, something In-Stat/MDR
analyst Daryl Schoolar says is just over the
horizon.
”The
need for and interest in FWB is already there, with the
existence of areas that have yet to be reached by common
wireline broadband technologies and those that lack basic
copper infrastructure. These emerging standards will merely
give this market the extra boost that it has
needed.”
According
to Schoolar, the 802.16 and 802.20 standards will help grow
FWB in three main applications – last mile connectivity,
network backhaul and private networking. As a result, the
market will grow from US$558.7 million in 2003 to over US$1.2
billion by the end of 2007. Growth will come from more than
just low-cost consumer/small business Internet access. Market
drivers for emerging FWB applications, such as cellular
backhaul and metro Ethernet, along with private networking,
will all play important roles, Schoolar
says.
With
major backing from heavy-duty vendors like Intel and
Alcatel and Wi-Fi already attracting significant regard
among operators and users, there is little doubt that the
first WiMAX gear will generate some serious interest when it
arrives later this year. The technology will vastly increase
the range of wireless hotspots and raise the prospect of
copper networks being finally condemned to the wastebasket of
technology’s yesteryear.
Tim
Marshall
Communications
Day 19 January 2004 Page 2
Operators
begin to see WiMAX potential
With
new studies last week predicting that WiMAX will drive massive
growth in the fixed wireless broadband market, the industry
body responsible for developing and commercialising the
technology says it has more than doubled its membership over
the past five months and that telecoms operators are starting
to open their eyes to the potential it
presents.
While
the first commercial products supporting WiMAX are not
expected to hit the market until later this year, there is
already considerable hype surrounding the technology,
essentially a suped-up version of Wi-Fi.
Reflecting
the growing industry-wide confidence and interest in the
technology, the WiMAX Forum claims it has significantly
boosted its membership of late, with operators such as
AT&T, Covad and PCCW, as well as
vendors like Siemens and ZTE now on the books.
The additions represent a considerable diversification of the
Forum’s member base from firms concentrating more specifically
on WiMAX equipment design.
”We
are delighted to have the active participation of prominent
operators, infrastructure providers and broadband wireless
application innovators that share the belief that
interoperability of standards-compliant systems are essential
to delivering cost-effective broadband services on a global
scale,” WiMAX Forum president Margaret LaBrecque said. The
Forum says it now has a membership of 67, up from 28 since its
creation five months ago.
According
to an In-Stat/MDR study posted last week, WiMAX has the
potential to radically transform the fixed wireless broadband
market with its additional reach over Wi-Fi allowing it to
support applications such as cellular backhaul and metro
Ethernet and private networking. As a result, In-Stat/MDR
expects the fixed wireless broadband market to grow from
$US558.7 million in 2003 to over $1.2 billion by the end of
2007. Separate research from Allied Business Intelligence
recently pegged the market for broadband wireless equipment at
around US$1.5 billion in 2008.
Tim
Marshall
----- Original Message -----
Sent: Monday, January
19, 2004 12:37 PM
Subject: Re:
[sharechat] SKG - Skynet Global
The danger is that WIFI ISPs may be doomed to
a short life span - if 3G
mobile data services can be
provided cheaply enough then 3G will ultimately
become
the technology of choice in the future.
Ask yourself
if you would bother finding and then travelling to a
location
that is setup as a wifi hotspot, and obtaining
a third party account to get
access to it, when
you could simply connect to the Internet/Corporate
network via your normal 3G phone or laptop modem
anywhere you happen to be -
in your car, on a train, at
the beach, at a customers office, a cafe.....
The
whole point of wireless connectivity is mobility, and as
802.11 is only
available in a fixed location, the
technology really isnt very mobile is it?
WIFI will
only be used for so long as its cheaper and more available
than
3G. And since 3G is being implemented by most
of the worlds major telcos,
what would a sensible person
bet on - big telcos or small WIFI ISPs? If in
doubt,
look to the original dial up ISPs for the answer - if there
are still
any around
:-)
Karyn
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