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Hi David,
Sorry. I don't understand your point. It's OK to
have concerns but please be specific.
Are you saying there is no room for competition
OR
are you saying MUL's pricing strategy is not as
good as Optus' OR .... ????????????
----- Original Message -----
Sent: Friday, April 02, 2004 10:36
AM
Subject: RE: Re: [sharechat] MUL -
MULTIEMEDIA PROFILE AS AT MARCH 31, 2004
Guys,
Last post on this - I promise.
As near as I
can tell Optus have been running the MUL.ASX business model for
about 15
years now:
http://www.optusbusiness.com.au/00/01/0001p.asp?segment=1&category=39
If
you like the business model - maybe an investment in Sing Tel is for
you!
>Even if the revenue projections in the Findlay & Co
report take twice as
long to achieve I think it would still be a good
investment.
My concern is that the revenue projections may never be
achieved. Further,
the cost structures in achieving a defined revenue
must be higher than the
entrenched competition.
What is Optus going
to do? Sit back and have a trivially capitalised
competitor eat their
lunch?
I am left with the feeling that I am watching a Division
preparing to "go
over the top" and charge the German machine guns in the
opening battle of
the Somme. I hope I am wrong - but my money has to
be on the Germans.
Last post on this topic, from me - I
promise.
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