be surprised if they were first out of the block now, other countries may slow down there 5g ambitions to see what happens with huewai.
See wilbur ross says it not to do with trade war the ban on huewai but security.
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It's not just a concern of the country of origin of the Huawei network equipment, but also that the gear is seemingly rubbish.
https://www.nzherald.co.nz/business/news/article.cfm?c_id=3&objectid=12218590
heres some more update on why 5g roll out may slow down
https://www.bloomberg.com/news/artic...d=premium-asia
You can see from this report why not everyone's happy with Spark (Telecom NZ).
https://wiki.vuze.com/w/Bad_ISPs#New_Zealand
Rebounding from recent low point, attractive yield cf others on NZX
Heading to $3.90 then $4, good little run by the looks. When you speak.of the Telstra effect what do you mean - have they had good results
having a good run at the moment. i see in japan telcos gonna share 5g infrastructure to keep costs down
I think it is wiser to concentrate on Spark's transformation activity - so called Agile process. Agile has been applied to IT for over two decades and is just as capable of producing failed projects as other methods and may not reduce costs in the long term. The whole point of Spark's transformation is to reduce costs and be competitive in the world of unbundled and regulated local loop services. Traditional telecom processes are notoriously complicated and inefficient and replacing legacy systems while maintaining customer service is difficult. Telstra has begun that process (yet again) in the past 2 years while Spark has been working at it since about 2011. Much of Spark's ongoing overheads have been diverted to contracted activity and so what may look to be reductions may not be in the total picture.
Mobile has been the salvation of a decent Spark share price and they escape Government regulation with that and I consider them to be doing well in that space.
Their entry into content (Lightbox, Spark Sport etc) has yet to prove itself as a profit centre.
5G will take some years to fully roll out with a higher infrastucture cost than 3G and 4G. Uptake by customers will also spread out timewise.
Digital services definitely worth pursuing and growing but still relatively small scale.
wonder if we will crack the $4 mark , spk significantly under performing ytd -5% compared to TLS up 39% ytd go figure
After last nights rugby maybe the demand for Spark Sport might fall away (significantly)
At least there’s still the beautiful game