You did well to hang in there during that very dark period, we must of course lay the blame at the right feet, that being the highly incompetent Com Com.
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Well, i never escaped the ComCom. I bought SkyTV. Not sure why I torture myself, just so unnecessary.
Genuinely interested how retail holders think the macro can work out well for skytv. Probably should ask on the skytv thread.
Chorus seems steady growth for the time being. Slight threat from fixed wireless providers but I can't see that lasting long with the steady growth in data consumption
For an idea how things are going where SKT and CNU intersect read this thread on the geekzone website forum.
http://www.geekzone.co.nz/forums.asp...topicid=210519
Book boop de do
Marilyn
very disappointing announcement today
I'm seeing a slow decline, margin pressure, potential foreign competition (eg Huawei), and no where to go in the long run
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Really? I wouldn't be too dispondent. I just see an insatiable demand for data. I see households are now downloading on average 135gbs of data. Much more than than any 4g wireless plans offer. And data demand is only going increase.
The most interesting statistic for me was that 93 per cent of Q3 net fibre adds were on 100mbps plans. Great to see premium fibre selling so well. In 5 years that may not even be enough when 8k TVs are in introduced and virtual head sets are common place ;)
but who is making money from all this data. ? mainly ISP's I think
technically as welll there is a massive bearish gartley on the chart , I will short hard if it goes to 4.40
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The data requirements mean that for the most part 4g wireless connections won't work for most people so fibre or vdsl will be a better choice (which means money for Chorus). However the very clever people at Spark are saying bad things about copper/vdsl and trying to get people to choose 4g.
Spark is running a great campaign and making inroads. Are they doing the best thing for their customers? Hmm, I don't think so. Maybe Chorus will set everyone straight but I'm not hopeful. The company has always struggled to tell it's story and RSPs have been able to run rings around them on the PR front.
I'd have to look it up but I think it might be $38 vs $41, which of course is huge where the bottom line is concerned.