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Name and Shame your ISP
ecstacy
#31 Posted : Monday, August 17, 2009 9:58:00 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
Do I see my Corporate switching their connection from AccessKenya to use a SCOM connection? Wake up. ISP's are here to stay,just more competitively...
KulaRaha
#32 Posted : Monday, August 17, 2009 12:13:00 PM
Rank: Elder

Joined: 7/26/2007
Posts: 6,514
Ecstacy,Safcom is now an ISP......watch and wonder as they kill your little Access and UUNET etc...

Business opportunities are like buses,there's always another one coming
Business opportunities are like buses,there's always another one coming
ecstacy
#33 Posted : Monday, August 17, 2009 2:33:00 PM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
Can I see SCOM expanding ISP offerings to Uganda and Tanzania and the wider EA region? No. Can I foresee AK doing that? Yes. It's their core business.




KulaRaha
#34 Posted : Tuesday, August 18, 2009 5:57:00 AM
Rank: Elder

Joined: 7/26/2007
Posts: 6,514
I suggest you visit UG and TZ and then decide whether those mini economies will have any real effect on revenue for AK.

Business opportunities are like buses,there's always another one coming
Business opportunities are like buses,there's always another one coming
ecstacy
#35 Posted : Tuesday, August 18, 2009 6:48:00 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
OK,ok. Offering negations without alternatives doesn't really help. Lets just agree to disagree.....I simply care about the ROI on my investment,no matter how 'small' the company is.
muganda
#36 Posted : Tuesday, August 18, 2009 7:14:00 AM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
I respect both your sentiments. However I expect Safaricom to be currently making more money out of Data in 2009 than either AccessKenya or UUNet.

End of 2008 year results had AccessKenya with 1.6billion in turnover I think and Safaricom with 9billion coming from SMS/MPesa/Data. It's reasonable to expect monthly Data component alone to have already surpassed Access monthly turnover even with growth factored in [before considering acquitisions].
ecstacy
#37 Posted : Tuesday, August 18, 2009 7:43:00 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
That could be true on face value. However,that return as a ratio may be lower than the comparatives given how much SCOM has invested into it at least ffor the immediate future. That is why MJ keeps trying to talk down the expected drop in internet costs...
KulaRaha
#38 Posted : Tuesday, August 18, 2009 7:58:00 AM
Rank: Elder

Joined: 7/26/2007
Posts: 6,514
AK return on capital may be higher,but not because they have a secret...its coz they are overpriced providing sub-standard connectivity!

You can never survive in a market where competition is willing to spend (Safaricom) to upgrade their service,while yours languishes in the dark ages (motorola blue wireless...how 1990s!!). You will also have to spend at some stage,and if you dont,you become extinct.

So, watch at AK and UUNET dissappear,or get bought (which I expect for either or both in the next 6 months).



Business opportunities are like buses,there's always another one coming
Business opportunities are like buses,there's always another one coming
ecstacy
#39 Posted : Wednesday, August 19, 2009 10:35:00 AM
Rank: Elder

Joined: 2/26/2008
Posts: 4,449
by self admission then,on matters NSE,why sell a counter that is a strong acquisition target? It doesn't take a genius to realise they present strong value to the buyers e.g. a 90% market share for all corporate clientele...
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