The problem with having a 3g spectrum is the cost of maintaining the network, given that the system now supports not only cell phones but also pc and laptops.Pricing for data will not go the voice way anytime soon the price war for data would affect the industry in a very crashing way.

@VVs every 10yrs the spectrum is upgraded so 4G in the next few yrs will be rolled out by all telcos.

saf remains a strong buy at 3.50

@vvs, of late it seems you are buying safcom, say no?

[quote=VituVingiSana]Telkom revenues drop
http://www.businessdaily...2/-/i78amk/-/index.html[/quote]

Given that its revenue only dropped by 2.8% having lost most of it subscribers and market share it goes without saying safaricom will surprise many once it announces its full year report.

The way Rene menza has started courting the PM it seem his strategy of using the price war to cut Safaricoms dominance is not working as he had anticipated, worse it has contributed in making it one man war since YU is bleeding profusely from this war.

I think the way to go is data and value additional services. Most of the telcos in developed markets went through the same phase but what separated men from boys was data.
Was checking Vivendi's performance and it had a growth of 4.4% which in that kind of a market is huge and its highest growth was on its internet business. The winner in all this in the end will be in value added quality services. Safaricom should be more afraid of MTN than any Airtel.