@wakagori - thanks for sharing. Last year in October I proposed the same - please see:

http://www.wazua.co.ke/f...aspx?g=posts&t=9311

In other posts, mainly on listed telecoms players like AK and SCOM, I have often stated that the goin will get rough - you need only search the archives. More so AK - the writing has been on the wall since they acquired openview without any GTM strategy for outsourcing - indeed the market was not quite ready for it and still nibbles at it. Huge investments in fibre that have not been lit us since the initial premise cannot be upheld (i.e. they can keep charging an arm and a leg).

With SCOM discussions are ALL over the place but the long and short of it is that trouble is brewing...revenues will NOT see the same levels again.

Lets look at the second headline in today's Business Daily to start understanding how some players are hurting and perhaps what extent they will go to...

I think the market dynamics changed and organizations can no longer run with the business models that they previously had, increased competition, declining tariffs and a need to maintain market share has led to individual orgs to pursue cost cutting measures, leaner executive teams and strategy changes such as mergers so as to maintain their top-line revenues and remain relevant in the market.



Safcom had argued that Airtel lowering their prices would eventually affect the market, I think its many players operating on the same market making the playing ground more tougher as they are all competing for the same consumers who are very informed!