selah wrote:[quote=Djinn]At some point I got tired of countering seasoned experts and financial gurus - but if anyone cares to look at the archives, the writing has been on the wall for a while. Shove your knowlegde of PE, profits, ratios and all that - you need only have listened to someone tracking the sector.
Outlook? Access becomes part of a bigger player in the next 3-6 months. They still command a decent share of the corporate market. Their retail strategy might be a non starter as was their IT Outsourcing one...(OpenView...someone say "fail")
I agree with you it controls a large chuck of the corporate market[40%]but its argument that its getting stiff competition from telcos makes me wanna kick somens a** its called competition and his job is to beat it not give us such lame excuses.
There was a story in aljazeera that highlighted a complex problem facing companies like AK that is companies that put up ICT infrastructure.The argument was developers[swipes] tend to generate more revenues using ICT infrastructure than the companies in-charge of putting up the infrastructure i.e pipes. And they gave a very good solution to this problem the best way to tackle this discrepancy is to collaborate with developer so that you get a slice of their revenue or venture into content development urself and enjoy those revenues also.
Here is a link I have found from Reuters highlighting that challenge.
http://blogs.reuters.com...ust-a-fight-over-money/[/quote]
@Selah, yes - that is true - BTW even mobile operators may very well go the way of the dinosaurs unless, when it comes to data, they stop thinking about merely providing "dumb pipes" and start thinking "smart pipes" where they tap into this revenue with 3rd parties. Interestingly this whole issue of sharing and collaboration takes us back to that arguement whereby the smaller mobile operators in Kenya would like a seamlessly connect mobile payment system...lets not regurgitate that tired argument that smaller players want to take advantage of scom innovation - what it boils down to is that the more seamless and shared the system, the more transactions that can run on it. Think Pesa Point and Visa Electron - if bank A decided it would implement all its ATMs alone, and not share with others (even the cost of building ATMS) that bank would not be in Kenya any more.
Open up the system - allow more transactions and third party applications - same way we want a common currency in EAC - what will that mean for each country?