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SAFARICOM and the BIG announcement
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selah
#21 Posted : Thursday, March 31, 2011 12:02:10 PM
Rank: Elder

Joined: 10/13/2009
Posts: 1,950
Location: in kenya
Its too late to issue a profit warning...their FY ends I think this month.Probably the Next FY.

The last time I checked SAF had abt 8M Mpesa customers am sure these customer would stick with the company until ZAP offers a meaningful challenge.

Airtel is hoping on riding on the Migrants to grow revenues but if their strategy is to use low pricing as a strategy they should be very careful not to attract serial 'flashers' who know how to use their Airtime 'wisely'.

3G is still safaricoms domain, airtel is yet to launch their 3G network. They should have launched at least a good product by now so as to ride on this MNP wave.The way I see it airtel will continue lagging behind on innovation as most of its decision will be coming from India which is lil bit behind in terms of telecommunication advancement.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
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ProverB
#22 Posted : Thursday, March 31, 2011 12:04:15 PM
Rank: Veteran

Joined: 3/12/2010
Posts: 1,199
Location: Eastlander
overtime most subscribers have more than one line...same number but different prefix... of this lot..do you think really that so many will bother with porting? Cheaper options have existed since the best options.. but safcom retained numbers//why lose out now? those in safcom are there for value added services..m-pesa..G3 internet etc.. they have not moved to cheaper alternatives to date..why move now?
Yu is probably the cheapest service provider..how many have considered moving there?

Number portability might on the contrary do safcom good..not work for airtel..mess up orange..cripple yu..

the first few portings will reflect the opportunity cost for those who do it..and with porting fee so high.. i doubt anyone is willing to lose out on fastest data and m-pesa totally just to be save miniscule costs.
..Let your light so shine before men, that they may see your good works, and glorify your Father which is in heaven...Matt5:16
- 1769 Oxford King James Bible 'Authorized Version
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2012
#23 Posted : Thursday, March 31, 2011 12:25:11 PM
Rank: Elder

Joined: 12/9/2009
Posts: 6,592
Location: Nairobi
ProverB wrote:
Number portability might on the contrary do safcom good..not work for airtel..mess up orange..cripple yu..


Very true. If I need to port I'd rather port to scom than away from. Anyway I think this portability thing is overrated, @ 200bob I'd rather buy another sim card plus who said Kenyans want to carry one handset? How will people know umefika?

BBI will solve it :)
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mlennyma
#24 Posted : Thursday, March 31, 2011 12:28:10 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
What a stupid business idea?ati airtel will pay porting fees for you.for how long can they throw money away when still making losses?...they pay 4 me and i dump the line after 14days.
"Don't let the fear of losing be greater than the excitement of winning."
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KulaRaha
#25 Posted : Thursday, March 31, 2011 12:32:03 PM
Rank: Elder

Joined: 7/26/2007
Posts: 6,514
8M Mpesa customers from 15M subscribers.

That means 7M subscribers up for grabs.

Interesting numbers.
Business opportunities are like buses,there's always another one coming
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youcan'tstopusnow
#26 Posted : Thursday, March 31, 2011 1:04:12 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
2012 wrote:
@ 200bob I'd rather buy another sim card

I thought Airtel were paying for guys to switch networks, ama?
GOD BLESS YOUR LIFE
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selah
#27 Posted : Thursday, March 31, 2011 1:17:17 PM
Rank: Elder

Joined: 10/13/2009
Posts: 1,950
Location: in kenya
mlennyma wrote:
What a stupid business idea?ati airtel will pay porting fees for you.for how long can they throw money away when still making losses?...they pay 4 me and i dump the line after 14days.


YOu will have to wait for 60 days (2months)after a successful port to port to another network.
'......to the acknowledgment of the mystery of God, and of the Father, and of Christ; 3 In whom are hid all the treasures of wisdom and knowledge.' Colossians 2:2-3
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Genghis Khan
#28 Posted : Thursday, March 31, 2011 2:21:54 PM
Rank: Member

Joined: 8/5/2010
Posts: 335
Location: Nairobi
KulaRaha wrote:
MNP will have NO effect on Safcom, the same way Airtel's price war had NO effect on Safcom.

No man is happy without a delusion of some kind. Delusions are as necessary to our happiness as realities.



Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Are you serious?

They had to kill old tariffs like Ongea (10/-) to the current 2-3/- per min...

Are you serious?

Unless they don't make much from voiceEh? ... but they do!!! most of it!

I'm surprised there's been no profit warning... lets wait & see how the cook books... I just know they are doing badly.

I'll swallow my tongue if there is no profit dip. Infact I expect a drop in revenues as well.
"I'd rather be lucky than clever... every time!" - ME
"The problem is not what we don't know... it's what we know for sure that just ain't!" - MARK TWAIN
"Space we can recover... time never!" - NAPOLEON BONAPARTE
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KulaRaha
#29 Posted : Thursday, March 31, 2011 2:34:24 PM
Rank: Elder

Joined: 7/26/2007
Posts: 6,514
Genghis Khan wrote:
KulaRaha wrote:
MNP will have NO effect on Safcom, the same way Airtel's price war had NO effect on Safcom.

No man is happy without a delusion of some kind. Delusions are as necessary to our happiness as realities.



Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Are you serious?

They had to kill old tariffs like Ongea (10/-) to the current 2-3/- per min...

Are you serious?

Unless they don't make much from voiceEh? ... but they do!!! most of it!

I'm surprised there's been no profit warning... lets wait & see how the cook books... I just know they are doing badly.

I'll swallow my tongue if there is no profit dip. Infact I expect a drop in revenues as well.


Its hard to push sarcasm here...
Business opportunities are like buses,there's always another one coming
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youcan'tstopusnow
#30 Posted : Thursday, March 31, 2011 2:42:50 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Genghis Khan wrote:
KulaRaha wrote:
MNP will have NO effect on Safcom, the same way Airtel's price war had NO effect on Safcom.

No man is happy without a delusion of some kind. Delusions are as necessary to our happiness as realities.



Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly Laughing out loudly

Are you serious?

They had to kill old tariffs like Ongea (10/-) to the current 2-3/- per min...

Are you serious?

Unless they don't make much from voiceEh? ... but they do!!! most of it!

I'm surprised there's been no profit warning... lets wait & see how the cook books... I just know they are doing badly.

I'll swallow my tongue if there is no profit dip. Infact I expect a drop in revenues as well.

That was sarcasm from KulaRaha
GOD BLESS YOUR LIFE
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