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Future of Safaricom - break up due to dominance!
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VituVingiSana
#41 Posted : Tuesday, October 20, 2015 6:07:33 PM
Rank: Chief

Joined: 1/3/2007
Posts: 18,375
Location: Nairobi
@iris - The Garvey/Gevey SIM helped many bypass the 'locking' that AT&T had on their phones even AFTER the contract expired. I bought one for a friend for a locked iPhone. Equitel isn't riding on Safaricom's network. A ThinSIM allows a single SIM phone to be used as a dual SIM phone. Equitel uses Airtel's infrastructure for data & voice. As phones become cheaper, the dual SIM phone will become cheaper too & the ThinSIM may be irrelevant. Apple has introduced an 'Apple SIM' which is not carrier dependent i.e. you can go to any carrier. I have a dual SIM but I end up using Safaricom [& M-Pesa] more often since they have more tills. Plus I prefer the quality voice calls on Safaricom vs Airtel/Equitel. And using Safaricom for voice/data is cheaper than Equitel for me! Data - My spend on Voice is less than 30% of what I spend on data. That's where Safaricom beats Airtel/Orange because within Nairobi I get 4G/LTE. I spend much more on data than voice. And Airtel has missed the boat on this. Equitel at most will be a money transfer service.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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timbosho
#42 Posted : Wednesday, October 21, 2015 5:44:14 AM
Rank: New-farer

Joined: 8/23/2013
Posts: 34
mazingira wrote:
Gordon Gekko wrote:
@iris, I have no grudge against success. I have a major problem with monopolistic control over critical sectors, worse, control over several critical sectors. If safcom, which today can shut down Kenya's financial sector takes control of the security sector (which it will at the conclusion of the cops project), we will have sold ourselves to vodacom. There's a reason why we have a competition authority in Kenya, there's a reason why Bell Telephones in the US was broken up, there's a reason why there are active plans to breakup Google. There's also a reason why any political leader ensures that he fully controls the financial, information and security arms of government.
What about government monoploies like KPLC fleecing the public at least safcom is run well KPLC service sucks and we pay silly money to kplc
This contradiction fascinates me. I don't know why people are so fixed on Safaricom yet there are much worse monopolies in which you have no option like Kenya Power, Nairobi Water etc. Maybe its the "crazy" profits. Maybe its just another manifestation of our peculiar habits.
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murchr
#43 Posted : Wednesday, October 21, 2015 7:16:41 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
VituVingiSana wrote:
@iris - The Garvey/Gevey SIM helped many bypass the 'locking' that AT&T had on their phones even AFTER the contract expired. I bought one for a friend for a locked iPhone. Equitel isn't riding on Safaricom's network. A ThinSIM allows a single SIM phone to be used as a dual SIM phone. Equitel uses Airtel's infrastructure for data & voice. As phones become cheaper, the dual SIM phone will become cheaper too & the ThinSIM may be irrelevant. Apple has introduced an 'Apple SIM' which is not carrier dependent i.e. you can go to any carrier. I have a dual SIM but I end up using Safaricom [& M-Pesa] more often since they have more tills. Plus I prefer the quality voice calls on Safaricom vs Airtel/Equitel. And using Safaricom for voice/data is cheaper than Equitel for me! Data - My spend on Voice is less than 30% of what I spend on data. That's where Safaricom beats Airtel/Orange because within Nairobi I get 4G/LTE. I spend much more on data than voice. And Airtel has missed the boat on this. Equitel at most will be a money transfer service.
OK.
"There are only two emotions in the market, hope & fear. The problem is you hope when you should fear & fear when you should hope: - Jesse Livermore .
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VituVingiSana
#44 Posted : Wednesday, October 21, 2015 7:39:50 AM
Rank: Chief

Joined: 1/3/2007
Posts: 18,375
Location: Nairobi
@murchr - I hope Equitel increases their presence across the board by having more businesses sign up to their payment channel. It's a good thing as a consumer to have increased competition between the players. Data - I tried to use Airtel data but once you try LTE/4G ... Airtel's 3.75G [or whatever they call it] just doesn't cut it.
Greedy when others are fearful. Very fearful when others are greedy - to paraphrase Warren Buffett
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Ericsson
#45 Posted : Wednesday, October 21, 2015 8:33:47 AM
Rank: Elder

Joined: 12/4/2009
Posts: 10,820
Location: NAIROBI
Airtel has no LTE yet. Hao bado wako 3G
Wealth is built through a relatively simple equation Wealth=Income + Investments - Lifestyle
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muganda
#46 Posted : Wednesday, October 21, 2015 3:54:26 PM
Rank: Elder

Joined: 9/15/2006
Posts: 3,907
Latest earnings share; interesting comment...
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kawi254
#47 Posted : Wednesday, October 21, 2015 4:40:45 PM
Rank: Member

Joined: 2/20/2015
Posts: 468
Location: Nairobi
Tanzania has 7 Mobile Operators: (Voda, Tigo, Airtel, Smile, Halotel,Zantel,Smart) Kenya has 3 mobile operators with Orange selling out. Peculiar market!
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watesh
#48 Posted : Wednesday, October 21, 2015 5:27:52 PM
Rank: Veteran

Joined: 8/10/2014
Posts: 992
Location: Kenya
VituVingiSana wrote:
@iris - The Garvey/Gevey SIM helped many bypass the 'locking' that AT&T had on their phones even AFTER the contract expired. I bought one for a friend for a locked iPhone. Equitel isn't riding on Safaricom's network. A ThinSIM allows a single SIM phone to be used as a dual SIM phone. Equitel uses Airtel's infrastructure for data & voice. As phones become cheaper, the dual SIM phone will become cheaper too & the ThinSIM may be irrelevant. Apple has introduced an 'Apple SIM' which is not carrier dependent i.e. you can go to any carrier. I have a dual SIM but I end up using Safaricom [& M-Pesa] more often since they have more tills. Plus I prefer the quality voice calls on Safaricom vs Airtel/Equitel. And using Safaricom for voice/data is cheaper than Equitel for me! Data - My spend on Voice is less than 30% of what I spend on data. That's where Safaricom beats Airtel/Orange because within Nairobi I get 4G/LTE. I spend much more on data than voice. And Airtel has missed the boat on this. Equitel at most will be a money transfer service.
They need Kenya Power prepaid soonest, thats one important payments they lack. I just wonder how they will make money since almost everything is free.
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mlennyma
#49 Posted : Wednesday, October 21, 2015 5:37:52 PM
Rank: Elder

Joined: 7/21/2010
Posts: 6,194
Location: nairobi
The market needs a positive H1 to sustain the current price range.a decline can be dangerous
"Don't let the fear of losing be greater than the excitement of winning."
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murchr
#50 Posted : Tuesday, January 05, 2016 5:53:25 AM
Rank: Elder

Joined: 2/26/2012
Posts: 15,980
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