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EQUITY WITH MKESHO
guru267
#31 Posted : Sunday, August 22, 2010 10:43:40 AM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sparkly wrote:
Zain tactics are wanting why cut prices while their scratch cards are not available. Ati their sim cards ran out when executing their killer move ha ha ha ha.

@sparkly doesn't this say alot about the demand that is coming through for their sims??
Mark 12:29
Deuteronomy 4:16
Jamani
#32 Posted : Sunday, August 22, 2010 12:01:34 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
VituVingiSana wrote:
The issue is one of 'pride' for Bharti Airtel... They cannot be seen to 'fail' in Kenya which is their Africa HQ...


@VVS--Zain african HQ was in Kenya, for the moment a few of their african operations team has been seating at the zain offices and some offices around upperhill
Jamani
#33 Posted : Sunday, August 22, 2010 12:04:35 PM
Rank: Elder

Joined: 9/12/2006
Posts: 1,554
guru267 wrote:
sparkly wrote:
Zain tactics are wanting why cut prices while their scratch cards are not available. Ati their sim cards ran out when executing their killer move ha ha ha ha.

@sparkly doesn't this say alot about the demand that is coming through for their sims??


It says alot about thier strategy and poor planning, its not the capacity link issues with safcom, now sims cards next will be scrath cards then IN-capacity, the list is endless
sheep
#34 Posted : Sunday, August 22, 2010 12:40:27 PM
Rank: Veteran

Joined: 7/24/2008
Posts: 781
Zain were to launch 3g by july,what happened?The voice market has overheated but SAf are way ahead in data provision.By the time they find out data is the place to be,Saf will still be leading with 4g and wimax...they will always be playing catch up.
The utimate goal of investing is to buy low sell high;if we re-write this core equation in psychology terms it becomes buy fear sell greed.
PKoli
#35 Posted : Sunday, August 22, 2010 12:40:44 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
Jamani wrote:
guru267 wrote:
sparkly wrote:
Zain tactics are wanting why cut prices while their scratch cards are not available. Ati their sim cards ran out when executing their killer move ha ha ha ha.

@sparkly doesn't this say alot about the demand that is coming through for their sims??


It says alot about thier strategy and poor planning, its not the capacity link issues with safcom, now sims cards next will be scrath cards then IN-capacity, the list is endless


They never expected the kind of response. Of all previous price cuts, this has had real impact. Safcom dealers are saying their revenue has gone down significantly. This is a real battle
sparkly
#36 Posted : Sunday, August 22, 2010 2:45:54 PM
Rank: Elder

Joined: 9/23/2009
Posts: 8,083
Location: Enk are Nyirobi
Jamani wrote:
guru267 wrote:
sparkly wrote:
Zain tactics are wanting why cut prices while their scratch cards are not available. Ati their sim cards ran out when executing their killer move ha ha ha ha.

@sparkly doesn't this say alot about the demand that is coming through for their sims??


It says alot about thier strategy and poor planning, its not the capacity link issues with safcom, now sims cards next will be scrath cards then IN-capacity, the list is endless

@jamani my point exactly. They don't seem to have put much thought and planning, just spur of the moment action. Why not recruit more dealers, make more simcards and scratchcards first. Btw there is a full page advert in the nation reading "masaa ya kubamba yanakuja" in a green font.
Life is short. Live passionately.
guru267
#37 Posted : Sunday, August 22, 2010 3:43:06 PM
Rank: Elder

Joined: 1/21/2010
Posts: 6,675
Location: Nairobi
sparkly wrote:
Jamani wrote:
guru267 wrote:
sparkly wrote:
Zain tactics are wanting why cut prices while their scratch cards are not available. Ati their sim cards ran out when executing their killer move ha ha ha ha.

@sparkly doesn't this say alot about the demand that is coming through for their sims??


It says alot about thier strategy and poor planning, its not the capacity link issues with safcom, now sims cards next will be scrath cards then IN-capacity, the list is endless

@jamani my point exactly. They don't seem to have put much thought and planning, just spur of the moment action. Why not recruit more dealers, make more simcards and scratchcards first. Btw there is a full page advert in the nation reading "masaa ya kubamba yanakuja" in a green font.

I saw it too
Mark 12:29
Deuteronomy 4:16
youcan'tstopusnow
#38 Posted : Sunday, August 22, 2010 4:30:11 PM
Rank: Chief

Joined: 3/24/2010
Posts: 6,779
Location: Black Africa
Unless they lower the rates to as much as yu or Zain, or reduce their data costs drastically, they will not have ''bambad'' anyone. Since 70% of Safaricom's revenue comes from voice, if they go that low, the likes of 2012 can then buy the share at 3.50/=
GOD BLESS YOUR LIFE
Gordon Gekko
#39 Posted : Sunday, August 22, 2010 5:42:11 PM
Rank: Elder

Joined: 5/27/2008
Posts: 3,760
Wouldn't it be ironic that the market leader with 80% is reacting to a much smaller players moves? Philip Kotler will have to rewrite his book!
PKoli
#40 Posted : Sunday, August 22, 2010 6:00:33 PM
Rank: Elder

Joined: 2/10/2007
Posts: 1,587
youcan'tstopusnow wrote:
Unless they lower the rates to as much as yu or Zain, or reduce their data costs drastically, they will not have ''bambad'' anyone. Since 70% of Safaricom's revenue comes from voice, if they go that low, the likes of 2012 can then buy the share at 3.50/=


Zain's issue with the data is not the cost, it is the speed. They have to move fast and roll out the 3G
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