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Cellular Phone Forum / Country Specific / Australian Group / April 2004

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"Project Davis": Telstra mobile/landline price cuts

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Giles - 08 Apr 2004 05:02 GMT
The Oz IT reports Telstra's new pricing strategy for launch in
May/June, featured around 3-min calls across mobiles and fixed lines.

---

Telstra signals more price cuts
Simon Canning and Michael Sainsbury
APRIL 08, 2004  

THE marketing crisis at Australia's biggest telco continues to
escalate with Telstra hatching plans to unleash a major price drive
across all its mobile and landline offerings.

The move comes just weeks after it slashed the cost of BigPond
Broadband.

Media understands plans are well under way for the new marketing push,
dubbed "Project Davis", as the telco moves to defend ground ravaged by
rivals in recent months.

It is believed three of Telstra's four main agencies - Singleton
Ogilvy & Mather, Young & Rubicam and George Patterson Partners - are
finalising the strategy which is expected to launch in late May or
early June. One source describes the move as "a major announcement".

The telco is understood to be planning a re-pricing strategy across
the board and will base its push on three-minute calls across mobiles
and fixed line.

Full story at:
http://australianit.news.com.au/articles/0,7204,9220775%5E15346%5E%5Enbv%5E15306
-15320,00.html

Rod Speed - 08 Apr 2004 06:53 GMT
> The Oz IT reports Telstra's new pricing strategy for launch in
> May/June, featured around 3-min calls across mobiles and fixed lines.

> ---

> Telstra signals more price cuts
> Simon Canning and Michael Sainsbury

Those two fools, again.

> APRIL 08, 2004

> THE marketing crisis at Australia's biggest telco continues
> to escalate with Telstra hatching plans to unleash a major
> price drive across all its mobile and landline offerings.

Is this where we're all sposed to swoon or sumfin ?

I didnt bother the last time, with the previous spectacular
footshot on handset pricing and aint about to do that now.

> The move comes just weeks after it
> slashed the cost of BigPond Broadband.

Only at the low end.

> Media understands plans are well under way for
> the new marketing push, dubbed "Project Davis",

Wota stunningly attention grabbing title eh ?

Bugger, I'll have to swoon all over again.

> as the telco moves to defend ground ravaged by rivals in recent months.

Wota f.cking packa w.nkers. Nothing was ever 'ravaged' w.nker.

> It is believed three of Telstra's four main agencies - Singleton
> Ogilvy & Mather, Young & Rubicam and George Patterson Partners
> - are finalising the strategy which is expected to launch in late May or
> early June. One source describes the move as "a major announcement".

Bugger, does this mean I'll actually have to swoon all over again ?

> The telco is understood to be planning a re-pricing
> strategy across the board and will base its push on
> three-minute calls across mobiles and fixed line.

Well whoopy f.cking do. Optarse did that AGES ago now.

If this is the best those w.nkers can do,
its way past time they topped themselves.

> Full story at:
> http://australianit.news.com.au/articles/0,7204,9220775%5E15346%5E%5Enbv%5E15306
-15320,00.html

Not even viable to wipe your arse with.
The Family - 08 Apr 2004 11:50 GMT
Hmm.  Will mobile and PSTN prices for consumers be dropped well below the
fees Telstra charges its wholesale mobile/PSTN customers?

> The Oz IT reports Telstra's new pricing strategy for launch in
> May/June, featured around 3-min calls across mobiles and fixed lines.
[quoted text clipped - 26 lines]
>
> Full story at:

http://australianit.news.com.au/articles/0,7204,9220775%5E15346%5E%5Enbv%5E15306
-15320,00.html

Michael - 09 Apr 2004 01:50 GMT
> Hmm.  Will mobile and PSTN prices for consumers be dropped well below the
> fees Telstra charges its wholesale mobile/PSTN customers?

Clearly not, as interconnect is based on per minute charges
J Doe - 09 Apr 2004 12:47 GMT
> > Hmm.  Will mobile and PSTN prices for consumers be dropped well below the
> > fees Telstra charges its wholesale mobile/PSTN customers?
>
> Clearly not, as interconnect is based on per minute charges

From that article

"Last month Hutchison was adding up to 9000 customers a week following
improvements in handset availability and better network reliability. "

That's a lot of customers ! 400,000 pa if it continues, but how many would
drop off the network ?
thomo - 09 Apr 2004 15:47 GMT
Telstra is definitely facing increased mobile competition from "3" (who's
drop off rate likely is quite low compared to the traditional carriers) and
3G generally.

"3" has also given many the opportunity to do away with the use of
landlines, thus competing on two fronts.

Telstra needs to cope with competition on all fronts in the next year
including VOIP and mobile 3G. See
http://www.smh.com.au/articles/2004/04/09/1081326925011.html

> > > Hmm.  Will mobile and PSTN prices for consumers be dropped well below
> the
[quoted text clipped - 9 lines]
> That's a lot of customers ! 400,000 pa if it continues, but how many would
> drop off the network ?
Kwyjibo. - 09 Apr 2004 16:10 GMT
"thomo" <thomo@optusnet.com.au> said

> Telstra is definitely facing increased mobile competition from "3"

Absolute bullshit.

> (who's
> drop off rate likely is quite low compared to the traditional carriers)

Says who?

> and
> 3G generally.

More invented 'facts'.

> "3" has also given many the opportunity to do away with the use of
> landlines,

More bullshit. Since when have you been able to get data rates on 3G that
even approach those available using DSL technologies.

You are sounding more and more like someone who has bought into a dud
technology and is deparately trying to convince themselves that they made the
right choice.

Signature

Kwyj.

"War is God's way of teaching Americans geography." -- Ambrose Bierce

(Remove your panties to reply by email)

thomo - 10 Apr 2004 05:05 GMT
I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last 9mths
with no significant problems)  and Optusnet cable (cheap bulk fast internet
for last 5 years).

Hey I'm suggesting Telstra's has some competition, which is reducing all of
our rates. Don't be as banal/anal as arse (AnotherRodSpeedExcretia).

> "thomo" <thomo@optusnet.com.au> said
>
[quoted text clipped - 21 lines]
> technology and is deparately trying to convince themselves that they made the
> right choice.
Charlie Wong - 10 Apr 2004 06:43 GMT
>I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last 9mths
>with no significant problems)  

Yep same here. I really can't fault them.

I love downloading my voice mail to my laptop. Really neat for archive
purposes (also means you don't pay for listening to your messages and
it means you can access your voice mail from overseas via the net).

1. In Outlook, go to Tools > Accounts and use the wizard to add a new
Outlook mail account for your 3 email

2. Setup the mail account with incoming mail server address
mail.three.com.au and outgoing mail server smtp.three.com.au

3. Use the email address and password of your 3 email service in the
Account name and Password fields

4. Select to establish an Internet connection manually

5. After completing the wizard, select the mail account just created
and modify its properties

6. Go to Servers, set the outgoing mail server to require
authentication and in Settings set it to use the same logon
information as your incoming mail server

7. Set the new mail account for your 3 email to be the default Outlook
account

<http://ask3.three.com.au/answer/SRVS/CGI-BIN/webisapi.dll/,/?St=866,E=0000000000
023461939,K=4175,Sxi=1,case=obj(46592),t=webCase
>

or see

<http://www.three.com.au/documents/MobileInternetOutlook_2000_C4912.pdf>
thomo - 10 Apr 2004 08:48 GMT
Hey cool Charlie when you use 3 heavily (for business & personal) retrieving
voicemail is "free" after $99/mth anyway.

Anyway you can use any internet terminal to retrieve voicemail.

I find 3's internet rates too expensive even after the recent reduction to
4c & less /kilobyte. I'll try it in a limited way with my full alpha
keyboard NEC 808 using a text browser but heavy competition should really
come into play soon to vastly reduce this rate.

> >I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last 9mths
> >with no significant problems)
[quoted text clipped - 25 lines]
> 7. Set the new mail account for your 3 email to be the default Outlook
> account

<http://ask3.three.com.au/answer/SRVS/CGI-BIN/webisapi.dll/,/?St=866,E=00000
00000023461939,K=4175,Sxi=1,case=obj(46592),t=webCase>

> or see
>
> <http://www.three.com.au/documents/MobileInternetOutlook_2000_C4912.pdf>
thomo - 10 Apr 2004 08:52 GMT
Sorry "3" charges 0.4 c /kilobyte or less for internet browsing or data
transfer.

> I find 3's internet rates too expensive even after the recent reduction to
> 4c & less /kilobyte. I'll try it in a limited way with my full alpha
[quoted text clipped - 30 lines]
> > 7. Set the new mail account for your 3 email to be the default Outlook
> > account

<http://ask3.three.com.au/answer/SRVS/CGI-BIN/webisapi.dll/,/?St=866,E=00000
> 00000023461939,K=4175,Sxi=1,case=obj(46592),t=webCase>
> >
> > or see
> >
> > <http://www.three.com.au/documents/MobileInternetOutlook_2000_C4912.pdf>
Charlie Wong - 10 Apr 2004 10:32 GMT
>Hey cool Charlie when you use 3 heavily (for business & personal) retrieving
>voicemail is "free" after $99/mth anyway.

Yep, thanks... I knew that anyway. It't a pity that SMS isn't part of
the cap.

>Anyway you can use any internet terminal to retrieve voicemail.
>
>I find 3's internet rates too expensive even after the recent reduction to
>4c & less /kilobyte. I'll try it in a limited way with my full alpha
>keyboard NEC 808 using a text browser but heavy competition should really
>come into play soon to vastly reduce this rate.

Yes... though they're much cheaper than the competition.
Michael - 11 Apr 2004 05:30 GMT
> 6. Go to Servers, set the outgoing mail server to require
> authentication and in Settings set it to use the same logon
> information as your incoming mail server
>
> 7. Set the new mail account for your 3 email to be the default Outlook
> account

Cant remember my email address or password. Hope its on the application form
Kwyjibo. - 10 Apr 2004 10:17 GMT
"thomo" <thomo@optusnet.com.au> said

> I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last 9mths
> with no significant problems)  

Good for you (seriously), but why do you feel the need to continually defend
them? Surely if they are so good, their product's would speak for themselves.

Making up 'facts' to support your claims just makes your shilling appear
childish.

> and Optusnet cable (cheap bulk fast internet
> for last 5 years).
>
> Hey I'm suggesting Telstra's has some competition, which is reducing all of
> our rates.

Agreed, but that has nothing to do with the claims you made below with regard
to 3's churn rates. They have never pulished those figures.

Signature

Kwyj.

"War is God's way of teaching Americans geography." -- Ambrose Bierce

(Remove your panties to reply by email)

thomo - 11 Apr 2004 07:36 GMT
> "thomo" <thomo@optusnet.com.au> said
>
[quoted text clipped - 3 lines]
> Good for you (seriously), but why do you feel the need to continually defend
> them? Surely if they are so good, their product's would speak for themselves.

Reports seem to indicate "3" is doing quite well now! Various commentators
in this newsgroup take a one eyed contrary attitude favouring the
incummbants.

> Making up 'facts' to support your claims just makes your shilling appear
> childish.

I try not to make up "facts" as do most commentators here.

> > and Optusnet cable (cheap bulk fast internet
> > for last 5 years).
[quoted text clipped - 4 lines]
> Agreed, but that has nothing to do with the claims you made below with regard
> to 3's churn rates. They have never pulished those figures.

I recall reading low churn rate figures some months ago (sorry I can't
recall them ... maybe Aust or UK). I believe Telstra has a considerable
churn number especially considering "not for sometimme" users & those going
to other networks. The figures would be interesting but I was merely
responding to another's claim that many had left "3".

Thanks for your considered reply.
Rod Speed - 11 Apr 2004 09:41 GMT
> Kwyjibo <KwyjiboYourPanties@ozdebate.com> wrote

>>> I'm a satisfied user of "3"(given me 2000+ min/mth
>>> at $99 for last 9mths with no significant problems)

>> Good for you (seriously), but why do you
>> feel the need to continually defend them?

Just another stupid kid that's never ever had a f.cking clue.

>> Surely if they are so good, their
>> product's would speak for themselves.

> Reports seem to indicate "3" is doing quite well now!

Only fuckwits that aint gotta f.cking clue about
the basics like what is a viable return on $3B.

> Various commentators in this newsgroup take a one
> eyed contrary attitude favouring the incummbants.

Or they have managed to work out that unless there is a
decent return on the money invested, it aint gunna fly, child.

>> Making up 'facts' to support your claims
>> just makes your shilling appear childish.

> I try not to make up "facts" as do most commentators here.

Even you should be able to do better than that pathetic effort, child.

>>>> and Optusnet cable (cheap bulk fast internet for last 5 years).

>>> Hey I'm suggesting Telstra's has some
>>> competition, which is reducing all of our rates.

>> Agreed, but that has nothing to do with the claims you made below
>> with regard to 3's churn rates. They have never pulished those figures.

> I recall reading low churn rate figures some months
> ago (sorry I can't recall them ... maybe Aust or UK).

Pathetic, really.

> I believe Telstra has a considerable churn number especially considering
> "not for sometimme" users & those going to other networks.

Pathetic, really.

> The figures would be interesting but I was merely
> responding to another's claim that many had left "3".

Pathetic, really.
thomo - 11 Apr 2004 14:57 GMT
> > Kwyjibo <KwyjiboYourPanties@ozdebate.com> wrote
>
[quoted text clipped - 49 lines]
>
> Pathetic, really.
Michael - 12 Apr 2004 00:49 GMT
> > > I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last 9mths
> > > with no significant problems)
[quoted text clipped - 7 lines]
> in this newsgroup take a one eyed contrary attitude favouring the
> incummbants.

"Reports", being you and your mate who both bought 3 phones and now need to
recoup on your investment
thomo - 12 Apr 2004 03:52 GMT
Michael check back on the report if you care to read rather than join with
the banal/anal arsehole!

"3" offered the best ever Australian mobile deal & I took it up (virtually
unlimited Australia phone calls @ $99/mth ... no contract). I recouped my
investment through real savings in a few months & will save massively for
another year+. You are just a Telstra apologist.

> > > > I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last
> 9mths
[quoted text clipped - 11 lines]
> "Reports", being you and your mate who both bought 3 phones and now need to
> recoup on your investment
Freshmeat - 12 Apr 2004 04:06 GMT
> Michael check back on the report if you care to read rather than join with
> the banal/anal arsehole!
[quoted text clipped - 3 lines]
> investment through real savings in a few months & will save massively for
> another year+. You are just a Telstra apologist.

Wrong. He is just a Telstra washroom attendant's assistant, and he
repeats in here what he overhears in the toilet.
Michael - 12 Apr 2004 09:32 GMT
> Michael check back on the report if you care to read rather than join with
> the banal/anal arsehole!

What "report"? its a singular report now, is it? before you said, "reports"
... changing your tune mid stream

> "3" offered the best ever Australian mobile deal & I took it up (virtually
> unlimited Australia phone calls @ $99/mth ... no contract). I recouped my
> investment through real savings in a few months & will save massively for
> another year+. You are just a Telstra apologist.

Big whoop. I got one at the same time, bought the phone outright. Hardly use
it, too many dropouts.

When 3 can deliver decent coverage come back and see me
thomo - 12 Apr 2004 09:54 GMT
> > Michael check back on the report if you care to read rather than join with
> > the banal/anal arsehole!
>
> What "report"? its a singular report now, is it? before you said, "reports"
> ... changing your tune mid stream

My God how can you with such a Catholic mane during Easter! I was
specifically mentioning the one above!

> > "3" offered the best ever Australian mobile deal & I took it up (virtually
> > unlimited Australia phone calls @ $99/mth ... no contract). I recouped my
[quoted text clipped - 3 lines]
> Big whoop. I got one at the same time, bought the phone outright. Hardly use
> it, too many dropouts.

If you live in some God forsaken place without coverage then so be it, I use
mine all over greater (urban & suburban) Brisbane.

I think you lack the financial incentive to try, since you're in Telstra's
pocket.

> When 3 can deliver decent coverage come back and see me

No one wants to see you, it's just your unsubstantiated putdowns we can do
without.
Michael - 11 Apr 2004 05:30 GMT
> I'm a satisfied user of "3"(given me 2000+ min/mth at $99 for last 9mths
> with no significant problems)  and Optusnet cable (cheap bulk fast internet
> for last 5 years).
>
> Hey I'm suggesting Telstra's has some competition, which is reducing all of
> our rates. Don't be as banal/anal as arse (AnotherRodSpeedExcretia).

Technology, and supply/demand economics, is reducing its rates. Very little
to do with competition

As you said above, OptusNet Cable has been around for 5 years, and only
recently have we seen some reduction in price from Telstra. Just goes to
show that other companies activities dont create changes in Telstra's
pricing. Telstra leads its price.
Rod Speed - 11 Apr 2004 06:36 GMT
>> I'm a satisfied user of "3"(given me 2000+ min/mth at $99
>> for last 9mths with no significant problems)  and Optusnet
>> cable (cheap bulk fast internet for last 5 years).

>> Hey I'm suggesting Telstra's has some
>> competition, which is reducing all of our rates.

> Technology, and supply/demand economics, is reducing its rates.

That too. Real competition does too, most obviously with
the long distance rates where there is real competition and
the line rent, local call rates, where there is sweet f.ck all.

> Very little to do with competition

Not a f.cking clue, as always.

> As you said above, OptusNet Cable has been around for 5 years,
> and only recently have we seen some reduction in price from Telstra.

Pity its completely different with mobile phones.

> Just goes to show that other companies activities
> dont create changes in Telstra's pricing.

'goes to show' nothing of the sort.

> Telstra leads its price.

Hardly ever.
Brendon - 11 Apr 2004 05:23 GMT
> More bullshit. Since when have you been able to get data rates on 3G that
> even approach those available using DSL technologies.

Since right now.
You can get 384kbps on Three, which is faster then the entry level DSL plans
(256kbps).

http://www.three.com.au/index.cfm?section=Explore&pid=1891&pageid=2001\
http://whirlpool.net.au/article.cfm/1258
http://www.cpilive.net/news_ver2/inside.asp?wherefrom=search&newsitem=4820041212
2AMNETWORK+WORLD+ME.htm&channel=NETWORK+WORLD+ME


Looks like your the one full of bullshit.
thomo - 11 Apr 2004 07:52 GMT
"3" handsets can now be used as a broadband modem or for direct internet
browsing. I think Kwyjibo was refering to the cost which at 0.4c(&less)
/kbyte doesn't compete with cable/ADSL (say $4000/gig cf $5-50/gig).

I notice SkynetGlobal.com.au wifi offers wireless at much more competitive
rates. Surely 3G mobile can/must offer a vast improvement if competition &
customer numbers accelerate.

> > More bullshit. Since when have you been able to get data rates on 3G that
> > even approach those available using DSL technologies.
[quoted text clipped - 5 lines]
> http://www.three.com.au/index.cfm?section=Explore&pid=1891&pageid=2001\
> http://whirlpool.net.au/article.cfm/1258

http://www.cpilive.net/news_ver2/inside.asp?wherefrom=search&newsitem=4820041212
2AMNETWORK+WORLD+ME.htm&channel=NETWORK+WORLD+ME


> Looks like your the one full of bullshit.
Rod Speed - 11 Apr 2004 09:33 GMT
> "3" handsets can now be used as a broadband
> modem or for direct internet browsing.

Only if you're terminally stupid enough to pay their utterly insane rate.

> I think

Not a shred of evidence that you are actually capable of thought.

> Kwyjibo was refering to the cost which at 0.4c(&less)/kbyte
> doesn't compete with cable/ADSL (say $4000/gig cf $5-50/gig).

Must be one of those rocket scientist fuckwits.

> I notice SkynetGlobal.com.au wifi offers
> wireless at much more competitive rates.

Still completely f.cked compared with the landline broadband rates.

> Surely 3G mobile can/must offer a vast improvement
> if competition & customer numbers accelerate.

Not a f.cking clue on that 'can', as always.

> > > More bullshit. Since when have you been able to get data rates on 3G
> that
[quoted text clipped - 11 lines]
> >
> > Looks like your the one full of bullshit.
Kwyjibo. - 11 Apr 2004 15:41 GMT
"Brendon" <no@way.man> said

>> More bullshit. Since when have you been able to get data rates on 3G
>> that even approach those available using DSL technologies.
>
> Since right now.
> You can get 384kbps on Three, which is faster then the entry level DSL
> plans (256kbps).

384K is the max available on Three. Compare that to the max available with
DSL, stupid. Optus are offering 4M/512k connections on ADSL which makes your
piss-poor excuse for broadband look pretty pathetic. Even Telstra's 1.5M ADSL
connections sh.t on 384Kbps.

> http://www.three.com.au/index.cfm?section=Explore&pid=1891&pageid=2001\
> http://whirlpool.net.au/article.cfm/1258
> http://www.cpilive.net/news_ver2/inside.asp?wherefrom=search&newsitem=482
> 00412122AMNETWORK+WORLD+ME.htm&channel=NETWORK+WORLD+ME
>
> Looks like your the one full of bullshit.

Get a f.cking clue, idiot. DSL sh.ts all over what's available on Three.

Signature

Kwyj.

"War is God's way of teaching Americans geography." -- Ambrose Bierce

(Remove your panties to reply by email)

Michael - 12 Apr 2004 00:44 GMT
> > More bullshit. Since when have you been able to get data rates on 3G that
> > even approach those available using DSL technologies.
>
> Since right now.
> You can get 384kbps on Three, which is faster then the entry level DSL plans
> (256kbps).

Except their 384kbps ISNT 384kbps because of overhead
Martin Taylor - 13 Apr 2004 09:16 GMT
Michael said....

>> You can get 384kbps on Three, which is faster then the entry level DSL
>> plans (256kbps).
>
> Except their 384kbps ISNT 384kbps because of overhead

What sort of speeds can you realistically expect from it?

And what does it cost? A mate's going to do a round Oz trip and was
asking about mobile phones and using them as a modem for his laptop. All
I could tell him is what the old setup was - 9,600 bps or thereabouts on
GSM phones.
Michael - 11 Apr 2004 05:30 GMT
> "thomo" <thomo@optusnet.com.au> said
>
[quoted text clipped - 6 lines]
>
> Says who?

Drop off rate? What kind of sh.t is that?
is he referring to call dropouts, of which there are no figures for 3 yet,
or subscriber inactivity figures?
One would suggest there are quite a few "inactive" 3 subscribers, those that
bought the handset outright for $300 for play, realised the whole thing is
sh.t and just stopped using the SIMs?
thomo - 11 Apr 2004 07:57 GMT
Now Michael go sit & "sh.t" with the banal/anal arse if you can't manage
better.

"3" & 3G generally provides an improved service over 2G GSM.

> > "thomo" <thomo@optusnet.com.au> said
> >
[quoted text clipped - 13 lines]
> bought the handset outright for $300 for play, realised the whole thing is
> sh.t and just stopped using the SIMs?
Rod Speed - 11 Apr 2004 09:08 GMT
> "3" & 3G generally provides an improved service over 2G GSM.

Another lie.

> > > "thomo" <thomo@optusnet.com.au> said
> > >
[quoted text clipped - 15 lines]
> > bought the handset outright for $300 for play, realised the whole thing is
> > sh.t and just stopped using the SIMs?
thomo - 11 Apr 2004 15:00 GMT
> > "3" & 3G generally provides an improved service over 2G GSM.
>
[quoted text clipped - 19 lines]
> > > bought the handset outright for $300 for play, realised the whole thing is
> > > sh.t and just stopped using the SIMs?
Michael - 12 Apr 2004 00:49 GMT
> Now Michael go sit & "sh.t" with the banal/anal arse if you can't manage
> better.
>
> "3" & 3G generally provides an improved service over 2G GSM.

Hardly. I rub my hands together with glee for when "3" are included in the
ACA's dropout rate calculations ...

3G and 3 are immature technologies and companies. Maybe a few years down the
track, until then, go away and come back and see me when you have something
better
Michael - 11 Apr 2004 05:23 GMT
> Telstra is definitely facing increased mobile competition from "3" (who's
> drop off rate likely is quite low compared to the traditional carriers) and
> 3G generally.

And yet Telstra are adding twice as many digital subscribers a year than 3
is.

> "3" has also given many the opportunity to do away with the use of
> landlines, thus competing on two fronts.

Not really. Everyone knows that the Call Caps of 3 wont last forever.

> Telstra needs to cope with competition on all fronts in the next year
> including VOIP and mobile 3G. See
> http://www.smh.com.au/articles/2004/04/09/1081326925011.html

Telstra are leading the way with Voip, with one very large customer already
on Voip.

> > > > Hmm.  Will mobile and PSTN prices for consumers be dropped well below
> > the
[quoted text clipped - 9 lines]
> > That's a lot of customers ! 400,000 pa if it continues, but how many would
> > drop off the network ?
thomo - 11 Apr 2004 08:05 GMT
Voip for everyone is almost upon us. That will greatly challenge all
telephone operators.

> > Telstra is definitely facing increased mobile competition from "3" (who's
> > drop off rate likely is quite low compared to the traditional carriers)
[quoted text clipped - 3 lines]
> And yet Telstra are adding twice as many digital subscribers a year than 3
> is.

How many did you say they are losing in one way or another. Anyway who says
bigger is better.

> > "3" has also given many the opportunity to do away with the use of
> > landlines, thus competing on two fronts.
>
> Not really. Everyone knows that the Call Caps of 3 wont last forever.

What basis do you have for "everyone" & "wont last". Why not if the
technology is more efficient then it might just last. I see most operators
now offer various caps & bundles, which is partly in response to "3".

> > Telstra needs to cope with competition on all fronts in the next year
> > including VOIP and mobile 3G. See
[quoted text clipped - 18 lines]
> would
> > > drop off the network ?
Michael - 12 Apr 2004 00:44 GMT
> Voip for everyone is almost upon us. That will greatly challenge all
> telephone operators.

Not the ones embracing it

> > > Telstra is definitely facing increased mobile competition from "3"
> (who's
[quoted text clipped - 40 lines]
> > would
> > > > drop off the network ?
thomo - 12 Apr 2004 04:01 GMT
Of course phone companies will be greatly challenged (in revenue) and have
no choice but to allow VOIP when everyone else provides it.

> > Voip for everyone is almost upon us. That will greatly challenge all
> > telephone operators.
[quoted text clipped - 50 lines]
> > > would
> > > > > drop off the network ?
Michael - 11 Apr 2004 05:23 GMT
> > > Hmm.  Will mobile and PSTN prices for consumers be dropped well below
> the
[quoted text clipped - 9 lines]
> That's a lot of customers ! 400,000 pa if it continues, but how many would
> drop off the network ?

Do you really think thats a lot?!

Telstra added 718 000 new GSM customers last year, in a network that is
about 10 years old! (Up 5421000 to 6139000)
Also they added 169 000 new CDMA customers last year. from 677000 to 846000.

In total they added 887 000 new customers.

400 000 p.a. is nothing!
However, Vodafone added NEGATIVE 2000 subscribers last quarter. So 400 000
is slightly better than that
Brendon - 11 Apr 2004 05:40 GMT
> Telstra added 718 000 new GSM customers last year, in a network that is
> about 10 years old!

> 400 000 p.a. is nothing!

Given how new 3's network is, the limited time the brand has been around,
the limited geographical area it covers and the limited market they sell to,
400000 pa is impressive. When you compare it to the size and age of
Telstra's network and brand, 887000 is sh.t in comparison.
Michael - 12 Apr 2004 00:44 GMT
> > Telstra added 718 000 new GSM customers last year, in a network that is
> > about 10 years old!
[quoted text clipped - 4 lines]
> the limited geographical area it covers and the limited market they sell to,
> 400000 pa is impressive. When you compare it to the size and age of

400 000 pa is not impressive

> Telstra's network and brand, 887000 is sh.t in comparison.

Hardly.

Imagine Orange is a Kia vehicle, one year old model, and sells 400 000 p.a.
Telstra's vehicle is a mature product, a Holden Commodore series, and yet
still sells 887 000 p.a.

Clearly 3's effort is inadequate.
They arent taking any market share from Telstra
thomo - 12 Apr 2004 04:04 GMT
"3" have taken market share from all Australian operators ... where else do
subscribers come from!

> > > Telstra added 718 000 new GSM customers last year, in a network that is
> > > about 10 years old!
[quoted text clipped - 18 lines]
> Clearly 3's effort is inadequate.
> They arent taking any market share from Telstra
Charlie Wong - 12 Apr 2004 04:30 GMT
>"3" have taken market share from all Australian operators ... where else do
>subscribers come from!

Correct. Especially in a highly saturated mobile market such as
Australia's.
Michael - 12 Apr 2004 09:32 GMT
> >"3" have taken market share from all Australian operators ... where else do
> >subscribers come from!
>
> Correct. Especially in a highly saturated mobile market such as
> Australia's.

77% saturation, not 100% saturation
Kwyjibo. - 12 Apr 2004 08:35 GMT
"thomo" <thomo@optusnet.com.au> said

> "3" have taken market share from all Australian operators ... where else do
> subscribers come from!

Ever heard of 'market growth'??

Signature

Kwyj.

"War is God's way of teaching Americans geography." -- Ambrose Bierce

(Remove your panties to reply by email)

The Family - 12 Apr 2004 09:21 GMT
> "thomo" <thomo@optusnet.com.au> said
>
> > "3" have taken market share from all Australian operators ... where else do
> > subscribers come from!
>
> Ever heard of 'market growth'??

3 have done almost nothing to grow the market.  95% of 3's subscribers have
churned from other operators.  The remaining 5% are almost all visiting
students who will decommission their subscription when they return overseas.
thomo - 12 Apr 2004 10:07 GMT
What rubbish! "3" have introduced the 3rd generation network currently
replacing almost every 2G GSM network in the world. It's just a matter of
timing ... see what is happening in the UK, Europe, Asia & the US!

3G networks are more efficient & carry true video & data. Why argue against
new technology? So what if "3" hasn't closed down any competitors yet. They
have brought great early competition & new video & data services to
Australia, while the encumbants are still planning.

> > "thomo" <thomo@optusnet.com.au> said
> >
[quoted text clipped - 7 lines]
> churned from other operators.  The remaining 5% are almost all visiting
> students who will decommission their subscription when they return overseas.
The Family - 12 Apr 2004 15:11 GMT
Rubbish?  Show me the new subscribers who NEVER HAD A PHONE BEFORE.  That's
market growth and 3 has acquired almost nil such customers.  They're almost
all churns.

The incumbents (T, O, V) have the luxury of sitting back, watching and
waiting for 3 to convert a few customers to 3G.  And spending nothing while
3 commits heaps.

When a market threshold that the incumbents have already individually
determined is met, they'll make the marginal investment required to upgrade
their extensive, written-down networks to 3G.  At that point, watch 3 with
its minimal geographic coverage and high costs squirm.

> What rubbish! "3" have introduced the 3rd generation network currently
> replacing almost every 2G GSM network in the world. It's just a matter of
[quoted text clipped - 19 lines]
> > students who will decommission their subscription when they return
> overseas.
thomo - 12 Apr 2004 18:33 GMT
Market growth most likely comprises oldies requiring marginal security use,
youth growing up and people making dual home-business use. "3" has promoted
it's services to the latter two groups with likely increasing success.

Also with their new 3G video services they are promoting the industry as
much as any operator. Why be so bitter & twisted about competition. I'm sure
the results of all companies will show up in time!

> Rubbish?  Show me the new subscribers who NEVER HAD A PHONE BEFORE.  That's
> market growth and 3 has acquired almost nil such customers.  They're almost
[quoted text clipped - 34 lines]
> > > students who will decommission their subscription when they return
> > overseas.
Rod Speed - 12 Apr 2004 21:21 GMT
> Market growth most likely comprises oldies
> requiring marginal security use, youth growing up

Kids with their first phone, anyway.

> and people making dual home-business use.

Those wont be market growth, they'll be using mobiles already.

> "3" has promoted it's services to the latter
> two groups with likely increasing success.

Sure, but the uptake rate is still pathetic.

And then there's the significant number in the last category
that find that 3 cant actually deliver a reliable enough service.

> Also with their new 3G video services they are
> promoting the industry as much as any operator.

And only fools will be watching much video on their mobile handsets.

> Why be so bitter & twisted about competition.

Just another of your pathetic little drug crazed fantasys, child.

> I'm sure the results of all companies will show up in time!

They have already. 3 is doomed.

> > Rubbish?  Show me the new subscribers who NEVER HAD A PHONE BEFORE.
> That's
[quoted text clipped - 41 lines]
> > > > students who will decommission their subscription when they return
> > > overseas.
Charlie Wong - 12 Apr 2004 14:25 GMT
>3 have done almost nothing to grow the market.  95% of 3's subscribers have
>churned from other operators.  The remaining 5% are almost all visiting
>students who will decommission their subscription when they return overseas.

You're contradicting Michael's posts. I wonder who is correct?
thomo - 12 Apr 2004 09:25 GMT
Exacly what I was including. "3" now has a share of the Australian market,
which Telstra etc could have had. Telstra will need to try harder or more of
the total (current & new) market will slip away! Ain't it fun to play with
words and concepts!

> "thomo" <thomo@optusnet.com.au> said
>
> > "3" have taken market share from all Australian operators ... where else do
> > subscribers come from!
>
> Ever heard of 'market growth'??
Michael - 12 Apr 2004 09:32 GMT
> "3" have taken market share from all Australian operators ... where else do
> subscribers come from!

That assumes 100% market saturation

There is still market growth, as well as 3 taking some subscribers from
other carriers
 
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