Telstra's itch unscratched
By Michael Sainsbury and Robert Clow
April 20, 2004
TELSTRA'S appetite for acquisitions appears unsated by last week's
boardroom bloodletting, with the company in talks with rival Hutchison
Telecommunications to buy its Orange mobile phone business for about
$250 million.
The two companies are also in detailed discussions on the possibility
of sharing infrastructure for third generation, or 3G, mobile
services, which allow always-on data and internet services, video
calling and low cost/high quality voice services.
Full story at
http://www.theaustralian.news.com.au/common/story_page/0,5744,9334689%255E462,00.html
Rod Speed - 20 Apr 2004 01:24 GMT
> Telstra's itch unscratched
> By Michael Sainsbury and Robert Clow
Those two fools again.
> April 20, 2004
> TELSTRA'S appetite for acquisitions appears unsated
> by last week's boardroom bloodletting, with the company
> in talks with rival Hutchison Telecommunications to buy
> its Orange mobile phone business for about $250 million.
Wanna bet what the ACCC will think of that ?
> The two companies are also in detailed discussions on the
> possibility of sharing infrastructure for third generation, or
> 3G, mobile services, which allow always-on data and internet
> services, video calling and low cost/high quality voice services.
> Full story at
> http://www.theaustralian.news.com.au/common/story_page/0,5744,9334689%255E462,00.html
Graham - 20 Apr 2004 09:58 GMT
This isn't going to happen, is it? It'd just be my luck after signing
up with Orange last week...it would be a nightmare to end up back with
Telstra after paying $336 for the phone up front!
Graham.
>Telstra's itch unscratched
>By Michael Sainsbury and Robert Clow
[quoted text clipped - 12 lines]
>Full story at
>http://www.theaustralian.news.com.au/common/story_page/0,5744,9334689%255E462,00.html
Giles - 20 Apr 2004 10:49 GMT
> This isn't going to happen, is it? It'd just be my luck after signing
> up with Orange last week...it would be a nightmare to end up back with
> Telstra after paying $336 for the phone up front!
Well, it might! Even if it did though, acquiring companies can deal with
the overtaken company's existing customer base in different ways.
Optus, for example, migrated (or offered to migrate) old Orange GSM
subscribers to Optus plans when Orange exited its Australian GSM business.
On the other hand, when Optus acquired RSL Com's mobile business, it kept
the RSL Com Mobile brand.
Hutchison might stipulate as a condition of sale that the Orange brand
remain (eg to keep a presence in the region), in which case you might not be
a Telstra customer, so much as a customer of Telstra-owned Orange.
All depends on how far-removed you want to be from Telstra, I guess
Charlie Wong - 20 Apr 2004 14:19 GMT
>Optus, for example, migrated (or offered to migrate) old Orange GSM
>subscribers to Optus plans when Orange exited its Australian GSM business.
Wrong, Optus developed a special set of "O" branded plans for
migrating customers. See Optus Standard Form of Agreement documents
for details.
I had my 1 Orange GSM service cancelled as I could not use the
included calls across the bill on Orange CDMA services after the
forced switch to Optus. There was no early termination penalty and I
was not required to pay out the 1 remaining year in access fees. All
one had to do was ask.
Giles - 20 Apr 2004 23:22 GMT
> >Optus, for example, migrated (or offered to migrate) old Orange GSM
> >subscribers to Optus plans when Orange exited its Australian GSM business.
> Optus developed a special set of "O" branded plans for
> migrating customers.
Yes, and they were Optus plans, weren't they?
Charlie Wong - 21 Apr 2004 01:34 GMT
>Yes, and they were Optus plans, weren't they?
They were / are _special_ Optus_ plans developed for Orange migrating
customers. They made the plans as close as possible as what Orange
offered. Forget the system they reside on, we're talking about the
rate plan here!
Giles - 21 Apr 2004 07:07 GMT
> They were / are _special_ Optus_ plans developed for Orange migrating
> customers. They made the plans as close as possible as what Orange
> offered. Forget the system they reside on, we're talking about the
> rate plan here!
Hmm, most of the Orange migration plans listed on the SFOA look like
re-badged Optus plans. A few small differences like cancellation
fees, but that's all.
BUSINESS BYO TRANSFER PLANS (16, 33, 66, 99)
look like the BUSINESS BYO PLANS (16, 33, 66, 99)
ENTERPRISE MAXI O10 PLAN
looks like the ENTERPRISE MAXI 10-00 PLAN
BYO TRANSFER PLANS (9, 16, 22, 33, 44, 66, 99)
look like the YES' BYO PLANS
The one exception I could find was the 'YES' BUSINESS O10 PLAN - is
that what you're talking about?
Charlie Wong - 21 Apr 2004 07:11 GMT
>> They were / are _special_ Optus_ plans developed for Orange migrating
>> customers. They made the plans as close as possible as what Orange
[quoted text clipped - 16 lines]
>The one exception I could find was the 'YES' BUSINESS O10 PLAN - is
>that what you're talking about?
Look at the detail.
Giles - 21 Apr 2004 09:21 GMT
> >The one exception I could find was the 'YES' BUSINESS O10 PLAN - is
> >that what you're talking about?
> Look at the detail.
What are you talking about, specifically? There's tons of detail!
Graham - 21 Apr 2004 11:42 GMT
Well if the Orange plans were no longer available, I'd probably go to
Optus CDMA rather than Telstra CDMA. Optus have got a $5 plan for new
customers with a CDMA phone. You pay about 30 cents per 30 seconds, so
that's as cheap as you'd get on CDMA (if Orange wasn't around).
Graham.
The Family - 20 Apr 2004 18:41 GMT
In other potential industry consolidation news, The Australian says that
Voda had some discussions with Telstra about sharing 3G infrastructure but
that those talks are now dead.
In today's AFR, Voda says that it is very close (1-2 weeks) to signing its
3G technology supplier. AFR speculates that this is Nokia. Voda's 3G
investment in Australia will be about $1B and in New Zealand about half the
Aussie investment.
> Telstra's itch unscratched
> By Michael Sainsbury and Robert Clow
[quoted text clipped - 11 lines]
>
> Full story at
http://www.theaustralian.news.com.au/common/story_page/0,5744,9334689%255E462,00.html