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09-11-2020, 07:38 PM
#6181
Yip saw this as well. Sky has to be the dog of dogs. She will have her day though and I think we are at the turning point I am looking forward to the next update.
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09-11-2020, 07:42 PM
#6182
Member
So many stocks in the uptrend with a Biden result, and where does Sky sit? Well, so sad, just have to ignore the stock. Sky will have its day in the sun, hopefully within the next 6 months.
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09-11-2020, 08:02 PM
#6183
Originally Posted by KiwiGekko
OK, i'll bite. The whole broadband market is extremely competitive at the moment but its about to get turned on its head in the rural areas of NZ by Starlink: https://www.forbes.com/sites/johnkoe...h=d8754941bb06 - NZ is in their sights and some believe they have ground stations planned here: https://www.tesmanian.com/blogs/tesm...nk-new-zealand + https://www.reddit.com/r/Starlink/co...n_new_zealand/
The latency of Starlink is actually theoretically going to be less than Fibre due to the sheer number of satellites they're putting up there - but it looks like it is not going to be too expensive either: https://arstechnica.com/information-...-500-up-front/ - $500 setup, $99 USD / month. That is obviously steep for metro areas, but if you're in a hard to reach part of the country / world that is a steal.
I cannot see how Sky is going to make any money selling broadband honestly, even if they are reselling via Feenix as a virtual ISP. Margins are going to continue to get squeezed as a result of these new entrants and more consolidation will come to the NZ & global broadband market in the near future. Once again, I think its a case of too little to late for Sky here.
Starlink sounds expensive. Small provider start ups everywhere
https://wirelessdynamics.co.nz/go/rural-broadband/
https://www.broadbandcompare.co.nz/d...3=top-menu-1-1
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09-11-2020, 08:04 PM
#6184
Originally Posted by kiora
Also AoNet for central North Island. Very fast, unlimited plans delivered via microwave. I told Vodafone to stick their RBI plan.
https://aonet.nz/
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09-11-2020, 08:40 PM
#6185
Member
Obviously a Biden win means less people watch TV cause the American news becomes boring without the Donald, duh
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09-11-2020, 08:59 PM
#6186
Originally Posted by JSwan
Obviously a Biden win means less people watch TV cause the American news becomes boring without the Donald, duh
The media loves to hate him, but he been their meal ticket the last few years. Not going to get much entertainment out of sleepy Joe.
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09-11-2020, 09:49 PM
#6187
Originally Posted by Ferg
Also AoNet for central North Island. Very fast, unlimited plans delivered via microwave. I told Vodafone to stick their RBI plan.
https://aonet.nz/
Also cellphone companies improving coverage with 4g which is reasonably fast internet for Hawke's Bay and the Gisborne-East Cape region, remote spots Waihua Beach even Pourerere Beach (2 permanent residents ,crowded in summer)
https://www.nzherald.co.nz/hawkes-ba...PABTMPVH75UZM/
Last edited by kiora; 09-11-2020 at 09:53 PM.
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09-11-2020, 10:14 PM
#6188
Originally Posted by DownTownJr
So many stocks in the uptrend with a Biden result, and where does Sky sit? Well, so sad, just have to ignore the stock. Sky will have its day in the sun, hopefully within the next 6 months.
but Ogg continues to elude to some sort of takeover .. just who the other party(s) are remains a tad elusive
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09-11-2020, 11:17 PM
#6189
Member
Originally Posted by mistaTea
Investors still say that Chorus is worth over $4B. I would think that Chorus shares would be going down significantly if what you are saying (imminent mass exodus from fibre to internet via satellite) is a given.
Yeah, I was mentioning the rural communities where Chorus has not yet rolled out UFB. While WISPs have been doing some impressive work, there are a number of places out there where Sky is still the only game in town due to data caps and other limiting factors.
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09-11-2020, 11:23 PM
#6190
Member
Originally Posted by kiora
Looks to be on par ($95 USD vs $99 USD on todays exchange rates) with the unlimited plan listed there and 6x the download bandwidth and 10x the upload bandwidth. I would say that sadly the little guys in the WISP game are going to have their work cut out for them.
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