CNU - Chorus

[couta1]

More than $2 Million traded today and the price creeps upwards. Crossing 30 day average ... Is the tide turning?

Toss a coin and take a guess, if it is watch the traders jump on board,now there's a thought but then again yeah/nah

[BlackCross]

Part of a very interesting article in NBR:

"..What if Chorus adopted a different business model? Something like this:

• Give the middle finger to the entire UFB project and put it into contract mode. Deliver what they have too, but make it a subsidiary department or business unit and just trickle feed it. It’s a mess, it makes no economic sense to keep investing in a risky project this size. It proves a point and it may force a change in government approach.
• Focus on building end point solutions for fibre backhaul. For example, wireless is already outstripping fibre speed. When you look at the suburbs around Wellington and Christchurch in particular, dropping end point high speed wireless into the middle of a suburb working with local Councils makes huge sense.
• Get rid of the old Telecom ethos that they’ve inherited. The same processes, systems, and potentially people will be leading them to recreate the old Telecom model. Even if they do, they can’t win that fight. Telecom has moved on from it and will dominate them.
• For god’s sake get some innovation going. There are a bunch of technologies out there that could supplement fibre, in fact, fibre is just one of a range of broadband and backbone technologies. Smart grid, wireless, fast copper, and other technologies are already ahead of UFB. Start thinking about how to use and sell them.
• Diversify.
• Smash the company into a group of companies, cells if you like, allow each to succeed or fail on their own merits with their own ethos and their own ideas and innovation. Companies that are successful today are small not monolithic creatures with the inability to change and adapt quickly. Small companies can change overnight, the monoliths need governance structures, project offices, architects, three layers of management, red tape for the sake of it, and can take years to deliver the most simple products.
• Get closer to local Councils. A lot of them are starting to understand that broadband is critical to the community and are ready to work with telcos in a new way.

The point is, that unless Chorus changes its business model completely, it might as well take the nuclear option and shut down because it will never compete with Telecom and Vodafone on their playing field. It needs to get government’s hands off the back of its neck as well, somehow...."

http://www.nbr.co.nz/article/we-need...rong-ck-150651

[Casino]

I stopped reading at wireless is already outstripping fibre speed.


​

[clip]

Article made some good points, but yeah fell down on that point casino pointed out. While 4g is doing 100mb/s, fibre the physical medium is MUCH faster, even though our ISP's are only offering 100mbit plans currently. The fibre being rolled out is capable of min 1gb/s (1000mb/s), it just won't be offered initially, and offers the ability to go to 10gb/s if exchange/isp equipment is upgraded

[bull....]

a break of 1.55 makes things interesting

[craic]

I back horses - sometimes. I always back ones that i think will win their next race. I never back horses that are getting some track time, ready for the Wellington/Hastings or whatever meeting next July. I never back horses that could do well with a better trainer/jockey. Sometimes I am right - sometimes wrong - sometimes I make stupid mistakes. But why, oh why do people insist on backing this horse in this race with a grossly overweight jockey, a committee of trainers and a very muddy track? There are usually eight or more races on every card. Just for the record, I went to the machine at the Club on Saturday to back two horses, one had the same name as my granddaughter, the other picked on form. I put my money in followed by one betting card and got my bet out but accidentally put the same card in again and got the same bet again. I didn't repeat the wrong bet. I won. My grandaughters namesake is still running.

[Harvey Specter]

I stopped reading at wireless is already outstripping fibre speed.


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Agree.

My version the plan is:
- Prioritise areas (lots of business or high income areas)
- Once areas are fully connected, reduce the basic copper speed. (ie. a targeted Nuclear option)
- get RMA concessions from government as part of current negotiations. It is ridiculous what they have to go though to connect to an apartment complex etc.
- Somehow (and I am not sure how) but get content into NZ (netflix etc) so that fibre becomes a necessity.
- They probably should have funded the Hawaiki Cable project to break southern Crosses monopoly but now that the ComCom has destroyed their business, they can no longer afford it.

[Casino]

Agree.

My version the plan is:
- Prioritise areas (lots of business or high income areas)
- Once areas are fully connected, reduce the basic copper speed. (ie. a targeted Nuclear option)
- get RMA concessions from government as part of current negotiations. It is ridiculous what they have to go though to connect to an apartment complex etc.
- Somehow (and I am not sure how) but get content into NZ (netflix etc) so that fibre becomes a necessity.
- They probably should have funded the Hawaiki Cable project to break southern Crosses monopoly but now that the ComCom has destroyed their business, they can no longer afford it.

Power, water and UFB - Every household will want it. How can the markets be so enthusiastic about every single cloud application but not the technology that delivers them?

[Harvey Specter]

Power, water and UFB - Every household will want it.

Want it? They should be treated as necessities of life!

[Casino]

Want it? They should be treated as necessities of life!

Just a matter of time and everyone will wonder what they were worried about when CNU was below 1.50.