Member Info for Aus3009

He was paid £3.3m last year. Freezing a salary is nothing more than a gimmick

Personally I don’t care how much money a ceo is paid, if they are worth it.

My guess would be less competition eventually & likely three & vodafone will be in a mess for next 24 months

Haha may or may not be a non event. If Amazon decide to go ahead, that will change, in one way or another.

Glad to see Fleccy understands so well that to counter an “unlimited “ Amazon service other operators would offer more data…….

If Amazon were to proceed, with the obvious intention to disrupt, for a period of time losing money would be of little concern, surely part of the disruptive tactic would be to speed up the use of an unlimited mobile account to supply BB to the home too.

I’m not sure if Amazon will proceed at this stage in the UK but US market it sounds likely to me. Amazon’s business model is all about achieving domination by making lots and lots of very small amounts of profit, from books, to everything to all kinds of media sectors & many more. Only a fool would dismiss a company like Amazon, before you knew for sure what their intentions were

Fleccy I realise you find it hard to understand stuff but

If Amazon did you a free unlimited sim deal if you already paid for Amazon prime, would you sign up?

Would you them also pay your £7 month 5gb sim payment?

Probably not. That’s the point.

If you wouldn’t, then Amazon are trying to work out if enough people would. Again, that’s the point.

Expat - I suspect Vodafone / three would be very interested in taking to Amazon for several reasons. One of which they have been left behind a bit & need options.

Devastating disruption of the telecoms industry in the planning.

When I look at this plan, I’m thinking the idea of a free or super cheap mobile service wouldn’t be able to support the network costs, if it took off as Amazon must be planning.

But then again, you look at the cost for some of the sim only deals, it starts to look more possible, although surely the Amazon Prime cost would need to increase?

Maybe you guys are getting close as to why DT can’t takeover BT.

I think they can’t offer less than the maximum share price they paid, which I think is £4.84.

The bit I’m not sure about, is whether this rule applies to shares given by BT as part of their EE takeover?

I would love to know whether “shared purchase” & “share value” would be treated the same if the owner of those shares has to offer maximum value to buy shares?

I’ve been thinking about this for a while, which could explain why DT might need Drahi ?

Handy Mandy )I think was Rod. He’s not well

I wish the volumes would confirm that !!!

Looks like the BT share price wants to climb, if only CEO’s could think before speaking, OFCOM could butt out and bad news could be hidden !!!!

Expat - I agree. I would add that BT is exposed to these issues in a big way, just based on their investment.

BT needs a high level of take up to pay for it all. Having this pie shared out across altnets & other competition makes this payoff harder, this would be down to OFCOM & how they have structured competition, where the other option would have been to create the right conditions for open reach to build a national network & then allow operators to compete across it. I have difficulty understanding how areas over building with 2,3 or 4 fibre choices can pay off. Cable companies can take care of themselves now in my opinion.

Expat those are questions you need to be asking government and OFCOM. Before you do it’s about a different kind of market dominance. I’m guessing your figures might be residential lines only?

Either way, words aren’t that cheap if they are spoken by Phil and it has a material impact on BTs plans, share price and potential

Right now all fibre company’s have difficulties and that is an unexpected reluctance to take fibre…. I only hope part of this story isn’t people using 4G (in my area this consistently runs at 3 to 4 hundred meg

I think Phil and his anti competitive comments in plain sight of the regulator actually puts OFCOM. In a very, very difficult position

OFCOMS major role in the telecoms market is to stop BT abusing its market position to kill competition. I would say that competition can clearly point to Phil’s comments as proof of this from the horses mouth.

News paper articles, attempts to do deals & even generating false claims are all part of the game competitors will play, it’s not the same thing

Even if altnet CEO’s used exactly the same words as Phil used, it still wouldn’t be comparable, because they don’t have BT’s market share

If you can’t see the difference, you’re going to have lots of difficulty understanding anything to do with BT & OFCOM.

Perhaps Phil’s most recent outburst, Which potentially damages BT’s plan A is either an indication of his frustration or a sign of his unsuitability to do the job?

Either way, threatening competition in plain sight of the regulator was a very silly, career ending thing to do in my opinion

I think you pays your money & takes your choice.

That’s a dangerous article. I would say the problem lays with OFCCOM not providing the incentive. From what I’ve seen, BT would have started years ago, if regulated properly

BT and other UK entities need to learn how these guys manage debt & decide whether they can use this to compete, or not.

It’s a big business risk to fall behind

Buys 5% of Vodafone that will be John Malone doing some deals behind the scenes

Might want to find some cheap money to bridge that gap!!! Might miss the upward trend otherwise

I’m starting to wonder if Drahi might be out of the picture for take overs & further investment.

I read his empire is saddled with over $50 billion in debt & having to fund generous offers to re-finance a breathing space.

It’s never good for financial press wondering what a major share holder is wearing when the tide goes out.

Assuming interest rates won’t resume to historical lows any time soon, I think his plan for BT might be changing daily?

My attention is drawn to DT now, maybe their king maker strategy will need a rethink?

Nice to see SP looking strong again, I really don’t think this will be powered by Drahi speculation. Interesting times again, let’s hope Drahi doesn’t need to sell just yet.

IT estate….. that doesn’t sound like legacy products is my point