Member Info for Aus3009

I agree Huawei must have been signed off some where along the line for us in U.K. ? I think I remember these discussions being had then and GCHQ providing guidance (but I’m not sure)

Couple of weeks ago I read in the press Sky was about to sign long term deal with openreach to carry on taking their broadband wholesale

I’ve still not seen anything have I missed it?

Toff - the answer to your conundrum is who cares what village thinks. & stop giving him ammunition to shoot you down, it inflates his ridiculous superiority complex.

Velo - I’ve always enjoyed your posts and your ability to rise above the clique. I’m surprised at you tonight Velo. I tend to agree, but I wouldn’t use it to be so brutal.......

Where’s Pete when village needs him, sounds like he needs some comforting insights ?

Village idiot & you are a troll, with a superiority complex. An oxymoron, but short on the oxy

Are you going to have a hissy fit now? Sounds like this might lead to some pearl clutching

Haha the irony. That will be the Dunning Kruger

Village - how could I have forgotten your “go to “ alcohol pretend insults. I have nothing but pity for you. How’s your cheap skate broadband choices going?. I was very sad to hear about your confusion / delusion thinking “ the internet” was just your poxy connection

Village that will be the Dunning Kruger overwhelming your pathetic intellect. You should get that looked at

Village - sinking to new lows? Keeping going, I’m sure you don’t have a gutter you won’t climb up to

Village at least that insult beats your usual blah, blah self loathing ... or something?

Trouble is you don’t get to be superior to everyone else, by being worse than everyone else. Reading your posts just shouts out a low life trying too hard to impress..... I guess in the land of the leaver voter club, any village idiot can be king.

Still got a bad case of Dunning Kruger village? You should get that seen to.

I agree village, social media etc isn’t the place for spelling and grammar

Except when some fool starts telling people they’re stupid on them ..... the irony is in the “internet down” & mis-use of grammar / spelling whilst doing it.

When in glass houses village

Village says

“ I can tell your actually thick as sheet.”

The irony of it. (You’re)

Fleccy - I did pick up your nonsense but realised there’s no point

Previously to that I rate your posts as nonsense, but not because of content, but as a response to my contribution

And again you add your own sad perspective on what I’ve written

I feel / think BT will win out hence my considerable investment (even by your standards)

What I fear / increasingly fear are the risks to my investment as I see them

I’m being honest. Are you?

Trying to understand and foresee risk and reward is my guilty pleasure. To invest in something outside of my personal experience and attempting to understand the detail is my second guilty pleasure.

I already know enough to know you’re trying too hard to impress & that NDN I think is a little bit out of date (but might be proved wrong)

I’m just not sure whether the risk taking is my third, I guess that depends on how this plays out.

Right now the other two pleasures are enough & im looking long term

Fleccy - well I’ll let the other contributors to decide whose what and why.

Personally I think you don’t want to listen, but just want to argue anyway

Whereas I haven’t once argued I’m right, or that you are wrong (ignoring the repetitive statements you make which don’t address point made)

I not predicting the future, in describing my personal assessment of the risks my investment could face

You on the other hand....

NDN - I’ve done my research and understand there is a strategy to lower maintenance costs & if achieved will be a positive.

I doubt this cost saving will balance out the inferred risk (if it happens) of BT investing £30bln & then not being able to leverage its advantage (if indeed it has one)

Not being able to leverage its assets might be because regulator stops it, but it might also be because competition can do it cheaper, so for example (as discussed) Virgin are able to upgrade 53% of the UK’s population to a 1Gbts Briadband option for only £millions....

You can argue about national coverage, but I don’t accept remote areas are a positive when Virgin has concentrated its efforts where the population is.

Being able to offer these speeds for these costs is a significant advantage & as I’ve already said, in my opinion there is another risk which is virgin could offer this SKY access, where virgin network and sky customers overlap as part of a wider deal for Comcast to bank roll a larger national deployment

It’s all fiction until it happens, but as per convo with Fleccy these are the head winds I see as risks to my investment (possible risks)

Researching liberty and Comcast tells me this kind of big move fits their operational history

Fleccy - I tire of your nonsense I really do

In short
In my first mail I linked regulation reducing revenue from network wholesale pricing

The network no network argument is simply stupid
The cities and towns are where customers are, bragging that BT can supply services to places that cost 10 times as much to service for a 1/1000 amount of customers is pretty silly. I’m sure other network competitors are happy to leave BT to it

Does Daisy or any other service provider compete with BT in sane retail space? (Yes)

Do any of these companies, whilst competing with BZt in this space face a £30bln investment on top of their costs to fund a new network

Who do you think wins this price war?

Lastly these are the risks to my investment as I see it, these risks I believe go some way to explain the SP.

I plainly still think BT can profit long term, but that doesn’t stop me considering the risks or researching. the goings on between SKY COMCAST & Liberty Nedia / Virgin.

By the way SKY were supposed to commit to a fully national wholesale deal this week with BT BUT NOTHING HAS BEEN ANNOUNCED
do you have any idea why that might be, because I do....

Hi Bo Betts - Fleccy -

Bo Betts I obviously agree with you, but I’m not blind to the risk, but reward could be high too.

Fleccy - you are describing the risk to BT by describing the commercial reality of NORTEL

Do the maths, if enough retail customers are lost or don’t use BT’s retail services & only a percentage of those revenues wholesale charges would Bt remain the force it is today? Could it fund future innovation nationally ....

Fleccy - again you miss the point. Sometimes I really wonder about you

The point is company’s like daisy or countless others couldn’t have existed without voip. Now these company’s exist they take customers from Bt and their operating costs are much less

Today they might use Bt or Vodafone or C&W or virgin....... to for an Ethernet connection, again not forced to use BT

Where Bt get the Ethernet connection, they revenue a fraction of what they would once have received compared to having the retail customers

As time goes by the network is “king” argument starts to fail in my opinion

More network choices
& reduces revenue when compared to owning the retail services