Member Info for Aus3009

Hi NDN - three is one example of many. I think the rest of this discussion between us has already been had, regarding the question of whether “Network is king”. I know you think it is, whereas I know it was but question whether now or later down the track whether “Network is an expensive mill stone round it’s owners neck”. Leading to the lower end of potential revenue.

I still don’t know the answer to this for two reasons

Is owning and maintaining a network an expensive asset which ends up getting smaller end of total revenues? (After regulator pressure & other network options)

Can other competitors use this as a weapon against BT or can BT find other revenue ?

In part this also links to other discussions we have had about sky Comcast &!virgin, bearing in mind virgin have already moved their mobile to Vodafone & virgin will soon deliver 1gbts to 54% of the nation.

Does it matter? You have answered these questions, I’m still not sure

BoBetts PS - I also take all of BTs top tier consumer services (I think it’s stupid to hold Bt shares as an investment and not to) & can report they are all Brilliant apart from tv which I tend to use Apple TV

Bo Betts - sorry forgot to say. & my money is where my mouth is. I have a considerable holding in BT. I also have no reason to lie.

BoBetts - I do agree, but I’m not as certain as you

Turns out toffs examples were even better than NORTEL, Nokia is excellent, although is still doing lots of business.

My gut feel for companies like BT is in an competitive sector they can collapse under their own weight. They can’t manoeuvre like new startups & of course they cost so much to operate

If the future is full fibre, then their scale might be an advantage, but at the same time, that’s a lot of money and effort for something which they won’t reap full reward for.

I think what I’m saying is people are getting used to getting a lot for very little cost, in all walks of life, it’s not competition, it’s that companies are prepared to deliver those services at that cost, so straight away companies like THREE offering 5G at no extra cost.... huge costly setups like BT risk being cut off at their knees, because these prices don’t cover their install and operational costs... TV mobile, bb, business services under cut by cheap voip service providers. Echo dot & apps throwing voice calls in for free.

The rest of the story was told best by toff, can BT find new revenue streams, can they change and innovate?

I think they can. But I’m not 100% sure & NORTEL shows how quickly mass can sink

Bo Betts - Nortel were quite an amazing company. Think cross between Huawei, Microsoft & maybe Cisco. (Who did services too to the industry too) they were huge.

I did start of by saying I didn’t agree BT would go same way. I just said a better example than a corrupt Enron fail, would be NORTE. 30 years ago such a failure was I think fair to say, unthinkable, but happened in a blink of an eye
.

Fleccy - I didn’t open it to read the content. What value could there be, when the author thinks there’s a Brexit upside?

I’m afraid the title tells me everything inside will be nonsense. In this case, I’ll happily judge a book by its cover or an article by its link.

Still not worked it out yet Bertram ?

Any chance you could transfer your pension pot to my account? So that I can use it to save some turkeys.... from Christmas?

Very little interest again today

Fleccy the comparison isn’t type it’s size

Discussion was BT & VOD were largest in the FTSE therefore should be okay. NORTEL i think were at one point the most valuable company in the world, which eventually went bust. (Obviously they were also in the telecoms industry )

Fleccy - the link you shared refers to Brexit Upside.....

That’s what I find funny, the ridiculous notion of a Brexit upside means I’m not going to bother opening it (Maybe you should read the links, before you share them?)

Haha I’m not even going to bother opening that link

“ not factored in Brexit Upside”

Hahahaha too funny

Toff - not that I think you are right, but ENRON is not the best example, I would cite NORTEL

I don’t agree with that village, there are plenty of long term posters on here people have stopped listening too.

Toff still has time to sort himself out.

H hi - are you kidding me ? Socialists under the bed & scrap BT ? Man you have it bad

I would assume DT are out of the game now, Sprint Mergrr will surely be costly

Reports suggesting OFCOM could get busy policing social media in the uk. Might keep them away from BT &. unnecessary over regulation else where ?

Village idiot are you still trying to impress your little friends again?

& I’m not left wing. Nor am I a daily mail fantasy communist / Marxist or what ever other nonsense you’re being sold today.

But thanks for you compliment regarding my ability to draw rational conclusions based on actual information and immune to the anti british, pretend patriotism, contradictory loony leave, charlatan propaganda of the leave campaign which tweeks your grubby little secret.

I can see your little friends are endlessly easily led down just about every rabbit hole in town. I didn’t realise you also specialised in grooming the vulnerable. It’s not like you haven’t had the practice whilst surfing your favourite Kremlin inspired leave campaign groups.

Are making stuff up again village? Dogma?

Vision .... that’s not necessarily a word I’d use to link you. I bet you all voted leave, let’s put it that way. Without a doubt the worst thing I could say about anyone.

I’m talking about Jansens statement

Velo - when I read that out loud, it sounds like a gambler hoping his next bet will make up his losses.... scary