[kictanet] [Skunkworks] When the Internet consumer market bites back...

[aki]

@James, just adding my amatuer view. I think the story is the first
significant admission of losses of a somewhat bad business models. Because
AK is listed and we now know the drop in profits could also mean that those
Telcos/ISPs whose records are not openly available and followed the models
as AK will have similar losses. AK is a strong player in the market, just
like others. Just to make a point, you can read the amount of investments
going into the local core national networks. There's a lot of movement going
on in investments on long term. And then you see names like AK, UUNet and
others missing from the core building networks. I think Safaricom is
leading, then KDN, Wananchi and JTL. With the common platform license
regimes, none of the ISPs are blocked from participating. If AK took a drop
of 30%, where would others be? I think the time is near for further price
drops with better bandwidth rates. Interestingly, Eassy will have its own
impact soon. Either way, they learn from mistakes and turn things around or
wait and let next year's profits drop more. The customer base has to grow
and rapidly due to all the investments that took place.
Rgds. :-)
On Tue, Mar 23, 2010 at 9:37 AM, James Muendo <timrick at gmail.com> wrote:

> Personally, I will call it voting with your feet.
>
> My 2cents.
>
>
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