<html><head><meta http-equiv="content-type" content="text/html; charset=utf-8"></head><body dir="auto"><div>Listers</div><div><br></div><div>Yu has been bleeding red ink since it launched. It was inevitable. No public review will change that. The Network Effect is clearly at play here with Safaricom. None of the other players are profitable. Orange is being kept afloat by GoK and the mother company in France. Airtel considers Kenya a loss leader because of its 'strategic' nature in Africa and hence cannot abandon it. Not sure how long that will continue.</div><div><br></div><div>The interesting bit here is that Orange may eventually buy Safaricom because of some actions in far off cities that we have no control over...that for me is the real risk..</div><div><br><div><span style="-webkit-tap-highlight-color: rgba(26, 26, 26, 0.294118); -webkit-composition-fill-color: rgba(175, 192, 227, 0.231373);">Ali Hussein</span></div><div><br></div><div style="font-family: Helvetica; font-size: medium; -webkit-tap-highlight-color: rgba(26, 26, 26, 0.296875); -webkit-composition-fill-color: rgba(175, 192, 227, 0.230469); -webkit-composition-frame-color: rgba(77, 128, 180, 0.230469); -webkit-text-size-adjust: auto; ">+254 0770 906375 / 0713 601113</div><div><span style="-webkit-tap-highlight-color: rgba(26, 26, 26, 0.292969); -webkit-composition-fill-color: rgba(175, 192, 227, 0.230469); -webkit-composition-frame-color: rgba(77, 128, 180, 0.230469); "><br></span></div><div>"I fear the day technology will surpass human interaction. The world will have a generation of idiots". ~ Albert Einstein</div><div><span style="-webkit-tap-highlight-color: rgba(26, 26, 26, 0.294118); -webkit-composition-fill-color: rgba(175, 192, 227, 0.231373);"><br></span></div>Sent from my iPad</div><div><br>On Mar 3, 2014, at 11:20 PM, ICT Researcher <<a href="mailto:ict.researcher@yahoo.com">ict.researcher@yahoo.com</a>> wrote:<br><br></div><blockquote type="cite"><div><div style="color:#000; background-color:#fff; font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:10pt">For starters, the company's assets true worth need to be independently established and its outstanding liabilities audited. Mere reported "spend a combined $100 million" inflated with 'sweatheart deal' exit premium does not in any way reflect the much lower true worth of the exiting business persons which no doubt a consortium of Kenyans investors can raise and potentially enable consumers to migrate enmasse to 100 p.c. "MKenya Network":-) <br><div><span><br></span></div><div style="display: block;" class="yahoo_quoted"> <br> <br> <div style="font-family: HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif; font-size: 10pt;"> <div style="font-family: HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif; font-size: 12pt;"> <div dir="ltr"> <font size="2" face="Arial"> On Monday, March 3, 2014 9:44 PM, "Wambua, Christopher" <<a href="mailto:Wambua@cck.go.ke">Wambua@cck.go.ke</a>> wrote:<br> </font> </div> <div class="y_msg_container"><div id="yiv7927454023"><div>
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The regulator has just received the application. We are in the process of reviewing the application with a view to deciding the way forward. It is therefore too early to subject the application to public consultation. </div>
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Wambua</div>
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Sent from my BlackBerry 10 smartphone.</div>
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<div><b>From: </b>ICT Researcher</div>
<div><b>Sent: </b>Monday, 3 March 2014 21:11 PM</div>
<div><b>To: </b>Wambua, Christopher</div>
<div><b>Reply To: </b>ICT Researcher</div>
<div><b>Cc: </b>KICTAnet ICT Policy Discussions</div>
<div><b>Subject: </b>[kictanet] Yu acquisition proposal to regulator</div>
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Airtel, Safaricom seek to buy Essar’s Yu in Kenya - Safaricom will get Yu’s infrastructure, while Airtel is expected to acquire Yu’s subscriber base<span> <<a href="http://www.livemint.com/Industry/BZZuR21BJsoJf6jksBhnVN/Airtel-Safaricom-seek-to-buy-Kenyan-rival-Essars-Yu.html">http://www.livemint.com/Industry/BZZuR21BJsoJf6jksBhnVN/Airtel-Safaricom-seek-to-buy-Kenyan-rival-Essars-Yu.html</a>></span></div>
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Considering the profoundly adverse <span class="yiv7927454023st"><i>Triopoly </i></span>consumer choice consequences,<br clear="none">
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<span>Should the regulator not initiate a public consultation before decision </span>
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</div></div><br><br></div> </div> </div> </div> </div></div></blockquote><blockquote type="cite"><div><span>_______________________________________________</span><br><span>kictanet mailing list</span><br><span><a href="mailto:kictanet@lists.kictanet.or.ke">kictanet@lists.kictanet.or.ke</a></span><br><span><a href="https://lists.kictanet.or.ke/mailman/listinfo/kictanet">https://lists.kictanet.or.ke/mailman/listinfo/kictanet</a></span><br><span></span><br><span>Unsubscribe or change your options at <a href="https://lists.kictanet.or.ke/mailman/options/kictanet/ali%40hussein.me.ke">https://lists.kictanet.or.ke/mailman/options/kictanet/ali%40hussein.me.ke</a></span><br><span></span><br><span>The Kenya ICT Action Network (KICTANet) is a multi-stakeholder platform for people and institutions interested and involved in ICT policy and regulation. The network aims to act as a catalyst for reform in the ICT sector in support of the national aim of ICT enabled growth and development.</span><br><span></span><br><span>KICTANetiquette : Adhere to the same standards of acceptable behaviors online that you follow in real life: respect people's times and bandwidth, share knowledge, don't flame or abuse or personalize, respect privacy, do not spam, do not market your wares or qualifications.</span></div></blockquote></body></html>