Comments on: Without Globalive, in 2014 new entrants will have 7.2 million subscribers http://mobilesyrup.com/2009/11/02/without-globalive-in-2014-new-entrants-will-have-7-2-million-subscribers/ Canadian Mobile Phone News & Reviews - Cell phones and Accessories Fri, 10 Feb 2012 08:42:36 +0000 hourly 1 http://wordpress.org/?v= By: Dave http://mobilesyrup.com/2009/11/02/without-globalive-in-2014-new-entrants-will-have-7-2-million-subscribers/#comment-28124 Dave Tue, 03 Nov 2009 07:25:57 +0000 http://mobilesyrup.com/?p=15138#comment-28124 When they launch, my belief is that Shaw and Videotron will present more of a serious challenge to the big 3 than Wind ever will - here's why: 1. Established brand equity and strong familiarity among their regional audiences 2. Existing customer base to sell in to; think, quad play bundling with TV, internet, and home phone. (Look out Bell!) 3. Huge amounts of free cash flow from cable operations will allow them to take loss leaders and compete much more agressively on price than WIND, which is burdened with $700-800MM in debt right out of the gate with $0 revenues. btw - WIND cash positive in three years, GOOD LUCK! Microcell couldn't do it in five years when there was 1/10 the competition there is today... When they launch, my belief is that Shaw and Videotron will present more of a serious challenge to the big 3 than Wind ever will – here’s why:

1. Established brand equity and strong familiarity among their regional audiences

2. Existing customer base to sell in to; think, quad play bundling with TV, internet, and home phone. (Look out Bell!)

3. Huge amounts of free cash flow from cable operations will allow them to take loss leaders and compete much more agressively on price than WIND, which is burdened with $700-800MM in debt right out of the gate with $0 revenues.

btw – WIND cash positive in three years, GOOD LUCK! Microcell couldn’t do it in five years when there was 1/10 the competition there is today…

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]]> By: Hugo Beaulieu http://mobilesyrup.com/2009/11/02/without-globalive-in-2014-new-entrants-will-have-7-2-million-subscribers/#comment-28108 Hugo Beaulieu Tue, 03 Nov 2009 02:45:40 +0000 http://mobilesyrup.com/?p=15138#comment-28108 Well If I read this right they assumed Wind's share was spread among Dave and Public (900k each), so in the end the incombents don't loose much more business than with Wind. That's why I said it seems like it won't matter. And let's face it, if you get say 5 players regionally instead of 3, that's a big plus. And Shaw/Videotron are likely to have a bigger impact on the Big3 than Wind would have... so again, won't matter much. And I still think that if they were dumb enough to go ahead when it was apparently quite obvious they didn't meet the ownership rules, they wouldn't have deserved my money (if they're stupid with theirs, in can only be worst with mine) Well If I read this right they assumed Wind’s share was spread among Dave and Public (900k each), so in the end the incombents don’t loose much more business than with Wind. That’s why I said it seems like it won’t matter.

And let’s face it, if you get say 5 players regionally instead of 3, that’s a big plus.

And Shaw/Videotron are likely to have a bigger impact on the Big3 than Wind would have… so again, won’t matter much.

And I still think that if they were dumb enough to go ahead when it was apparently quite obvious they didn’t meet the ownership rules, they wouldn’t have deserved my money (if they’re stupid with theirs, in can only be worst with mine)

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]]> By: Randy http://mobilesyrup.com/2009/11/02/without-globalive-in-2014-new-entrants-will-have-7-2-million-subscribers/#comment-28107 Randy Tue, 03 Nov 2009 02:26:51 +0000 http://mobilesyrup.com/?p=15138#comment-28107 Real Translation... The more things change, the more they stay the same. The incumbents, JUST 3 COMPANIES, in 5 years will still own 80% of the market and this doesn't matter?? I think this is a clear indication that Wind does indeed matter and that the entire purpose of the spectrum auction by the Government of Canada (if Wind is blocked from launching) is an EPIC FAIL! I'd like to see what the report has to say about pricing with and without Wind. Real Translation… The more things change, the more they stay the same.

The incumbents, JUST 3 COMPANIES, in 5 years will still own 80% of the market and this doesn’t matter?? I think this is a clear indication that Wind does indeed matter and that the entire purpose of the spectrum auction by the Government of Canada (if Wind is blocked from launching) is an EPIC FAIL!

I’d like to see what the report has to say about pricing with and without Wind.

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]]> By: Hugo Beaulieu http://mobilesyrup.com/2009/11/02/without-globalive-in-2014-new-entrants-will-have-7-2-million-subscribers/#comment-28087 Hugo Beaulieu Mon, 02 Nov 2009 23:55:45 +0000 http://mobilesyrup.com/?p=15138#comment-28087 Translation... Wind by itself doesn't matter... The world will keep turning and there will still be increased competition. Now let's all move on. Translation… Wind by itself doesn’t matter… The world will keep turning and there will still be increased competition.

Now let’s all move on.

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