On Fri, Sep 9, 2011 at 17:37, Phares Kariuki
<pkariuki@gmail.com> wrote:
@Wash - Safaricom buys all its core infrastructure from abroad, be it Cisco switching, Huawei, HP etc. Their support costs and managed service contracts are all quoted in USD. Their OPEX and short term capital expenditure have increased significantly. Because we all want dividends in 2012, the prices will go up.
Ironically, the biggest losers will probably be Airtel. Given the slim margins they operate on and the heavy outsourcing model, their costs have gone up by over 10%.
-kaboro-
-----Original Message-----
From: Alvin Jason Ochieng <ajochola@gmail.com>
Sender: skunkworks-bounces@lists.my.co.ke
Date: Fri, 9 Sep 2011 17:20:51
To: Skunkworks Mailing List<skunkworks@lists.my.co.ke>
Reply-To: Skunkworks Mailing List <skunkworks@lists.my.co.ke>
Subject: Re: [Skunkworks] Calling rates to go up??
