Lets not forget, Middle class is likely to grow countrywide and therefore you will have a higher spending population that will be less price sensitive as money gets devolved around the country. 

That kind of demographic is likely to spend more money on data services than voice. There is only so much people can talk in a day.

On Wed, Sep 1, 2010 at 1:41 PM, aki <aki275@googlemail.com> wrote:
On Wed, Sep 1, 2010 at 12:33 PM, Joram Gachuiri <jgachuirii@gmail.com> wrote:
> The next  battle is  on Data. Voice  revenue will shrink  though  not so
> fast  in African market as compared to Euro markets.
> We are moving towards a Machine-Machine communication. A human being can
> "talk" for  "x" hours per day.
> Machines  are up 24  hours. The next  wars  will  "Machine Wars". Safcom
> are  on  the right path I bet in the long term.
> LTE  speeds  if at all achievable  will/shall  be  amazing
>

@another Joram. :-)

Some words from me. Your assesment, like others, is spot on. Costs of
commited channels = 100% returns on commited revenues versus timed
channel usage which is habitual and unpredictive based revenues. "
Terminator " words of machine wars! Some of us are already in the
"machine trenches, digging in and undergoing refreshers or
advancement". The battle for kenyan web and sms space is yet to begin.
It will take a few right decisions and factors by Safcom to really
punch big holes into the kenyan web-sphere/sms-sphere with data
enabled services. Not a question of if but when. That is where most
technologists need to be heading if they are thinking right. They
should be prepared to make the best of the latest networks grow as
platforms.

Me thots. ( catch up soon...)
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