@joram if i got into the kenyan market, had a kitty big enough and appreciated the benefits of being a dominant player... and if my kitty were big enough to undercut you, make losses for five years, drive you out of business then leverage on economies of scale... and if i had a real shot of being a dominant player in a region with 120 --> nnnay, 230 million (counting ssudan and drc) potential subscribers .... a region that soon may open the possibility of an integrated business environment... just if the conditions were right, i would make losses for three years and drive you out of business. On Tue, Aug 24, 2010 at 9:18 AM, Joram Mwinamo <joram.mwinamo@gmail.com>wrote:
My theory, Zain shot themselves in the foot by attracting the wrath of safaricom. Their 100 million plus subscribers will be of no use to the kenyan market if they are making losses in this market. Unless their innovations have nothing to do with safaricom products, I see this ending only one way. Safaricom will ensure they bleed until they come back to the table and negotiate not to fight on price anymore. In the meantime, Safaricom are selling laptops to teachers and students with modems and continue to rake in much more from data and Mpesa than they did voice
I sometimes find emotional excitement clouds sound business judgement and that is happening to many who are claiming that Safaricom has finally met its match. In my opinion. Bharti have finally met their match.....Kenya will be a market that will teach them a few lessons Ask SAB Miller amongst others who refused to tow the line
On Tue, Aug 24, 2010 at 9:11 AM, Luke Kuvheya <tendayi.kuvheya@gmail.com>wrote:
Ok so safcom is giving a month only... antway enugoh time for us to acquire addtional handsets... coz as long as zain will be keeping that price might as well use that when the month is up :-D
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