My view is that these customers will not move. The dangr is actually in the lines not being used for anything BUT MPESA/Mkesho... Airtime sales drop is where the real danger is on Safaricom&#39;s part.<div><br clear="all">
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<br><br><div class="gmail_quote">On Fri, Aug 20, 2010 at 4:19 PM, Joram Mwinamo <span dir="ltr">&lt;<a href="mailto:joram.mwinamo@gmail.com">joram.mwinamo@gmail.com</a>&gt;</span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex;">
I keep wondering if<div><br></div><div>1. Equitys 4.5 million mkesho customers will move </div><div>2. 9.5 million Mpesa subscribers will move</div><div>3. Safaricom dealers and Mpesa agents will move</div><div><br></div>
<div>
I also read somewhere that 1 million laptops have been sold(hard to substantiate) with Safcom modems.Data is the next battleground</div><div><br></div><div>I also find it hard to believe that safcom did not anticipate this hence their slow to respond stance.  </div>

<div><br></div><div>Whats all the hoolabaloo about? The subscriber wins, but who loses? I doubt its Joseph and safaricom as is being touted.</div><div><br></div><div><br><div><div><div></div><div class="h5"><br><div class="gmail_quote">
On Fri, Aug 20, 2010 at 3:52 PM, Erik Hersman <span dir="ltr">&lt;<a href="mailto:erik@zungu.com" target="_blank">erik@zungu.com</a>&gt;</span> wrote:<br>
<blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div style="word-wrap:break-word">I wouldn&#39;t call 1Ksh SMS messages unsustainable, after all, the marginal cost of an SMS message is effectively nil.  (<a href="http://gthing.net/the-true-price-of-sms-messages" target="_blank">interesting read</a>)<div>

<br></div><div><div>It is an aggressive move, they&#39;re cutting out margins on a cash cow product in order to win market share.  </div><div><br></div><div>The Indians are incredibly good at keeping their costs down and running a highly efficient operation.  Bharti has done this before in other markets, and Safaricom will have to get used to dealing with a competent competitor in this market for the first time.</div>

<div><br></div><div><br><div>
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<div>Erik Hersman<br><br><a href="http://www.ushahidi.com" target="_blank">www.ushahidi.com</a><br><a href="http://www.afrigadget.com" target="_blank">www.afrigadget.com</a><span> </span>|<span> </span><a href="http://www.afrigadget.com" target="_blank">www.whiteafrican.com</a><span> </span>|<span> </span><a href="http://twitter.com/whiteafrican" target="_blank">@whiteafrican</a><br>

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<br><div><div><div>On Aug 20, 2010, at 3:29 PM, Mbugua Njihia wrote:</div><br></div><blockquote type="cite"><span style="border-collapse:separate;font-family:Helvetica;font-style:normal;font-variant:normal;font-weight:normal;letter-spacing:normal;line-height:normal;text-indent:0px;text-transform:none;white-space:normal;word-spacing:0px;font-size:medium"><div lang="EN-US" link="blue" vlink="purple">

<div><div><h6 style="margin-right:0in;margin-left:0in;font-size:7.5pt;font-family:&#39;Times New Roman&#39;, serif"><span style="font-size:16pt;font-family:Cambria, serif">Safaricom wont stoop down to unsustainable pricing, MJ and his have their heads screwed on right -<span> </span><a href="http://bit.ly/db6MYx" style="color:blue;text-decoration:underline" target="_blank">http://bit.ly/db6MYx</a></span></h6>

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