Cloudcall Share Discussion Threads

[maywillow] 27/11/2002 19:28

Telecom HELP!

[ariane] 26/11/2002 14:24

Maywillow,thanks for the article link.

Serge Tchuruk of Alcatel favours EU & Government support for the Telecoms Industry.

According to the article he then goes on say "I am faithful to the rules of the market".

His main concerns seem to be USA and how Europe is losing competitiveness to China.

Its up to you now Jacques!

[maywillow] 25/11/2002 11:44

Surprise,Surprise.Alcatel supports the initiative if the report by APX is any thing to go by.

[ariane] 15/11/2002 17:25

Waldron, its Jacques to his friends. So the elder Statesman may actually get his way. I wonder, as they say exchange is no robbery.

[waldron] 15/11/2002 07:44

It seems that Roger Nightingale of Sarasin feels European Telecoms might again become very interesting for shareholders as and when EU governments start to take a hand. Even mentioned your friend Chirac as bringing up Aid to the Telecoms Sector the other day.

[ariane] 13/11/2002 19:43

Deutsche Telekom could have the biggest loss in European history.

Come on you EU Leaders

[ariane] 09/11/2002 11:15

Muchos Wonga and Maywillow thanks for your inputs.always appreciated.

I had to smile about a story i read about a month or so ago.

Levi Jeans had started marketing Jeans partly reinforced to protect the wearer against the apparent bad effects of the mobile phone.

This morning in La figaro,an article mentions that there might well be a health hasard with the excessive use of mobile phones.

Not good publicity for mobile phones or the 3G roll out either.

Imagine your run of the mill mobile phone pack.

Beware: Health Warning; Excessive mobile telepnone use might be a negative affect on your health and the future wealth of the telecoms industry.

We need subsidies to protect users now!

[maywillow] 08/11/2002 00:29

Thanks Muchos,your opinion appreciated and i do agree with you as far as Gordon goes. i do however believe that Gordon will decide to give more tangible amounts back to the industry somehow. There will be imho a tradeoff somehow to please,lets say external influences.

cheers

[muchos wonga] 08/11/2002 00:08

maywillow

As you like. I just don't 'get off' on it just because it is new technology. And I don't think Gordon does either. So far, he milked telecoms for £22Bn (less tax) and you have to admit, his timing was perfect! So his track record is to milk as much money for the coffers rather than give it away.

Think you're on a hiding to nothing here.

[maywillow] 07/11/2002 11:57

Muchos Wonga,

Our Gordon is a clever chap,he`s about to give away a future incentive.

So by lets say 2004/5 the promise will come to roast.

In the meantime he does have time or should i say opportunity to change his stance and really give an up front subsidy.

In the old days,if it is necessary to go back that far,it was likely that investment were of a private capital nature.

More recently,lets say over the last 40/50 years Governments have been more concerned about fledgling industries.

The Internet and Broadband networks certainly can`t be classified as Mature Industries.


imho

[muchos wonga] 07/11/2002 09:56

Definitely subsidised it. He gave full tax relief on 3G licences but to be phased over 5 years.

Some would say that Telecoms is not a growing technology, but a maturing one. The comparison between telecoms and railways is particularly apt.

The biggest stock market bubbles have been caused by communications infrastructure and despite huge losses people still won't learn:-

Railways 1840s
Radio 1929
Telecoms 2001
Internet 2000

[ariane] 07/11/2002 09:26

MuchosWonga, thanks very much for that info.

Are you sure that Gordon has really already subsidised 3G,or is it something that he has considered doing?.

Also future techologies and growing industries should not be compared with industries that have passed their sell by date.

Coal and Steel can be replaced as we move forward.

Networks have been paid for.

i like to compare to the early Wild West Railroads.

Invest in the Rail Tracks first, the Trains and paying customers come later.


imho.

[muchos wonga] 07/11/2002 09:16

Gordon Brown has already subsidised 3G to the tune of £7Bn (he agreed to tax relief on 3G licences). Any more relief and he will be accused of handing back all the money he raised.

I think your idea is a non starter.

There are simply too many Telecom companies and some need to go to the wall. Subsidising them would be akin to 1970's labour subsidising the miners or British Steel and look where that got the country.

Nope, aint gonna happen.

[ariane] 07/11/2002 09:09

Epic 3G might prove interesting reading as more news becomes available.

[ariane] 04/11/2002 10:56

Le Monde states that Tony and Jacques will meet in Torquet on Dec 3.

I am sure they`ll knock out a mutually advantageous agreement.

they always do!

[ariane] 03/11/2002 09:22

thanks Waldron,already had a peek,its seems good and makes a change from some of the other threads.

[waldron] 03/11/2002 07:11

Ariane,Came across a thread you might find interesting.

Deflation,no epic,author:marwalke,recent posting b

i feel imho that its worth the time to read.

[ariane] 02/11/2002 17:53

JonC. Thanks for your input. i agree in part,but i believe that Governments and Institutions have already seen to it that the heads of weak mamagement are rolling or have already been topped.

i prefer to take the view that if one creates the demand,the over supply will take care of its self.

Educate possible future users and then perhaps they will realise what they are missing in this fast moving telecoms world of internet and 3G.

Ok, its Consumerisation on a Global Scale,but i do feel the world is moving towards an intergrated market.

One has to build the Railtrack/Network before one can run trains and charge customers.

your view much appreciated.

enjoy your weekend. imho.

[jonc] 02/11/2002 17:11

Too much capacity chasing too few customers. Telecoms need to rationalise to bring supply more in line with demand so that they can regain some pricing power.

State aid is folly and only diverts resources to weak management.

[ariane] 02/11/2002 16:49

Waldron, thanks alot for your input. no worry i think I`ll pop across to the Robin site to see if i can catch him.

JonC, I must admit i don`t see where You`re coming from. Companys going to the wall will create more despondency in the European Market as a whole, with the usual negatice macro economic effects.

Perhaps i have misunderstood your point,kindly elaborate.

[waldron] 02/11/2002 14:48

JonC, Thanks for your input,but can you expand on your opinion.


Wouldn`t you agree that the Telecoms Licence Money collected my the various EU Governments including UK should be re-invested back into the Telecoms Industry. These Governments are gradually realising that they charged to much .

It will be interesting to see what happens anyway.

imho

[jonc] 02/11/2002 14:35

Geez,

We need some telecoms cos to go to the wall.

More stupid European economics.

[waldron] 02/11/2002 13:24

Ariane, I keep forgetting to post directly to your thread rather than that of Robin Godfrey.

Well lets see.

Ah yes.

It was reconfirmed in both Les Echos and La Tribune that Chrirac has officially
requested Brussels by a letter to Romano Prodi for Specific aid during 2003 for the European Telecoms Industry. Apparently he has also contacted the Danish Government to put on the European fast track Agenda so that something is done early 2003. All my intrepretation of the facts.

Certainly Finland,Germany and France will be the main backers. Not sure about others nor UK`s stance.

[ariane] 02/11/2002 00:17

Great News. Its amazing how long it takes from the orginal quoted comment to appearing in the general press. Quite a time lag or is it lapse of time.

no matter,things are at least moving.