Pajago’s Predictions for 2008

In reply to Valleywag’s 25 Predictions for 2008, I shall do my own version. Well, lets make it 6 Predictions for 2008.

Telstra:-

I don’t think Sol Trujillo will be at Telstra by the end of 2008. Who replaces him: I don’t have the foggiest. I think Telstra will chip away at extending the reach of its HSDPA network and the other carriers will try their best to match all but its remotest coverage. Telstra won’t win the iPhone contract. I feel Vodafone will: the two align much better than Mac-unfriendly Telstra.

Apple:-

Hopefully Apple will release the iPhone to Asia by the end of 2008. It will be a 3G model and the battery issues will be worked out. The 13″ Macbook Pro will be announced at Macworld Jan. 08 (please let this be true).

Google:-

Google’s share-price will hit $800 (I agree with Valleywag on this). They will go on an acquisition-rampage.

The Internet:-

The whole Web 2.0 movement will charge ahead and brilliant ideas will continue to rise, survive and/or die out of Silicon Valley. Social networking will continue to be dominated by Facebook, MySpace and Linkdin (in order). There will be loads of consolidation and acquisitions in this space.

Telecommunications:-

All I have to say is one thing: ULL.

Pajago.com:-

We shall continue to tap-away at the keys - hopefully - producing content that you, the readers, enjoy to read. Again, feedback and suggestions is important for us to continue to produce quality. Contact us here: suggestions@pajago.com

Done.

P

Telstra monopolistic about FTTN? I think not.

Regulation in the Australian telecommunications environment is currently in disarray. It seems as though it’s growing more and more unbalanced and immoral. I support Telstra through-and-though, simply because I see what they are trying to do, as the right thing.

Telstra announced today, in newspapers across the country, that it has $4.1-billion in its hands to build the FTTN network which will produce high-speed broadband between 24-50MBPS. Telstra will not invest until there is regulation in place to stop competitors pinching it at below cost, like it already does with the ADSL network. Is it wrong to protect the shareholders funds?

Sol Trujillo, CEO recently said to the media: “We have competitors and their companies, in some cases, are bigger than Telstra but they don’t invest capital inside this country. They are foreign owned and they like riding on the investment back of Telstra shareholders.”

Why should these companies be given that ability through poor regulation? Simply, the likes of Optus Singtel absolutely have the finances to invest in a network like FTTN but they choose not to as they prefer to piggy-back Telstra’s efforts. And the Government allows this some how?

Consumers tend to have a sour view of Telstra. Thinking Telstra is a money-hungry, monopoly that doesn’t give innocent “little” companies like Optus a chance to compete. How ridiculous. It’s about time they start spending some of their own revenue on technology. I guess it’s the socialist view of Australians.

The only reason why the Next G network, for instance, seems monopolistic is because no other provider has challenged it. As Sol has also said: “success is about: “who can out-innovate, who can out-deliver, who can out-create partnerships and relationships and bring new services to market”. Telstra is encouraging competition, and why not?

Something else in the telco industry that makes my blood boil at the moment is that Optus advertisement that compares Optus’ $49 3G cap-plan to not even a comparable plan by Telstra. A look at the Telstra website will reveal that Telstra does, in fact have an offering very similar to that of Optus. The advertisement uses a $40 non-cap plan, where Telstra actually has a $49 cap-plan. This is a sign of Optus being afraid of fair competition. Why mislead? Are they so insecure that they have to mislead people into buying their product? talk about lack of integrity. How must someone that’s signed-up with Optus, to that understanding feel.

Pajago