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waja800
Joined: Jul 22, 2003
Posts: 319
From: Malaysia
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Yeah I can't believe the news when I read that DiGi didn't get the 3G spectrum... Sigh... And I thought DiGi would launch its 3G services in Q3 this year... 
Also known as sonyclie77 in Esato forums.  | |
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wrecked_porsche
Joined: Jul 01, 2002
Posts: > 500
From: I'm not telling u !
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We sure as hell boleh buat apa-apa pun...
Morons ... 
I wonder if we will EVER change? My guess is NEVER ...
I dread the future... I can see where we are heading... Look at our neighbours...
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Never argue with an idiot. They will drag you down to their level and beat you with experience. 
[ This Message was edited by: sanjeevjaya on 2006-03-05 03:23 ] |
ajack
Joined: Apr 22, 2002
Posts: > 500
From: Malaysia
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Quote:
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On 2006-03-03 12:01:57, c96sthl wrote:
CAN YOU ALL BELIEVE THIS
New 3G spectrum have been awarded to MiTV and Timedotcom.
The gorverment said they can meet the requirement....BUT
didn't TimeDotCom have so much trouble in getting user for their 017 network which ends up they have to sell it to Maxis?
Why Digi who is performing so good cannot meet the requirement?
Why MiTV which is still struggling to get user in their paid TV...meaning they are in a lost but still they can get it.
So many why but for us...we will never know how this decision was made...as usual
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If you look carefully, DiGi and MiTV have the same owners, so MiTV can "share" the license with DiGi. Same like Maxis, if you look carefully, Maxis did not get their 3G license, Astro did, and they are both under Tanjung if I remember correctly. So, DiGi did get a 3G license... wait and see... 
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wrecked_porsche
Joined: Jul 01, 2002
Posts: > 500
From: I'm not telling u !
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Really? Hmmm... Interesting ...
Then why did DiGi apply separately too? They wanted both slots?
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c96sthl
Joined: Mar 31, 2002
Posts: > 500
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@ajack
you must be referring to Vincent Tan
Digi....If I remember correctly isn't having him as a major share holder.
Further more Telenor have 0% in MiTV...
B grp and vincent have been keep on reducing involvement in Digi....so it just seem more like MiTV is a competitor to Digi in getting the spectrum...rather than them as partner.
MiTV want the spectrum to help on using it for their VOIP for video streaming and mobile TV etc etc.....
some press have mentioned TT Dot Com parent never get a turn around even Maxis bought the 017 license...
They are a weak company in broadband when competing with TM....and yet they have dream....the owner is khazanah which own some of the GLC
While all the GLC is working hard on reversing their bad performance...it seem Time dot com still not doing anything to fix their problem before moving forward. |
c96sthl
Joined: Mar 31, 2002
Posts: > 500
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this is from today's theedgedaily.com
poor digi....very clear the foreign investor will see why this happened and this definitely will not help any afford to bring in more foreign investment.
DiGi surprised but unfazed by 3G loss
By Cindy Yeap
That “greenfield” players — Time dotCom Bhd and MiTV Corp Sdn Bhd — won Malaysia’s remaining two 3G (third generation) spectrum blocks is unprecedented.
Shocked by the news that came on March 3, investors sent shares of Malaysia’s third mobile operator DiGi.Com Bhd down 10.3% in afternoon trade, its biggest one-day fall in five years. The counter lost 90 sen to close at RM7.85.
“We are surprised by this decision… the market was assuming that DiGi, known as a product innovator, would be awarded a licence,” said UBS Investment Research analyst Syed Razif Al-Idid.
“The setback for DiGi is not operational… operation-wise, DiGi is still strong. The impact is more an immediate negative effect on its share price, which had had a good run recently. There will be some price weakness,” said another analyst.
Minister of Energy, Water and Communications Datuk Seri Dr Lim Keng Yaik issued a press statement last Friday naming the two winners. Lim said the decision to choose the two winners was based on commendations from the Malaysian Communications and Multimedia Commission (MCMC) and the ministry’s officials.
It is learnt that in making its decision, the government had wanted to maximise the value of its national asset, namely the 3G spectrum, by granting the licences to local companies. The view is that foreigners can still participate in 3G by partnering with the local players.
Also, since the licences were given at cheap prices of only RM52 million, the government decided that the local players should get priority, on condition that they met all criteria.
“To achieve a win-win situation, the successful applicants have been directed to work with DiGi and other service providers as a mobile virtual network operator [MVNO],” the minister’s statement added.
DiGi’s reaction
But DiGi does not seem keen on being an MVNO, which essentially means it needs to lease airtime from rivals.
“We [DiGi] will very unlikely be a service provider on their [TTdotCom and MiTV’s 3G] network. They will have to find other customers to recoup their investment,” DiGi’s chief executive Morten Lundal told The Edge in a phone interview.
He declined to say if DiGi would also not buy 3G airtime from existing spectrum holders Telekom Malaysia Bhd and Maxis Communications Bhd. Instead, Lundal said DiGi will continue to offer mobile broadband services using EDGE (Enhanced Data rates for GSM Evolution) and consider any other relevant technologies to offer mobile data services.
“3G is not the only option [for mobile broadband],” said Lundal. DiGi is seeking official clarification from the ministry regarding the 3G awards.
“We’re extremely surprised by the news in two ways. First, that the Malaysian government believes two non-mobile operators can use the 3G spectrum more effectively than DiGi. That is hard for us to understand.
“Secondly, that Malaysia believes the market can support five players, which is a reverse from its previous strategy that led to the consolidation of mobile operators [from eight to five to the current three]. It is also a reverse from the trend in the rest of the world [where consolidation happens as the market matures],” said Lundal.
On a brighter note, Lundal expects earnings for fiscal 2006 to come in “even better” due to smaller capital expenditure (capex). DiGi previously said about 20% of its RM800 million to RM900 million capex this year would be for 3G.
Boost for MiTV, Time dotCom
All three applicants in the latest 3G tender met the required minimum threshold in terms of technical, financial and managerial capabilities, the minister said in his statement.
MiTV’s executive director Kenneth Chang, who oversees the company’s 3G strategy, is simply delighted at the news.
“I believe that being a Malaysian company was one important factor that led to the government’s choice… We are grateful that the government had taken that into account when considering the applications,” Chang told The Edge .
MiTV plans to spend between RM1 billion and RM1.5 billion on 3G capex through 2009, which would give it 80% coverage of the country, Chang said. He also said that MiTV will be able to roll out 3G services in the Klang Valley, at least on a trial basis, by year-end. This is thanks to it being able to leverage on MiTV’s existing infrastructure.
The country’s second pay-TV operator will fund its 3G expansion through a combination of shareholder advances, banking facilities, equipment leases and even the capital market, although it is “way too early” to speak of listing MiTV now, Chang said.
Keeping MiTV’s 3G game plan close to his chest, Chang said the company is confident in being able to make an impact on the Malaysian market, banking on the understanding its key people and owners have of the industry.
Chang said that MiTV sees a lot of potential in becoming a mobile service provider in the country and is attracted to the industry based on the attractive earnings before interest, tax, depreciation and amortisation (Ebitda) margins that the other three players enjoy.
On the other hand, a Time dotCom spokesperson declined comment pending the receipt of an official notification. Its shares surged 18 sen or 38.3% to 65 sen last Friday, on heavy trade of over 80.3 million shares. It last saw a similar one-day gain in that quantum in June last year when major shareholder Khazanah Nasional Bhd-controlled Time Engineering Bhd said they are “seriously” looking to restructure the company.
Near-term impact
Meanwhile, Telekom and Maxis shares also ended lower last Friday, owing in part to the surprise of having two new rivals instead of one. With their 3G licences, the two new entrants will be able to offer mobile phone services.
One investment bank-backed brokerage told clients that it is looking to further cut price targets for all the three large players due to “higher than expected risk and competition” ahead.
But not all analysts take this view.
“I don’t think this is the end for DiGi,” said UBS’ Syed Razif. While acknowledging 3G as a potential growth driver, analysts, he said, have not factored in any earnings contribution from 3G for the telcos. This is due to poor take-up rate for 3G services in Asia so far.
Greenfield players are also seen as lesser competition to 3G incumbents Telekom and Maxis compared to DiGi, which has been stealing market share from both its larger rivals. DiGi’s market share for both revenue and subscriber base rose by around 2.5 percentage points last year from the year before.
“There is no change in the 3G duopoly status as the two new players would take a longer time [than DiGi] to roll out services,” said one analyst.
While it is possible for new entrants to erode mobile operators’ margins with further price cuts, it is the discounts by the mobile operators that have been more painful for discounted call providers like Time dotCom, REDtone International Bhd and NasionCom Bhd thus far.
It remains to be seen whether the two winners can change this, but already speculation on possible suitors has begun. |
wrecked_porsche
Joined: Jul 01, 2002
Posts: > 500
From: I'm not telling u !
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WTF...  Kesian DiGi man... 
Kena forced like that... So now what are they gonna do? They only have Edge...
Well let's see if the two new buggers offer better service/pricing compared to Maxis and Celcom or not... I highly doubt it.
So, now would be a good time to buy shares in DiGi... ? 
So, let's say the two new fella's can't handle 3G properly, can they sell their license to DiGi? Just wondering.... Are they allowed to sell it?
And yeah you're right... this will give a bad impression to other foreign companies...
Never argue with an idiot. They will drag you down to their level and beat you with experience.  I  Nokia N95 8GB and N82 |
c96sthl
Joined: Mar 31, 2002
Posts: > 500
PM |
MiTV will work with Nasioncom.....Vincent Tan have been said to have getting more share of Nasioncom.
But then he have very small ammount of share in Digi.
given he manage to put another reshuffle on share holding till he become a big owner in digi....else digi just have to look for other way.
anyway....more phone is coming in with Wifi...maybe just maybe Digi can go and get a wifi license.........
TT Dot com...well look at the bright side
remember who is the cheapest in town when we used to have 5 mobile telco
it is TM touch and ADAM!!!!
so HURRAY ....we can get cheap call rate and also worst network coverage in town...of course this can be different now with more network operator is sharing transmission tower....but it still depends whether TT Dot com got the $ to pay for using others tower plus buying the equipment......
Of course no worries...china Huawei is offering cheap 3G equipment. |
wrecked_porsche
Joined: Jul 01, 2002
Posts: > 500
From: I'm not telling u !
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I sense just a little sarcasm from your previous post...
So, like I asked, is the 3G license transferable?
Never argue with an idiot. They will drag you down to their level and beat you with experience. I Nokia N95 8GB and N82 |
c96sthl
Joined: Mar 31, 2002
Posts: > 500
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of course....i was con by their ad last time....claiming best coverage in PLUS highway...well tht's my uni days when i need to take bus all the time.
Guess what I saw when i pass by the 017 tower near gua tempurung......this is way before maxis bought it.
All the antenna at the tower have no connection to the equipment located at the base of the tower!!!
tht's how great their commitment is. But anyway I do enjoy very cheap call rate tht time...only problem is even when everyone get full bar in KLIA/ KLCC...I can ends up getting none.
better change topic.....else my blood pressure getting higher.
BTW anyway saw W810? some say it is already in town...it could be AP set or parallel import....not sure since Ipoh is always late in getting new product. |
SsTiTcH
Joined: Nov 08, 2004
Posts: 173
From: Kyoto.Singapore,Malaysia
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Shame about digi not getting 3g license. Often wonder about the logic of Malaysian companies as they charge foreigners more than malaysians.. For a handphone contract I was charged 4 times more on deposit than my wife who is chinese/malaysian.. And bloody Rhb bank has still after 3 months not deposited money to my account that i deposited. Needless to say I now do my major shopping and business in Singapore. Shame as Malaysia is a Beautiful Country with friendly people and alot of potential. |
waja800
Joined: Jul 22, 2003
Posts: 319
From: Malaysia
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Quote:
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On 2006-03-09 01:40:26, c96sthl wrote:
BTW anyway saw W810? some say it is already in town...it could be AP set or parallel import....not sure since Ipoh is always late in getting new product.
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I heard it's only going to be out end of March 06.
Also known as sonyclie77 in Esato forums. |
shithappens
Joined: Sep 17, 2002
Posts: > 500
From: Kuala Lumpur, Malaysia
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wat do u guys think bout this one....i really like this a helluva lot 
k610i
True Bravery is arriving home late after a boys' nite out, wife waiting with the broom & u ask: "Are u still cleaning or are u flying somewhere" |
wrecked_porsche
Joined: Jul 01, 2002
Posts: > 500
From: I'm not telling u !
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Yeah, Malaysia is "great" no? Apa-apo puuun bleh!
Yeah the red k610i is nice, only problem is no Autofocus.
Where is SE's high end clamshell? No more high end clamshell from them?
Never argue with an idiot. They will drag you down to their level and beat you with experience. I Nokia N95 8GB and N82 |
shithappens
Joined: Sep 17, 2002
Posts: > 500
From: Kuala Lumpur, Malaysia
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Quote:
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On 2006-03-09 04:40:58, sanjeevjaya wrote:
Y
Yeah the red k610i is nice, only problem is no Autofocus.
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dun need autofocus for the phone mate....got a sony and nikon for tat purpose
any idea on the availability and moolah tag 
True Bravery is arriving home late after a boys' nite out, wife waiting with the broom & u ask: "Are u still cleaning or are u flying somewhere" | |
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Posted: 2006-03-04 10:06
Nokia N95 8GB and N82
