Stilgherrian (@stilgherrian)

Wentworth Falls NSW AU

The below is an off-site archive of all tweets posted by @stilgherrian ever

June 26th, 2013

And so ends the Competitive Carriers Coalition presser. I’ll post links to any relevant stuff this afternoon under the hashtag.

via Janetter for Mac

Q: Why would Telstra cooperate with infrastructure sharing? A (Murrow): They get smaller share, but of a bigger pie.

via Janetter for Mac

A (from Malone): Cites a study that has shown direct linkage of broadband speeds to productivity improvements. Will get link later.

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A (from Murrow): Wider market for apps improves individual productivity, distributed call centres more appealing, stuff yet unknown.

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Q: That $12 billion productivity improvement mentioned before. Where does that come from?

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Complex point about ACCC’s role in ensuring Telstra’s structural separation is implemented well. Watch for @joshgnosis’ story, his Q.

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The idea of shared infrastructure [cell towers] would help address this.

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Complex point about Telstra getting USO funds [?] to expand in the bush, so the “choice” ends up being Telstra or Telstra.

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A (from Forman): Both, there’s both structural and regulatory issues to address.

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Q: To get to the nub, to level the playing field, are you appealing the govt or ACCC or both

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Trying to not say something snarky about @R_Chirgwin and @Stuartcorner and old blokes talking about the past at length.

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Morrow: Aim is to give customers choice. “NBN is a vehicle to do that, but not the only one.”

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Malone notes last election was NBN vs no NBN. This year it’s NBN vs different NBN, “and that’s a good thing”.

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The theme of the earlier part of the Q&A was really a call for full structural separation of Telstra. (Sorry, was having my coffee.)

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What Telstra knows about retailers’ customers, a handout from David Tudehope, CEO, Macquarie Telecom. flickr.com/photos/stilghe…

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RT @leslienassar: So it’s basically the same briefing they’ve given every year since 2008? [@Australia journo just made that point.]

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The Competitive Carriers Coalition presser is now into Q&A. I’ll only tweet the highlights.

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Tudehope finishes by noting the NBN will take years to unfold, so that’s the timeframe.

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Tudehope notes that Telstra uses customer data they hold as wholesale provider to advantage their retail operations. Must stop.

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Conduct that needs review: sign-on bonuses, tech funds, bundling across services, exclusive deals that tie new with old services.

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Tudehope notes the usual trends affecting the industry. Move to data, data move to cloud, everything move to mobility,

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Up now, David Tudehope, CEO, Macquarie Telecom.

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Long-term strategic agenda? NBN-industry co-investment to prevent duplication, smarter investments, e.g. USO funds to infrastructure.

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Example of collaboration is sharing cell towers in an open way.

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Morrow calls for a review of transmission and backhaul prices, greater industry collaboration, greater role for NBN.

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Morrow: “From my point of view the objective is to reach as many Australians as possible with the best price and competition.”

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Morrow says he’s a huge supporter of the NBN, it’s a “bold step”, but is technology-agnostic.

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Morrow sites research that if this is handled the right way there’d be a $12 billion boost to productivity.

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“The country is at a crossroads,” says Morrow. This is an “opportunity to take advantage of the digital revolution.”

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There’s now more Australia users accessing the internet via mobile devices than fixed line.

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Mobile phone penetration is now at 137%, highest-penetarion smartphone market in the world.

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Up now, Bill Morrow, CEO, Vodafone Hutchison Australia.

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Customers in regional areas have least capacity to pay (lower incomes), but broadband costs are the highest. “That needs to change.”

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Malone is showing a chart of their actual gross margins on the different products. (I hope we get soft copies of this.)

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“Australian market saddled by artificial constraints to competition. Wholesale market is gamed at every step. Prices are still high.”

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Regulated network access wholesale prices mean there’s very little spread of pricing options. Transparency lacking.

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Research says customers want choice, lower prices and innovation, but don’t necessarily go to the cheapest.

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Lots of numbers and charts now. Alas, I don’t have copies, hard or soft.

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Malone notes that Telstra’s market share was falling, but has “bounced back”.

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Up now, Michael Malone, CEO, iiNet. Primarily residential broadband, only 20% of iiNet’s revenue comes from B2B.

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“Testra retains unparalleled integration and market power”, so today presenting proposals for reform over the next few years.

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Fall in price for internet services os 2.7% was the smallest drop in 5 years. Cause? Structural problems…

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Average real prices for fixed voice services down 4.9% in 2011-12, 7.3% slower than in 2010-11.

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Improvements are slowing, not speeding up. Line rentals prices fell 1.4% in 2011-12, after falling 4.2% in 2010-11.

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Australians continue to pay the highest prices in OECD for basic call services.

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Australia continues to fall on “global broadband league table”, in broadband penetration and price drops.

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Intro by David Forman, Gm Telecommunications, CPR Communications.

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… and Michael Malone, CEO, iiNet. I’ve just noticed that other folks are using the hashtag for something else. I’ll switch to

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At Competitive Carriers Coalition presser: David Tudehope, CEO, Macquarie Telecom; Bill Morrow, CEO, Vodafone Hutchison Australia…

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Final preparations for the CCC presser. I shall tag stuff , I think. instagram.com/p/bAHvQriFvt/

via Instagram

Oh good. I forgot my toothbrush and stuff. Fucking up things at both ends of the spectrum. Win.

via Janetter for Mac

I have the sneaking suspicion that that plan will collapse on itself, simple though it looks.

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Wed plan: Stare at wall (done); 1030 Competitive Carriers Coalition presser, North Sydney; write something this arvo; evening TBA.

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jturner_ibrs The best film wouldn’t need an actor to portray him.

It would focus on people and events around him.

Metadata

via Twitter for iPhone (retweeted on 8:58 AM, Jun 26th, 2013 via Janetter for Mac)

This is all being more complicated than I’d imagined at the beginning of the week.

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I see @lukehopewell posted that snippet of parliament arguing about expensive copper wire in 1910. gizmodo.com.au/2013/06/parlia…

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Wed plan, draft: Tackle comms backlog; 1030 Competitive Carriers Coalition presser, North Sydney; write something this arvo; evening TBA.

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