Best summary of the report so far

Is Safaricom Dominant? A Concise Perspective On Analysys Mason’s Controversial Kenya Telecommunication Competition Report | Moses Kemibaro http://www.moseskemibaro.com/2017/03/11/is-safaricom-dominant-a-concise-perspective-on-analysys-masons-controversial-kenya-telecommunication-competition-report/


On 14 March 2017 at 16:14, Erick Mwangi <erick.mwangi@gmail.com> wrote:
Well Sidney I take in your point.

However am not hamstrung by the lack of opportunity to discern the much touted report. I prefer to look at this from the other end of the telescope - we all (I believe) have the capability to provide insights as to whether Safaricom occupies a dominant position and by extent whether this provides unpararelled competitive advantage. 

The break-up of M-pesa to me is a no brainer and the model is borrowed from banking where there has been appetite to break IB (Investment Banking) from Retail however this is argued from a predominantly risk perspective.  Its pretty obvious cross-subsidies are distorting the true value/strength of Safaricom and I don't need a consultant to tell me this.

In the UK Open Reach (the arm that provides fibre) - part of British Telecom has been ordered by the regulator to split from BT due to the competitive advantage it occupies. What's interesting is the suite was brought by two players Sky and you guessed right Vodafone.  http://www.wired.co.uk/article/openreach-bt-split-ofcom

Well in the land of the blind the one eyed man is king!!

Regards,

Eric Mwangi
Vault Global


E Njoroge Mwangi
Technology| FINTECH | Big Data

Cell +44 7539372742
Skype: Erick.mwangi

On Tue, Mar 14, 2017 at 12:39 PM, Sidney Ochieng via kictanet <kictanet@lists.kictanet.or.ke> wrote:
Telecoms regulator CA says will not implement proposal to break up Safaricom http://www.businessdailyafrica.com/corporate/539550-3849288-83vahdz/index.html

I thought that we would have some input on this but I guess not. 

Meanwhile has anyone other than a few special few even read this report? I'm feeling very left out of this process and its extremely frustrating. 



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