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Paul Budde
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Telecoms and Digital Economy Analyst
Telecoms and Digital Economy Analyst

513 followers
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Comments on Telstra
This was basically the only option out for Telstra in its current difficult situation.
Over the last 30 years it has tried a lot of different things. I was at the launch of their Asia campaign in Geneva in 1992 where they claimed that by 2000, 25% of revenues would come from Asia. Obviously that never eventuated. They have also invested billions of dollars in dozens of IT companies trying to turn themselves into tech company, again with very little to show for. Under Thodey a renewed IT approach was launched, especially aimed at e-health, while they have made good progress, overall it hasn’t contributed that much to its revenue/value.
 Under Penn it was more or less back to basics, back to the core business, but thanks to a floundering NBN the company is again unable to build a value added business big enough to compensate for a decline in the traditional (core) business.
 What we now also see is very aggressive competition in the mobile market (eg TPG, but also others). So without significant new revenue streams and further pressure on the core business the future looks bleak.
 However, the company is a survivor and is not under threat as such, but its value will most likely further diminish.
 Things could change if decisions are made about the future of the NBN. Will Telstra be able to buy all of some of the business and under what conditions.  It might strengthen their core business but it is doubtfull how much they can improve the overall value of the company. On the other hand further and more competition could also be the outcome.
 So yes what to do. It looks like that after 30 years of trying new money from either Asia or technology will be very hard to achieve. Hanging on to its core business and cut costs and stay efficient and is now the best scenario that will work for the company.
Paul
 
 
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Smart City 2015-2020 – Toulouse open metropolis!
This is the first report from my smart city trip, which will take me from France to the Netherlands, Iceland, Russia and Armenia. We are also combining this trip with pleasure. Over the next three months you can expect regular travelogues from relevant smart city developments in the places I visit.
We started in the south of France, where we first visited Toulouse. This aerospace city is the capital of the French department of Haute-Garonne and of the region of Occitanie. The city is on the banks of the River Garonne, 150 kilometres from the Mediterranean Sea, 230 kilometres from the Atlantic Ocean and 680 kilometres from Paris. It is the fourth-largest city in France, with close to half a million people.
Occitanie has a very rich history, which attracted us to this region to visit cities such as Albi, Arles and Carcassonne.
Toulouse open metropolis! as described in the city’s Smart City 2015-2020 plan aims to build with its citizens the smart city of tomorrow: more fluid, friendly, innovative, dynamic, attractive, responsible, and sustainable.
During the 2015-2017 period the city discussed with its citizens what its future should look like. In 2017 the plan moved into the implementation phase, and here it clearly placed its citizens and businesses at the heart of the process.

http://paulbudde.com/blog/smart-cities-smart-energy/smart-city-metropolis-2015-2020-toulouse-open/




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Sudden lightning strike blamed for national triple zero outage
ABC Local
In an emergency, being able to call triple-zero to connect with police, fire fighters, or paramedics is essential. But an apparent lightning strike in regional New South Wales early this morning has led to outages and delays in the service in most states. Making things worse, New South Wales Ambulance ...
http://www.abc.net.au/radio/darwin/programs/worldtoday/sudden-lightning-strike-blamed-for-national-triple-zero-outage/9727100


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Is this the NBN cost-benefit vindication?

Bill Morrow recently quoted from a yet to be published report on the social and economic benefits of the NBN. The results he mentioned are a significant vindication that the NBN is indeed delivering social and economic benefits worth far more than the network’s commercial ROI rate. As these benefits never show up on the balance sheet of the operator it is important for the government to recognise these benefits and take them into account in relation to their own investment in the NBN.

It will be interesting to see how the government now takes the NBN forward. Will it finally stop blaming the previous government for the alleged ‘NBN disaster’ and start taking credit for the social and economic benefits the NBN is delivering now – and even more so in future, as the AlphaBeta report clearly shows? And will it now take these facts into account in relation to the next decision to upgrade the FttN part of the NBN to a full-blown FttP/FttC network?

This research – commissioned and accepted by the NBN company, which is fully owned by the government – could be a gamechanger for the future of the NBN. Let us hope that the political will is there to grab this golden opportunity.

http://paulbudde.com/blog/nbn-cost-benefit-vindication/

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auDA instability slammed in .au policy review

“Unlike other associations, which in general have less money going through the organisation, it's quite a lucrative business,” said telecommunications consultant Paul Budde, noting “a bit of greed, power struggles, and a lack of transparency. auDA is too focused on the people that are in charge.”.



https://ia.acs.org.au/article/2018/auda-instability-slammed-in--au-policy-review-.html
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New Shove For Fibre-To-The-Curb

ChannelNews

Telecoms industry analyst Paul Budde has hailed the NBN decision to increase FttC numbers. “Any addition to FttC is a great improvement, as this makes it very easy to update the last bit from the curb to the house if so needed by the people themselves,” he said this week. “”Unfortunately this doesn't do ...

https://www.channelnews.com.au/new-shove-for-fibre-to-the-curb/
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NBN shifts another 440000 premises to fibre to the kerb
The Sydney Morning Herald
The expansion of the fibre to the kerb network is a win for Australian consumers, says telecommunications analyst Paul Budde. "Any addition to fibre to the kerb is a great improvement as this makes it very easy to update the last bit from the curb to the house if so needed by the people themselves.
https://www.smh.com.au/technology/nbn-shifts-another-440-000-premises-to-fibre-to-the-curb-20180410-p4z8nw.html
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