24-09-2015, 10:08 AM
(24-09-2015, 07:55 AM)valuebuddies Wrote: I would actually think that the sustainability of the 4th telco would be in question considering it takes time for the new comer to catch up same level of efficiency of the big brothers. With this in mind, I don't expect that it would bring much competitions to the market and thus impact is insignificant imo.
UOB seems over-fired on Starhub and M1, seems more a baseless prediction.
The model predicted the fourth operator achieves 9-10% market share, after two years of full operation. It means about 1 million users after 2 years, or 500K per year. I really doubt the fourth operator can achieve it. Starhub's target was 200K per year, amid the good old years, and good local partners i.e. Singapore Technologies, and Singapore Power.
(vested in M1)
“夏则资皮,冬则资纱,旱则资船,水则资车” - 范蠡