<p dir="ltr">TPG will only build it where it suits them.</p>
<p dir="ltr">Consider the fact that has been widely used (and I've never seen it questioned) that the NBN as whole has a proposed 7% yield, whereas commercial interests will seek a 15% yield before they will invest.</p>
<p dir="ltr">If we say 5m properties total with an average yield of 7%, but 1m of those (the ones that will get covered by stuff like TPG are saying they will offer) with an average yield of 15% (so just OK for commercial investment). Those 1m properties end up being serviced by commercial interests, leaving the govt to service the other 4m properties, which now have an average return of only about 5% - not so attractive to the government now, is it, or to consumers in that 80% who just had their monthly price bumped up.</p>
<p dir="ltr">Again - the benefit of the NBN is near-ubiquitous broadband access to all of Australia, at an equitable price for all. It becomes a service to the nation that enables the country to keep up with other nations as the world becomes globalised and connectivity becomes the differentiator between the rich and poor globally.</p>
<div class="gmail_quote">On 17/09/2013 7:04 PM, "Paul Wallace" <<a href="mailto:paul.wallace@mtgi.com.au">paul.wallace@mtgi.com.au</a>> wrote:<br type="attribution"><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex">
<div lang="EN-US" link="blue" vlink="purple"><div><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Version 1…<u></u><u></u></span></p><p class="MsoNormal">
<span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">TPG build it & if the offer is then low cost plus very fast, people will buy it.<u></u><u></u></span></p><p class="MsoNormal">
<span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">In those circumstances the tax payers pay nothing<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">In the Conroy model …<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">The tax payers pay for 100%<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">All fresh competition, possibly including the TPG FTTB rollout is banned<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">All copper is disconnected<u></u><u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">All HFC is disconnected<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">.. thus allowing Mr Conroy to triple the price, provide lousy service via ‘the PMG-2” and you get the worlds most expensive broadband.<u></u><u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in">
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> AusNOG [mailto:<a href="mailto:ausnog-bounces@lists.ausnog.net" target="_blank">ausnog-bounces@lists.ausnog.net</a>] <b>On Behalf Of </b>Robert Hudson<br>
<b>Sent:</b> Tuesday, September 17, 2013 6:55 PM<br><b>To:</b> Tom Lanyon<br><b>Cc:</b> <a href="mailto:ausnog@lists.ausnog.net" target="_blank">ausnog@lists.ausnog.net</a><br><b>Subject:</b> Re: [AusNOG] Screw the NBN, says TPG: We’ll do our own FTTB<u></u><u></u></span></p>
</div><p class="MsoNormal"><u></u> <u></u></p><p>Of course it has an impact on the NBN. The NBNs price model is, amongst other things, dependant on scale and the number of premises connected. Reduce that number by a few million, and the per-port price will rise significantly, and those in less profitable areas ("the bush" as an example), won't have their pricing subsidised by the commercially lucrative connections (in "the city)".<u></u><u></u></p>
<div><p class="MsoNormal">On 17/09/2013 6:47 PM, "Tom Lanyon" <<a href="mailto:tom%2Bausnog@oneshoeco.com" target="_blank">tom+ausnog@oneshoeco.com</a>> wrote:<u></u><u></u></p><p class="MsoNormal">On 17/09/2013, at 6:09 PM, Jake Anderson <<a href="mailto:yahoo@vapourforge.com" target="_blank">yahoo@vapourforge.com</a>> wrote:<br>
> On 17/09/2013, at 5:14 PM, Nick Gale <<a href="mailto:nickgale@gmail.com" target="_blank">nickgale@gmail.com</a>> wrote:<br>>> Are you saying we should have the ability for NBN competitors? If so why?<br>
><br>> Because if you don't then private enterprise will build a bunch of little fiefdoms where it will be uneconomical for anybody else to try to take market share with diminishing returns, and as a bonus all those areas in "the bush" that the population as a whole is rather fond of won't get any services at all because its not "economic" to do so.<br>
<br>None of which would be an issue, assuming that this is all occurring in parallel to the NBN, right?<br><br>_______________________________________________<br>AusNOG mailing list<br><a href="mailto:AusNOG@lists.ausnog.net" target="_blank">AusNOG@lists.ausnog.net</a><br>
<a href="http://lists.ausnog.net/mailman/listinfo/ausnog" target="_blank">http://lists.ausnog.net/mailman/listinfo/ausnog</a><u></u><u></u></p></div></div></div></blockquote></div>