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<div class="moz-cite-prefix">Negative - Not sure we have enough
information to divine that. Consolidation usually produces less
competitiveness and as such higher prices. I wonder if this sale
is on the ACCC's radar as yet. <br>
<br>
From a purely engineering point of view I know a lot of players
here. (Us included) have transit with both PIPE/tpg and AAPT and
im sure a sale will result in some erosion of diversity between
the two. I feel we may have hit the bottom in transit prices now
and we are redoing out sums on the transit price trajectory over
the next few years.<br>
<br>
Matt.<br>
<br>
<br>
<br>
<br>
On 9/12/13 10:30 AM, Chris Ricks wrote:<br>
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<div class="moz-cite-prefix">This seems to be common thinking -
that TPG successfully purchasing AAPT would be negative for the
industry.<br>
<br>
Are there concerns beyond reliability, TPG's track record of
being "creative" with their routing and other observed
operational issues?<br>
<br>
On 09/12/13 10:08, Shaun McGuane wrote:<br>
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<p class="MsoNormal"><span
style="color:#1F497D;mso-fareast-language:EN-US">I agree
Nathan…. I hope it falls through<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="color:#1F497D;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="color:#1F497D;mso-fareast-language:EN-US">Regards<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="color:#1F497D;mso-fareast-language:EN-US">Shaun<o:p></o:p></span></p>
<p class="MsoNormal"><span
style="color:#1F497D;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
<p class="MsoNormal"><span
style="color:#1F497D;mso-fareast-language:EN-US"><o:p> </o:p></span></p>
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<p class="MsoNormal"><b><span lang="EN-US">From:</span></b><span
lang="EN-US"> AusNOG [<a moz-do-not-send="true"
class="moz-txt-link-freetext"
href="mailto:ausnog-bounces@lists.ausnog.net">mailto:ausnog-bounces@lists.ausnog.net</a>]
<b>On Behalf Of </b>Nathan Brookfield<br>
<b>Sent:</b> Monday, 9 December 2013 9:42 AM<br>
<b>To:</b> Taylor, Matthew<br>
<b>Cc:</b> <a moz-do-not-send="true"
class="moz-txt-link-abbreviated"
href="mailto:ausnog@ausnog.net">ausnog@ausnog.net</a><br>
<b>Subject:</b> Re: [AusNOG] TPG buys AAPT for $450m<o:p></o:p></span></p>
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<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal" style="margin-bottom:12.0pt">I heard
this a month ago and was praying it wasn't so.<span
style="font-size:12.0pt"><o:p></o:p></span></p>
<div>
<p class="MsoNormal">Kindest Regards,<o:p></o:p></p>
</div>
<p class="MsoNormal">Nathan Brookfield <o:p></o:p></p>
<div>
<p class="MsoNormal"><o:p> </o:p></p>
<div>
<p class="MsoNormal">Chief Executive Officer<o:p></o:p></p>
</div>
<div>
<p class="MsoNormal"><span style="font-size:13.0pt">Simtronic
Technologies Pty Ltd</span><o:p></o:p></p>
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<div>
<p class="MsoNormal"><o:p> </o:p></p>
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<pre class="moz-signature" cols="72">--
/* Matt Perkins
Direct 1300 137 379 Spectrum Networks Ptd. Ltd.
Office 1300 133 299 <a class="moz-txt-link-abbreviated" href="mailto:matt@spectrum.com.au">matt@spectrum.com.au</a>
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