<html><head>
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</head><body bgcolor="#FFFFFF" text="#000000">I think investing in a
competitor to stop them being bought by another competitor, so you then
don't have to compete with them is by definition anti-competitive (well
it should be by the amount of times I said compet*).<br>
Some analysts have mentioned this might be a shot across the bow to
iiNet implying "take our deal over M2's, or we'll do this to you and
block the M2 deal too".<br>
<br>
Regardless of the end game, it's clear Teoh's got his shit in a twist
about something and he's throwing his money around to get his way.
Hopefully the anti-telstra commission step in and do something useful.<br>
<br>
Regarding consolidation in the industry, it's bound to happen, if
nothing else the POI/CVC charges are going to make it extremely
difficult for national carriers to offer services everywhere-- but it
does open another potential avenue; where you have smaller players
focusing on their own little back yards, buying connections to specific
POIs inside their market; almost like the dialup days before MegaPOP.<br>
<br>
-Shane<br>
<br>
Damian Guppy wrote:
<blockquote
cite="mid:CAONJJ+Tdezi4U5XpiABVq-QCV9_33XygixT1NwDobufD8D6HjA@mail.gmail.com"
type="cite">
<div dir="ltr">Lets just take TPG, M2, iiNet, Amcom, and Vocus, and
merge them all into one giant company. That way we can stop all this
fighting. We can take the names of the top two companys (TPG and M2) and
combine their names to be T2.<div><br></div><div>Wait....</div><div><br></div><div>But
seriously, it is clear TPG is just blocking the Vocus+Amcom stuff just
because they don't want that competition. I wouldn't call it "toys being
thrown out of the sandbox" but just very very aggressive corporate
dealings by TPG. At some point they are bound to cross the line, and
this could be that line. Consolidation in the telco sector is inevitable
thanks to the NBN. </div><div><br></div><div>--Damian</div></div>
<div class="gmail_extra"><br><div class="gmail_quote">On Thu, Apr 30,
2015 at 10:25 AM, Brad Peczka <span dir="ltr"><<a
moz-do-not-send="true" href="mailto:brad@bradpeczka.com" target="_blank">brad@bradpeczka.com</a>></span>
wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0
.8ex;border-left:1px #ccc solid;padding-left:1ex">TPGs campaign to own
every customer and strand of fibre in Australia continues, with an
announcement from Amcom this morning (<a moz-do-not-send="true"
href="http://www.asx.com.au/asxpdf/20150430/pdf/42y7jb0tv5530k.pdf"
target="_blank">http://www.asx.com.au/asxpdf/20150430/pdf/42y7jb0tv5530k.pdf</a>)
stating that they intend to refer TPGs actions and purchase of a
blocking stake to the ACCC.<br>
<br>
There was a related article on ITNews (<a moz-do-not-send="true"
href="http://www.itnews.com.au/News/403386,tpg-boosts-amcom-stake-to-block-vocus-merger.aspx"
target="_blank">http://www.itnews.com.au/News/403386,tpg-boosts-amcom-stake-to-block-vocus-merger.aspx</a>),
in which James from Vocus makes some choice quotes - my personal
favourite being "And that's the shame of it, one anti-competitive telco
is affecting the value and the future of 9000 mums and dads. It's
disgusting really."<br>
<br>
>From the outside looking in, the whole TPG/Vocus/Amcom thing smacks of
toys being thrown out of the sandbox because TPG can't have it all their
way. The act of buying shares to block a merger without making a
competing offer screams anti-competitive behaviour, though there's no
undertaking that TPG won't make a bid for Amcom at a later date (and
lower price?) if the Vocus deal gets scuttled?<br>
<br>
Looks like interesting times ahead for all involved in the iiNet and
Amcom deals...<br>
<br>
Regards,<br>
-Brad.<br>
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