<html><head><meta http-equiv="Content-Type" content="text/html charset=us-ascii"></head><body style="word-wrap: break-word; -webkit-nbsp-mode: space; -webkit-line-break: after-white-space;" class=""><div class="">They got sick of me showing the math that no RSP with less than 10% national (or average per connected POI) market share can survive.</div><div class=""><br class=""></div><div class="">The current narrative is that there will be lots of RSPs.</div><br class=""><div apple-content-edited="true" class="">
<div class="">John Lindsay</div><div class=""><a href="mailto:johnslindsay@mac.com" class="">johnslindsay@mac.com</a></div><div class="">+61403577711</div>
</div>
<br class=""><div><blockquote type="cite" class=""><div class="">On 5 Dec 2015, at 9:15 PM, Andrew Kitchen <<a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a>> wrote:</div><br class="Apple-interchange-newline"><div class="">
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<div dir="ltr" class="">I had these conversations back in April when I got sick and tired of the margins the likes of Telstra Wholesale, AAPT etc were making off us smaller ISP's.</div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">I basically went to both upstream and told them smarten up their pricing or I would split them into their own providers.</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">Discussions we had with NBN was we had to commit to 5 pops with a role out plan to all POP's as NBN only wants to deal directly with the big end of town and not all of us little guys.</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">Billing systems had to be accredited by them as well.</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">This is why conversation with a number of smaller guys took place to setup a not for profit.</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">Look maybe they have changed to goal posts but that was what we were told then.</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">Regards</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class=""><br class="">
</span></div>
<div dir="ltr" class=""><span style="line-height:22.4px" class="">Andrew </span></div>
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<div dir="ltr" class="">Sent from my HTC</div>
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<span style="FONT-WEIGHT: bold" class="">Andrew</span><span style="FONT-WEIGHT: bold" class=""> </span>
<span style="FONT-WEIGHT: bold" class="">Kitchen</span> | Business DevelopmentStrategist<br class="">
<font style="FONT-SIZE: 9pt" class="">PO Box 3279, The Pines, Victoria, 3109<br class="">
<span style="FONT-WEIGHT: bold" class="">T </span>1300 789 299 <span style="FONT-WEIGHT: bold" class="">
D </span>03 9909 3102 <strong class="">M</strong> 0449 561 461 <span style="FONT-WEIGHT: bold" class="">F
</span>03 8611 7946<br class="">
</font><font style="FONT-SIZE: 9pt" class=""><a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a> |
</font><a href="http://www.xi.com.au/" class=""><font style="FONT-SIZE: 9pt" class="">www.xi.com.au</font></a></p>
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<div id="htc_header" class="">----- Reply message -----<br class="">
From: "Nathan Brookfield" <<a href="mailto:Nathan.Brookfield@simtronic.com.au" class="">Nathan.Brookfield@simtronic.com.au</a>><br class="">
To: "Andrew Kitchen" <<a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a>><br class="">
Cc: "Joseph Goldman" <<a href="mailto:joe@apcs.com.au" class="">joe@apcs.com.au</a>>, "Ausnog" <<a href="mailto:ausnog@lists.ausnog.net" class="">ausnog@lists.ausnog.net</a>><br class="">
Subject: [AusNOG] Pricing for Going Direct To NBN Co (vs Aggregator)<br class="">
Date: Sat, Dec 5, 2015 8:38 PM</div>
</div>
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<div class="">
<div class="">That's completely contradictory to what we've been told by NBN and its 121 PoP's. You can connect to as little or as many as you like.</div>
<div class=""><br class="">
</div>
<div class="">They also have a calculator there Sales team can send you to help calculate costs of viability.<br class="">
<br class="">
Nathan Brookfield
<div class="">Chief Executive Officer</div>
<div class=""><br class="">
</div>
<div class="">Simtronic Technologies Pty Ltd</div>
<div class=""><a href="http://www.simtronic.com.au/" class="">http://www.simtronic.com.au</a></div>
</div>
<div class=""><br class="">
On 5 Dec 2015, at 21:35, Andrew Kitchen <<a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a>> wrote:<br class="">
<br class="">
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<div dir="ltr" class="">You have to do a minimum of 5 but you have to have a plan to connect to all 151 pops</div>
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<div dir="ltr" class="">Sent from my HTC</div>
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<td style="width:372.1pt; height:58.5pt" class=""><p style="text-transform:uppercase; margin-top:6pt; margin-bottom:6pt; top:6pt" class=""><span style="font-weight:bold" class="">Andrew</span><span style="font-weight:bold" class="">
</span><span style="font-weight:bold" class="">Kitchen</span> | Business DevelopmentStrategist<br class="">
<font style="font-size:9pt" class="">PO Box 3279, The Pines, Victoria, 3109<br class="">
<span style="font-weight:bold" class="">T </span>1300 789 299 <span style="font-weight:bold" class="">
D </span>03 9909 3102 <strong class="">M</strong> 0449 561 461 <span style="font-weight:bold" class="">F
</span>03 8611 7946<br class="">
</font><font style="font-size:9pt" class=""><a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a> |
</font><a href="http://www.xi.com.au/" class=""><font style="font-size:9pt" class="">www.xi.com.au</font></a></p>
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<div id="htc_header" class="">----- Reply message -----<br class="">
From: "Joseph Goldman" <<a href="mailto:joe@apcs.com.au" class="">joe@apcs.com.au</a>><br class="">
To: "Andrew Kitchen" <<a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a>><br class="">
Cc: "James Mcintosh" <<a href="mailto:james.mcintosh@rocketmail.com" class="">james.mcintosh@rocketmail.com</a>>, "Ausnog" <<a href="mailto:ausnog@lists.ausnog.net" class="">ausnog@lists.ausnog.net</a>><br class="">
Subject: [AusNOG] Pricing for Going Direct To NBN Co (vs Aggregator)<br class="">
Date: Sat, Dec 5, 2015 8:31 PM</div>
</div>
<br class="">
<div class=""><p dir="ltr" class="">You don't HAVE to, you can pick and choose. Some have onboarded to their concentration areas and bought from aggregators for the rest.</p>
<div id="cm_signature" class=""><br class="">
<br class="">
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<div class="cm_quote" style="color:#787878">On Sat, Dec 05, 2015 at 9:28 PM, Andrew Kitchen <<a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a>> wrote:</div>
<br class="">
<div id="oldcontent" style="background:rgb(255,255,255)" class="">
<blockquote style="" class="">
<div style="font-family:'Calibri','sans-serif'" class="">
<div dir="ltr" class="">
<div dir="ltr" class="">We recently looked at this but the killer is we had to connect to all 151 POP's.</div>
<div dir="ltr" class=""><br class="">
</div>
<div dir="ltr" class="">There has been discussions some time ago about getting a group of us together to setup a not for profit like WAIX but those discussions haven't progressed any further at this stage.</div>
<div dir="ltr" class=""><br class="">
</div>
<div dir="ltr" class="">Regards</div>
<div dir="ltr" class=""><br class="">
</div>
<div dir="ltr" class="">Andrew</div>
<div dir="ltr" class=""><br class="">
</div>
<div dir="ltr" class="">
<div dir="ltr" class="">Sent from my HTC</div>
</div>
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<td style="" class=""><p style="text-transform:uppercase; margin-top:6pt; margin-bottom:6pt; top:6pt" class=""><span style="font-weight:bold" class="">Andrew</span><span style="font-weight:bold" class="">
</span><span style="font-weight:bold" class="">Kitchen</span> | Business DevelopmentStrategist<br class="">
<font style="font-size:9pt" class="">PO Box 3279, The Pines, Victoria, 3109<br class="">
<span style="font-weight:bold" class="">T </span>1300 789 299 <span style="font-weight:bold" class="">
D </span>03 9909 3102 <strong class="">M</strong> 0449 561 461 <span style="font-weight:bold" class="">F
</span>03 8611 7946<br class="">
</font><font style="font-size:9pt" class=""><a href="mailto:a.kitchen@xi.com.au" class="">a.kitchen@xi.com.au</a> |
</font><a href="http://www.xi.com.au/" class=""><font style="font-size:9pt" class="">www.xi.com.au</font></a></p>
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<div id="htc_header" class="">----- Reply message -----<br class="">
From: "James Mcintosh" <<a href="mailto:james.mcintosh@rocketmail.com" class="">james.mcintosh@rocketmail.com</a>><br class="">
To: "Ausnog" <<a href="mailto:ausnog@lists.ausnog.net" class="">ausnog@lists.ausnog.net</a>><br class="">
Subject: [AusNOG] Pricing for Going Direct To NBN Co (vs Aggregator)<br class="">
Date: Sat, Dec 5, 2015 8:22 PM</div>
</div>
<br class="">
<div class="">
<div style="background-color: rgb(255, 255, 255); font-family: HelveticaNeue, 'Helvetica Neue', Helvetica, Arial, 'Lucida Grande', sans-serif; font-size: 16px;" class="">
<div id="yui_3_16_0_1_1449310346031_2448" class="">Hi Noggers,</div>
<div id="yui_3_16_0_1_1449310346031_2447" class=""><br class="">
</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class="">As would be the case with many smaller ISPs on this list we are buying our layer 2 NBN through an aggregator. For us the cost is the tail price plus a fixed amount of AGVC.</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class=""><br class="">
</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class="">I'm trying to understand what costs would be involved in going to NBN Co directly. I know the components are AVC, CVC, backhaul to the POI and the end customer tails but can anyone point me to what each of
these would cost directly from NBN Co?</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class=""><br class="">
</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class="">I'm assuming since all ISPs buy at the same rate that this info wouldn't be secret but I seem to be having a hard time finding it anywhere.</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class=""><br class="">
</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class="">Also hugely useful would be if someone has done the numbers - at what point (in terms of end customer numbers) does it make financial sense to go direct in a particular POI rather than through an aggregator?</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class=""><br class="">
</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class="">Any pointers would be much appreciated.</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class=""><br class="">
</div>
<div id="yui_3_16_0_1_1449310346031_2446" dir="ltr" class="">-James</div>
</div>
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