[AusNOG] TPG buys AAPT for $450m

[Matt Perkins]

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.

 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.

Matt.




   On 9/12/13 10:30 AM, Chris Ricks wrote:
> This seems to be common thinking - that TPG successfully purchasing 
> AAPT would be negative for the industry.
>
> Are there concerns beyond reliability, TPG's track record of being 
> "creative" with their routing and other observed operational issues?
>
> On 09/12/13 10:08, Shaun McGuane wrote:
>>
>> I agree Nathan.... I hope it falls through
>>
>> Regards
>>
>> Shaun
>>
>> *From:*AusNOG [mailto:ausnog-bounces at lists.ausnog.net] *On Behalf Of 
>> *Nathan Brookfield
>> *Sent:* Monday, 9 December 2013 9:42 AM
>> *To:* Taylor, Matthew
>> *Cc:* ausnog at ausnog.net
>> *Subject:* Re: [AusNOG] TPG buys AAPT for $450m
>>
>> I heard this a month ago and was praying it wasn't so.
>>
>> Kindest Regards,
>>
>> Nathan Brookfield
>>
>> Chief Executive Officer
>>
>> Simtronic Technologies Pty Ltd
>>
>>
>
>
>
> _______________________________________________
> AusNOG mailing list
> AusNOG at lists.ausnog.net
> http://lists.ausnog.net/mailman/listinfo/ausnog


-- 
/* Matt Perkins
         Direct 1300 137 379     Spectrum Networks Ptd. Ltd.
         Office 1300 133 299     matt at spectrum.com.au
         Fax    1300 133 255     Level 6, 350 George Street Sydney 2000
         SIP 1300137379 at sip.spectrum.com.au
         PGP/GNUPG Public Key can be found at  http://pgp.mit.edu
*/

-------------- next part --------------
An HTML attachment was scrubbed...
URL: <http://lists.ausnog.net/pipermail/ausnog/attachments/20131209/ce946fcc/attachment.html>