[AusNOG] TPG vs the world

[Chad Kelly]

On 5/1/2015 2:51 PM, Shane Short wrote:
> That's a little bit of a different market though, most hosting 
> providers (small fries excluded) aren't dependent on buying services 
> from other hosting providers. In the retail ISP/Smaller Carrier 
> market, you're often having to buy services from the people you're 
> often competing against, which makes things even more difficult.
>
That part of it isn't too much different to the ISP space though, not 
many hosting providers own their own data centre as an example, so they 
are still relying on third party providers.
Also not too many hosts are domain name registrars, and we only have one 
or two wholesale providers for that side of things in this country as 
well now. So it is similar for some things, including control panels, 
Cpanel has been dominant for years now.

The tricky part with these ISP buyout discussions, is that TPG actually 
have shares in IINet as an example, where as most of the hosting 
companies acquisitions have been much more straight forward, as they are 
generally structured in a much less complex way in terms of the shares.
The M2 deal for IINet does look pretty good though.

-- 
Chad Kelly
Manager
CPK Web Services
web www.cpkws.com.au
phone 03 9013 4853