[AusNOG] TPG vs the world

[Paul Wilkins]

What I find interesting is that Malone clashed with the iinet board when
they endorsed the TPG offer. That was before m2 were offering considerably
more.

Paul Wilkins

On 1 May 2015 at 16:13, Chad Kelly <chad at cpkws.com.au> wrote:

> 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
>
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