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21 Pages«<18192021>
Safaricom 2019/2020
kenyan2019
#381 Posted : Wednesday, July 15, 2020 9:34:33 AM
Rank: New-farer


Joined: 12/30/2018
Posts: 54
Safaricom Partners With Aviat Networks for 5G Connectivity https://wp.me/p8hE44-gg9 via @kenyanwalstreet


Wireless Transport Solution provider Aviat networks has been selected by Safaricom for its WTM 4800 multi-band radio platform for 5G backhaul. The partnership will allow Safaricom to roll out 5G networks in remote locations, where fiber and copper cable sites are not a viable option. The news comes in the backdrop of the recent Alphabet and Telkom’s loon launch, aiming to provide high-speed internet access to remote areas in Kenya.

Aviat will provide the spectrum equipment, which focuses on narrow beams that can deliver up to 10 Gbps over long distances. However, this will come with inadequate coverage. Nevertheless, Aviat Networks says that the WTM 4800 multi-band radio platform will lower microwave spectrum costs, which accounts for one of the largest total cost ownership costs (TCO).
kmucheke
#382 Posted : Wednesday, July 15, 2020 10:12:46 AM
Rank: Member


Joined: 3/16/2019
Posts: 172
Ericsson wrote:
kmucheke wrote:
heri wrote:


Around 2008 Ericsson was the largest telecommunication equipment provider in East Africa. They used to supply around 70% of SCOM GSM network equipment.

Then Huawei happened, their stuff way way cheaper than Ericsson or Nokia-Siemen.
GSM is a standard and the equipment manufactured should be back and forward compatible and this was the basis by which SCOM was able to switch very fast to Huawei and ZTE.

Most of the network upgrade to 3G and 4G is by Huawei due to cost. Initially the stuff from Huawei used to fail but over time their quality has improved. Huawei is now the largest vendor of telecom equipment in the world and is the leader in 5G.

Spying concerns by the US are very valid. The CIA spied on foes and allies using sabotaged encryption equipment sold to foreign countries.
Link

China was recently accused of spying on African governments at the Chinese built AU headquarters which uses computer network equipment supplied by Huawei.
Link

SCOM and Huawei are too intertwined from infrastructure (3G and 4G network), modems, phones and even equipment maintenance.




Ericsson wasn't the largest supplier to Safaricom.
It was Siemens which later changed to Nokia-Siemens and finally Nokia


One expatriate manager at Eden suare in 2008 gave me that info. He may have exaggerated. A few years later there was a massive layoff of engineering staff after Huawei invaded their turf.

Nokia-Siemens lasted from 2006/2007 to 2013/2014.
Ericsson
#383 Posted : Wednesday, July 15, 2020 11:05:21 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
kmucheke wrote:
Ericsson wrote:
kmucheke wrote:
heri wrote:


Around 2008 Ericsson was the largest telecommunication equipment provider in East Africa. They used to supply around 70% of SCOM GSM network equipment.

Then Huawei happened, their stuff way way cheaper than Ericsson or Nokia-Siemen.
GSM is a standard and the equipment manufactured should be back and forward compatible and this was the basis by which SCOM was able to switch very fast to Huawei and ZTE.

Most of the network upgrade to 3G and 4G is by Huawei due to cost. Initially the stuff from Huawei used to fail but over time their quality has improved. Huawei is now the largest vendor of telecom equipment in the world and is the leader in 5G.

Spying concerns by the US are very valid. The CIA spied on foes and allies using sabotaged encryption equipment sold to foreign countries.
Link

China was recently accused of spying on African governments at the Chinese built AU headquarters which uses computer network equipment supplied by Huawei.
Link

SCOM and Huawei are too intertwined from infrastructure (3G and 4G network), modems, phones and even equipment maintenance.




Ericsson wasn't the largest supplier to Safaricom.
It was Siemens which later changed to Nokia-Siemens and finally Nokia


One expatriate manager at Eden suare in 2008 gave me that info. He may have exaggerated. A few years later there was a massive layoff of engineering staff after Huawei invaded their turf.

Nokia-Siemens lasted from 2006/2007 to 2013/2014.


Ericsson were doing rollout for Yu and Orange mobile
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Pirate
#384 Posted : Wednesday, July 15, 2020 12:44:43 PM
Rank: Member


Joined: 4/4/2007
Posts: 90
Ericsson wrote:
kmucheke wrote:
Ericsson wrote:
kmucheke wrote:
heri wrote:


Around 2008 Ericsson was the largest telecommunication equipment provider in East Africa. They used to supply around 70% of SCOM GSM network equipment.

Then Huawei happened, their stuff way way cheaper than Ericsson or Nokia-Siemen.
GSM is a standard and the equipment manufactured should be back and forward compatible and this was the basis by which SCOM was able to switch very fast to Huawei and ZTE.

Most of the network upgrade to 3G and 4G is by Huawei due to cost. Initially the stuff from Huawei used to fail but over time their quality has improved. Huawei is now the largest vendor of telecom equipment in the world and is the leader in 5G.

Spying concerns by the US are very valid. The CIA spied on foes and allies using sabotaged encryption equipment sold to foreign countries.
Link

China was recently accused of spying on African governments at the Chinese built AU headquarters which uses computer network equipment supplied by Huawei.
Link

SCOM and Huawei are too intertwined from infrastructure (3G and 4G network), modems, phones and even equipment maintenance.




Ericsson wasn't the largest supplier to Safaricom.
It was Siemens which later changed to Nokia-Siemens and finally Nokia


One expatriate manager at Eden suare in 2008 gave me that info. He may have exaggerated. A few years later there was a massive layoff of engineering staff after Huawei invaded their turf.

Nokia-Siemens lasted from 2006/2007 to 2013/2014.


Ericsson were doing rollout for Yu and Orange mobile


A few points on my side:

1. Ericsson mainly rolled out for Yu ( which was sold ) and Orange ( which swapped out Ericcson for Huawei & ZTE ). It also had massive business with Airtel but was swapped out by Nokia .

2. Huawei have massive business with Safaricom & the Govt( security project) .

3. Removing Huawei is an incredibly massive undertaking mainly because as much as vendors are to follow 3GPP standards , there is flexibility to deviate slightly to match customer specific requirements.

4. UK ban on Huawei is due to US restriction on Huawei using chips from their companies. Chips are the heart of the equipment and subject to security vulnerabilities.

If the chip vendors cannot support on patch updates for the chips then the network becomes exposed . Huawei will manufacture their chips but it will take a number of years to get to the level of reliability & trust on security.

5G has incredibly sensitive use cases such as autonomous driving ,automated ports , connected health etc which if exposed can shut down an economy hence any unknown is already viewed as a potential security issue.

5. It will be interesting to see the direction Safaricom takes on this matter given the massive investment & autonomy they have from Vodafone group
Knowledge is power , but action gets things done ...
Ericsson
#385 Posted : Wednesday, July 15, 2020 2:46:16 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
Pirate wrote:
Ericsson wrote:
kmucheke wrote:
Ericsson wrote:
kmucheke wrote:
heri wrote:


Around 2008 Ericsson was the largest telecommunication equipment provider in East Africa. They used to supply around 70% of SCOM GSM network equipment.

Then Huawei happened, their stuff way way cheaper than Ericsson or Nokia-Siemen.
GSM is a standard and the equipment manufactured should be back and forward compatible and this was the basis by which SCOM was able to switch very fast to Huawei and ZTE.

Most of the network upgrade to 3G and 4G is by Huawei due to cost. Initially the stuff from Huawei used to fail but over time their quality has improved. Huawei is now the largest vendor of telecom equipment in the world and is the leader in 5G.

Spying concerns by the US are very valid. The CIA spied on foes and allies using sabotaged encryption equipment sold to foreign countries.
Link

China was recently accused of spying on African governments at the Chinese built AU headquarters which uses computer network equipment supplied by Huawei.
Link

SCOM and Huawei are too intertwined from infrastructure (3G and 4G network), modems, phones and even equipment maintenance.




Ericsson wasn't the largest supplier to Safaricom.
It was Siemens which later changed to Nokia-Siemens and finally Nokia


One expatriate manager at Eden suare in 2008 gave me that info. He may have exaggerated. A few years later there was a massive layoff of engineering staff after Huawei invaded their turf.

Nokia-Siemens lasted from 2006/2007 to 2013/2014.


Ericsson were doing rollout for Yu and Orange mobile


A few points on my side:

1. Ericsson mainly rolled out for Yu ( which was sold ) and Orange ( which swapped out Ericcson for Huawei & ZTE ). It also had massive business with Airtel but was swapped out by Nokia .
Ericsson remained in Orange mobile now Telkom mobile where they run the core.
Access is where they were swapped out for Huawei and ZTE.
They still have some small business with Airtel.
In Safaricom they have business in microwave links.


2. Huawei have massive business with Safaricom & the Govt( security project) .

3. Removing Huawei is an incredibly massive undertaking mainly because as much as vendors are to follow 3GPP standards , there is flexibility to deviate slightly to match customer specific requirements.

4. UK ban on Huawei is due to US restriction on Huawei using chips from their companies. Chips are the heart of the equipment and subject to security vulnerabilities.

If the chip vendors cannot support on patch updates for the chips then the network becomes exposed . Huawei will manufacture their chips but it will take a number of years to get to the level of reliability & trust on security.

5G has incredibly sensitive use cases such as autonomous driving ,automated ports , connected health etc which if exposed can shut down an economy hence any unknown is already viewed as a potential security issue.

5. It will be interesting to see the direction Safaricom takes on this matter given the massive investment & autonomy they have from Vodafone group

Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#386 Posted : Monday, July 20, 2020 9:28:15 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
Privatization via,selling 40% stake of Ethio telecom on course
https://www.thereportere...io-telecom-privatisation
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#387 Posted : Tuesday, July 21, 2020 12:13:27 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
According to Standard investment bank Safaricom will hold an investor briefing on Wednesday 22 July
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#388 Posted : Friday, July 24, 2020 12:49:48 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
AGM date and dividend book closure changed to 30 July 2020.
31 July is a holiday.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
aemathenge
#389 Posted : Thursday, July 30, 2020 10:58:50 AM
Rank: Elder


Joined: 10/18/2008
Posts: 3,318
Location: Kerugoya
Will Michael Joseph ever let go off Safaricom or will he die in office like a true dyed-in-the wool African despot?
Ericsson
#390 Posted : Thursday, July 30, 2020 11:25:03 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
aemathenge wrote:
Will Michael Joseph ever let go off Safaricom or will he die in office like a true dyed-in-the wool African despot?

Ask Vodafone
They are protecting their interests
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#391 Posted : Monday, August 03, 2020 2:58:09 PM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
31mn shares traded today,are those exitors or buyers.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Monk
#392 Posted : Monday, August 03, 2020 3:34:46 PM
Rank: Member


Joined: 7/1/2009
Posts: 184
Ericsson wrote:
31mn shares traded today,are those exitors or buyers.


Is there a correlation between those and the price direction?
babashuge
#393 Posted : Tuesday, August 04, 2020 7:12:28 AM
Rank: New-farer


Joined: 1/4/2019
Posts: 54
Location: Nairobi
Monk wrote:
Ericsson wrote:
31mn shares traded today,are those exitors or buyers.


Is there a correlation between those and the price direction?


Hmmm, now that MJ sold off most of his shares a while ago. Will he have to rebuy some?...and can this be used as an indicator of confidence in him for the position?
watesh
#394 Posted : Tuesday, August 04, 2020 7:34:38 AM
Rank: Member


Joined: 8/10/2014
Posts: 842
Location: Kenya
babashuge wrote:
Monk wrote:
Ericsson wrote:
31mn shares traded today,are those exitors or buyers.


Is there a correlation between those and the price direction?


Hmmm, now that MJ sold off most of his shares a while ago. Will he have to rebuy some?...and can this be used as an indicator of confidence in him for the position?


MJ is old, he doesn't have rebuy any shares. He should enjoy some of his wealth at this time. Safaricom is more of a mature company so unless sth drastic happens another 10x is highly unlikely in the next 10 years as compared to the last 10 years. I would also sell if I was MJ. The one who needs skin in the game is the new CEO.
kmucheke
#395 Posted : Tuesday, August 04, 2020 9:19:25 AM
Rank: Member


Joined: 3/16/2019
Posts: 172
As the trade war between China and US rages on, Kenya will be thrust in the mix as Safaricom launches 5G service powered by Huawei this year and at the same time GoK is negotiating for free trade agreement with the US.

The UK was forced to abandon Huawei's 5G equipment on ground of "national security".

Kenya backs Safaricom in US, Huawei 5G fight

Quote:

“I have not seen any letter or document about stopping the project and we cannot stop even if we are asked to do so. We are an independent country,” Mr Mucheru told the Business Daily in the sidelines of a digital police occurrence book launch in Nairobi.

“Again, the government does not deal with vendors. It’s the service providers who will decide who to work with”.

The US has been urging its European allies and others not to use Huawei, one of Safaricom’s network vendors along with Nokia, citing security concerns.
Involving Huawei in Safaricom’s 5G network could emerge in talks on a free trade agreement between the US and Kenya, analysts said.

For Safaricom, the 5G service is a central part of its attempts to further expand its data business to counter slower growth in voice calls revenue.


Ericsson
#396 Posted : Tuesday, August 04, 2020 9:54:02 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
kmucheke wrote:
As the trade war between China and US rages on, Kenya will be thrust in the mix as Safaricom launches 5G service powered by Huawei this year and at the same time GoK is negotiating for free trade agreement with the US.

The UK was forced to abandon Huawei's 5G equipment on ground of "national security".

Kenya backs Safaricom in US, Huawei 5G fight

Quote:

“I have not seen any letter or document about stopping the project and we cannot stop even if we are asked to do so. We are an independent country,” Mr Mucheru told the Business Daily in the sidelines of a digital police occurrence book launch in Nairobi.

“Again, the government does not deal with vendors. It’s the service providers who will decide who to work with”.

The US has been urging its European allies and others not to use Huawei, one of Safaricom’s network vendors along with Nokia, citing security concerns.
Involving Huawei in Safaricom’s 5G network could emerge in talks on a free trade agreement between the US and Kenya, analysts said.

For Safaricom, the 5G service is a central part of its attempts to further expand its data business to counter slower growth in voice calls revenue.



There is no news here.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Sufficiently Philanga....thropic
#397 Posted : Tuesday, August 04, 2020 10:34:56 AM
Rank: Elder


Joined: 9/23/2010
Posts: 2,112
Location: Sundowner,Amboseli
Monthly Chart of Safaricom since 2008 listing.
First support at 25. Below this opens up to the March corona lows of 23.50, then Jan 2019 low of 21. The bears are raring to go!

Markets
Ericsson
#398 Posted : Wednesday, August 05, 2020 10:11:41 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
https://www.safaricom.co...ess-releases/release/983
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Ericsson
#399 Posted : Thursday, August 06, 2020 11:42:38 AM
Rank: Elder


Joined: 12/4/2009
Posts: 8,849
Location: NAIROBI
Share price seems to be recovering losses experienced this week.
Wealth is built through a relatively simple equation
Wealth=Income + Investments - Lifestyle
Angelica _ann
#400 Posted : Thursday, August 06, 2020 11:47:16 AM
Rank: Elder


Joined: 12/7/2012
Posts: 11,701
Ericsson wrote:
Share price seems to be recovering losses experienced this week.


Opus dei has messed up the revenues of this share, but it shall recover.
In the business world, everyone is paid in two coins - cash and experience. Take the experience first; the cash will come later - H Geneen
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