Monday, December 9, 2013

Mainstream media: Failure to report NBN Issues

The one or two journalists I write to, usually 'business' focussed, dismiss my emails as soon as I mention physics or chemistry with "that's technical".  Nor do they pass those emails onto their "technical" writers.

I recently suggested Thodey's statement "copper doesn't decompose" isn't just disingenuous in the extreme, but is deliberately misleading the market and investors, a serious ASX and ASIC infringement. While I was talking about probity and criminal offences and the evidence is deep and easy to find, they declined to muddy their brains with anything "technical".

While I'd like some points on the public record by someone authoritative like Mike Quigley, based in fact, not just my calculations supported by public information, I haven't been able to make that happen.

George Maltby, the outspoken CEO of O.T.C. fired by Bob Hawke, would also have been an appropriate source.

Sunday, December 1, 2013

Turnbull's New NBN: A prediction

The Coalition's NBN report is due in tomorrow, I believe, 2nd Dec, 2013.
This is an incomplete prediction for what will be released.

Update Sun 8-Dec: Unsurprisingly, the report wasn't released to the public last week and we're told large slabs will be kept secret. Most. Secret. Government. Ever. Bizarrely, Abbott claimed "we're on a Unity Ticket" supporting Gonski was not an "actual" promise, but a misinterpretation by the public & press. Does the Liberal Party have a list of their actual promises? Not publicly. Their election materials are consistently like their "fully costed budget": "summaries", vague statements, platitudes and slogans.
The Liberal costings were not given to the Parliamentary Budget Office until the last minute [and then only fully divulged to their own hand-picked 'Independent' review group].

Update: I missed the obvious change: as little as possible buried cable, maximum use of aerial cable.
So get used to a mess of cables in the sky in your suburb. This neatly devalues the Telstra "pits, pipes and lead-ins" to zero... They wouldn't be used, so wouldn't have to be paid for. A good bargaining chip? Telstra has never lost in commercial negotiations - I'd say they won't this time either. NBN Co Mark 1 didn't come lightly to settle on the most expensive "buried cable" as its preferred network model. It's a longer-life, more reliable, lower maintenance model: lower Total Cost of Ownership. You can pay more now and a lot less later, or save a few pennies up front and regret it for a very long time.

Tuesday, October 1, 2013

Post election changes to Blogs

The Coalition won the election and now Turnbull has the helm. He will, as promised, execute his three "reviews" of NBN Co, which we can assume will "prove" all the claims the Coalition has previously made to justify giving it away to Telstra, radically redefining its scope and priorities or just shutting it down.

There's not much to say about his actual plans, because we know nothing of them.

The previous blog is now at:

Kohler suggests NBN be given to a structurally separated Telstra

I was unsure why Kohler did two things during the election campaign:
  • 10-Apr, key article, the Coalition "NBN Lite" was good enough.
  • 1-Aug, Kohler v Turnbull interview/debate: NO embarrassing commercial questions asked (Rate of Return, where are the missing financials)
On Sunday, Kohler started his "Inside Business" programme with what I found an amazing pitch:
Telstra should be given the NBN. But first split Telstra into separate wholesale & retail companies.
There have been no significant political stories or movements this week to inspire this remark.
It's straight out of the Liberal Party wish-list, making me wonder about the reasons for the two previous pieces.

If he was reacting to current news, and note that NO contemporary events are mentioned or in fact, any reason or event, then it could be "fair comment" of journalism.