Browsing: Duncan McLeod

When it comes to the latest handsets, consumers want to know more about the software they’re buying than the hardware specifications of the phone itself. This is driving big competitive changes in the smartphone market and reshaping an industry. A few years ago, buying a cellphone was a relatively trivial exercise.

When I arrived at Jeremy Ord’s office last Friday — the day after news that the group he cofounded and now chairs, Dimension Data, was being bought out for R24,4bn by a Japanese corporate giant — he was looking relaxed. Having just flown back from London that morning, Ord appeared a little tired but entirely laid-back in jeans, takkies and an old jumper. The TV in his office, tuned in to the British Open, had the attention of the 54- year-old golfing and cycling enthusiast.

Reuben September’s decision to step down early as CEO of Telkom wasn’t unexpected. All eyes are now on the board, which must appoint his successor. Will it make the right choice? Or will the decision be political? It was probably inevitable that September didn’t stick around at Telkom until his con- tract ended in November. When the board elected not to renew his contract, the long- serving Telkom executive took it badly, say company insiders.

SA will soon be awash in cheap international bandwidth. The challenge is getting that bandwidth into the hands of consumers and companies. So, news this week of the launch of a new fibre operator is encouraging. Eassy. Wacs. Ace. Main One. These are the names of new cable systems that are either in the works or already under construction. Together with the Seacom cable in the east and the Sat-3 system in the west, they promise a flood of cheap international bandwidth.

I’m sometimes asked by investors whether the growth story has gone out of SA telecommunications stocks. A series of regulations, coupled with growing competition and a weak economy, is putting pressure on operators’ margins. Is it time for investors to abandon the sector? Before I attempt to answer that question, it’s worth looking back at how the telecoms sector in SA has developed over the past decade

Telkom has sent its customers a newsletter with their bills this month in which it tries to rubbish the uncapped broadband offerings introduced by MWeb and other service providers. Instead, it shows how Telkom is still stuck in the past. The newsletter article — headlined “Broadband: put a cap on it!” — doesn’t once

Telkom is a fixed-line operator with ambitions to get into mobile telecommunications. Analysts aren’t sure it should be investing in a mature cellphone market. Do they have a point? Should Telkom be sticking to its knitting in fixed lines? Pity whoever is appointed to replace Reuben September

The department of communications has thrown SA’s migration from analogue to digital terrestrial television into disarray. It’s time to end all the nonsense around different standards and for the industry to move ahead. Business leaders in SA have always shown a reluctance to criticise government. Where they

One of the questions I’m most often asked by readers is what high-definition (HD) television set they should buy. With a bewildering array of choice in flat-panel TVs, it’s not an easy question to answer. I thought I’d put it to an expert. Gerdus van Eeden knows more about broadcasting technology than just about anyone in SA. The MultiChoice chief technology officer is a veritable font of knowledge on all things TV-rela

SA is about to auction off a chunk of radio frequency spectrum that can be used to provide wireless broadband services. Let’s hope our operators don’t do what their European counterparts did a decade ago with 3G spectrum. It’s known as the great telecommunications crash of 2001. Mobile operators in the UK and Germany bid ridiculous amounts — cumulatively, hundreds of billions of rand