NBN Discussion

Re: NBN

I would argue the Samsung were well on their way before the first FTTH project was connected, after all they overtook Sony in 2005 on the metric you are using, but what is the real impact on FTTH in Korea, for instance Korea has one of the lowest telecommuting rates in the world despite the infrastructure being in place for close to a decade?

So it is or it isn't a competitive advantage? You seem to have changed the subject.
 
Re: NBN

So it is or it isn't a competitive advantage? You seem to have changed the subject.

I don't think it's made much of a difference in the case of Samsung, with their major changes made before FTTH was put in place including their lucrative semi fabs etc, had FTTH been evident in the nineties a different story! We hear about tele health and tele commuting being two of the main drivers for FTTH ROI, yet South Korea remains on the bottom of the adoption rate lists for both, so where is the ROI from one of the FTTH leaders? To me its a bit like computers for schools locally, Lenovo et al enjoyed the revenue increase as did a few other multinational companies but where is the substance in long term gains, the digital divide is greater than ever three years on I would argue.
 
Re: NBN

Massive simplification in some of those arguments...

Samsung is a huge industrial conglomerate, I suspect the success of Samsung is more to do with the strategy and direction that management have taken - attention to detail, diversification, opportunistic culture, vertical integration and heaps of other strategies such as betting on android and making components for Apple and modest labour costs and competative exchange rates and taxation etc etc

Sure they have fast internet in South Korea but that would be number #20 on a list of 100+ reasons for the success of Samsung.
 
Re: NBN

Massive simplification in some of those arguments...

Of course, it was a massively simplistic question "so what innovation had come out of South Korea that is miles ahead of the world" ... you know, the world's biggest IT company that wasn't before a national FTTH network was deployed.

Is it cause and effect? Who knows. But let's not go around and pretend that South Korea is not particularly notable in the high tech industries having made world leading investment in FTTH.

As for the tele-health and tele-commuting stuff. Look at a map of South Korea, look at the population then do the same for Australia. Then tell me why it might be a bigger deal here... are we really pretending that we don't know why it's a bigger issue in Australia?
 
Re: NBN

Is it cause and effect? Who knows. But let's not go around and pretend that South Korea is not particularly notable in the high tech industries having made world leading investment in FTTH.

I don't believe FTTH has made any difference, the likes of LG and Samsung were well on their way to being powerhouses before FTTH was invented (South Korea's annual average annual GDP growth over the last decade was less than half the gowth Korea achieved in the decade preceding the Asian financial crisis. In addition, ICT was already 31.4% of Korea's exports in 1999), as for tele health and telecommuting the point stands, you don't distance, just road blocks, in the telecommuting space you could hardly say Korea does not have traffic.
 
Meanwhile NBNCo still hasn't installed FTTH to any multi-unit dwelling over three stories.
Anything to speed up the rollout is good in my books.
 
Meanwhile NBNCo still hasn't installed FTTH to any multi-unit dwelling over three stories.
Anything to speed up the rollout is good in my books.
Speed up the rollout of what ? A proper NBN that'll be good for 50+ years, or a half-coughd one that'll likely be obselete in less than 20 ?
 
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How do you know what future projects will cost and what technology will be like ?

Crystal ball ?
Reasonable estimation.

The cost in "upgrading" FTTN is in the labour of ripping up all the copper to homes and replacing it (either with more copper, or fibre). Technology isn't magically going to fix that.
 
Reasonable estimation.

The cost in "upgrading" FTTN is in the labour of ripping up all the copper to homes and replacing it (either with more copper, or fibre). Technology isn't magically going to fix that.

Plus all the remediation work that would have been done on the copper in the FTTN rollout.
Plus the cost of purchasing the copper from Telstra (does anyone seriously believe that Telstra is just going to hand it over for free? Ignoring the commercial value, that copper has a intrinsic value just being sold as scrap)
Plus the cost of removing the 300,000+ node cabinets that will no longer be needed.
 
Plus all the remediation work that would have been done on the copper in the FTTN rollout.
Plus the cost of purchasing the copper from Telstra (does anyone seriously believe that Telstra is just going to hand it over for free? Ignoring the commercial value, that copper has a intrinsic value just being sold as scrap)
Plus the cost of removing the 300,000+ node cabinets that will no longer be needed.

Plus labour isn't going to get any cheaper.
 

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