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Click below to find interesting information from our February 2011 newsletter relating to:

Roaming
Travel
Mobile phones

Roaming 

Kiwi roaming at a high level

Last week the Australian and New Zealand Prime Ministers met last week in Wellington. After discussing natural disasters, defence and regional cooperation, the two moved onto Closer Economic Relations (the effort to integrate the two countries economically).

The second item on the CER agenda was the need to establish more competitive (meaning cheaper) roaming charges. This issue has been mostly driven by the Kiwi side, and reflects their continuing drive to increase competitive intensity in mobile networks (they had only two networks until recently).

We predict that roaming regulation may eventually result (there is almost no reason for the networks to be brow-beaten into lowering prices themselves), but that the development of the regulation may take a long time (the EU - the only similar region regulating roaming prices - took from 1993 to 2007 to finally cap roaming prices).

Meanwhile roaming prices will stay high. And of course so will roaming prices in all the other destinations throughout Asia, Africa, Europe and the Americas.

So you'll still need our vSIM cheaper post-paid alternative, even in NZ.


Travel

New airplanes

Airbus and Boeing dominate the aircraft market and have spent the last decade fighting over the medium-large widebody (two aisles) airliner market, with their new designs A380, A350 and 787.

Their best-sellers, however, are the narrow-body A320 and 737 aircraft families, which are now getting a little long in the tooth. New engine technology (geared-fan turbines) can save around 15% of fuel burn, and both Boeing and Airbus have now announced their replacement plans.

For Airbus, that means a minimal rework of the current A320 (to be called the A320neo), but things are more complicated for Boeing. The 737 has a short undercarriage which cannot allow larger-diameter new engines (the current smaller engines had to be "squashed" to fit), but for the next generation Boeing has now announced a complete redesign of the 737. Presumably this will incorporate a large amount of composite materials and be a radical new shape.

Of course, this all takes time. Don't expect to see the new aircraft launch before 2016 (Airbus) or perhaps 2021 (Boeing).


Mobile phones

Non-shipping tablets

There have been a rash of new tablet devices announced by manufacturers to compete with the success of Apple's iPad device. Manufacturers announcing tablets include RIM (BlackBerry Playbook), Cisco (Cius), Dell (Streak), HP (Slate and PalmPad), Toshiba (Folio), LG (Optimus and UX10), Acer (Tablet), and even MicroSoft and Google (no names yet).

Curiously, however, most are actually not available to customers. Contacting the networks is futile as they will simply say the manufacturers haven't shipped the devices yet. What is going on?

We suspect there is a degree of vapourware happening here, with manufacturers prematurely announcing devices to build demand before the tablets are actually ready. But speculation has arisen that manufacturers cannot get some critical components (in particular the glass capacitative touchscreens) as Apple has apparently cornered a major proportion of the available supply from two key Taiwanese manufacturers (Wintek and TPK), meaning that other manufacturers simply cannot manufacture their proposed tablets.

We may have to wait longer for our touchscreen tablets to ship!

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