VOC 0.18% $5.45 vocus group limited

I'm buying VOC because, page-486

  1. 5,085 Posts.
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    I dont think you can just add up the cone size, because they could be counting the same ASNs in both the TPG and iiNet total.

    If you look at transit, we are bigger than Telstra, Optus, TPG, iiNet combined.

    Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8
    0 AS Rank ▲ Organization Num. ofASNs Orgs ASNs ∇ Prefixes ∇ Addresses ∇ TransitASN Degree ∇
    1 35 Telstra Managed Network Services 2 1209 1403 4224 19549952 361
    2 43 Vocus Communications 22 857 979 7215 7879168 1332
    3 56 Optus Vision 24 584 665 5274 16077312 300
    4 70 TPG Telecom Limited 11 494 554 8554 7531008 339
    5 74 iiNet Technologies (SA) Pty Ltd 20 474 537 4597 5918208 221
    6 359 Nextgen Networks 2 70 82 509 1252608 71
    7 606 Internode Pty Ltd 7 35 42 1455 2348544 74

    Also of interest on that site, you can see who are our providers (we pay them), peers (free exchange), customers (they pay us) for our backbone, probably some data could be extracted from that to estimate SIO growth, which isnt the same as revenue though.
    http://as-rank.caida.org/asns/4826

    I think with SGT/Vocus ACCC would complain about consumer competition, only three big competitors rather than four.

    SGT/Vocus would be more difficult than TPG/VHA because VHA doesnt have a significant retail or enterprise market, its just mobile.
 
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