ENG - Engin Limited

[pharaoh]

Guys

I called sales today, to ask some questions re the voice box for $1
Spoke to the sales guy, was a bit of a wait - he said it was absolutely crazy.

So, good for us.

Not sure re ann, maybe someone knows something, or mayb it is just holding up nicely as people know they are not far from break even sub numbers.

Oh, I spoke to the accounts dept today too, updating my details, and asked her what it was like working there.

She said it was fantastic and the best place she had ever worked! She said mgmt treated the staff really well, and everyone loved it - and that they were taking more and more people on.

Oh, the sales guy said something similar....

v happy to hold and wait for the ride north, but v happy with how well it climbed back beyond 40c and held...

 

[mick]

I have just setup a Linux PBX and used the engin service and its working great. I have spoken with the vendor of the Linux PBX device and they have a default setup for engin and are recommending them to their customers. He did highlight some issues with the technical abilities but overall they are the best on the market according to him. I am now looking at what business prospects I have implementing their PBX solutions with the engin service. Engin are not targeting business at this stage because the margin is not as high but once they get some of the business volume it will justify a high quality service and move the people who are not happy with the call quality yet. Thanks my opinion from the technology point of view anyway. I am no expert trader but moreso intersted in the stock because I understand its situation in the market and the massive potential that VOIP has.

 

[pharaoh]

Hi Mick

Good on you, you're onto a good thing here.
Can't wait to see what's ahead - I'm holding til next january at least

 

[pharaoh]

Re: ENG - Engin Limited - holding well

Take heart from the fact it's holding at 42-43 atm
I'm stoked as it has done so after the d/t retrace to 37c, and this is without good news.

This is a great sign, imho
happy days

 

[mick]

one thing to watch is the involvement of the big telcos in the market .. ie Telstra or Optus. They won't come into the market quickly as they make a huge amount of money out of their traditional PSTN lines but eventually once they are losing enough market share they won't have a choice. If one of them were to have a good go at running VOIP they could squash engin very quickly provided the right strategy. Just something I am watching closely with my shares.

If you have a look through the web at America that is the way we are going and now they are looking at VOIP on mobiles which could change the mobile market as well, definitely intersting technology but you probably need to be reading abroad to keep up on the technology these stocks are relational to.

IMHO I believe they will be a very good investment into early next year at least, where from there is the question

 

[pharaoh]

Hi Mick

I have heard that post on loads of eng posts now.
Don't worry, TLS will be a while away still, and they won't match the eng rates i'm sure

It will also just raise the profile of voip, making more people think of their options. And when they do, they will look for what's on offer.
And the most publicly known voip company, outside of TLS will be engin

 

[ijudge]

Dear Boys

TLS is full of inefficiencies
they would simply be not able to match ENG on call rates
but they have strong core income
and could carry a loss making VOIP division to crush ENGIN and others
however to do this they will "cut off their nose to spite their face" by slashing their traditional revenues from PTSN
I think simply that if TLS accepted what ENG does for local and long distance
then TLS would be making major losses

so it is a dilemma for TLS


anyway


I am still very positive for ENG

Waiting for announcement


ij

 

[YChromozome]

ijudge, I agree. Telstra's pricing is such that they normally can't compete. However they rely on the Mums & Dads and the Telstra name to sell their products. They will not bring in domestic VoIP for a few years at least, as doing so will canablise their traditional high margin PSTN product.

But don't worry - They are already acting :

Telstra launches fixed line monthly pack - The Age - April 8, 2006 - 5:39AM

"Thousands of Telstra customers will be able to make as many local and long-distance calls as they want for a monthly fee in a bid by the company to fight off competition from internet phone services."

The laughable thing is the "all you can eat" plan comes at a whopping $89.90 monthly fee. What is the ARPU for Engin? Yes, $30.

If the average customer on Engin spends $30 a month, then this all you can eat plan at $89.90 a month may only be of interest to a very, very small percentage of customers.

Rather, it looks like this plan is more focused at keeping customers looking at hanging up their PSTN line for capped Mobile phone plans, as quite frankly you need to make a huge number of cheap VoIP calls to warrant going back to Telstra.

 

[pharaoh]

Exactly right.
That's why no one has been impressed with this, and why Engin is still going nuts signing up new customers in droves each day

Bring on their ann

 

[pharaoh]

Consolidation day today boys and girls
Likely to be like this till we get the next ann

 

[pharaoh]

Re: ENG - Sandik, clear your messages

Tried to pm u, but saying ur message folder is full

 

[Fab]

Pharaoh,

I agree with what you say nevertheless I tried ENG on a 512/128 in Melbourne with AANET and the call quality was not good enough (I am after call quality as good or very close to PSTN) for me to decide to go with them.
TLS has still got an edge with regard to call quality as long as they can keep the broadband speed to a low level. The problem I believe for TLS is that by forcing customers to a "Slow" speed they are slowing down the all country in taking up everything that would go with a faster broadband like you call notice in countries more advanced in that respect such as France or the US

 

[YChromozome]

I tried ENG on a 512/128 in Melbourne with AANET and the call quality was not good enough (I am after call quality as good or very close to PSTN) for me to decide to go with them.

Without turning this into a technical discussion, the quality of the call is very much dependant upon your hardware, codec and the quality of your ISP (the provider that has to deliver your data to engin in close to real time) and if you have QoS (Quality of service) set up.

I use engin with Internode using the G711A codec (It samples at 8bits, 8KHz exactly the same than the Telstra exchange) and get just as good quality. Some people report better quality as you don't have kilometers of wet corroded wire (typical of Telstra’s poor state of the network) creating static and crosstalk on your line. My brother is one such case.

Just because one person has quality issues with a Internet Voice Service Provider, doesn’t mean it’s reflective of everyone on the same VSP.

TLS has still got an edge with regard to call quality as long as they can keep the broadband speed to a low level.

The G729 codec uses 31.2Kbps both upstream and downstream. The higher quality G711 codec uses 87.2Kbps. The slowest broadband plan this country is 256/64Kbps, hence is quite suitable for VoIP using the G729 codec. Telstra keeping this country at low broadband speeds is not really a problem. At the end of the day the problem comes down to the quality of the customer's ISP. Just because you are pay for 256/64Kbps doesn't mean you get it with the budget, low quaility ISPs. This has been on of the frustrations Illka Tales (CEO, engin) raised at a breakfast earlier this year.

 

[pharaoh]

I have to agree with Y

I get great quality with the Lynksys wireless router.
Y, I have no idea what codec this is u are talking about.

How can I check?

I have cable, so great download but 128k upload.
I thought maybe up my upload speed to improve it even more, but if what u r saying is true, maybe I should look at that too.

 

[YChromozome]

I've sent pharaoh a private message regarding the technical details in order to keep this thread on topic (share price and company.)

 

[pharaoh]

Cheers

 

[Fab]

Without turning this into a technical discussion, the quality of the call is very much dependant upon your hardware, codec and the quality of your ISP (the provider that has to deliver your data to engin in close to real time) and if you have QoS (Quality of service) set up.

Ychromozome,

See below my reply to your feedback.
"I use engin with Internode using the G711A codec (It samples at 8bits, 8KHz exactly the same than the Telstra exchange) and get just as good quality. Some people report better quality as you don't have kilometers of wet corroded wire (typical of Telstra’s poor state of the network) creating static and crosstalk on your line. My brother is one such case.

Just because one person has quality issues with a Internet Voice Service Provider, doesn’t mean it’s reflective of everyone on the same VSP"

I my case I am using a Netcomm 1300 Plus4 and tried all the codec and QOS setup that you mentioned above. This was tried with ENG and Faktortel with no improvement in call quality.
At this stage I was thinking maybe the adsl speed could be the reason or maybe I should give it a go with a better modem .

 

[Fab]

Without turning this into a technical discussion, the quality of the call is very much dependant upon your hardware, codec and the quality of your ISP (the provider that has to deliver your data to engin in close to real time) and if you have QoS (Quality of service) set up.

Ychromozome,

See below my reply to your feedback.
"I use engin with Internode using the G711A codec (It samples at 8bits, 8KHz exactly the same than the Telstra exchange) and get just as good quality. Some people report better quality as you don't have kilometers of wet corroded wire (typical of Telstra’s poor state of the network) creating static and crosstalk on your line. My brother is one such case.

Just because one person has quality issues with a Internet Voice Service Provider, doesn’t mean it’s reflective of everyone on the same VSP"

In my case I am using a Netcomm 1300 Plus4 and tried all the codec and QOS setup that you mentioned above. This was tried with ENG and Faktortel with no improvement in call quality.
At this stage I was thinking maybe the adsl speed could be the reason or maybe I should give it a go with a better modem .

 

[pch]

Its not your modem - it may be the last mile between you and the exchange, but most likely its oversubscription of the bandwidth of the ISP.

Have a look at a detailed posting to this thread I did maybe a month ago where I disucssed ISP's, upfeed and the myths of QOS.

 

[pharaoh]

Re: ENG - some news

There is a board meeting next friday, and the board may decide to update the market on latest subscriber numbers.
50/50 maybe if they will or not I think

On next ann sp will run north again to the next stage imo