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| Thursday, April 30, 2009 |
| Airtel + Alcatel Lucent - Emerging Markets the Future ? |
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Bharti Airtel, the pioneers of a new business model in telecom industry - Outsource network operations to third party has take an new step this time again. Wireline [includes Broadband] CAPEX is likely to be outsourced to Alcatel Lucent. Wireline as a segment is on decline in India and Wireless has all the momentum for Voice and Wireline is mostly used for DSL Internet access.
This is a good news that folks at Airtel have finally realized the strength of broadband for the company's bottomline as ARPUS have started falling in the Cellular business. This is also a blessing for the ailing Alcatel Lucent to make some money.
Going forward we believe that the Emerging Markets will offer substantial business to Western Telcos as the latter have the technology and the complete know how about the next generation networks. You can recollect how Sprint-Nextel in it capacity is acting as a consultant to push wireless internet in India. |
Published on Thursday, April 30, 2009 at 11:18 AM  |
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| Tuesday, April 21, 2009 |
| Tata GSM in South + DoT seeks legal opinion on additional spectrum |
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Tata Teleservices Ltd. will launch mobile services using the GSM, technology in the next few weeks, the company's chief executive said Monday. Anil Sardana said at a press conference,
We have received spectrum in all circles, except in Delhi. We will will launch GSM services in southern India first.
GSM players may face uncertainty over allotments of additional radio frequencies as they expand their services in the fastest growing mobile market in the world. Following last month’s ruling by the telecom tribunal, which said that GSM players were not entitled to more than 6.2 MHz of radio frequencies, the communications ministry has now sought legal opinion whether to go ahead with the allocations beyond this limit. The communications ministry is faced with a catch-22 situation. |
| Published on Tuesday, April 21, 2009 at 9:05 AM |
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| Friday, April 10, 2009 |
| Insight into Wireless Realities of India |
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Indian market is extremely different - be it Retailing or Wireless. Today I am going to take you into some myths and realities of the mobile sector. The following study is based on the data good for the year ended Dec-08.
- Highest MOUs in C Circle - Concern on quality of subscriber partially addressed with strong MoU growth witnessed in C circles. Outgoing MOUs at 245 for C circles is in fact marginally higher than the national average (241), despite the narrowing of penetration gap. Lower fixed-line penetration in C circles makes mobile the primary communication device which boosts MOU. Meanwhile, SMS usage seems to be picking up again.
- Proportion of on-net calls varies materially across circles - The percentage of on-net calls varies from 48% in metros to 70% in C circle. A key reason for this trend could be market share concentration. In our study we found that, the metros with an average of 25% market share for the largest operator have 48% of on-net calls versus 70% for circle C where the average market share for the largest operator is 36%.
- Fixed-to-mobile substitution more prevalent in rural areas - Declining tariffs,
innovative services (lifetime, micro pre-paid) and success of Fixed Wireless Telephone have turned wireless into an increasingly preferred mode of communications in the rural areas. This is reflected in higher fixed-line disconnections in rural areas.
It happens only in India :-) |
| Published on Friday, April 10, 2009 at 2:09 PM |
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