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Everybody is keen to make of Google’s FTTH initiative, with some believing the Google is serious about developing a local market development strategy that would be the basis for a more significant roll-out over time and with others believing the Google is simply attempting to spur greater competition and innovationContinue Reading
The Telecom Disputes Settlement and Appellate Tribunal (TDSAT) today quashed Department of Telecommunications’ (DoT) penalty on Bharti Airtel, Idea Cellular and Vodafone. The tribunal also allowed intra-circle roaming (ICR) for 3G services. Potentially Highly Corrupt Officials in the DoT had earlier issued notices to operators stating the illegality of providingContinue Reading
Idea Cellular CEO, Himanshu Kapania hosted Analyst Call to discuss FY 2013-14 results. One of the Grey areas of this call is Himanshu does lot of repetitive work by talking on what is already sent out & uploaded on Idea website. Responding to a question on if they see launchContinue Reading
Plain vanilla Wireless Operator, Idea Cellular reported a strong Financial Year 2014 with subscribers base touching 135.8 Mn. Idea Voice traffic grew 8.6% qoq and 9.5% yoy to 157.1 bn minutes. MOU for the quarter was 397 mins/sub/month, +5.6% qoq but down 2.1% yoy. Strong voice volume growth, after threeContinue Reading
Asia’s Leading Innovative Telecom Service provider, NTT DOCOMO has announced its plans of exercising the option of selling its entire 26.5% stake in Tata Teleservices. The price is going to be higher of 50% of the acquisition price, which amounts to INR72.5bn, or fair market price. DOCOMO’s potential exit againContinue Reading
Unlike the US and China, where landline and broadband penetration is high, India’s 2013 landline-broadband penetration was 12% / 6%. With limited investments expected by telco operators in these areas, we do not expect penetration to materially improve from these levels. Even PC penetration in India was around 10% inContinue Reading
For an investor in Indian Telecom story, he can either choose a Telecom Infrastructure Company or a Service Provider to invest in. Relatively, the tower company can exhibit a stable and consistent growth profile versus the service provider. Data has a long way to go in India and voice usageContinue Reading
AS the Battle for Mobile Data heats up beating the worst summer heat, Tower companies are busy striking deals across operators to enable 3G / 4G data services on your handsets. In this backdrop, caught up with a Telecom Network Engineer who explained the design and the key components thatContinue Reading
The proliferation with increased functionality of cheaper consumer devices we are seeing a mix shift across all consumer electronics. Consumers no longer need to buy a high end PC to use sophisticated applications software (spreadsheets, database queries, tax preparation, etc), or buy a high end tablet to view premium contentContinue Reading
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