Broadband in India
Before I write about the M&A in Indian Telecom, I’d like to write a little more on the evolution of Wireless Data / Broadband services. Investment Bankers and Strategists at Telecommunication companies are pitching that Data as the next Big driver for the sector, especially with the advent of cheaperContinue Reading
Reliance / Mukesh Ambani is well known to influence the Indian media [Reference Nira Radia Tapes]. Anyway, our interest is Broadband and lets see if their new story of Rs 10 / GB of Wireless Broadband is doable. Today’s ET reports that Reliance 4G LTE will be offered at RsContinue Reading
My apologies that I couldn’t write about the Airtel Conference Call Post Q2 results. However, here is an interesting piece of data which has caught everybody by surprise. Airtel gets 14.5% revenues from VAS of which 9.5% is from SMS. This means the remaining 5% includes VAS like CRBT, IVR,Continue Reading
Indians have given a Thumbs Down to CDMA based Mobile Voice Service as they increasingly embrace the GSM Platform due to the friendly eco-system for consumers. India has 851 Mn Wireless Connections at the end of June-2011. In June-2009 CDMA Mobile Connections commanded a 23% market-share which dropped to 17%Continue Reading
Here is a very interesting development on the 4G LTE-Broadband front. Mukesh Ambani’s RIL had invited bids for Telecom Infrastructure [Fiber and Tower] and Economic Times journalists who spoke to insiders in the deal send feelers that Reliance Communications [RCom ]is probably the choice for RIL’s 4G LTE Broadband Rollout. Continue Reading
The past few months have been the toughest on personal front in life with some serious health issues to immediate family members and hence was completely out of sync. Trying to get back now 🙂 Earlier this week, the Government under attack for 2G Scam and for not taking theContinue Reading
It was January of 2008 that I had asked RCom, Airtel, etc on why were they not aggressive on Data plans. Today I am very delighted to hear from Mr. Syed of Reliance Communications that the company is riding the Data / Broadband Wave which now contributes ~20% of theContinue Reading
Mukesh Ambani maybe the richest and the most powerful businessman in India. However, he is a miserable failure in the context of Telecom business. Mukesh subsequently gave control of the same to his younger brother and you know what the current fate of Reliance Communications is. Reliance Industries, the OilContinue Reading
Now that the incumbents have started rolling out 3G Plans across selected cities, the cost of 3G Access for a customer is very very expensive compared to the ARPU of < Rs 200 [National Average]. However, the main targets of 3G service during the initial launch is only premium customersContinue Reading
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