Mobile in India
The battle for Telecom supremacy between Bharti Airtel and Reliance Communications has entered a new phase with Reliance Communications [Rcom] lowering entry level mobile service lifetime tariffs to as low as Rs 199, while Bharti Airtel is charging Reliance Communications 10-12 times higher for interim undersea international bandwidth. Rcom loweredContinue Reading
In a conference call concluded just minutes ago, Reliance Communications [RCom] Chairman, Anil Ambani said that by March-08 all CAPEX investments on the CDMA front would be done. Mr. Ambani hopes to end the year FY08 with a CAPEX of $5.2 bn and has a guidance of $6 bn CAPEXContinue Reading
Just a while ago I received Bharti Airtel’s results for Q3 FY2008 and here is an excerpt, [ subscriber nos at the end of Dec-2007] It has 55.16 mn Wireless subscribers and 2.1 million Telemedia subscribers [Wireline and Broadband division will henceforth be known as Telemedia because it will alsoContinue Reading
After TRAI’s objections to DoT’s stand on spectrum, DoT has quickly changed its stance and quietly adopted TRAI’s recommendations. The following graphs show how GSM mobile operators can claim incremental spectrum, which is linked to subscriber addition in various Telecom circles. Metro Circles: Circle A: Circle B: CDMA operators areContinue Reading
TRAI chief, Mr. Misra has now come up openly against A. Raja, on whose behest the DoT operates. Mr. Misra alleges that DoT has not accepted TRAI’s recommendations on Spectrum allocation in its entirety and has modified to favor CDMA operators [ Reliance Communications ]. Mr. Misra raised his voiceContinue Reading
Reliance Communications has been granted 4.4Mhz spectrum in all the 14 circles where it wanted to start GSM operations. From various reports it looks like the DoT and the government has favored Reliance Communications, especially no transparency in accepting the recommendations on spectrum and issuing LoI to other incumbents. VodafoneContinue Reading
The year 2007 was another remarkable year for Bharti Airtel. The company retained its Numero Uno slot in the Indian Wireless market. At the end of Dec-2007, the company had 55.16 mn subscribers up by 72.5% YoY. Vodafone Essar India ended the year with 39.86 mn subscribers. BSNL which gainedContinue Reading
While the battle for mobile spectrum between Airtel and Reliance is still on, Bharti Airtel has quietly joined hands with Vodafone India and Idea Cellular to form Indus Towers to share telecom infrastructure. Indus Towers will be an independent entity that will provide passive infrastructure services on a non-discriminatory basisContinue Reading
At first I wasn’t very serious about DoT’s internal memo on wireless tariffs heading south. In a discussion with one of the Dalal Street analysts, it became evident that Reliance is all set to change the dynamics of GSM mobile services. Assuming that average revenue per minute will now fallContinue Reading
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