Telenor India (Uninor) Optimistic about Growth Opportunities in India
Telenor which was embroiled in the 2G Spectrum scam for choosing a wrong partner – Unitech Ltd managed to win 6 Circles in the recently concluded auctions. These 6 circles cover ~600m people and almost 40% of Indian GDP. Penetration rates are lower than average, with Telenor estimating real penetrationContinue Reading
1800MHz Spectrum Conflict is History, Contention for 900Mhz Refarming and 800MHz for GSM – NTP 2012, M&A Guidelines
Finally, Incumbent Operators led by Airtel, Idea and Vodafone have laid to rest the conflict of 1800MHz Spectrum with new operators and Dual technology Operators [ RCom and Tata DoCoMo]. Mr. Sudhir Gupta, Principal Adviser for Spectrum, TRAI clarified on the 1800MHz Spectrum which was bone of contention. Mr GuptaContinue Reading
Globally 3G SmartPhones on Android Riding the Mobile Handset Sales
With the convergence of Mobile Phones and the Internet, 2011 and 2012 saw the rise of SmartPhones over Feature Phones with Google’s Android Mobile OS acting as a Catalyst for vendors and of-course the high speed connectivity provided by carriers on UMTS /3G technology has unleashed new era in computingContinue Reading
Reliance Jio Infocomm Developing Video / Voice over IP based India Centric Apps / Mobile Social Network
On the 22nd of October, I broke the news to the World about Reliance 4G LTE trials being commissioned in Mumbai along with Tower Location Information. Subsequently, the Indian Press started tracking Reliance which then divulged, Infotel Broadband has deployed all its resources to R&D in perfecting high definition qualityContinue Reading
How Corporates can enable Access to Web 2.0 etc [Facebook] without Affecting Productivity ?
The remarkable growth in social networking sites, modern Web applications, and their use within the enterprise has driven rapid growth in application control sales and, thus, sales of NGN Firewalls. Employees are negotiating with their management for access to Social Networks and other Web 2.0 Apps and Services, the latterContinue Reading
Idea Double Digit Revenue Growth to Continue; New Entrants Aggression Ends;
Idea Cellular Management in an Investors call said that revenue growth for Idea will remain strong over the next 12 – 18 months despite regulatory concerns. Pricing power has returned to to incumbents with increase in minutes market share and increased contribution from non-voice revenues. Idea’s Analytics team probably expectsContinue Reading
1800Mhz Spectrum Auction Results as Expected; Vodafone Surprise Buyer rather than Idea Cellular
The Results of 1800MHz Spectrum Auction 2012 are as I had expected – Failure in Delhi, Mumbai, Karnataka etc. Other important highlights of the Auction are as follows, Of the 18 circles that saw bids, the winning price did not exceed the reserve price for 17 circles, means Demand wasContinue Reading
Idea Cellular inching towards PAN India 1800Mhz Spectrum; 900MHz Retention & Migration Strategy – Voice & 3G Focus
Idea Cellular the Pure Play Wireless Telecommunications service provider in India is inching closer to 1800MHz PAN India Spectrum as the Auctions began this morning. Why Kumar Birla Pomoted Idea Will Bid Aggressively in Spectrum Auction ? Idea Cellular is promoted by Aditya Birla Group. A.V.Birla’s Management DNA is veryContinue Reading
Additional Fees on 1800MHz GSM Spectrum. What about 900MHz ? Case Stronger for Mobile Tariff Hike
The Indian Government levied Additional Spectrum Fees for Wireless Carriers in India using 1800MHz band to provide GSM based mobile Services. Decision on 800MHz band used for CDMA Services will be taken separately. The Scam scarred Government has tried to strike a fine balance with incumbent operators Airtel, Vodafone, IdeaContinue Reading