2G Spectrum Scam – Dirty Government – Leaked Wiretaps
I hate to write about Dirty Political , Bureaucrats, Lobbyists, Businessmen and Journalist’s doing shady deals. However, the 2G Spectrum Scam of India which I wrote about almost 2 years ago is now at the center stage. I am doing nothing new here but linking to the Original Wiretap andContinue Reading
Bharti Airtel – Con Call – All Voice about African Wireless
Bharti Airtel reported Sept-10 quarterly results and as expected financial sheet was not good looking. However, you have to overlook the financial for the next 2 or 3 quarters and look at the actions by management, really especially in Africa where it has operations in 16 countries. Excerpts from theContinue Reading
Idea Cellular – Weak Quarter + 3G Weigh on Balancesheet for Next 3 Quarters
Idea Cellular – Pure Play 2G Wireless Operator reported a weak and a worse quarter, ending Sept-30. I don’t BUY the seasonality argument as pitched by management and other analysts as Telecom is the most affordable essential service [once upon a time luxury] the rural folks have. Telcos must deviseContinue Reading
New Operators Struggle – Analysts Grill Telenor [Uninor’s Promoter]
New Telecom Operators with the Weakest Business Case are under fire from various corners. For instance, Etisalat DB is unwilling to even start its operations [Company full of Question Marks and Indian Government’s unwillingness to investigate the funding pattern] while Uniinor a JV of Telenor & Unitech is under fireContinue Reading
Wireless Operators @ DoT to surrender Licenses – Consolidation Soon
The DoT has leaked to the media that some of the new entrants have approached the DoT to surrender license and spectrum in some or all of the circles. Etisalat DB, Loop, S Tel are the likely players. This means their will be an end to the 2G wireless spectrumContinue Reading
Tata’s bid adieu to Chinese – ZTE & Huawei for 3G
Just a quick press – if newspaper reports are to be believed, Tata Teleservices a big admirer of ZTE and Huawei Network Gears has struck a deal with Nokia Siemens Network for deploying 3G network in India. Why is this so important ? I remember that DoT having instructed allContinue Reading
Airtel Pan India 3G Services by end of 2010 + No Problem in Sourcing Telecom Gear
Just a while ago, in a conference call the Management of Bharti Airtel confirmed that if 3G Spectrum is allotted to them by Sept-2010, as promised by the Government during 3G & BWA Auction, Airtel will roll out services before the CY 2010. Even though Bharti Airtel fell short ofContinue Reading
Wireless Tariff War + African Safari dent Bharti Airtel’s Q1-FY 11 Bottomline
Bharti Airtel announced its results for quarter ending June-2010. Its Profits are down by 32% on a YoY basis to Rs 16.8 Bn. Wireless Tariff war in India has hit the bottom-line as well adding to its woes is the 23 days of African Operations. Bharti Airtel has shifted itsContinue Reading
Idea Cellular 3G Launch in 2011 – Big Bang Coverage Expected
After a long time, almost gap of 2 quarters I am back to participating in Conference Calls, though may not be consistent with all Telcos as my pre-occupation with other projects. Excerpts from Idea Cellular call with Mr. Sanjeev Aga CEO and Mr. Akshay CFO [My comments, if any, appearContinue Reading