3G Auction India enters Dizzy Heights
After 12 days and 70 rounds of bidding on Friday (April 23), 3G bid-price of US$1.71bn (Rs76bn) is almost at my forecast of $1.8 bn and is likely to cross the same, a bad thing for the Indian Wireless Industry as a whole. With Activity requirement still at 80% in our view, the risk of final price surpassing US$2bn mark have increased considerably. This raises the doubt of value creation from 3G if winning bid exceeding US$2bn, and therefore expect weakness with incumbent operators as well. Read more
WiMax Broadband as Business Case in India
In quest of the CPAEX involved for WiMax and modeling the business case, Citi Analysts spoke to Mr. Lil Mohan, MD (APAC & META) at WiMax Program Office, Intel Corp and here is a brief excerpt from the same,
WiMax Spectrum – Network Deployment – Cost for End User – 2 slots of 20 MHz in the 2.3 Ghz band available for wireless broadband auction in India can be used for any wireless broadband technology (WiMax/LTE). In addition to the spectrum fees, BTS will cost ~US$10-20k depending on the vendor/market. A basic WiMax roll-out in top 100-120 cities in India will require ~20k cell Read more
3G Spectrum Auction – Demand for Metros + Circle A – Rest No Takers
DoT just a while ago made the demand for 3G spectrum available to the Public. As expected, Telecom Circle A and Metros are witnessing good demand though may fall short of our initial estimate. However, the surprise was even at Base Price, their are no takers for 3G Spectrum in Category B and Category C Circles. Here is how the demand looks like after completion of 5 rounds in Circle A and Metros, Read more
Wimax ecosystem weakened + 3G a Nationwide Service – Qualcomm
Mr. Kanwalinder Singh, President of Qualcomm India & South Asia in an exclusive interview to IIFL shared some thoughts on 3G and BWA Appications in India. Qualcomm is already working on alternative computing devices which will connect Indians, based on cloud computing. Devices may be smartbooks, Kayak and combinations.. Here is an excerpt from his interview,
Qualcomm’s plans on India’s BWA auction
Qualcomm has a history of participating in spectrum auctions to expedite commercialisation of new wireless technologies. TD-LTE is compatible with 3G WCDMA/HSPA and EV-DO for a seamless broadband experience in-country and while roaming globally. Also, when it comes to data, the quality needs to be extremely good. Read more
3G Spectrum usage Strategy by Indian Mobile Operators
The much awaited 3G Spectrum auction is finally happening, almost smoothly except that potentially corrupt Telecom minister A.Raja is charged by the Office of Controller and Auditor General for causing a loss of over USD 5 bn to the Government. Anyway, after a careful study here is what Indian Wireless Operators may do with the 3G spectrum if they win in the auction, Read more
3G Spectrum – $1.8Bn likely bid for All Indian Spectrum
It wasn’t an easy task to estimate the potential clearing bid prices for 3G spectrum in each circle. Taking into considerations various parameters – current subscribers, reach, income levels, etc I assigned a multiple to each telecom circle depending on the growth potential and 3G service absorption capacity. In my estimate the price for all India 3G spectrum is expected to be ~$1.8 bn.
The circle wise breakup of winning bid is as shown in this spreadsheet. In my estimate Mumbai and Read more
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