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 of Pan India 3G Spectrum, it is in talks with various operators for Roaming Arrangement so that Airtel Subscriber has seamless 3G connectivity anywhere in India.
Airtel’s Sr Executives dismissed the notion of 3G Spectrum and Back-haul crunch as they have deployed the best Network Gear as well as have laid an extensive OFC network. Current gears enable the carriers to carry higher capacity traffic as well. Airtel said that it is not facing any issues with in-sourcing of Telecom Equipment from its European Vendors Read more
End of Tata’s WiMax Broadband Dream Run
In a Conference call with Analysts [I couldn't make it but here are the excerpts] Tata Communications Ltd, erstwhile VSNL acknowledged the end of its WiMax Dream Run.
Credit Suisse Analysts wrote,
Management expressed disappointment over not having won any spectrum in the recently concluded BWA auctions in India. Management indicated that prices crossed their internal realistic valuations quite early in the auction process, and thus it opted out of the bidding.
Analysts differ on Mukesh Ambani’s Telecom Fairy Tale
RIL chief Mukesh Ambani ventured back into the Telecom Space by investing the surplus generated by his company in Oil / Energy Sector. In a presentation to Analysts, Reliance Industries Ltd has presented a fairy tale [Telecom is no F**ing Joke] Here are the views of Top Telecom Analysts on RIL’s re-entry into telecom space,
Reena Verma Bhasin from BOFA-Merrill wrote,
Recent attempts like foray in organized retail and SEZ have not really taken off. The re-entry in to telecom may be another effort to reduce cyclicality of RIL’s earnings. RIL’s telecom foray may start being included in sum of parts valuation once there is clarity on business plans and execution time-frame.
Goldman Sachs Analysts wrote, Read more
Reliance Industries Telecom Foray – Management Presentation
On the 12th, RIL marking re-entry into Telecom space presented to Top industry analysts on company’s stand for the re-entry in this space. Here is an excerpt from the same, [My Comments appear in Italics]
RIL acknowledges the fact that BWA spectrum acquisition price extremely competitive by global benchmarks. What is intriguing the management is Increasing array of products with greater demand for speed driving evolution of mobile technology [Hardly any in India, where is the affordability ?]. In RIL’s opinion, 2×5 MHz spectrum holders will remain inherently disadvantaged for data services even if they deploy LTE. For symmetric service like voice, uplink and downlink are equally used, so 2×5 MHz = 10 MHz only Read more
State of Wireless Broadband Market in India
I’d like to do a quick status check on the current state of Wireless Broadband market in India. [ 149 mn Data Connections on GPRS Network is excluded] Indians can subscribe to wireless broadband on 3 types of networks – WiMax, EVDO and 3G HSPDA.
WiMax in India – Tata Communications and Reliance Communications deployed WiMax Broadband networks in unlicensed spectrum in select cities 3 years ago but gave up on the same in early 2009. Both being CDMA operators, switched focus Read more
Intel’s WiMax Lobbyist Paul Otellini gets befitting reply from COAI
You all are aware of the WinTel lobby which prevailed once upon a time and the fat management layers in these companies still think that they can get it to work. In the context of this management attitude, Mr. Paul Otellini, CEO of Intel wrote to Dr. Manmohan Singh, the Hon. PM of India claiming that WiMax is the best technology to provide broadband services.
The PMOs office sought the opinion of DoT and the telecom industry in India. COAI, representing the GSM operators gave a befitting reply and strongly disagreed with Mr. Otellini’s claim. COAI said, Read more
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