How Idea Managed to beat Bharti Airtel in Traffic Growth
First, my apologies that I couldn’t cover neither Idea Cellular nor Bharti Airtel Results & Analyst Call as I am stuck in Mumbai for some personal work. However, going through the data, I find it interesting to note that Idea Cellular has punched straight into the face of Bharti Airtel in tems of Traffic Growth for the quarter ending Dec-2009.
Idea’s minutes grew 15% QoQ much faster than Bharti (6.7%) even after adjusting for lower base and the impact of J&K ban on the latter. The reasons could be Read more
Bharti Airtel Squeezes Abu Dhabi’s Sheikh Mabarak Al Nahayan out of Warid Telecom
Bharti Airtel’s intention to takeover Bangladesh’s Warid Telecom is finally confirmed. Time for some self-praise – I was very close in valuing Warid Telecom setting aside the hype created by India’s leading financial daily and all other Web 2.0 folks 
Bharti Airtel has informed,
Bharti will invest ~USD 300 mn in Warid, which will be utilized towards network expansion and introduction of new products and services. The acquisition will be partly by purchase of existing Read more
New Operator – Tata DoCoMo to breakeven in 12 Months ?
Dismissing the myth that new wireless operators will bleed and will be forced to merge with incumbent, Tata DoCoMO has caught every analyst on the wrong foot as it came out public for the first time that it will break even in 12 months. However, it is a bit too early to BUY the entire story ut in pieces. Tata DoCoMO can perhaps achieve that in a few circles, really especially the Southern circles but may be difficult on a pan-India basis. Read more
Indian Domain Registry Security compromised – Courtesy Afilias
Afilias the well known brand name for those in the internet industry did a blunder over the weekend. As they moved registry.in to Drupal powered by Apache/2.2.3 on Red Hat Linux, they exposed source code of part core modules, due to some configuration issues.
Afilias maintains .Org .Asia and many other Top Level Domains. Anybody with Perl programming experience could download at least 4 core modules from the site. I am not sure if they could download the entire Database of Indian Domains but you never know, hackers are the smartest Developers in my view
As a responsible citizen I first contacted registry.in and Read more
3G + BWA Auction – Financial Readiness + Telecom Cabal in India
Insiders are confirming that the 3G auctions are likely to be held before the end of the current financial year, March-2010 even though there is no clarity on 2G license and spectrum for foreign bidders and the issue of incremental spectrum allocation. It is a bit surprising to me that despite the fact 3G and BWA auction proceeds are likely to fall short of initial estimates, Government is keen on the auction.
For Telecom companies, which are burning cash faster than ever in the ongoing Tariff war, having a sound Balance Sheet is a must as my analysis and channel checks suggest that there will be aggressive bidding in few select circles. However, on PAN India basis, for now assume no foreign telcos throw their hat, weak / overstretched balance sheets by Idea, RCom and new operators will keep the bids more realistic. Read more
Wireless Connections @ 500mn – Tata DoCoMo’s Per Second Billing Magic Continues
If you are from the Advertising & Marketing background, then you’ve gotta to love how Tata DoCoMo changed the entire marketing strategies of all the Wireless Operators in the second largest Market in the world [in terms of subscriber numbers] Tata DoCoMo continues to lead the number of Wireless Connections sold in India for the fourth consecutive month. It is a commendable job by a new operator [ most additions are on GSM and not in Tata Indicom, CDMA] The number of Wireless Connections added by Tata DoCoMo in the last 4 months are as follows – August – 3.41 mn, Sept-4.0 mn, Oct-3.86mn, Nov-3.32mn. TCS’ Ramadorai has already dropped the bombshell Read more
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