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
Infotel Broadband – Nahatas – HFCL – Reliance – Old Nexus Revieved by Mukesh Ambani
For readers who are naive to the field of telecom, here is a brief corporate history of Infotel Broadband Services Private Limited and its promoter Nahata of the Himachal Futurustic Communications Limited group.
In 1995, when the first 2G Wireless Service Licenses were auctioned, HFCL promoted by Maloo and Nahata traders by profession, clueless about Telecom bud for 9 circles at an astounding price of Rs 85,000 cr with almost empty pockets. Then HFCL has caused a loss of Rs 20,000 cr to the Government Exchequer by selecting only 3 licenses of the 9 after corrupt telecom minister Mr. Sukh Ram bailed out the HFCL group. Insiders whispered Read more
Infotel Wins PAN India BWA Spectrum – Qualcomm Wins Delhi + Mumbai
Infotel Broadband Services Private Limited has won 20MHz [in 2.3GHz frequency] of Wireless Broadband Spectrum across all circles in India outbidding Bharti Airtel, Vodafone and even Qualcomm Inc except few circles.
There were only two slows for the 20MHz BWA Spectrum. Infotel promoted by Nahata’s of HFCL has won a PAN India Bid [One Slot in every circle] and other winners are as follows,
- Delhi – Qualcomm
- Mumbai – Qualcomm
Feed
Display Ad
