tag:blogger.com,1999:blog-345123052009-12-05T10:44:26.814+05:30Fastest growing Cellular Market in the world.Webmasternoreply@blogger.comBlogger226125tag:blogger.com,1999:blog-34512305.post-60267807247612831952009-12-04T09:54:00.001+05:302009-12-04T09:57:43.702+05:30

Uninor today announced launch in 7 circles - TN, Kerala, Karnataka, AP, UP (East), UP (West) and Bihar with distribution comprising 1000 exclusive distributors and 210k retail points. With this, only Etisalat-Swan are yet to launch among the new entrants with strategic partners.Uninor has announced plans for subs with longer duration calls (Talkmore) as well as frequent callers (Callmore). While

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-57281138701136747212009-11-25T10:20:00.002+05:302009-11-25T10:27:24.731+05:30

We believe the following four factors are the drivers of consolidation in the Indian Wireless / Telecom industry.Ongoing Tariff War - We expect tariff pressures to continue. While we believe the price floor may not erode beyond 10%, we expect average prices to decline c25%, as the gap between prices of incumbents and new players will likely narrow.Spectrum and Scale - The total available spectrum

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-43949857294875699402009-11-21T13:08:00.003+05:302009-11-21T13:21:50.422+05:30

The ongoing Tariff war in the Indian Wireless industry has led to Wireless operators adding 16.6m new connections in Oct-09 vs. 14.8m in Sep, the highest ever in the History of Indian Cellular Services. The total mobile subscriber base now stands at a whopping 483 mn.Tata Tele Services Ltd [Indicom / DoCoMo] TTSL reported 3.9m subs in Oct. vs. 4.0m in Sep. Excluding 0.5m netadds from two new GSM

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-5216399947085097222009-11-20T13:22:00.005+05:302009-11-20T13:33:42.955+05:30

Reliance Wireless President, Mahesh Prasad has revealed the magic number sought after by all the Telecom Analysts in India - The Average Call Duration - 58 Seconds.Now this means Pay Per Second Billing will not be suitable as customer ends up paying Rs 0.60 / call instead of Rs 0.50 or lower tariffs available in the Indian market. Thus the one paisa per second tariff proves to be expensive

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-55142196392093593732009-11-18T10:34:00.000+05:302009-11-19T10:41:19.250+05:30

The first signs of Weakness in new Operators is now evident that Uninor [ a JV of Telenor and Unitech Ltd] has confirmed that it will have a focused rollout in majority of 22 circles, while meeting license obligations in all circles. Uninor also said that India capex plans have been scaled down from Rs155 billion earlier to Rs 120-125 billion.Uninor has just 12,000 base stations installed, much

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-86558457277908983222009-11-09T15:06:00.002+05:302009-11-09T16:19:35.251+05:30

Wireless Spectrum is topic of controversy as successive governments have favored set of operator/s and have given away India's Natural Wealth [Spectrum] without determining the true price by means of auction, which has caused loss to none other than you and me. Here is the complete Spectrum Allocation Details Operator Wise, Circle Wise under both GSM and CDMA Segments.We went a step ahead and

Webmasternoreply@blogger.com4tag:blogger.com,1999:blog-34512305.post-13921369186950836542009-11-04T11:22:00.002+05:302009-11-04T11:30:14.184+05:30

goBroadband broke the news live from Reliance Analyst Call on the discrepancy in Wireless Revenues reported by Company to TRAI and to the shareholders was due to the fact that telcos were booking handset revenues as part of Wireless Revenues.The industry practice of bundling CDMA handsets with service has been falling away due to increasingly easy availability of CDMA handsets in the open market

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-31592020493287319922009-10-30T18:12:00.005+05:302009-10-31T10:15:04.802+05:30

A week ago we made a business case that Airtel is likely to shift to per second billing. Bingo! Bharti Airtel has introduced Freedom Plan which is based on a pulse of second.Details of Airtel Freedom Plan:Airtel OnNet Calls [Terminating on Airtel Network] - 1 Paise / Second - Local or STDAll other Calls - 1.2 Paise / Second - Local or STD.Kindly note that Airtel Freedom Plan is available only for

Webmasternoreply@blogger.com2tag:blogger.com,1999:blog-34512305.post-18470870076159749272009-10-22T12:47:00.003+05:302009-10-22T12:57:36.019+05:30

It is highly likely that Bharti Airtel will shift to Per Second billing as per whispers in the analyst circle. Overcapacity in urban centres has accelerated the dual SIM phenomenon, in our view, as new schemes have allowed for arbitrage opportunities. We believe that Bharti needs to stop arbitrage opportunities, and we would not be surprised if Bharti adapted to billing per second on a pan-India

Webmasternoreply@blogger.com1tag:blogger.com,1999:blog-34512305.post-33860832129302975302009-10-17T08:00:00.002+05:302009-10-17T08:14:14.998+05:30

India Post which is here to serve the Public has taken a noble initiative by introducing SMS tracking interface for Speedposts. However, we register our objection to the premium SMS service which the Government undertaking has taken to serve the consumer as it will cost a whopping Rs 3 / SMS.To track your Speedpost, send a SMS to 55352 in the following formatSPSpeed Number For example - SPSpeed

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-47136262268107326252009-10-07T16:50:00.004+05:302009-10-07T18:03:41.357+05:30

MJicrosoft is running behind in the Fast Growing Mobile Handset market as well. However, the company has launched Windows Mobile 6.5, which will deliver new customer experiences through an improved, easy-to-use and customizable user interface and an enhanced browsing experience.Handsets Bundled with Windows Mobile - HTC Touch 2 Acer Be Touch E100, Acer Be Touch E101, Acer Neo Touch S200 and Acer

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-5704971181397388892009-10-05T17:18:00.003+05:302009-10-05T18:50:57.171+05:30

In line with the management's statement during the last quarter's conference call, Reliance Communication is the company that has pioneered the launch of most innovative tariffs, the Wireless division just minutes ago informed about another round of disruptive tariff applicable across the board - CDMA, GSM and Pre / Post paid customers.Simply Reliance Tariff Plan:Applicable to both GSM / CDMA

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-70920608742399107042009-10-03T11:42:00.002+05:302009-10-03T11:53:15.718+05:30

As Reliance Telecom Infrastructure readies itself for the IPO, here is the state and analysis of Telecom Tower Infrastructure in India. At the end of FY2009 [March], India had ~282,000 Telecom Towers serving 390 mn wireless customers. Tower operators bullish on growth prospects for new entrants, launch of next generation technologies. 3G/WiMAX deployments in top 100 cities could require

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-3460286024956826232009-09-22T18:02:00.004+05:302009-09-22T18:08:18.674+05:30

Bharti introduced a new 'Airtel Advantage' (AA) prepaid tariff plan over the weekend, which offers local/NLD calls, 25-66% cheaper than headline rates, for payment of Rs50/month. This plan would result in convergence of effective realized rates for local and NLD calls; as such, the real cut is in the NLD tariffs, in our view. We expect others (Vodafone, Idea, RCOM) to follow suit with similar

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-12999740427731525192009-09-12T11:12:00.003+05:302009-10-25T23:24:04.190+05:30

The DoT has released the new time line for the auction of 3G / broadband Wireless Access spectrum in India. Dec-7th-2009 is the date when the Government will conduct the 3G Spectrum Auction.EVDO and BWA Auctions will be held 2 days after the conclusion of 3G auction.Revised Time Line for 3G / BWA Auction:Release of Revised Information Memorandum 29-Sep-09Deadline for submission of questions for

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-63239119100501630372009-09-01T14:43:00.001+05:302009-09-02T10:35:37.117+05:30

The disruption of Indian Telecom Tariffs continue with Tata Indicom the CDMA Wireless service introducing Pay Per Call at flat Fee of Rs 1 / Local Call and Rs 3 for STD Call. Tariff valid to any Phone in India / Mobile or Landline and the maximum duration of the call will be 10 Minutes. This implies, STD calls will cost th consumer 30 paise / minute and 10 paise / minute if they utilize the 10

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-32874832598935654552009-08-29T11:05:00.001+05:302009-08-29T11:07:17.208+05:30

Citing national security concerns, the Department of Telecommunications (DoT) has strictly directed private players not to use Chinese equipments in 20 out of the 29 states, in a move to ward off Chinese equipment manufacturers from Indian market.DoT, after a meeting with private operators, has directed the private players to avoid using Chinese equipments. However, the companies are arguing that

Webmasternoreply@blogger.com1tag:blogger.com,1999:blog-34512305.post-27007530130045851622009-08-27T08:38:00.003+05:302009-08-27T08:46:45.067+05:30

Revenue market share of Wireless companies in India proves that, Indians are most likely to opt for a GSM connection than a CDMA. RCom's CDMA and Tata Indicom CDMA have been consistently losing Revenue market share. However, with th launch of Reliance GSM Mobile, the company has been able to achieve a turnaround of 150 bps higher revenue market share for the quarter ending June-09. [According to

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-10315728083885234422009-08-19T10:06:00.002+05:302009-08-19T10:11:20.718+05:30

Tata DoCoMO launched its GSM service in Mumbai this month with heavy ad spend (print media/hoardings) focusing mainly on per second billing. Tata DoCoMo's offer of 1p/sec is an ongoing plan and not an introductory offer. We visited some of its retail outlets in Mumbai to gauge the response, took a SIM card and used the service to get a sense of the coverage/quality of network. Waiing time at

Webmasternoreply@blogger.com1tag:blogger.com,1999:blog-34512305.post-12725107968298175462009-08-15T15:53:00.004+05:302009-08-18T08:58:18.983+05:30

It appears that Bharti Airtel is facing stiff competition from new GSM operators and of course state owned BSNL which has the best plans for heavy mobile phone users. Airtel is banking on a Great marketing gimmick of Special Five. The catch in this Special 5 is all the 5 numbers have to be Airtel mobile numbers. Wait a minute, hasn't Reliance offering such plans for the past 3 years ? In

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-82790049345153334492009-08-12T10:33:00.002+05:302009-08-12T10:41:11.732+05:30

BSNL CellOne has added 1.62 mn customers in July-09 up 81% MoM from 897,000 in June-09. BSNL used to be the Wireless and Wireline market leader 2 years ago but the company lost to competitors due to Political interference. However,with increasing criticism from Indian public and the need to take the company Public, BSNL is now working to be back on track.GSM operators reported 9.9m (estimate)

Webmasternoreply@blogger.com1tag:blogger.com,1999:blog-34512305.post-33256826945990926392009-08-08T10:14:00.002+05:302009-08-08T10:19:03.454+05:30

MTNL has had so far on its 3G platform and the poor subscriber mix of the company. We agree that driving ARPU is the only available recourse in saturated metros, but in our view, the subscriber mix at MTNL is not suitable for 3G services and provides limited possibilities for ARPU improvement.MTNL is in the process of inviting bids from global telcos to run its 3G operations in Delhi and Mumbai

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-30192465381110573542009-07-23T12:52:00.000+05:302009-07-23T12:53:03.285+05:30

With the tiff between the finance ministry and the Department of Telecommunications (DoT) getting bitter over the jurisdiction, the latter may withdraw its decision to waive license fees for fixed-line service operators in rural regions.Earlier, DoT had favored rolling out services in rural areas and had even amended the terms of the basic services and universal access service (UAS) licence to

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-80677077327754830312009-07-10T12:45:00.000+05:302009-07-10T12:46:28.265+05:30

Reliance Communications (RCom), one of India's leading telecom operators, has formed a partnership with UK-based 3rd Space Services to offer video content having embedded advertisements on its mobile platform.As per the agreement, 3rd Space Services will offer mobile video content to RCom. Along with world's leading sporting content. It will also offer content such as 'Who Wants To Be a

Webmasternoreply@blogger.com0tag:blogger.com,1999:blog-34512305.post-75231614899345883232009-06-30T11:04:00.002+05:302009-06-30T11:12:00.675+05:30

We did an analysis on how Telcos will expand and serve in the near future. Out study suggests that South India has relatively low penetration and above average ARPUs, and represents the best opportunity for near-term growth for telcos in the near term. This helps explain why several new entrants [Tata DoCoMo, Aircel etc] have chosen to initially expand operations from the South.Bharti Airtel

Webmasternoreply@blogger.com0