How can Airtel Transform Zain African Wireless Operations ?

We would like to share with readers an excerpt of Zain’s Wireless Operations now taken over by Bharti Airtel in Africa. The longer Bharti takes to complete the transaction, the higher would be the risk of uncertainty-driven attrition in Zain in addition to the risk of capex needs rising and…

Continue Reading How can Airtel Transform Zain African Wireless Operations ?

Tata may have to bid Aggressively in BWA Auction

Tata Communications / Indicom currently offers WiMax based broadband services in the 3.3GHz unlicensed band and targets a presence in 40 cities and 300 towns across India. It has over 5,000 enterprise and retail customers across 10 key cities. Gaining BWA licence, at least in Metro and Category A circles,…

Continue Reading Tata may have to bid Aggressively in BWA Auction

Why is 3G Auction of Spectrum so Aggressive ?

The Bid for PAN India 3G Spectrum in the ongoing Auction has reached a whopping $1.7 Bn, a move the world is watching. This is despite the fact that deep pocket Foreign Telcos were discouraged from entering the game by the Government with unclear policies and roadmap for the industry….

Continue Reading Why is 3G Auction of Spectrum so Aggressive ?

Indian Wireless Base at 578 Million

We have compiled from the Telecom companies and TRAI / DoT and affirm that Indian Mobile SIM base now stands at 578.319 million at the end of March-2010. FY 2010 saw significant realignment in market share of net-adds driven by multiple-SIM phenomenaLarge incumbents [Bharti Airtel, RCOM, Idea and Vodafone] lost…

Continue Reading Indian Wireless Base at 578 Million

3G Auction Update – Day 10

The price at the end of Day 10 increased c4.4% to USD6.0bn as compared to USD5.8bn on Day 9. This price (USD6.0bn) is c89% higher than the reserve price of USD3.2bn. We believe at least an average of c3.4 operators remain in contention for pan-India bidding, compared to seven players…

Continue Reading 3G Auction Update – Day 10

GSM net additions up 7% MoM in March

GSM players added 13.9mn subscribers in March 10 as compared to 13mn in February. We have excluded numbers for Reliance Communications & Tata Teleservices as the company reports consolidated subscribers (GSM+CDMA). Vodafone posted the highest net additions for the second month by adding 3.6 mn subscribers. On the other hand,…

Continue Reading GSM net additions up 7% MoM in March

3G auction update – Live

40 rounds of bidding completed for 22 circles to date; believe activity levels remain below 100% (likely at 90%). Number of circles with excess demand up at 13 from 6 on Day 6. We believe players continue to alternate bids among circles and activity levels continue to remain below 100%…

Continue Reading 3G auction update – Live

Entry Level 3G Enabled Handsets in India

Withing the next 48 hours we will know who will be the 3G Operator in each Telecom Circle of India. We quickly surveyed the market on the availability of 3G capable / enabled Handsets for the masses of Indian population and we found 5 of them varying in cost from…

Continue Reading Entry Level 3G Enabled Handsets in India