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Vivek Sukhani
Senior Member
Joined: 23/Jul/2006
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Posts: 6675
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   Posted: 29/Nov/2009 at 9:13pm |
Originally posted by nannu_68
Originally posted by Vivek Sukhani
Its almost becoming a menace now......
While the environment of price decline has been a trend since mobile telephony was launched, but now its reaching the levels of hysteria. I simply see no brand strength here.....its as if people are only interested in cost nothing else. There's no diffrentiator other than price.
What all this means is there is no revinue visibility left in this sector. Its a slugfest, where companies are falling over one another to get hurt.
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Thats partly because none of them were really interested in providing quality 'after sales' service to customers. Once you had the connection the grievances did not matter, as you were stuck with em because of the number!! The first one to provide quality will definitely build up a brand loyalty too!
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You are right....its only just they are getting hammered. No tears to be shed for them.
Well, I am a proud Vodafone customer for almost 10 years now....infact, I am still caryying the "YES" sim card. And I can safely say I have never felt cheated....but with my dad's Airtel connection, I have had issues. They used to subscribe him to stupid services without taking his consent. And you dont know how much pleasure I am deriving when I am seeing this company's getting battered all around the park. Once number portability comes in effect, I would be rushing to get my dad's operator changed.
Till now, people have been giving examples of how Bharti has been an outperformer.....10 years hence, people will give examples of how this stock has let them down.....thank you, Rcom and DoCoMo!!!!!
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Jai Guru!!!
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vsb2pwn
Senior Member
Joined: 20/Jun/2009
Location: India
Online Status: Offline
Posts: 435
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Posted: 30/Nov/2009 at 1:44am |
Two crore mobile users go unconnected from midnight of 30th Nov. 2009
Check This:
| Nearly two crore mobile phones without unique identification numbers will go out of service from midnight today, with government deadline to operators to block calls to such devices on security concerns expiring tonight.
According to an analyst, the overall loss to the industry will be Rs 100 crore.
Despite requests from the GSM mobile operators lobby Cellular Operators Association of India (COAI) and the operators themselves, the government is sticking to its deadline.
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Loss of 100 Crores..............
Seems Nothing going right for telecom companies. 
But this may generate business for mobile set manufacturers.
Kahin Khushi Kahin Gham......... 
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vishmitt
Groupie
Joined: 02/Apr/2008
Location: India
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Posts: 64
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Posted: 01/Dec/2009 at 1:14pm |
Based on my understanding of the sector, i would love to pick shares of Airtel, but at cheaper price which reflects the future ROCE of the sector.
I can't really understand the business case of all these new companies - except for the original allotees who made money on rich valuations. Each of these plan to have 10-20% market share !!
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Crimsonarcher
Senior Member
Joined: 05/Oct/2006
Location: United States
Online Status: Offline
Posts: 355
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Posted: 01/Dec/2009 at 5:06pm |
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The telecom sector would go like the media, retail, airline and so many other sectors in India which are only governed by capital investments...who can throw more money...none of the companies have any sustainable competitive advantage (no brand loyalty, exclusive mkts, taste/association, path dependence, barriers to entry, scale). Bharti has to some extent and should be the last man standing (good brand loyalty, large customer base with switching costs, lowest cost, outsourced services, nationawide sales and service force), so its a great buy at lower levels.
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Mohan
Senior Member
Joined: 09/Feb/2007
Location: United States
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Posts: 1855
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Posted: 01/Dec/2009 at 9:48pm |
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a Couple of questions.
1. Are the incoming calls still free in the new per second billing plans ?
2. How many people have more than one sim card / service ?
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Be fearful when others are greedy and be greedy when others are fearful.
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vsb2pwn
Senior Member
Joined: 20/Jun/2009
Location: India
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Posts: 435
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Posted: 01/Dec/2009 at 7:39am |
GSM versus CDMA operators
Its Old versus New GSM operators Now!!!
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vsb2pwn
Senior Member
Joined: 20/Jun/2009
Location: India
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Posts: 435
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Posted: 02/Dec/2009 at 8:07am |
The power of CDMA technology being unleashed despite hype of GSM and auction of 3G spectrum needed for it.
Check This:
Another big news is that January onward your mobile numbers will be 11 Digit numbers. That is your number will be 99xxxxxxx instead of 9xxxxxxxx
Third big story today is entry of 18th player in GSM arena. That is Telenor.
Writing and not providing links to last two stories , to reduce my number of posts in this topic.... |
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vsb2pwn
Senior Member
Joined: 20/Jun/2009
Location: India
Online Status: Offline
Posts: 435
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Posted: 03/Dec/2009 at 7:33am |
Airtel asks TRAI to look into predatory pricing
The leading GSM Operator is feeling heat.
"The Telecom Reuglatory Authority of India (TRAI) should look at predatory pricing," Bharti Airtel CEO Manoj Kohli said in New Delhi.
Asked whether tariffs be regulated, Kohli said, "tariffs have to be sustainable in the long-run. TRAI should definitely look at predatory pricing, that is tariff lower than the cost structure of operators". |
Tata Tele top grosser of mobile subscribers in Nov
| Tata Teleservices today said it has added about 3.9 million subscribers in November, making it the highest subscriber grosser for four consecutive months.
“We have been able to add highest number of subscribers for four consecutive months. The subscriber additions are close to the previous month’s level of 3.9 million,” TTSL Managing Director Anil Sardana told reporters here. |
And BSNL joins Airtel, in saying that , it has put overseas acquisitions on hold.
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