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The Future Of Telecom Sector

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Forum Name: Sector talk
Forum Discription: Discussion on sectors with regard to specific matters. We will be discussing the various sectors of the economy and how they would perform. Basically a top down approach.
URL: http://www.theequitydesk.com/forum/forum_posts.asp?TID=2531
Printed Date: 19/Apr/2025 at 4:25pm


Topic: The Future Of Telecom Sector
Posted By: vsb2pwn
Subject: The Future Of Telecom Sector
Date Posted: 22/Nov/2009 at 9:53pm
In recent days the price war among different telecom operators, Nation wide launch of operations by newcomers like Tata Docomo and GSM operations of Reliance Communications and the slide of telecom stocks in the market have raised quite a few questions on future of telecom sector.
 
Till recently we were basically more or less talking of two or three particular companies. But now suddenly we find pessimism all over, about telecom sector. But still there are others who see Broadband, 3G , VAS ( Value Added Services), as potential earners for telecom sector.
 
By 31st Dec 2009 , Metros and by 20th March 2010 we will be having Mobile Number Portability (MNP) . As per initial TRAI report subscribers will be able to change the service provider for apltry sum of Rs 19/- only. This is going to make this sector even more exciting to be discussed upon.
 
Hence I thought to initiate this thread where we discuss telecom as sector and not as stock synopsis of a particular company, though you are welcome to and can discuss each and every company in respect to telecom on this thread
 
Hope you all post your valuable posts.
 
With Warm Regards!
vsb2pwn
 


Replies:
Posted By: vsb2pwn
Date Posted: 22/Nov/2009 at 10:38pm
TRAI published a paper in December 2008 entitled:
Measures to Improve Telecom Penetration in Rural India
– The next 100 million subscribers
 
In this paper, they gave following telephone density figures :

Urban-Rural Teledensity

Month 

Total Teledensity

Urban Teledensity

Rural Teledensity

Mar-1998

1.9

5.8

0.4

Mar-1999

2.3

6.9

0.5

Mar-2000

2.9

8.2

0.7

Mar-2001

3.6

10.4

0.9

Mar-2002

4.3

12.2

1.2

Mar-2003

5.1

14.3

1.5

Mar-2004

7.04

21.3

1.7

Mar-2005

9.08

26.2

1.74

Mar-2006

12.86

37.99

1.86

Mar-2007

18.23

47.24

5.78

Mar-2008

26.22

63.67

9.34

Sep-2008

30.64

72.47

12.72

 
And concluded that ;
 
There are about 315.31 million wireless subscribers as on
September 2008 of which, about 90.76 million subscribers are
from rural India. To achieve the target of 500 million by 2010, it is
imperative that 90-100 million new subscribers are from rural
areas.
 
To Read this Study Paper In Full
 
Click Here
http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/12/studypaper16dec08.pdf - http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/12/studypaper16dec08.pdf
 
The onus of this study paper in December 2008 was that around 72.5% of Urban population is already covered but rural penetration has tremendeous scope as it has been covered just 12.72%

Posted By: vsb2pwn
Date Posted: 22/Nov/2009 at 11:11pm
In response to looking for next 100 million subscribers in rural india they invited comments from various parties But I list here few of our interest
1. Bharti Telecom (Airtel)
 
http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/BhartiAirtel.pdf - http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/BhartiAirtel.pdf
 
2. Nokia Siemens Network
 
http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/NokiaSiemensNetwork.pdf - http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/NokiaSiemensNetwork.pdf
 
3. RCOM
 
http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/RCOM.pdf - http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/RCOM.pdf
 
4. Tata
 
http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/Tata.pdf - http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/Tata.pdf
 
5. Qualcomm
 
http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/Qualcomm.pdf - http://www.trai.gov.in/WriteReadData/trai/upload/StudyPapers/13/Qualcomm.pdf
 
These responses were published on Jan 15 2009
 
Reading them gives one quite an insight into future of telecom.
 
If we are already having urban teledensity of around 72% in September 2008 and which should definitely be more as on date. Then In urban areas all we can expect is price wars and subscriber hip-hop from one platform to another.
 
But alongside as most companies and TRAI, realizes is a vast rural market lying to be tapped.
 
So What is the Future of Telecom Sector?
 

Posted By: vsb2pwn
Date Posted: 22/Nov/2009 at 11:38pm

For those who do not like going to links, I list key points

Tata Teleservices - We strongly feel that the Goverment's target of achieving 500 million subscribers by 2010 can be achieved only if we are able to tap the rural/uncovered population by providing the affordable telecom services.

Bharti Airtel -The Indian telecom operators are already burdened with high taxation & levies to the extent of 30%. TRAI also recognize the importance of lower levies for the growth of telecom services in rural area and thus, TRAI made its observations in the above recommendations by stating that “…….Despite very heavy taxation vis-à-vis other neighboring countries, ….. our tariffs are the least in the world, a tribute to the competition in the sector and our operators. Reducing levies is essential to drop cost to customer and hence increase in penetration in new markets particularly rural areas ……………."

Nokia Siemens Network -The way we foresee growth in this part of the market, voice and data need to be taken together and technologically we can differentiate as a low cost voice and an affordable BB penetration.

Reliance Communications-The government have recently waived off the license fee on rural wire line phones. We suggest that any policy framework giving relief to fixed wire line phones should also include the wireless phones and the wireless PCOs so that the required goals for increasing the accessibility could be achieved. Since the government has already waived off the license fee on rural wire line connections, we suggest that the waiver of license fee should be extended to fixed wireless phones and PCOs installed in the rural areas as well. This will provide a boost to the operators for their rural operations.

Posted By: vsb2pwn
Date Posted: 25/Nov/2009 at 10:19pm
I am confused on 3G spectrum to be launched soon in the country. Cause as per my basic knowledge 3G standard as per International Telecommunication Union are already incorporated in most CDMA phones.Unhappy
 
In my quest for answers, (and surprisngly), found this on wikipedia.
 
SOURCE WIKIPEDIA
The first pre-commercial 3G network was launched by NTT DoCoMo in Japan branded FOMA, in May 2001 on a pre-release of W-CDMA technology. The first commercial launch of 3G was also by NTT DoCoMo in Japan on October 1, 2001, although it was initially somewhat limited in scope, broader availability was delayed by apparent concerns over reliability.
In 1999 Japanese mobile operator NTT DoCoMo introduced its mobile internet service, i-Mode, which today is the world's largest mobile internet service and roughly the same size as Google in annual revenues.
 
Intresting, for me cause I always thought Tata Indicom & Reliance Communications are already using word '3G' for their technology CDMA. Becomes even more intresting since NTT DoCoMo is now Tata DoCoMo.
 
And here we see all the hype in GSM technology. To quote same source again.

SOURCE WIKIPEDIA
GSM (the current most popular cellular phone standard) could deliver not only voice, but also circuit-switched data at download rates up to 14.4 kbps. But to support mobile multimedia applications, 3G had to deliver packet-switched data with better spectral efficiency, at far greater bandwidths.
 
This means to me is that the auction coming for 3G spectrum is for greater bandwiths required by GSM operators. And as I have already written in one of my post in Airtel vs Rcom thread that TRAI was biased towards GSM technology and Rcom and Tata Indicom had to switch to GSM from initial CDMA technology in order to compete with GSM players.
 
Only Time Will Tell what technolgies are there in store for us and how this Telecom Co's Price war goes on.................... But am confused as what Tata DoCoMo is upto???????Wacko
 
for full reading on source quoted one can click here
http://en.wikipedia.org/wiki/Mobile_phone#Wideband_mobile_communication_.283G.29 - http://en.wikipedia.org/wiki/Mobile_phone#Wideband_mobile_communication_.283G.29
 

Posted By: vsb2pwn
Date Posted: 25/Nov/2009 at 7:49am

CDMA players slam DOT committee report on spectrum allocation

http://www.financialexpress.com/news/cdma-players-slam-dot-committee-report-on-spectrum-allocation/545688/ - http://www.financialexpress.com/news/cdma-players-slam-dot-committee-report-on-spectrum-allocation/545688/


Posted By: Hitesh Shah
Date Posted: 25/Nov/2009 at 10:26am
Another example of market favouring a less efficient technology (GSM) over a more efficient one (CDMA). At least that is what I understand, not being a telecom geek Geek 

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Posted By: vsb2pwn
Date Posted: 25/Nov/2009 at 11:04am
Originally posted by Hitesh Shah

Another example of market favouring a less efficient technology (GSM) over a more efficient one (CDMA). At least that is what I understand, not being a telecom geek Geek 
 
Hitesh Ji,
 
Its more then meets the eye, its not market, but regulator (TRAI) favouring a less efficient technology (GSM) over a more efficient one (CDMA).

Posted By: vsb2pwn
Date Posted: 26/Nov/2009 at 8:51am

Govt not to set up ombudsman for telecom sector
 
http://www.thehindubusinessline.com/businessline/blnus/15261401.htm - http://www.thehindubusinessline.com/businessline/blnus/15261401.htm
In Case You Do Not Like Going To Links:


The Government on Thursday ruled out setting up an ombudsman to redress the complaints of poor mobile telephony services like call drops saying state-run BSNL/MTNL were taking effective steps to upgrade technology.
Minister of State for Telecom, Mr Sachin Pilot, said while the telecom revolution has led to India having one of the world’s cheapest call rates, it has also led to congestion in networ k leading to call drops.
The Telecom Minister, Mr A. Raja, said the per second metering of call, recently introduced by major mobile telephony operators, is to ensure that consumers are not made to pay for full one-minute when the call may not have lasted more than a few seconds because of call drop.

He said he was “not bothered” about companies’ losing revenue in the per-second billing as long as consumers are benefited. 

Wonder what they are "bothered" about........?


 

Posted By: vsb2pwn
Date Posted: 28/Nov/2009 at 3:49pm

The Indian mobile price war is getting ridiculous

 
http://www.gomonews.com/the-indian-mobile-price-war-is-getting-ridiculous/ - http://www.gomonews.com/the-indian-mobile-price-war-is-getting-ridiculous/
In Case You Do Not Like Going To Links:

Indian mobile operator Reliance Communications (RCom) has announced a new price for sending SMS. It is 1 paise. Which is 0.0002 dollars. To put it another way, it now costs 2 cents to send 100 SMS through Reliance. How do you reckon that’s going to pan out in the long run?

It’s not quite as simple as 1 paisa per SMS. There are two new SMS plans that RCom is offering its subscribers. The first plan costs 11 rupees a month (about 24 cents) and that gives you access to the 1 paisa SMS. The second plan costs 1 rupee per day (about 2 cents), which gives you unlimited daily texts - although RCom fair usage policy asks consumers not send more than 15,000 SMS in a month. Compared to the market average of 50 paisa per SMS, that’s a lot cheaper.

 

Posted By: subu76
Date Posted: 28/Nov/2009 at 10:47pm

Indeed.....i think a new entrant will pretty soon start paying subscribers for talktime.

Wouldn't that be really nice...... Smile
 
The money that i'll loose once i buy Airtel will get compensated by blabbering on the phone all the time.

Posted By: rapidriser
Date Posted: 28/Nov/2009 at 7:34am
Originally posted by subu76

Indeed.....i think a new entrant will pretty soon start paying subscribers for talktime.

Wouldn't that be really nice...... Smile
 
The money that i'll loose once i buy Airtel will get compensated by blabbering on the phone all the time.
 
Tata Docomo has already indicated their willingness to pay money to new subscribers for signing on to their service.  
 
A friend who works in a senior position at Vodafone told me that things are going to get really ugly when number portability gets implemented, because the cost of each customer switch for a telco will be about Rs.200 per subscriber, while TRAI has mandated that they can not charge more than Rs.19 per switch.
 
 
 
 
 
 


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When all else is lost, the future still remains. - Christian Nestell Bovée

Posted By: Vivek Sukhani
Date Posted: 28/Nov/2009 at 9:00am
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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Jai Guru!!!

Posted By: nannu_68
Date Posted: 29/Nov/2009 at 12:40pm
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.
 

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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nannu

Posted By: vsb2pwn
Date Posted: 29/Nov/2009 at 2:47pm

T-Mobile USA’s $80 Unlimited Plan Avoids Price War http://moconews.net/article/419-t-mobile-usas-80-unlimited-plan-avoids-price-war/ - http://moconews.net/article/419-t-mobile-usas-80-unlimited-plan-avoids-price-war/

Are telecom companies around the world under pressure post-recession?
I am reading similar rumblings about mobile phone manufacturers too.
 
Smartphone Deals Will Be Everywhere In Time For Black Friday
http://moconews.net/article/419-smartphone-deals-will-be-everywhere-in-time-for-black-friday/#comment_63023 - http://moconews.net/article/419-smartphone-deals-will-be-everywhere-in-time-for-black-friday/#comment_63023
 
 
Is mobile telephony, one of the major expenses, I will try to cut back upon if inflation and unemployment or its prospects are staring at me?

Is it scenario of desperate sales?

Few Questions....................yet to be answered

Posted By: vsb2pwn
Date Posted: 29/Nov/2009 at 4:07pm
Price Wars In Telecom Companies?
Is it happening all over the world?

In US price war among telecom co's is certainly on.............

Check This:
http://in.reuters.com/article/rbssTechMediaTelecomNews/idINN1423971920091014?sp=true - http://in.reuters.com/article/rbssTechMediaTelecomNews/idINN1423971920091014?sp=true

And Effects thereof:
http://in.reuters.com/article/rbssTechMediaTelecomNews/idINN2932229120091029?pageNumber=3&virtualBrandChannel=0&sp=true - http://in.reuters.com/article/rbssTechMediaTelecomNews/idINN2932229120091029?pageNumber=3&virtualBrandChannel=0&sp=true



Posted By: Vivek Sukhani
Date 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.
 

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!
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!!!

Posted By: vsb2pwn
Date Posted: 30/Nov/2009 at 1:44am

Two crore mobile users go unconnected from midnight of 30th Nov. 2009

Check This:
http://www.business-standard.com/india/news/two-crore-mobile-users-go-unconnectedmidnight/79599/on - http://www.business-standard.com/india/news/two-crore-mobile-users-go-unconnectedmidnight/79599/on
 
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.

Loss of 100 Crores..............

Seems Nothing going right for telecom companies.
 
But this may generate business for mobile set manufacturers.
 
Kahin Khushi Kahin Gham.........

Posted By: vishmitt
Date 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 !!

Posted By: Crimsonarcher
Date Posted: 01/Dec/2009 at 5:06pm
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.

Posted By: Mohan
Date Posted: 01/Dec/2009 at 9:48pm
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.

Posted By: vsb2pwn
Date Posted: 01/Dec/2009 at 7:39am
GSM versus CDMA operators
Its Old versus  New  GSM operators Now!!!
http://in.biz.yahoo.com/091201/32/bauoi7.html - http://in.biz.yahoo.com/091201/32/bauoi7.html

Posted By: vsb2pwn
Date 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:
http://www.hindustantimes.com/business-news/utilitybytes/Tata-Tele-starts-TV-services/Article1-482336.aspx - http://www.hindustantimes.com/business-news/utilitybytes/Tata-Tele-starts-TV-services/Article1-482336.aspx
 
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....

Posted By: vsb2pwn
Date Posted: 03/Dec/2009 at 7:33am

Airtel asks TRAI to look into predatory pricing

http://www.financialexpress.com/news/airtel-asks-trai-to-look-into-predatory-pricing/549523/ - http://www.financialexpress.com/news/airtel-asks-trai-to-look-into-predatory-pricing/549523/
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

http://www.financialexpress.com/news/tata-tele-top-grosser-of-mobile-subscribers-in-nov/549066/ - http://www.financialexpress.com/news/tata-tele-top-grosser-of-mobile-subscribers-in-nov/549066/

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.


 

Posted By: Hitesh Shah
Date Posted: 08/Dec/2009 at 10:38am
Anyone here knowledgeable about the telecom sector (other than mobile telephony)? Specifically, about the type of business Tata Communications does? It's close to its 5-year low and maybe worth a thought.

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Posted By: Vrishali
Date Posted: 09/Dec/2009 at 6:56pm
Tata Communications businesses are broadly divided into three categories:

I    Wholesale Voice Business - consisting of International Long Distance and National Long Distance services

II   Carrier and Enterprise Data Business – consisting of IPLC, ILL, MDNS, VPN, Video Conferencing, Inmarsat, ISDN, Corporate Dial-up, TV Uplinking, Data Center & other services

III  Retail (others) Business - consisting of Internet dial-up, Broadband & Calling Cards

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"Diversification is a protection against ignorance. It makes little sense for those who know what they're doing."
- Warren Buffet

Posted By: new2investing
Date Posted: 15/Feb/2010 at 6:01pm
Airtel offers a deal to Zain telecom to buy its african operations for $10 billion
 
http://www.bloombergutv.com/industry-news/telecom-industry-news/44839/bharti-confirms-zain-deal.html - http://www.bloombergutv.com/industry-news/telecom-industry-news/44839/bharti-confirms-zain-deal.html

Posted By: samirarora
Date Posted: 15/Feb/2010 at 7:40pm
Mittal sahib has been very very very keen to somehow or other get rid of the cash in books, and now he seems to have managed that.
dont like bharti at all, esp. the promoters.
My own (very) personal opinion!
samir.


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Posted By: FutureBull
Date Posted: 15/Feb/2010 at 8:46pm
post this deal it will be difficult to evaluate Bharati due to operation being spread in so many countries.. at least small investors like us would find it difficult to get hang of what is happening in African Countries..one has to depend on management for updates, quarterly nos and analyst reports..

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‘The market always does what it’s supposed to — BUT NEVER WHEN’.

Posted By: Crimsonarcher
Date Posted: 15/Feb/2010 at 8:52am
Originally posted by samirarora

Mittal sahib has been very very very keen to somehow or other get rid of the cash in books, and now he seems to have managed that.
dont like bharti at all, esp. the promoters.

My own (very) personal opinion!

samir.


I've made a lot of money on Bharti and it was my first multibagger..so in a way i might be biased, but i think they have the best operating model, and would be around when consolidation happens in the indian markets. They are looking at increasing their cashflow by the buyouts and grow their market share globally and hence would have cash available to buy out indian players as and when they falter. So this is definately the best bet in the indian telecom space.

Posted By: new2investing
Date Posted: 15/Feb/2010 at 10:59am
Originally posted by Crimsonarcher

Originally posted by samirarora

Mittal sahib has been very very very keen to somehow or other get rid of the cash in books, and now he seems to have managed that.
dont like bharti at all, esp. the promoters.

My own (very) personal opinion!

samir.


I've made a lot of money on Bharti and it was my first multibagger..so in a way i might be biased, but i think they have the best operating model, and would be around when consolidation happens in the indian markets. They are looking at increasing their cashflow by the buyouts and grow their market share globally and hence would have cash available to buy out indian players as and when they falter. So this is definately the best bet in the indian telecom space.
 
 
But isn't the deal expensive, considered they are paying almost 9 times EBIDTA and most of these operations are making losses.

Posted By: Crimsonarcher
Date Posted: 16/Feb/2010 at 2:24pm
Yeah it could be, but the thing is Zain already had rejected an offer in the same range. Its more about access to newer territories, and once consolidation happens, the strongest players have a franchise for a long time. But you never know and it could well turn out be an error in judgement at that price.

Posted By: new2investing
Date Posted: 16/Feb/2010 at 5:58pm

So does the recent fall makes it a buying candidate?? I am still optimistic about telecom sector in the long run, but I think waiting for some more quarters (may be 2-3 ) and let the dust settle would be a better thing to do.

What is the opinion of others memebers? 

Posted By: nav_1996
Date Posted: 16/Feb/2010 at 6:18pm
I think it is a pretty good move by Bharti. The reason why so many players are coming to India is driving Bharti to go to Africa: GROWTH. Growth is shifting from Developed to Developing to Under-developed world.


Posted By: Crimsonarcher
Date Posted: 16/Feb/2010 at 9:26am
yeah...and they are waiting for things to crash in the indian market before buying out competitors...mittal has already said consolidation will happen in 2 years and they are ready for it. I think by then they would have also consolidated their position in african markets and can use those cashflows to buyout companies here. So its i think the best bet to buy even now for the future.

Posted By: learn2earn
Date Posted: 24/Apr/2010 at 3:29am
I think the indian telecomm industry has reached the inevitable phase of consolidation now as there are too many companies poppin up with hardly any compettetive advantage over each other..

I think big fish like RCOM,vodafone or TATA would gulp small fishes like Uninor ,Aircell and other reginal players..

I invite all to share there wisdom on the future on telecom companies in india and how they vision the industry after 5-6 yrs..Will it be just 2-3 big players?



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INVESTING - EMOTION = SUCCESS

Posted By: amitdip
Date Posted: 29/Apr/2010 at 2:06am
Nobody mentioned on this thread, the way to play telecom was by 100,000 crore handset market in India in 2010. I had a token 50 share position in Spice Mobile and observed it rocket feeling greater dolt each day. Can still double/triple in a year from here but I am in denial and have accepted that I've missed this train...Enjoy the journey those who like it.

Posted By: bihisello
Date Posted: 16/Nov/2010 at 5:32pm
http://www.cag.gov.in/html/reports/civil/2010-11_19PA/contents.htm

Posted By: aniljain
Date Posted: 01/Feb/2012 at 11:25am
which telecom operator will be most benifit from suprem court verdit?

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Investment is an art, not science

Posted By: jayakrishnan
Date Posted: 01/Feb/2012 at 11:31am
Originally posted by aniljain

which telecom operator will be most benifit from suprem court verdit?
Govt will gain with reissue of license but consumers will have to pay the price as Telecom companies will pass over the burden...time to get out of telecom companies as almost all families in villages has a mobile..might be they will opt for 2 more mobiles one for each in the family so the upside is restriced to a mximum of 4 times growth...only thing that might be intresting could be the broadband play hereon for these companies...

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