Tuesday, February 28, 2012

Dialling Progress

This article titled "Dialling Progress" authored by V Sridhar and me has appeared in Financial
Chronicle. The article indicates the poor quality of connection and clarity experienced by us as subscribers on mobile networks; outlines the measurement methodology of QoS implemented by TRAI; examines the gap in the metrics and methodology; and prescribes measures for enforcing stricter QoS metrics and measurement procedures. We also suggest empowering TRAI for the imposition of penalty on errants.

Please click on the picture for print replica or click on the link Dialling Progress 

 


Saturday, February 4, 2012

122 licences cancelled , another 50K Crore?

@4.4Mhz for each of the 122 circles, about 530Mhz will be Available for auction.  Just to re-cap, 3G auction resulted in @ 71 Blocks * 5 Mhz , 355 Mhz spectrum was sold at roughly 190Crore per Mhz  ( Frequecy pair - UL +DL) 

 Even if consider the say 50%  ( Trying to be Bejan Daruwalla for a moment!!) of the average price realized during the 3G Auction per Mhz, the upcmoing 2G Auction could give more than 50K Crore.  But will the Telcos be able to cough up this with already stretched Balance sheets. Hopefully,  the goverment will make this  530Mhz  technology neutral,  that would make it attractive the operators as they could use the spectrum for 4G whenever it becomes economically viable.

Will large players buy? Spectrum is so scarce that they will bid.  . But what will they do with their existing 3G spectrum. The bigger ones could move their higher ARPU customers to 3G and free-up some space.

Will the operators like Uninor rebid in the auction? They could at least in the circles they are doing well. Infact Uninor wanted additional spectrum in some of the circles where they were doing well like Westbengal.

Dwindling ARPU. Prices will go up and some sanity will set-in. India’s ARPU is about 2USD are perhaps the lowest

Mobile Handset Industry: Is change the name of the game?


Picture source: Rediff
This article written by me has appeared in Rediff. The article tries to argue that 1) The Industry structure has changed dramatically thanks to market outsiders like Apple and Google (2) With no differentiation, mobile phones have become like TV and other consumer electronics market(3) More consolidation in OEM space, patent wars , newer technologies on the anvil makes the industry so dynamic that practically anyone can create an impact in this market.

Please click the link below or click on the image for the article:

"Mobile Handset Industry: Is Change the name of the game?"




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