Emergic: Rajesh Jain's Blog

Emergic: Rajesh Jain's Blog header image 2

A Perfect Storm for Mobile Operators (Part 3)

December 9th, 2009 · 19 Comments

Stock prices of the listed mobile operators have halved in recent times. This couldn’t have happened at a worse time.

Coming up in January are the 3G and Broadband wireless access (BWA) auctions. With rules and dates having been changed frequently over the past 15 months, it does look like we will finally have the auction with the playing field firmly in favour of the incumbents and loaded against new entrants.

But, given that India has almost a dozen operators and just four slots for 3G, it is possible that there could be aggressive bidding in some circles. Operators want the licence not as much for the data potential but for the additional spectrum which will allow them to expand their voice services more cost-effectively.

With a depressed stock price and a government looking to fill its coffers to meet social spending targets, the future for the market leaders does appear to be challenging. They have to win at all cost. There are more of them than the available slots. So, someone will have to lose. And prices could go high. There probably won’t be much joy in victory given the capital needs that the 3G rollout will cost.

Amidst all this, the CBI is investigating the allocation of the 2G spectrum to a favoured section of operators, and the matter is also in the courts. So, uncertainty over the past still prevails.

So, what next?

Continued tomorrow.

Tags: Uncategorized

19 responses so far ↓

  • 1 Intraday trading tips // Mar 13, 2010 at 10:43 pm

    yes u r right
    intense competition in wireless telecoms has given strains on revenue – another couple of entrants are waiting for clearance

    once that is done – it shall be difficult for telecome firms

    i suggest that they work on more value added features that will keep the register ticking

  • 2 Naveed // Aug 26, 2019 at 9:00 pm

    It proved to be Very helpful to me and I am sure to all the commentators here!
    banderas publicitarias

  • 3 Naveed // Sep 3, 2019 at 9:07 pm

    Nice post mate, keep up the great work, just shared this with my friendz
    https://instalikesfast.com

  • 4 Naveed // Sep 8, 2019 at 6:36 pm

    nice post, keep up with this interesting work. It really is good to know that this topic is being covered also on this web site so cheers for taking time to discuss this!
    hampton bay

  • 5 Naveed // Oct 13, 2019 at 12:03 pm

    Nice to be visiting your blog once more, it has been months for me. Well this article that ive been waited for therefore long. i want this article to finish my assignment within the faculty, and it has same topic together with your article. Thanks, nice share.
    does progentra work

  • 6 asimseo // Oct 20, 2019 at 12:56 pm

    I think that thanks for the valuabe information and insights you have so provided here.
    học trang điểm cơ bản

  • 7 asimseo // Oct 26, 2019 at 8:11 pm

    Very nice article, I enjoyed reading your post, very nice share, I want to twit this to my followers. Thanks!.
    tissu pas cher

  • 8 cotton bags wholesale manufacturer china // Nov 21, 2019 at 11:10 pm

    Such a great blog is very difficult to get. I am very happy to join this Blog in today

  • 9 Naveedmughal // Nov 30, 2019 at 9:51 pm

    You’ve got some interesting points in this article. I would have never considered any of these if I didn’t come across this. Thanks!.
    investigación de fraudes

  • 10 lorenc // Dec 5, 2019 at 9:50 pm

    Thanks for your insight for your fantastic posting. I’m glad I have taken the time to see this.
    detectives en madrid expertos en infidelidades

  • 11 Naveedmughal // Dec 8, 2019 at 7:16 pm

    It was a very good post indeed. I thoroughly enjoyed reading it in my lunch time. Will surely come and visit this blog more often. Thanks for sharing.
    detective madrid

  • 12 sam // Dec 11, 2019 at 7:49 pm

    This is highly informatics, crisp and clear. I think that everything has been described in systematic manner so that reader could get maximum information and learn many things.
    How to lose weight in your arms.

  • 13 123movies // Dec 15, 2019 at 1:50 am

    Thank you so much for the post you do. I like your post and all you share with us is up to date and quite informative, i would like to bookmark the page so i can come here again to read you, as you have done a wonderful job.

  • 14 movies123 // Dec 18, 2019 at 11:34 pm

    Your website is really cool and this is a great inspiring article.

  • 15 asimseo // Dec 20, 2019 at 7:27 pm

    Питьевая вода является одним из самых ограниченных природных ресурсов в мире, с некоторыми стандартами для питьевой воды и приготовления пищи. Качество воды для распределения определяется в соответствии со следующими тремя категориями. Примером физико-химических свойств дисперсионной воды является количество тяжелых металлов в ней и степень мутности. Физические свойства сильно влияют на внешний вид и вкус диспергирующей воды. https://www.ichimsu.az/ Микробиологические свойства определяются бактериями, вирусами и паразитами, присутствующими в диспергирующей воде.

  • 16 gomovies // Dec 31, 2019 at 3:43 pm

    Excellent and very exciting site. Love to watch. Keep Rocking.

  • 17 movies 123 // Jan 9, 2020 at 8:07 pm

    Nice to be visiting your blog once more, it has been months for me. Well this article that ive been waited for therefore long. i want this article to finish my assignment within the faculty, and it has same topic together with your article. Thanks, nice share.

  • 18 Naveedmughal // Jan 12, 2020 at 6:24 pm

    I really appreciate this wonderful post that you have provided for us. I assure this would be beneficial for most of the people.
    international school singapore

  • 19 Naveedmughal // Jan 19, 2020 at 4:13 pm

    This article gives the light in which we can observe the reality. This is very nice one and gives indepth information. Thanks for this nice article.
    boca chica chiriqui ubicacion

Leave a Comment