Archive for February, 2011
The constitution of a JPC probe into the telecoms scandal seems almost certain, going by recent media reports. Previous JPCs have taken between 6 and 21 months to submit their reports. Given the coalition dynamics currently, we expect at least a 12-24 month time frame for a JPC report. In the interim, policy decisions could get impacted. The emergence of regulatory clarity in the sector will be pushed back by one-two years due to JPC, with policy paralysis in the interim.
What will be Impacted ?
In the interim, we expect regular policy decisions, such as those on spectrum fee, renewal charges, M&A rules and award of Read the rest of this entry »
The lethargic Government of India finally launched the long awaited Mobile Number portability – MNP. To get a sense of the ground realities, we visited the stores of Vodafone, Airtel, Idea, Reliance Communications (RCOM) and Tata Docomo to compare the schemes currently on offer, for postpaid customers.
We restricted our study to postpaid schemes, as we believe this segment would be more sensitive to MNP and their revenue share is over 25% for operators.
Vodafone is currently offering its existing subscribers a rental fee (INR 249 per month) waiver for two months, together with Read the rest of this entry »