Long Term Evolution ( LTE) players will have a role in sector consolidation. RIL Mukesh Ambani is rolling out PAN India broadband services over LTE. As RCOM towers are bundled with fibre, they could have strategic value for serious LTE players.
Data pick up/ 3G rollout - In our view ramp up by CDMA is the key as lack of high end subscribers, weaker network present long term limitations to
RCOM‘s 3G strategy in our view. Recent move on the tablet side are positive.