Comments on: Mobile carrier consolidation in India http://gigaom.com/2005/08/01/mobile-carrier-consolidation-in-india/ Fri, 10 Feb 2012 23:37:13 +0000 hourly 1 http://wordpress.com/ By: NVSM http://gigaom.com/2005/08/01/mobile-carrier-consolidation-in-india/#comment-105763 Tue, 03 Apr 2007 14:36:55 +0000 http://gigaom.wordpress.com/2005/08/01/mobile-carrier-consolidation-in-india/#comment-105763 Hi,
I thought you take figures seriously. You have mentioned that tata-birla combo bought cingular’s stake in $400 million, while the FE story you linked (guess you based your comment on that story only!) says the deal amount was $300 million. Now, who is corrent? The original source or the interpretor?
Typo only? But we can’t take chance with figures! One digit can change the entire story.

]]> By: ron banerjee http://gigaom.com/2005/08/01/mobile-carrier-consolidation-in-india/#comment-105762 Fri, 05 Aug 2005 21:04:23 +0000 http://gigaom.wordpress.com/2005/08/01/mobile-carrier-consolidation-in-india/#comment-105762 Carrier consolidation has a long way to go in India. Even if Idea, Spice, and Aircel disappears, and if BSNL and MTNL merge, this is just a start. This would leave five players in India: Hutch/Essar, Bharti, Reliance, Tata Teleservices, and BSNL/MTNL. Ultimately, this will be a four carrier market, and all four carriers will be integrated providers: ie fiber, Internet, Voice, ILD etc. Of all five majors, Hutch/Essar looks increasingly out of place as a pure-play mobile provider.

Mark my works: Bharti, as a fellow GSM provider with a strong foreign backer Singapore Telecom, will eventually buy Hutch/Essar assets. BSNL/MTNL as state owned dinosaurs are too slow, and Reliance and Tata have staked their eggs in CDMA, not GSM.

A bold prediction, I know, but I think five is too many: four is just right for India.

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