大型资本支出计划提高频谱定价问题
Tele-Talk新鲜的花,深入分析和观点从受人尊敬的行业领导者
","portal":"telecom","twitter_page":"","cms_auth_id":"0","email_id":"","weightage":"0","author_url":"","id":"1064","title":"Large capex plans raise questions about spectrum pricing","synopsis":"","detail":"
","portal":"telecom","twitter_page":"","cms_auth_id":"0","email_id":"","weightage":"0","author_url":"","id":"1064","title":"Large capex plans raise questions about spectrum pricing","synopsis":"","detail":"It is interesting that all major telecom companies are announcing grand capital expenditure plans, purchasing spectrum and offering consumers sweet deals to woo them in the race for data consumption.<\/p>
It raises the question, when the industry went up in arms against the pricing put forth by the Indian government in 2013, did it necessarily believe that the price was too high? If not, then why shouldn\u2019t the government persist with higher base prices in the planned auctions in the near future?<\/p>
If yes, then all the current investment is counter intuitive, or perhaps just similar to the online shopping revolution. Online companies for the most part continue to incur losses. Amazon globally has operated for over 10 years and is yet to become profitable against all that has been invested in it.<\/p>
Telecom companies that had licenses in 1994-96 broke ?some years before ?their 20-year ?license expiry.<\/p>
In reality, the telecom industry is a high cash business, which results in a very high possible leverage. A case in point, Reliance Jio looks to invest Rs 1,00,000 crore without a service to show, much done through loan funding.<\/p>
Moreover, the Indian telecom sector hopes the story of voice will be repeated in data services. As prices crash the consumption increases sufficiently to compensate. Yet, phase one of Indian mobile telephony was executed without much ground work \u2013 literally.<\/p>
Tower back hauls are still being done wirelessly, congesting networks even when there is potential capacity available. There is a shortage of optic fibre cables connecting sites, there is little to offload the networks. When network operators like Nokia and Ericsson speak of dynamic networks that can balance load between sites depending on traffic, the on ground infrastructure is critical.<\/p>
Vodafone and more recently Bharti Airtel seem to have figured out that there are no short cuts to cabled connectivity. Hence the emphasis on landline and cabled broadband users.<\/p>
What remains to be seen is the cost benefit analysis of now putting in this infrastructure.<\/p>","blog_img":"","posted_date":"2015-12-03 13:34:33","modified_date":"2015-12-03 14:51:38","featured":"0","status":"Y","seo_title":"Large capex plans raise questions about spectrum pricing","seo_url":"large-capex-plans-raise-questions-about-spectrum-pricing","url":"\/\/www.iser-br.com\/tele-talk\/large-capex-plans-raise-questions-about-spectrum-pricing\/1064","url_seo":"large-capex-plans-raise-questions-about-spectrum-pricing"}">
有趣的是,所有主要的电信公司宣布大资本支出计划,采购范围和向消费者甜蜜的交易,吸引他们在消费的数据。
它提出了一个问题,当行业竭力反对印度政府在2013年提出的定价,它一定相信价钱太高了吗?如果不是,那么政府为什么不坚持更高的基础价格在拍卖计划在不久的将来?
如果是的,那么所有当前投资反直觉,或者只是类似于网上购物革命。大部分网络公司继续蒙受损失。亚马逊全球经营十多年了,还没有实现盈利对所有已经投资了。
电信公司的许可在1994 - 96年破产?几年前? 20年?许可证到期。
在现实中,电信行业是一个高现金业务,这可能导致非常高的杠杆。一个恰当的例子,信实Jio看起来投资Rs 1, 00000卢比的服务展示,通过贷款融资。
此外,印度电信业希望声音的故事将重复的数据服务。随着价格崩盘的消费增加足够的补偿。然而,第一阶段的印度移动电话被处决,你确实没有太多基础工作。
塔将仍在进行无线,拥挤的网络即使有潜在的可用容量。缺乏光纤电缆连接网站,将网络。当网络运营商像诺基亚和爱立信说话的动态网络站点之间负载平衡取决于交通,在地面基础设施是至关重要的。
沃达丰(Vodafone)和最近Bharti Airtel似乎发现电缆连接的连接没有捷径。因此,强调固定电话和有线宽带用户。
还有待观察的是现在把基础设施的成本效益分析。
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It is interesting that all major telecom companies are announcing grand capital expenditure plans, purchasing spectrum and offering consumers sweet deals to woo them in the race for data consumption.<\/p>
It raises the question, when the industry went up in arms against the pricing put forth by the Indian government in 2013, did it necessarily believe that the price was too high? If not, then why shouldn\u2019t the government persist with higher base prices in the planned auctions in the near future?<\/p>
If yes, then all the current investment is counter intuitive, or perhaps just similar to the online shopping revolution. Online companies for the most part continue to incur losses. Amazon globally has operated for over 10 years and is yet to become profitable against all that has been invested in it.<\/p>
Telecom companies that had licenses in 1994-96 broke ?some years before ?their 20-year ?license expiry.<\/p>
In reality, the telecom industry is a high cash business, which results in a very high possible leverage. A case in point, Reliance Jio looks to invest Rs 1,00,000 crore without a service to show, much done through loan funding.<\/p>
Moreover, the Indian telecom sector hopes the story of voice will be repeated in data services. As prices crash the consumption increases sufficiently to compensate. Yet, phase one of Indian mobile telephony was executed without much ground work \u2013 literally.<\/p>
Tower back hauls are still being done wirelessly, congesting networks even when there is potential capacity available. There is a shortage of optic fibre cables connecting sites, there is little to offload the networks. When network operators like Nokia and Ericsson speak of dynamic networks that can balance load between sites depending on traffic, the on ground infrastructure is critical.<\/p>
Vodafone and more recently Bharti Airtel seem to have figured out that there are no short cuts to cabled connectivity. Hence the emphasis on landline and cabled broadband users.<\/p>
What remains to be seen is the cost benefit analysis of now putting in this infrastructure.<\/p>","blog_img":"","posted_date":"2015-12-03 13:34:33","modified_date":"2015-12-03 14:51:38","featured":"0","status":"Y","seo_title":"Large capex plans raise questions about spectrum pricing","seo_url":"large-capex-plans-raise-questions-about-spectrum-pricing","url":"\/\/www.iser-br.com\/tele-talk\/large-capex-plans-raise-questions-about-spectrum-pricing\/1064","url_seo":"large-capex-plans-raise-questions-about-spectrum-pricing"},img_object:["","retail_files/author_1446467318_temp.jpg"],fromNewsletter:"",newsletterDate:"",ajaxParams:{action:"get_more_blogs"},pageTrackingKey:"Blog",author_list:"Deepali Gupta",complete_cat_name:"Blogs"});" data-jsinvoker_init="_override_history_url = "//www.iser-br.com/tele-talk/large-capex-plans-raise-questions-about-spectrum-pricing/1064";">
