New Technologies

For the typical technology geek, all this may be outdated, but for me it is opening up a whole new world.
I knew about IPTV and then I heard about TV clips on the mobile thanks to 3G. Now, we have DVB-H. And what is the difference: TV via 3G streams the data to your mobile phone whereas with DVB-H, the information is actually being broadcast to the mobile phone. Broadcast to the phone - now why didnt I think of that.

This from a Pyramid research report on the efficiency of subsidies for subscriber acquisition, when it comes to the black market for handset sales India is at 20% i.e. 20% of handset sales in India is through the blackmarket. I know, thats huge, but it was the lowest in the chart. Russia was the highest, at 90%! As for ARPU differences, in India and similar markets, the ARPU would be $9 whereas in Europe its around $38 and in the US, it ranges to almost $50.

We generally say - the telecom capex is - here's a category division of capex:
Access - DSL, WiMAX(I think), cable, fibre
Network control and routing
Transport networks
Software and applications.
Will try and gather the main technologies in each head as of now....

A redundant one-liner - two large telecom players from Latin America - Telmex, which focuses on only businesses outside of Mexico and Telefonica with a focus on business and residential - Telmex has a higher capex because they have started investing in wimax but Telefonica hasnt taken the plunge yet.

An input on WiMAX - The capex for WiMAX is not expected to be lower than GSM. And why? GSM implementations would be cheaper because of scale and lower spectrum bands(30 MHz). However the Opex for WiMAX will be lower because of its all IP architecture and higher capacity(2/2.5/3.5 GHz). Acquisition costs, of course, 3G is lower. Enlightening for me was the thinking on IPRs. It is expected that the IPR on the equipment for WiMAX will be 0% of the value. The value is typically 2-5% though its almost 15% for W-CDMA equioment. Lower the IPR, more the competition, more the players, lower the equipment costs and higher the adoption.