Telecom is so volatile and competitive industry that is very difficult to predict not only the technology that will be successfully adapted by end consumers but also if the expected return on investment will be achieved; year after year I hear Managers of Operators asking for the killer app, the way to reduce opex, capex, it seems every year they are turning to someone to hold a crystal ball; many years in the industry have taught me that to be successful or just a survivor in this Industry, no only to look at the competitive forces on a given specific market but by looking at micro and macro marketing environment in different markets with a zoom in and zoom out approach can help to predict, more or less the likely trend.
Since several years ago I have met indian people who always talk wonders of their country in all aspects, I listened but separate fiction from reality, I always do that; however during the whole year, when I am in the look for information for my business plans, have came a cross a wealth of information specifically about the Indian Telecom Industry; again I try to separate fiction from reality and my conclusion is that indeed the Indian Telecom market could be the global trend in this Industry at global level. Many companies competing for a market share, many suppliers and new entrants mostly with very innovative services, every day new startups and companies left out, mergers; good de-regulated market by the Government, this is the good part BUT the negative side seem to be that some many actors in the market will eventually make it non-attractive, in other words the return of investment of any company created under this conditions might get be lower.
Attach reports I have found around, again, please read with objectivity, market indian is so complex that all that is contained here might not be totally true or false.
