Tuesday, September 2, 2008

latest in Canadian telecom industry

Canada seems to be quite a happening place for telecommunications. With still 1/3rd of the population not having mobiles, there's a large market out there that needs to be tapped into.


Some of the recent happenings just show how dynamic the industry is:

1)Spectrum auction
New entrants would definitely lead to more options for customers.
New entrants would also invest in telecom infrastructure, and potential new entrants such as the traditional cable operator Shaw Communications suggest its intent to foray into the Broadband and IPTV domain. These provide an opportunity for already over-heated Network Equipment Manufacturer (NEM) space.

2)BCE & Telus going the 3G way
BCE & Telus finally decided to give Rogers a run for its money by announcing their foray into 3G space. They've announced that they'll jointly deploy a 3G HSPA network & have selected Nokia Siemens as their supplier and would spend $1 billion over a span of 3 years.
This network upgrade would allow them to sell the legendary Blackberry Bold & iPhone 3G that have a huge market but were not currently supported by BCE or Telus networks.

3)Acquisition of BCE
Posed to be one of the largest deal of the year, this $51.7 billion acquisition is certain to bring in new life into the largest communications company in Canada.


There are going to happen at a faster pace once the spectrum allocation results are announced.

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