Telcoflash: Telecom Market News

Marconi (UK) reports 3Q05 revenues of €461m (+2%) and a small profit of €7.5m (vs loss of €53m). Optical and access sales were €124m each, up 10%. Gross margin fell about 3 points to 31%, due to lower margin in the Data Networks and Network Services...

France Telecom would have to rethink its 06-08 guidance after analysts found it is too ambitious and hardly reachable. Even if analysts fully support its strategy to pack together fixed and mobile services (to improve customer loyalty and expand revenue...

Neuf Telecom is trialling dual GSM/ WiFi phone service in France (WiFi at home and GSM outside). PCCW (HK) plans to export its successful IPTV platform to overseas markets. Besides entering the mainland China pay-TV market (through its deal with China...

MTS (Russia) may get control over Kyrgyzstan's Bitel mobile operator by the end of this year. Finland may allow subsidized handset contracts only for 3G, but not for 2G. The ban on subsidized handsets could be lifted if a new bill is passed with effect...

Algeria reached 12m mobile subscribers at the end of Oct.05. South Korea currently has 37m mobile subscribers, up 7%, and 11,3m broadband internet users. MTN (S. Africa) had a subscriber base of 20,6m at the end of Sept.05. Indian subscriber numbers should...

Orascom (Egypt) reports 9-month net profit of $500m (+75%), while revenues rose 63% to $2,5bn. Rostelecom (Russia) announced 1H net profit of $98m (+17%). PT Telkom (Indonesia) posts 20% growth in operating income to $3bn in the first 9-months of 2005,...

Globecom 2005 28/11-2/12 2005 St Louis, USA www.globecom2005.org WTDC-06. World Telecom development 1-15/03 2006 Doha Qatar www.itu.int

AT&T is back As expected, SBC closed its merger deal with AT&T and took the name of AT&T. AT&T is now rolling out its new image, and will launch a new logo. In addition, SBC management said it will also launch a mobile service under the AT&T brand. Remember,...

Mobile infrastructure market Dell'Oro reports its 3Q05 mobile market assessment. The market value rose 6%, thanks to GSM and WCDMA equipment sales. The market for GSM/GPRS/EDGE market grew 12% to $6,1bn, while the WCDMA market grew 8%. The CDMA market...

Very bad time for market research firms : Few months after RHK (partially bought by Ovum), It is the turn for Yankee Group. The technology research firm Yankee Group has been bought by an investment group led by private-equity firm Alta Communications....