AMX vs Telefonica: A Darwinian commentary.

Posted on Tuesday, July 31, 2018

America Móvil and Telefonica are the two great competitors in Latin America, battling for supremacy in almost every major market. Both recently published their 2Q18 results so I did a quick comparison, hoping to see something illuminating. They are not perfect analogs; 85% of AMX’s wireless subscribers and over 92% of its fixed line and […]

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GSMA Agrees with me: Spectrum costs are too high

Posted on Wednesday, July 25, 2018

Yesterday I complained that high spectrum prices were limiting network deployment, especially in emerging markets. I said that the desire to maximize state revenue was compromising the objective of making countries more competitive through advanced technologies. But I am just some guy sitting at his laptop in Bogotá so why should you listen to me? […]

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Brazil announces new spectrum pricing rules. Why not throw them out completely?

Posted on Tuesday, July 24, 2018

Today the Brazilian regulator, ANATEL, announced a new spectrum pricing framework. A general article (in Portuguese) can be found here. The regulatory document is here. According to the news article – no I am not going to read the actual document, sorry – the formula tries to capture the value that an operator will derive […]

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5G over-hype comes to Latin America!!!!!

Posted on Wednesday, July 18, 2018

I opened my (virtual) copy of Mexico’s Dinero – a normally serious business site – and read the following screaming headline: ¡100 veces más rápido! Este 2018 México tendrá capacidad para 5G For non-Spanish speakers, 100 times faster! This 2018 Mexico will have the capacity for 5G Thankfully for integrity’s sake, the very first sentence […]

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Colombian government sets mínimum price for “ColTel” shares

Posted on Tuesday, July 17, 2018

I get a perverse kick out of seeing news articles that seem coded so that no one really understands what is going on. La Republica, July 17, 2018, Precio mínimo de acciones de participación de la Nación en Coltel será $2.075 Come on. How many out there know what ColTel is? Or why the Colombian […]

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