Traveling to the beat of a different drum

Posted on Monday, January 28, 2019

Last week, Telefonica announced it was selling its Guatemala and El Salvador properties. No surprise there. But to America Movil! Big surprise. These two operators definitely travel to the beat of a different drum. This Telegeography article gives the details: US$333M for Guatemala and US$315M for El Salvador. The Guatemala deal closed already because the […]

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You go back, Jack, and do it again

Posted on Tuesday, December 04, 2018

The alternate title for this rant is “A bad idea whose time has come again”: Italy toys with the idea of a nationalized broadband carrier. Reuters reported that “The far-right League and its coalition partner, the anti-establishment 5-Star Movement, want to create a company that combines the networks of former monopoly Telecom Italia and smaller, […]

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The futility of ex-post market-share control

Posted on Friday, October 19, 2018

A few weeks ago, I attended the Colombian Engineers’ Association (ACIEM) annual telecom conference. I am on the program committee so somewhat honor-bound to be there, but I would go anyway because it is one of the best small conferences of the year. Every time there is a C-level panel from the major operators and […]

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If this is goodbye

Posted on Tuesday, October 02, 2018

The once-every-few-years rumor of Telefonica selling certain Latin American properties to pay down debt has resurfaced again.  My main comment is “Why is this news?” I think I first saw a GSMA article which says that the company is trying to sell Mexico (valued between US$1.1B and US$1.9B – quite a range) and the remaining […]

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If you don’t know me by now

Posted on Thursday, September 13, 2018

Telecom Argentina and Vodafone have announced a new partnership agreement and, of course, the pundits are trumpeting that the world’s number four operator (by subscribers) has finally come to the region. Not sure that is exactly what is happening. I saw this brief note in the GSMA’s Mobile World Live email and it certainly caught […]

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