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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Loan me a dime

Posted on Wednesday, September 26, 2018

BrechaCero.com is an excellent webpage and associated newsletter on the social benefits of the mobile industry. For someone as cynical as I am, it is a welcome antidote. A recent article on mobile payments in Venezuela, however, was a bit too optimistic. Building mobile payments momentum in Latin America has been difficult and I do […]

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Share the land

Posted on Friday, September 21, 2018

The national backbone project in Peru has come under heavy criticism. A similar network in Colombia is limping along. The Mexican shared 4G network has finally signed up its first customer. What is wrong? The Peru story is the most recent and most detailed so I will focus more on that situation. Regulator Osiptel reported […]

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The new Colombian Minister’s 4-billion-dollar question

Posted on Thursday, August 30, 2018

As I reported a few weeks ago, Colombia’s new President (Iván Duque sworn in on August 7th) brought a new Minister of ITC (aka MinTIC), Silvia Constaín. Now she has given her first interview and laid out what her priorities will be. The interview in El Tiempo was a week before her first major speech […]

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Buyer’s market for Government’s share of Telefonica Colombia but the price is fixed

Posted on Tuesday, August 07, 2018

  A few weeks ago I wrote about the Colombian government’s sale of its share in Telefonica’s local subsidiary. My conclusion was that this was more than overdue. Now, to no one’s surprise, there is a press report that the government hopes to sell its shares to its partner. This article in Portafolio actually does […]

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