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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I can’t get no

Posted on Friday, December 07, 2018

Telefonica’s José María Álvarez-Pallete says he is not satisfied with the results of the company’s previous strategic plan, known by the tag line “We choose it all”. Apparently, he did not get it all or at least all that he wanted. My comments are not so much about Telefonica but about strategic planning and motivating […]

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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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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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