Friday, December 6, 2013

Play for Tele2 behind frequency winner? - Computerworld

It seems likely that he who hides behind Telco Data want to put some pressure on Tele2 either in Norway or the entire group. A fourth nationwide mobile network built from scratch without customer base is not only unlikely – it is economically impossible to calculate home. Of the many possible is Swedish three most likely those behind Telco Data. Without these frequencies are not Tele2 in Norway competitive in the long term.

It has long been known that Kinnevik is willing to sell Tele2 and 3 is no stranger to an acquisition. Bak 3 is known as Hutchinson Wapoo and the Wallenberg Fund Investor.

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According to an article in our in Dagens Industri will 3s CEO of three like to do a “storaffär” and merge the two Swedish operators. It will give Sweden a large operator with 5.1 million subscribers. Kinnevik and Tele2 does not wish to comment on the speculation.

Everything coming Tuesday the public may know something about this. Then namely Tele2 invited to the press conference.

When Tele2 now does not have resources to cover the bands 800 and 900 puts the company in a difficult competitive situation facing NetCom and Telenor as the outcome of the auction sitting on extremely much greater frequency resources. Broad country coverage at the same level as Telenor and NetCom is impossible for Tele2. They will be forced into a situation where they have to hire very much network of one of the two largest.

And not enough with that. They will be able to meet enough an actor with significantly greater frequency resources. However, it is difficult to imagine that a brand new player will bet only now hundreds of millions in auction (the sum being known Tuesday) while building out a fourth network for billions in a particularly mature market like the Norwegian holding Telenor, NetCom and Tele2 sitting the customer base. That’s why we believe this will prove to be part of a game around Tele2 either isolated in Norway or even more likely the whole group.

course it may be that those who control Telco Data wants to sell the frequencies to Tele2. They can do this.

– There is no formal to prevent frequencies can be resold, except that any sale must be approved by the ministry, said PT’s CEO Torstein Olsen Telecom Revy in today.

One of PT’s tasks in the auction is in general to ensure that the auction providers have the sufficient financial strength to pay what they bid. In Sweden, the auction brought in 1.7 billion. In Norway there will nevertheless be about as large numbers of undertaking that he will not be sitting on unused frequency resources as has happened a few times before.

It may also be other actors than three – we should not forget that the big media players that Egmont, Schibsted (recently classified cooperation with Telenor in Asia) and Modern Times Group (MTG), which partly owns TV3 and Viasat.

We note that the attorney Knut Glad says’ major international telecommunications and medieakatør “. Under the umbrella we can place many.

media industry looks today mobile traffic grow profusely and everything has been a significant factor in many media such as VG. Media conglomerates in the Nordic countries is unlikely to independently build a mobile network, but frequencies can be a good basis for close cooperation.

very wealthy fund behind ICE is a company that has invested in both media (Internet companies) and telecom (ICE). They are known as 450 frequencies in Norway, but only data customers and not more than 293 million in revenue in 2012. Tele2 is more than 10 times larger than the second largest player in the market.

What speaks against Access Industries is as we have mentioned that the standalone provider then meets three others, each of which market is many times larger. Therefore we do not think the way to Tele2 is rather long for Access Industries, they should stand behind Telco Data.

Finally, we should not exclude the Telio Group. They surprised by purchasing NextGenTel. With 150,000 broadband customers, they have a certain basis in the Norwegian market. but they certainly do not fit into the description of Knut Glad.

It may seem on consolidation around three nationwide networks are much more likely than the image we have today with four network operators. Whoever has offered such extensive resources Telco Data has been (2×10 in 800, 2×5 900 and 2×20 in 1800) has secured both possible regional coverage and have gained so much in the 1800 band that they can ensure adequate capacity in the cities. And there is something ICE has struggled to get to the 450 band.

Whoever is behind Telco Data will certainly have assumed Tele2 experiences in Norway so far. And that, in brief, that they had over 1 million customers to achieve a small operating profit (EBITDA). Upon acquisition of Network Norway and Tele2 network investments have long invested billions in the Norwegian market. And it has taken several years. Therefore, the road forward for the actor behind Telco Data in any way via Tele2 – either through sale of frequencies, the acquisition of Tele2 in whole or in part or committed relationship.

The surprising auction outcome will affect Norwegian mobile industry and mobile competition strong anyway. Inability lawyers in Føyen to keep their principal secret as long as they hope, we must wait until the New Year with the answer.

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