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Posted by :
atul30I think the worst sufferer on account of MNP will be Bharti because it has refrained from acting in a consumer friendly manner on earlier occasions, while other operators have responded to market calls and were proactive in introducing consumer friendly initiatives. That could be the reason why most of the funds are now negative on Bharti and pusing it still down while Rcom and Idea are still holding fort, though not still showing a positive divergence too. Moreover, in a sectoral downturn, the possibility of the blueeyedboy getting the maximum stick is very much there since a lot of concentrated holdings will get diluted, while the not so fancied stocks (read: Rcom and Idea) will survive in the market place since there is hardly anybody to sell at the current chicken prices. Ofcourse Rcom may fall due to other reasons like audit report outcome and management issues, which is difficult to guess at this stage. I will strongly suggest to move to Idea, if one still believes in long term telecom story....
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Posted by :
NAUGHTY007I AM ALSO HOLDIND AT 352-PLAN TO AVERAGE AT UNDER 270 IF IT GOES THERE AND THEN WILL BUY ON EACH DECLINE OF rS25-MAYBE IT A GAMBLE-LETS SEE-MOST PEOPLE R NOT BULLISH-BUT THE CYCLE WILL CHANGE AFTER NEXT QTR-C THE CEMENT AND SELECT POWER R BOUNCING UP-IF U HAVE PATIENCE TAKE UR CALL...
where is saturation
Posted by : ar_akmHi rk2009, Old is gold? The stock market is a monkey play. If one throw the cap-every one will throw....
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Posted by : investor11
Naughty though chart does not suggest bullish trend,but you would see reversal sooner than later
FII are accumulating both bharti and rcom throgh local fund manager who otherwise bearish on stock
telecom story is very much intact only it is passing bad whetehr,probably created one ,soon big fish will eat smalll one by inciting tariff war as small fish ca not sustain this and will succumb soon
By inciting concept of losing margin will try to get 3G spectrum at much lower rate than expected,again looting the gov case
Still india has 600 million without telephone(wire and wireless) as GDP will grow user no and usage will go up
Hence i strongly believe both bharti and rcom will double from here within a year or so
braveheart are taking contrarian call,be braveheart to gain
best...
where is saturation
Posted by : rk2009
i want to share this for making things lighter.
once upon a time people used to smoke sambrani to drive away musiquitoes,later Tortoise ready made came, later Jet liquid arrived, now we are using advanced jet, but musquitoes continues to come so there is no saturation for Cell phone... comment!!!!...
where is saturation
Posted by :
aloka27
dear rk2009
the no of user dont matter, only thing that matter is the amount they spend on calls, because the revenue comes from calls not from no of users.
and majority of these day wagers and college students regularly switch to other operators with good schemes.
regards
alok aggarwal...
where is saturation
Posted by : rk2009in my family we are three , i am having two cell phones and one landline with broadband connection.My wife is asking me for cell and my daughter is stiill grow little to take cell phone to college.I think still there are so many new people waiting to get a cell phone.where is the saturation.When i read certain peoples comments on this board it sounds like we should ban the is sahre because of competetion and loss of income.even comapring this business to car sales and jet sales it sounds very pessimitic for me.this is a common mans luxury now.even day wager going for cell phone....
HOW THE NEW ENTRANTS CAN SURVIVE
Posted by : Varner
this one paise per second looks to be a trap, and nothing is going to come out, just a temperary phase this telecom biggies are passing through, giving an opportunity to accumulate....
HOW THE NEW ENTRANTS CAN SURVIVE
Posted by : maximindiaThen howcome Jet kingfisher sahara deccan indigo go spicejet etc started and gone into huge losses.same fate is awaiting 4 all newcomers and oldis.U can c their results in Jan 2010....
HOW THE NEW ENTRANTS CAN SURVIVE
Posted by : rk2009
At these low prices how the new companies can survive???
I heard that TATA 1lakh car no one is geeting at that price it is on base model with accessories it will cost more.I think there is atrap in 1sec pulse rate.The subcribers may be paying more after getting into trap!!!!
no business person starts a business for charity, or to sell assets for service of others.....
Number Portability from Jan1,2010
Posted by : sree_237
With the number portability around the corner, there will be many surprises for the big operators. It is also a testing for all, for their big claim of "Providing goodservice to customers"
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