Monday, December 28, 2009

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Yota + Cablevision: As a Russian (?) in the fog

Yegor Ivanov, vice president of Yota International, said last week in Nicaragua that his company negotiates an agreement with Cablevision of Argentina to deploy WiMAX networks in the country ( here and here.)

The entry into any country depends largely on the availability of frequency, and in some countries we can not find this frequency because it is occupied by other players who also have ambitions to do the same, eg the case of Argentina with Cablevision. Now our team has in mind potential 75 countries where we are more than welcome. At this time, members of my team are in Argentina talking with Cablevision. Yota sometimes can not be the majority shareholder, and sometimes a minor role only, but we want to gain knowledge and experience. I think we have the best prices on the market

Yegor Ivanov, Tyn raised

little problem. The details given by Ivanov are few: Cablevision would bring the band spectrum and what follows, the pay TV operator would be the majority shareholder Clarín. It should be noted that the frequency band used worldwide Yota is the 2.5 GHz and there turns about, is a company that seeks to replicate on a global scale the business model - at least at the network level - started in Russia. In the same vein, Yota require spectrum in Buenos Aires, in a second, moving towards the interior. "Cablevision has that spectrum?

Bands. In Argentina, the spectrum has been used historically to provide on MMDS pay TV remains an option that has been relegated - worldwide - as the progress of the pay TV cable networks and, especially, the DTH. However, in 1999, the 2.5 GHz band in the Capital area Federal and 180 miles was reassigned to the provision of bidirectional data. Obviously, this is the resource that would interest Yota for a WiMAX deployment.

Candidate. However, among the few blocks allocated in that position spectral licensee company is not listed as one linked to the Clarín Group. However, it is common knowledge that the U.S. company Nextwave said to have 42 MHz in the band and wants to get rid of them, as mentioned balance religiously every three months. In fact, in early 2009, the company aired - unwisely - that looked "rent" their appeal to the local subsidiary of Telmex, operation failed.

Hypothesis. Nextwave might think that now we "rent out" the bands in question to Cablevision to turn, ride a Yota society. If the move were that it would be for other risky because the spectrum at issue changed hands several times in the last decade without the Secom has been notified once. Not to mention that, for example, WebSky, Nextwave's predecessor, had serious problems with the U.S. SEC by the sudden development of your action based on exaggerated growth forecasts in Argentina ( illegal move made by third ) . In other words, the bands of Nextwave come "loose papers" and the government in its war with Clarin, could easily revoke the rights and well provided for "rent" the bands, if that were the case.

PS: Available ( here ) Yota a good profile, a company which in 2009 became world famous for having a model of WiMAX "if it works" which is not little. It is worth noting that the company has focused on providing high capacity access for which has deployed a large number of base stations and own fiber backbone. In turn, has a policy of unlimited downloads, which is a differential in that market. Of thereby offset the price of fertilizer more expensive compared to competition wired options.

PD2: Cablevision looks for a while the incorporation of WiMAX technology to increase its network coverage in view of multiple threats: 1) the strong increase in the number of 3G mobile Internet access, compared to that does not have an option technology to contrast and 2) the tremendous progress in the Telecentre network coverage in the Federal Capital. Although WiMAX does not look like a stable option for pay TV stand, therefore, triple play services, it must be noted that Yota has a solution to access on-demand video services. It should be noted, moreover, has already begun Yota Russia tests with mobile WiMAX.

PD 3: Available ( here ) on the balance of the 2.5 GHz band in Argentina, which has greater detail the change of hands by those who passed the 42 MHz Nextwave.

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