2, జనవరి 2012, సోమవారం

Indian Telecom Sector in The Year 2012


The National Telecom Policy 2011(now it has to be 2012 since delayed) is expected to be finalized and announced by the Government in the second half of 2012. This policy is expected to clarify certain issues based on which  the private telecom operators will decide their strategy. Hence much of their activity for expansion etc will be in the second half of this year. Till then they will consolidate what they have and will make only incremental moves.

The private telecom operators are expecting  clarity on the following in the new policy—whether  be  One India License instead of the present system of taking 22 license for each of the 22 circles separately will be introduced, how the migration from the existing to the new system of licence has to take place, what will be license fee and spectrum fee in the new policy, how the licenses expired will be renewed and on the basis of what terms and conditions, the terms and conditions of  the spectrum sharing and sharing in the prposed new policy, whether the new policy will go in the direction of encouraging the banks to come forward to provide low interest rate lending to them, how mergers and acquisitions will be allowed in the new policy, what will be the provision in the new policy for procuring the equipment etc.

In the first half of the year 2012 the private telecom operators will lobby and pressurize the Government to make the policy suitable for increasing their profits. While doing this, there will be some clash between them –between old operators and new operators and between CDMA operators and GSM operators. But overall they will combine and pressurize the Government to bring the policy suitable for them.

Meanwhile, in view of the debts they have incurred for procuring 3G spectrum and in view of the fall in the revenue, the private operators will increase the call rates. But there will be no increase in the service quality since there will be no considerable additional investment in the first half of this year. They will be mostly concentrating on 3G services in metropolitan areas and on revenue generating customers and will be discontinuing the “use less” customers.  But as per the experts, it will take another two years to make the consumers ready for the 3G services in a large scale.  The new entrant operators, who failed to grow, will continue to lie low, awaiting potential acquirers and thus leaving more business opportunities in the hands of the established players. The acquisition of small players by large players will take place after the new telecom policy clarifying the issues like how much the spectrum of the acquired company will be allowed to be utilised by the company that acquired it etc.

The intra circle roaming agreements signed between Airtel, Vodafone and Idea for providing the 3G services in the circles where they do not have 3G spectrum, by sharing the 3G spectrum of the partner in the agreement having the spectrum in the concerned circle was sought to be cancelled by the DoT, but these operators petitioned the TD SAT and got a stay. But it will come up for hearing on 3-1-2012. But this is about the present period only and in the new telecom policy the Government is moving towards allowing spectrum sharing, thus making the illegal act of spectrum sharing official and legal.

The Reliance Industries (Not Reliance Communications, which is another company), which is the only company among private operaters having pan India BWA (Broadband Wireless Access) spectrum is likely to start providing the BWA data services by the end of 2012.

While the private operators are thus pressurizing the Governement to make the new policy more and more favourable for them (the meaning implied in this is to make it more and more negative towards PSUs like BSNL, MTNL, ITI etc), while the Prime Minister and the Communication Minister and the DoT are already favourable to the private operators and meeting with them and discussing with them as many times as possible to listen to their demands, the PSUs BSNL, MTNL and ITI etc have no such leverage with the Government to place and discuss their demands effectively. The managements of BSNL/MTNL/ITI etc are at best able to write letters to the Government to detail their issues, but they cannot demand like the private operators. The only force capable of championoing the demands for suitable policy encouraging the BSNL/MTNL/ITI etc is the employees of these PSUs. These PSUs are facing losses due to the anti-PSU and pro-private policies of the Government. In case the PSUs are not there in the telecom sector, there will be no body to provide seervices in the loss making areas and the national security in the communications will be much more threatened and there will be no scope for self reliance in telecom secom sector development.

Hence it is essential for the trade unions of all the PSUs in telecom sector to unite and pressurize the Government for bringing provisions favourable to the PSUs in the new telecom policy. The trade unions in other seectors and the left parties and progressive forces will be along with the telecom trade unions in this struggle. Thereefore in the first half of 2012, it is the task of the trade unions in the PSUs of the telecom sector to pressurize the Government for a policy favourable for the PSUs. The strike on 15-12-2011 in BSNL is a step in this direction. But it has to be carried forward by lobbying with the MPs of all parties to pressurize the Government for strengthening the PSUs, and by participating in the general strike on 28-2-2011 against the anti-people, anti-PSU policies of the Government and by extending better services to the people.


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