Logic to Bharti's madness

Bharti group has outsourced its network to IBM for maintenance and would concentrate on marketing from now on.
http://www.businessworldindia.com/oct0404/coverstory01.asp

Why he did it...what's the real purpose behind the move??

I think the real issue is restriction on FDI in telecom by government and Bharti knows that if something is not done fast they will loose the edge to corporate with deeper pockets like Reliance & Tata. This deal can be called the ’back door’ entry of FDI. Now IBM will be making all the capital investments and Bharti will be making only payments for service on the monthly basis which mean he do not have to worry about capital investments...interest rates etc.

But what Mr. Bharti needs to watch out is the change in billing mechanism in the industry. If telecom also shift to fixed monthly billing like broadband and cable Tv (its will happen sooner or later)...this deal maybe a milestone around Mr. Bharti neck. Usage level will increase to abnormal levels forcing them to pay huge sums to IBM. I have not gone through the fine print of the agreement hence can’t give a conclusive judgment but most probably this agreement has not considered that probability.