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I had been asked often why I am so bullish on Reliance Communications (Estwhile Reliance Infocomm). I always said its beyond Communication and the Infocomm word was the right word to define it. Although Anil has removed the word from the name of the company thankfully he has not changed the company plans.
Read this link. It might well be the the start of the revolution I had been waiting for:
Its cable tv, telecommunications, broadband (and much more)all rolled into one.
There are parts of the article which I am not clear about and would ask Reliance Communication to clarify:
"The global operators we are going to sign, in turn, are appointing franchisees which are the cable operators and they move into each and every home and office", Tambe said. "We are launching simultaneously in India and some other countries, including the US".
Now its test of Anil Ambani's implemetation skills. He has the killer application in his hand, he just has to make sure that he price it right and push aggressively to reach critical mass.
Anil Sir, wishing you success.
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2 comments:
CHOIS technology uses wirline mode to connect to end-user unlike DTH. Services like video-on-demand require centrally located servers and high bandwidth connectivity to distribute the content. Thats where operators like Reliance Infocomm comes into pictire. Now practically it is impossible to go every house for any operator. So they planning to pull in local cablewalas. And by seeing the threat from DTH these cablewalas have no other option.
Dear Sanjay,
Thanks for the comment.
I agree with you that considering the last mile infrastructure requirement cable operators are good link. I believe later as they grow they will start bypassing cable operators.
I am surprised that they are planning to launch it simultaneously in countries like US.
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