I would not be surprised if Nokia is planning an MVNO in India. They clearly meet criteria for MVNO biz.. strong brand name, leader in handset market in fastest groing wireless market- India, leader in equipment vendor in India with strong clients like Airtel and strong sales channel till Tier2-3 cities in India.
With TRAI having already floated recommendations on MVNO, players are busy designing their strategy including European player like Elisa
It is evident that focus in telecom will clealry shift to application rather than just network as was case in last decade. Technology evolution is not the only innovation in telecom space now. With VAS growing at expotential pace, it is quite a lucrative market for equipment vendors to avoid.
Moreover, equipment market space has already seen growth in services as a method to remain competitive. Nokia is currently in managed services deal for more than 13 circles in India with Airtel and working to gain more of such deals.
I see Nokia expanding is foot towards the application layer and positioning itself more towards end customer. The more they are able to increase mindshare with end-customer, better are their prosppects of becoming preferred alliance partner with operators in the geo. Notebook venture as per the news, seems one such attempt as an extension of thier strategy. With production units across geos, they can surly leverage economies of scale.
Moreover, Post IBM -Lenono deal, there has been a lot of change in market share game in notebook world.
Net-Net, I see Nokia expanding its presence from just being a leader in enterprise space in telecom world and expanding its foothold with end customer because, that the next field where next big games are going to player in telecom world
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Hi Priyank,
An intriguing idea though considering Nokia's handset tie-ups with all major operators like Airtel, Tata, Reliance, & Vodafone, it seems unlikely that they would risk their bread & butter business of handset sales and venture into a completely new business area. If Nokia launches its own service for the end customer, it would look like an unattractive partner for the existing Telcos. I feel that the stakes are too high for Nokia to take this leap of faith.
Cheers,
Preetam
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