India Infrastructure Research

TWO NEW “MUST-HAVE” RESEARCH REPORTS ON INDIAN TELECOM SECTOR

A) “Wireless in India” B) “Internet/Broadband in India” (For details, see overleaf)

India Infrastructure Research

WIRELESS IN INDIA Table of Contents: I.

Release date: March, 2008. No. of pages: 352

INDUSTRY OVERVIEW . . . . . . . . . . . . . . . . . . . . . . - Size and growth - Revenues - Key players and market share - Consolidation - Trends in tariffs - Other key trends - Issues and concerns

II. POLICY AND REGULATION . . . . . . . . . . . . . . . . . . - Regulatory agencies - Market entry policy z Background z Unified licence z Fixed wireless service z Mergers & acquisitions z Licence fees z Duties and levies z Adjusted gross revenue z Recent developments z Dual technology z Entry of new players - Foreign direct investment - Spectrum - Universal Service Obligation Fund - Regulation - Interconnection z Access deficit charge z Tariffs z Mobile number portability z Consumer protection z Miscellaneous - Issues and concerns III. 3G IN INDIA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Opportunities for 3G in India - Upgradation to 3G networks - Drivers for 3G uptake - Key 3G technologies - Current status of 3G in India - Content and VAS in 3G - Issues and concerns IV. EQUIPMENT MANUFACTURING . . . . . . . . . . . . . . - Size and growth of the market - Network infrastructure equipment - Key growth trends - Key players and market share - India as a manufacturing hub - Vendor profiles - Issues and concerns V. PASSIVE INFRASTRUCTURE . . . . . . . . . . . . . . . . . - Background

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Economics of Tower Business Business Models for Tower Sharing Current Status Key Tower Companies Issues and Concerns

VI. HANDSETS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Handset market size in India - Growth drivers for the handset market - Key trends in the handset market in India - Key players - Handset manufacturing - Global scenario - Issues and Concerns VII.VALUE-ADDED SERVICES (VAS) . . . . . . . . . . . . . . - Definition and market size - Key drivers for VAS growth - Key trends in the sector - Key players - Operator focus on VAS - Venture-capitalist interest in VAS - Future growth areas - Issues and Concerns VIII. INDUSTRY OUTLOOK . . . . . . . . . . . . . . . . . . . . . . - Revenues - Teledensity and subscriber base - Rural telecom market - Entry of new players - Tariffs and pricing - Value Added Services (VAS) - Technology landscape - Investments in equipment and manufacturing - Regulatory environment IX. KEY PLAYERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Aircel - Bharat Sanchar Nigam Limited - Bharti Airtel - BPL Mobile - Himachal Futuristic Communications Limited - Idea Cellular - MTNL - Reliance Communications - Spice Communications - Tata Teleservices - Vodafone Essar - New Players X. Appendix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Supporting key data and statistics

India Infrastructure Research

“Wireless in India” Report: List of Tables Wireless Subscriber Base (million) Quarterly Subscriber Base in million (December 2006-December 2007) Wireless Subscriber Base in Metros (million) Wireless Subscriber Base in A Circles (million) Wireless Subscriber Base in B Circles (million) Wireless Subscriber Base in C Circles (million) Growth in Wireless Sector Revenues Composition of Revenue (per cent) Market Share (per cent) Operator-wise Subscriber Base (in millions) GSM CDMA ARPUs (Rs) Postpaid and Prepaid ARPUs (Rs) Circle Wise ARPUs (Rs) MoUs Postpaid and Prepaid MoUs Circle Wise MoUs New Entrants Postpaid and Prepaid Subscriber Base (million) as of July 2007 Taxes and Duties in Selected Asian Countries Entry Fee for Various Circles Regulatory Charges New Players Subscriber Base (in millions) for GSM Spectrum Allocation (in MHz) Subscriber Base (in millions) for CDMA Spectrum Allocation (in MHz) GSM Spectrum Charges as a per cent of AGR CDMA Spectrum Charges as a per cent of AGR USO Fund Position as on 30 April 2007 (Rs billion) ADC Charge ADC Amount Collected Wireless Access Technology Comparison Bands Identified for 3G in India Download Times for Various Applications Market Size and Growth Market Share (in per cent) Revenue Growth Key Wireless Product Manufacturing Facilities in India Performance from 2000 to 2005 (Rs billion) Tower Estimates Size of Handset Market Components of BOM Recently Reported Handset Manufacturing Initiatives Global Handset Shipment (in millions) Global Handset Market Share (per cent) Top 5 Enterprise Users Download Volumes (millions) Some Players and Services Offered VAS as a Proportion of Operators' Revenue (as of September 2007) Investment in VAS Companies Subscriber Growth Market Share (per cent) Circle-wise Subscribers in million (Market Share in per cent)

Financial Performance (Rs million) Subscriber Growth Market Share (per cent) Metros - Subscribers in million (Market Share in per cent) A Circles - Subscribers in million (Market Share in per cent) B Circles - Subscribers in million (Market Share in per cent) C Circles - Subscribers in million (Market Share in per cent) Key Financial Parameters (Rs billion) Trends in Fixed Assets - Gross & Net Block (Rs billion) Pan India Footprint Bharti's Subscriber Growth Quarterly Growth in Subscriber Base (Dec 2006-07) Mobile Market Share Metros - Subscribers in million (Market Share in per cent) A Circles - Subscribers in million (Market Share in per cent) B Circle Metros - Subscribers in million (Market Share in per cent) C Circle Metros - Subscribers in million (Market Share in per cent) Pricing Strategy Financial Summary (Rs million) Subscribers in million (Market Share in per cent) Subscriber Base in million (Market Share in per cent) Subscriber Growth and Market Share Market Share (per cent) Metros - Subscriber Base in million (Market Share in per cent) A Circles - Subscriber Base in million (Market Share in per cent) B Circles - Subscriber Base in million (Market Share in per cent) C Circles - Subscriber Base in million (Market Share in per cent) Financial Details MTNL's Subscribers in million (Market Share in per cent) Mobile Market Share (per cent) Financial Results (Rs million) Reliance's Subscriber Base (million) and Growth (per cent) Market Share (per cent) Metros - CDMA Subscribers in million (Market Share in per cent) A Circles - CDMA Subscribers in million (Market Share in per cent) B Circles - CDMA Subscribers in million (Market Share in per cent) C Circles - CDMA Subscriber Base in million (Market Share in per cent) Reliance Telecom's Subscriber Base in million (Market Share in per cent) Circle-wise Subscribers in million (Market Share in per cent) Subscribers Growth Market Share (per cent) Metros - Subscriber Base in million (Market Share in per cent) A Circles - Subscriber Base in million (Market Share in per cent) B Circles - Subscriber Base in million (Market Share in per cent) C Circles - Subscriber Base in million (Market Share in per cent) HTIL's Holding Structure (per cent) Subscriber Growth Market Share Metros - Subscribers in million (Market Share in per cent) A Circles - Subscribers in million (Market Share in per cent) B Circles - Subscribers in million (Market Share in per cent)

India Infrastructure Research

INTERNET/BROADBAND IN INDIA Table of Contents: I.

Release date: March, 2008. No. of pages: 242

INDUSTRY OVERVIEW . . . . . . . . . . . . . . . . . . . . . - Industry Structure z Competitive Landscape z Market Value z Market Share of Top ISPs z Market Evolution - Industry Growth and Performance z Internet Subscriber Base z Internet Usage z Broadband Subscriber Base z Technology-wise Growth z Geographical Growth z Socio Economic Distribution z Tariff Trends z Minutes of Usage z Average Revenue Per User z Quality of Service - Future Growth Drivers - Issues and Concerns

II.

POLICY AND REGULATION . . . . . . . . . . . . . . . . . - Institutional Framework - Policy Framework for Internet Services - Policy Framework for Wireless Internet and Broadband Services z Spectrum z Bandwidth - Policy Related to Internet and Broadband Applications z Internet Telephony z Internet Protocol Television - Issues and Challenges

III.

STATUS OF BROADBAND TECHNOLOGIES IN INDIA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Terrestrial broadband technologies z DSL z Cable Modem z Ethernet z Optical Fibre - Satellite Broadband Services - Broadband Wireless Access z Wi-Fi z Wi-Max z Mobile Broadband - Other Technologies

IV.

KEY CONSUMER APPLICATIONS . . . . . . . . . . . . - E-mail and Chatting - E-Commerce Services z Online Travel Industry z E-tailing z Online Classifieds - Entertainment z Internet Protocol Television z Video on Demand z Online Gaming

V.

ENTERPRISE SEGMENT . . . . . . . . . . . . . . . . . . . . - Current Status - Enterprise Segments z Media and Entertainment z Utilities and Other Government Bodies z Hospitality and Travel z Banking and Insurance z BPOs and ITeS z Campuses and Townships z Mining and Construction z Sales & Distribution Networks z Manufacturing Companies - Key Enterprise Broadband Applications z VoIP z Video/Audio/Web Conferencing

VI.

RURAL BROADBAND . . . . . . . . . . . . . . . . . . . . . . - Status of Connectivity in Rural Areas z Direct Exchange Lines z Village Public Telephones z Mobile z Internet and Broadband - Challenges in Expanding Rural Broadband - Recent ICT Initiatives z Government Initiatives z Civil Society Efforts z Operator Initiatives z Vendor Initiatives z Key ICT Initiatives z Wi-Fi ICT Initiatives - Conclusions and Future Directions

VII. FUTURE OUTLOOK . . . . . . . . . . . . . . . . . . . . . . . . - Revenues - Subscriber Growth and Penetration - Competitive Landscape - Tariffs and Pricing - Outlook for Key Technologies - Outlook for Key Applications VIII. KEY PLAYERS . . . . . . . . . . . . . . . . . . . . . . . . . . . . - Bharat Sanchar Nigam Limited - Bharti Airtel - Mahanagar Telephone Nigam Limited - Reliance Communications - Sify Technologies - Spectranet - Tata Communications - Tulip IT Services IX.

APPENDIX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

India Infrastructure Research

“Internet/Broadband in India” Report: List of Tables Market Value of the Internet and Broadband Segment

Internet Telephony Minutes of Usage

Internet and Broadband Service Revenues of Key Operators (Rs billion)

Video-conferencing Vendor Revenues (Rs million)

Market Share of Government and Private ISPs

Rural Wireline Subscriber Base

Market Shares of Key ISPs

Rural Wireline Market Share as of December 2007

Market Share of Internet Subscribers Accessing Services via GSM and

Number of Rural VPTs

CDMA

Number of VPTs by Operator as of December 2007

Market Shares of Key Broadband Service Providers as of February

Rural Wireless Subscriber Base (million)

2008(%)

Internet & Broadband Subscriber Growth Forecasts

Broadband Subscriber Base of Key Service Providers

Wi-Max Subscriber Growth Forecasts

Yearly Internet Subscriber Base

BSNL's Internet Market Share and Subscriber Growth

Quarterly Internet Subscriber Base

BSNL's Range of Tariff Plans for Residential Users

Number of Subscribers Accessing the Internet via GSM and CDMA

BSNL's Range of Tariff Plans for Business Users

Networks

BSNL's Financial Performance

Internet Usage Trends

BSNL's Traffic Revenue

Broadband Subscriber Base

Bharti's Internet Market Share and Subscriber Growth

Broadband as a per cent of Internet Subscriber Base

Bharti's Submarine Cable Projects

Technology-wise Broadband Market Share

Bharti Airtel's Range of Pre-paid Plans

Geographical Distribution of Internet Subscribers

Bharti Airtel's Range of Post-paid Plans

Socio-economic Distribution of Internet Subscriber Base

Bharti's Financial Performance

Range of Volume-based Tariff Plans (Residential)

MTNL's Internet Market Share and Subscriber Growth

Range of Volume-based Tariff Plans (Business)

MTNL's Range of Tariff Plans

Minutes of Usage for Dial-up Internet

MTNL's Financial Performance

ARPUs for Dial-up Internet

MTNL's Revenue Break Up (%)

ARPUs for Broadband Services of Select Operators (Rs)

Reliance's Product Portfolio

Quality of Service Performance of Key Players

Reliance Market Share and Subscriber Growth

Market Share of DSL

Reliance's Financial Performance (Rs billion)

Market Share of Cable Modem

Sify's Internet Subscriber Base and Market Share

Ethernet LAN Market Share

Sify's Range of Tariff Plans

Optic Fibre Market Share

Sify's Financial Performance

VSAT Subscriber Base

Spectranet's Internet Subscriber Base and Market Share

Online Activities of Users

Tata Communications' Internet Market Share and Subscriber Growth

Website Usage/Recall Ratio

Tata Communications' Submarine Cable Projects

E-Commerce Market Size

Tata Communications' Range of Pre-paid Tariff Plans

Key Groups Operating Online Portals

Tata Communications' Range of Post-paid Tariff Plans

Top Job Sites

Tata Communication's Financial Performance

Top Matrimonial Sites

Tata Communications' Traffic Revenue (Rs billion)

Online Gaming Revenues

Tulip IT's Financial Performance (Rs million)

Enterprise Revenues of Some Key Service Providers (Rs billion)

India Infrastructure Research

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