24 Sept 2008
Etisalat to do battle with Zain in Iraq?
I was prompted to think again about Iraq this morning by a call confirming a meeting tomorrow with Bob Fonow, now working with broadband service provider Trivon, which operates under the Virgin Connect brand in Russia. Bob has lately been an enthusiastic and high-value speaker at a number of Informa Telecoms & Media conferences, including some of our Com World Series gatherings. In a previous role, Bob was a Senior U.S. State Department official responsible for telecommunications reconstruction in Iraq, acting as a Senior Adviser to the Minister of Communications and Chief Executive of the Communications and Media Commission. In this role, Bob managed a staff of US State Dept technical experts and was responsible for funding decisions and program management of US funded telecom programs. Following that assignment, Bob was hired to mediate a dispute between the Iraqi shareholders of Zain Iraq and Zain's executive management in Kuwait concerning the provision of physical security for Zain's combined MTC Atheer and Iraqna GSM networks.
I am looking forward to learning a lot from Bob tomorrow. I think my questions will focus on two areas. Firstly, as my thoughts turn to our 2009 Russia & CIS Com conference, I'll be keen to get some fresh insights on the Russian broadband market and the currently high level of hype about the prospects for WiMAX in Russia. Secondly, ahead of the Dubai event, I'll be keen to get Bob's thoughts on the potential and the challenges of the Iraqi market. It will be good to get a solid briefing before meeting the several high-level execs who will be representing Iraqi operators on the panel of speakers in Dubai. These include Suleiman Lamaani the CEO of Itisaluna (an emerging nationwide operator providing fixed-line voice services, broadband, and VAS via CDMA 1x-EV-DO Rev. A) and CxOs from GSM operators Korek Telecom and Asiacell. Looking ahead to the future development of our event, it is my theory that vendor interest may become very sharply focused on under-connected, under-penetrated markets such as Iraq and Iran, whose incumbent mobile operator MCI will be represented at this year's conference by CEO Vahid Sadoughi. This may become a matter of urgency for network tech vendors as the oil-rich Gulf states' mobile markets all reach saturation point and 3G networks there achieve wide coverage.
Certainly, the Iraqi market is already a priority for giant rival Middle Eastern telcos. Zain is already present and I read today in a Cellular news story the UAE-based Etisalat is reported to be in talks to acquire an Iraqi mobile operator by the end of this year. The story quotes Etisalat COO Ahmad Julfar: "Iraq has a lot of potential because of the unavailability of fixed-line telephones because of war conditions."
Given the strong interest in Iraq from around and beyond the region, I am really glad that we've managed to get the Iraqi market so well represented on our panel of speaker for the Dubai show.
18 Sept 2008
A new day, a new WiMAX deployment announcement... oh, and another one...
This will be useful because shortly I am scheduled to initiate the programme of research and speaker acquisition leading to the development of the Com World Series team's annual Eurasia region conference and exhibition in Turkey. The relevance of getting one more chance to make further connections in Russia is that the CIS markets from which our Eurasia event gathers delegates are a natural place for Moscow-headquartered telcos to grown their footprints. In mobility, MTS and Vimpelcom have been particularly active in terms of snapping up existing MNOs in these markets, or winning new licences and building new operators from scratch. Perhaps WiMAX-deploying broadband service providers from the Russian Federation will follow this lead. That's a question I'll be keen to ask if I do make the trip to the WiMAX event in Moscow next month.
When we needed to rebrand our former GSM>3G Central Asia conference two years ago, 'Eurasia' was the best term we could find to cover a wide region which takes in Turkey itself, the area around the Caspian Sea and the former Soviet states of Central Asia. Happily, our preferred term maps quite neatly onto how this huge area is described by one of the telcos most active in that territory. TeliaSonera has a dedicated Eurasia Business Area, headed up by Tero Kivisaari. TeliaSonera are joint owners (with Turkcell) of Fintur Holdings, which in turn owns a number of mobile operators in CIS markets - Azercell (Azerbaijan), K'Cell (Kazakhstan), Moldcell (Moldova) and Geocell (Georgia). Two further MNOs are owned directly by TeliaSonera but managed by the Fintur JV with Turkcell. These are Ucell (Uzbekistan) and Indigo-Somoncom of Tajikistan.
I met Fintur's then-newly appointed CMO Gary Koeb at Eurasia Com 2008 back in April and look forward hopefully to involving the various companies under the Fintur umbrella more closely in 2009 than in previous iterations of the conference.
There has been evidence of some interest inWiMAX in the Eurasia region. Planned and actual deployments include:
- Cornet (Armenia)
- AZ Qtel (Azerbaijan)
- Babilon-T (Tajikistan)
- MTS Uzbekistan
The list is growing. This week, Alcatel-Lucent announced a deal to supply a mobile WiMAX network to Delta Telecom of Azerbaijan. I expect discussions around the business case for WiMAX deployment in these markets (for MNOs, for start-ups, for the incumbent state-owned wireline carriers) to form a pretty significant component of the agenda at our next Eurasia Com conference. So these are the kinds of regional pioneers we will be looking to involve. Watch this space.
Meanwhile, in the Middle East, MNO Mobily of Saudi Arabia recently announced the launch of WiMAX services in four cities, which is apparently the first stage of a plan to cover the entire Kingdom in broadband wireless. This story was picked up by our Global Mobile Daily service on 3rd September.
WiMAX announcements seem to be popping up all over the regions we cover via the Com World Series. Expect to see that reflected at the shows.