R Clark 9/10/2013 | 4:47:06 AM
Re: Consider the source I'm sure the Hong Kong operators wouldn't mind making room for China Mobile if the mainland operators made room for them.

But there is no reciprocity, nor is there a market failure or any precedent to speak of. So why try to ram this through? Ofca can't explain, and it's not willing to lay out its assumptions and costs.

That'as why it's seen as just another political exercise.
mendyk 9/9/2013 | 11:56:10 AM
Re: Consider the source According to our colleagues at Pyramid Research, the mobile services sector in Hong Kong will generate more than US$3.2 billion in revenue this year. And the clear growth driver is in advanced services. Given that, the burden of upgrading doesn't seem all that onerous for the operators. And given the lifecycle of handsets, it's not relevant to include consumer spending on 4G devices as part of the burden. Yes, it's fairly clear Ofca is carving out a spot in the low end of the market for China Mobile. But I'm guessing the other operators would be moving toward 4G anyway.
R Clark 9/7/2013 | 2:30:01 AM
Re: Consider the source The operators commissioned this report because they could see the Ofca analysis was flawed, ie, by estimating the impact on loss of 3G spectrum the 4G network. That's not a meaningful figure given the costs the operators would have to bear in provisioning their 3G networks.

So it's not an independent study but it lays out its findings and assumptions. Ofca has refused to do that with its own study, which has fed the suspicion people have about the whole plan.

While I'm not sure if this is anything more than a poorly thought-out idea, it's hard not to notice that three of the four operators are owned by HK's  two wealthiest families, who supported the losing establishment candidate in last year's leadership election. 
mendyk 9/6/2013 | 10:18:24 AM
Consider the source Not to downplay the potential disruption that a license takeback would cause, but the fact that this "research" was funded by operators that would be directly affected by a takeback gives this a grain-of-salt feel, no?
R Clark 9/6/2013 | 9:40:00 AM
Re: Is this going to be an issue in other markets? The lack of international precedent on 3G end-times is one reason why the issue is awkward. But you'd think incumbency would count for a lot, ie, in markets where spectrum is sold. In markets like Korea, Japan and China it counts for everything.

The operator execs I spoke to said they aren't aware of any cellco anywhere losing spectrum except where it's not being efficiently used, or in some giant cockup like India's 3G auction.  I can't think of any, either.  Can anyone else?
[email protected] 9/6/2013 | 8:03:59 AM
Is this going to be an issue in other markets? Hong Kong now, but could this be an issue in other markets as initial 3G license terms come to an end in the coming few years?
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