Monday, May 22, 2006

DIGESTS://Telecoms, Internet, Media: May 15-19, 2006




TeliaSonera: acquires 82.3% of NextGenTel (altnet Norway: DSL, WiMax), 65.5 NOK/share (premium 45%) = NOK 1.54 bn
BT: Q4 in line with expectations
Telefonica: Mediaset interested in Endemol (denies) (Corriere della sera)
Belgacom: denies planned state sale
KPN: appoints Scott McKenzie CSO for mobile
Telekom Malaysia plans IPO of Spice Telecom (India) late 2006
CamTel plans launch of Cameroon Mobile Telecomms (#3 wireless)
Maltacom: Tecom and DIG acquire 60%, $283m
Jordan Telecom: Jordan plans reducing stake (41.5%) by selling 11% to FT (has 40%)
Embarq (Sprint spin-off) down 3.6% on first day of trading


Vodafone: rumoured to sell 45% of VZW to Verizon, $48 bn + $8 bn debt (Observer); alliance with SoftBank (develop and procure mobile technology and content)
NTT DoCoMo: considers diversification (e.g. finance) to offset slowing growth in mobile
Telekom Kolejowa (= PKP) wins fourth GSM license Poland, PLZ 510m = $168m
Serbia receives 10 offers for Mobi 63 (formerly Mobtel) from Telenor, DT, FT, Mobilkom Austria (= Telekom Austria), TeliaSonera, Tele2, Orascom, Cellcom, Etisalat, OJSC Mobile; short list May 19, winner late July
Sony BMG plans MVNO for Christians with Integrity Media


QSC: Q1 sunrise (TDC Switzerland): plans managed services for SMEs (‘sunrise 1com’: DSL, VoIP, security, VPN, WiFi), plans 145 job cuts (5.7% of 2524)


Wind (= Orascom, Weather) plans IPO late 2006 or early 2007 to raise EUR 2 bn for 20-30%



Copper, xDSL, LLU:
Uganda Telecom launches DSL service (90-300 $/mo for 64-256 kbps)

Erenis (FTTB for MDUs in Paris) deploys VDSL chipsets from Ikanos (up to 100 Mbps)
Naya Tel orders gear from Alcatel for Islamabad network (30k subs)

BigBand and Netgear partner to develop DOCSIS 3.0 products
Motorola’s BSR 2000 (broadband services router) receives DOCSIS 1.1 and 2.0 certification

Kenya plans tender for SNO (second national operator), award license early 2007
Tanzania awards SNO license to BOL (Benson Informatics Ltd)
Nigeria awards 4 integrated licenses to Multilinks, Starcomms, Intercellular, Prest Cable & Satellite Comms


Deployments: BT plans 12 citywide mesh-networks in the UK
In-home: Ruckus Wireless’ ‘MediaFlex WiFi’ router system ordered by Ayersville Telephone (Ohio), Monroe Telephone (Ore), Wilkes Telecomms (NC), Panhandle Telephone Coop (Okl), CC Comms (Nev)
Muniwifi: Houston approves citywide network, 5 bidders: EarthLink, Redmoon Broadband, Convergent Broadband, nextWLAN, Houston WiFi

International roaming: TeliaSonera starts talks over lowering wholesale rates
Mobile termination: E-Plus (KPN) proposes alternative fees (5 c/min for T-Mobile and Vodafone, 9 c/min for E-Plus and O2) as opposed to plan from the other operators (9 and 11.5 c/min; currently 11 and 12.4 c/min), asks for regulation
Content & services:
Internet: KDDI and China Mobile plan adding Google search
TV: KT launches T-DMB service over WiBro with KBS; CellularVision (= Speedus) sues Verizon Wireless over technology; PCCW launches service on CMB (Cell Multimedia Broadcast) technology (up to 250 users/cell) from Huawei; Telcel (Mexico) launches (downloads only, no streaming)
GPS: Disney Mobile family locator service powered by Autodesk

WiMAX, WLL, BWA, BFW, Flash-OFDM, xMax, UMTS TD-CDMA, iBurst:
IPO: NextWave Wireless (‘WiMAXplus’: 802.16e; chipset, spectrum covering 93m pops, PacketyVideo for software for handsets) plans IPO and trial in Henderson (NV)
Spectrum, licenses: Woosh Wireless acquires usage rights to New Zealand Telecom spectrum in the 2.3 GHz band; Versatel (= Tele2) sells license to Casema (= Carlyle, Providence, GMT)
Deployments: TT&T to invest THB 6 bn for roll-out in 2006, launch late 2006

Deployments: Skype (eBay) launches promo through 2006: SkypeOut free in N-America (guidance unchanged: revenue $200m in 2006); AOL (Time Warner) launches AIM Phoneline (PC-to-PSTN, free phone number)
IPTV: AT&T plans expansion to 15-20 markets by end 2006; DT: deal with Premiere (Bundesliga matches over IPTV from 06/07 season)
F/M: sunrise (TDC) plans dual-mode handset (GSM/WiFi) autumn 2006; FT plans dual-mode phone 06Q4; Kineto wins fifth operator customer for UMA gear



eBay: Supreme Court sides with eBay against MercExchange, overturns Appeals Court (which judged that the trial court should have issued an injunction)
Amazon: plans electronic soul mate (similar buying pattern, to enhance recommendations); launches ‘Print-on-demand’ for book publishers with BookSurge
Yahoo: Analyst Day, Alibaba plans IPO


Technology: Yahoo! launches Yahoo! Answers (out of beta) and new homepage; relaunches (with previews, ads inserted and pay-per-action: only if transaction is completed)
Local: Planet Discover acquired by Gannett
Comparison shopping: ShopWiki launches Mobile Search (beta)
Enterprise: Microsoft launches Knowledge Network

WEB 2.0:
AOL (Time Warner) launched social network ‘AIM Pages’ for AIM users and AOL UnCut (beta) for user-generated video (Flash 8 format), with mobile uploading (technology: VideoEgg)




Vivendi: Q1 final, raises 2006 guidance (net income +16%), introduces 2011 guidance (adjusted net income EUR 3.5-4.0 bn, 2006-2001 operating profit CAGR 8-10%); rejects Sebastian Holdings proposal to dismantle; denies offer from Sebastian, 33.50 EUR/share
Univision: Haim Saban, Madison Dearborn, Providence, Texas Pacific and Thomas H. Lee plan offer
Bertelsmann: plans autioning off BMG Music Publishing (revenue 2005: $372m), early June ($1.7 bn)
Sony: ‘Da Vinci Code’ earns $77m at box office over first weekend
DreamWorks Animation: ‘Over the hedge’ earns $37m over first weekend

XM sued by RIAA over ‘Inno’ (device from Pioneer: portable satellite radio with storage)
Cablemas (Mexico) postpones IPO (low demand)

Gannett acquires Planet Discover (local search)
Telegraaf acquires Keesing (puzzle books; 2006E: revenue 55m, EBITA-margin 20%) from NPM, EUR 81.3m, management to have 5%


WPP: Campbell Soup consolidates media account ($300m) at Mediaedge:cia; Wrigley reviews UK media account (GBP 13m), currently at MediaCom; WPP plans more acquisitions in China (Financial Times); Groupe Danone places media account ($75m) in review (currently at MediaCom)
Publicis: Miller Brewing keeps media account ($300m) at StarCom (bested Carat (= Aegis))
Mediamark Research Inc pulls out of RfP for radio ratings system, leaving Arbitron and Media Audit
Bridgestone Firestone invites 7 (Arnold (= Havas), Cramer-Krasselt, Leo Burnett (= Publicis), The Richards Group, Foote Cone & Belding (= Interpublic), The Kaplan Thaler Group (= Publicis), Grey (= WPP)) to compete for media/creative account ($25m)
Arbitron: CBS orders PPM service for radio ratings, 7 years
VNU: Knight Vinke gives up resistance against offer; VNU: offer declared irrevocable (78.7% tendered, extended to June 9)

Reed Elsevier: rejected offer from Cinven et al (Candover?) for Reed Business, GBP 2 bn? (Times)


STM: Humboldt-Universitaet (Berlin) joinsBerlin Declaration on Open Access to Knowledge in the Sciences and Humanities’

CABLE: McCain (R) plans US bill incentivising a la carte by reducing franchise fee (5% of revenues) for CATV and national franchise for IPTV

MUSIC DISTRIBUTION: MTV (Viacom) and Microsoft plan launch of ‘Urge’ May 17 (10 $/mo for download to PC, 15 $/mo for downloads to handhelds, permanent downloads 1 $/track)

MySpace plans selling Fox TV shows (both News Corp)
Orb Networks: deal with MeeVee (video search)
TiVo and Blockbuster rumoured to plan marketing partnership (30 $/mo for Blockbuster’s 3-movies deal + TiVo Series2 DVR)
AOL (Time Warner) acquires Lightningcast (ad inserts)

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