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China’s online-video players face tough task in going ‘straight’

Posted by Tony Brown Thursday, March 4th, 2010

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The decision by China’s leading online-video players, such as Tudou.com and Youku.com, to move toward a more orthodox business model by signing licensing deals with content providers and even beginning to produce some of their own content seems like good news for everyone. But there is a long way to go before any of the country’s online players can really claim to have “gone straight.”

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Can OTT players really beat pay TV operators at their own game?

Posted by Tony Brown Monday, February 22nd, 2010

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With the “over the top”-content game attracting IT giants, such as Apple and You Tube, huge regional players, like Tudou and Yukou in China, and many other global media brands, it’s not hard to imagine that the world’s pay-TV operators could get pushed aside in the battle for consumers’ wallets.

That is, until you take a step back from the hype and talk to hardened pay-TV executives, who say OTT players are in for a mighty shock if they think that getting subscribers to part with their hard-earned dollars in return for access to video content is anything but hard work.

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TM jumps into IPTV market, but the odds of success are long

Posted by Tony Brown Sunday, February 7th, 2010

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Telekom Malaysia ™ has finally decided to make the jump into IPTV, after several years of deliberating, but the operator looks almost certain to be fighting a losing battle to establish itself as a significant player in the country’s pay TV market.

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The time is ripe for China to focus on a unified broadband plan

Posted by Tony Brown Sunday, February 7th, 2010

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The completion of China Mobile’s long-running merger deal with fixed-line player China Tietong in December was the last piece of the jigsaw in the Chinese government’s restructuring of the country’s telecoms market. Now the government needs to figure out an orderly path for China Mobile to fully enter the broadband market.

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KDDI makes move for J-Com, but the hard work is only just beginning

Posted by Tony Brown Sunday, February 7th, 2010

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Japanese operator KDDI’s purchase of a 37.8% stake in Jupiter Telecommunications (J-Com) from US media giant Liberty Global came as no surprise to most watchers of Japan’s market, though the US$4 billion price tag – equating to a 65% premium on J-Com’s share price – certainly caused a few raised eyebrows.

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Australia’s NBN poker game reaches final round

Posted by Tony Brown Thursday, March 19th, 2009

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Australia’s communications minister, Stephen Conroy, and Telstra are engaged in what feels increasingly like a high-stakes poker game over the country’s A$15 billion (US$9.7 billion) National Broadband Network.
When Conroy announced that the government would have already announced the winner of the contest to build and operate the NBN had the horrendous bush fires in Victoria not forced it to divert its attention there, he had a very small audience in mind for his comments: Telstra.

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SKT, LGT are right to fear KT/KTF merger

Posted by Tony Brown Friday, February 27th, 2009

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Like the little boy who cried wolf in the old fairytale, South Korean telecoms firms SK Telecom (SKT), SK Broadband (SKB) and LG Telecom (LGT) look like they might finally pay the price for years of crying for help when none was really needed.

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Time for India to get its regulatory house in order

Posted by Tony Brown Tuesday, January 27th, 2009

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A little bit of authoritarianism from a government can sometimes be a good thing – especially if it means getting your country’s telecoms industry in working order.
India is praised for being the world’s largest democracy, but there is little doubt that its admirable ethos of allowing every man to have a say on every issue – including critical regulatory ones – is holding back its telecoms market in many respects.

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Fool if you think its over for Telstra in NBN saga

Posted by Tony Brown Monday, January 5th, 2009

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Anyone reading the Australian press in the wake of the government’s decision to eject Telstra from the tender process to build and operate the National Broadband Network would have concluded that the market giant had been dealt a knockout blow – the reality is actually very different.

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Analyst

Senior Analyst for broadband, most particularly in the Asia Pacific region.