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Monday, October 12, 2009

Telecom Companies growth models

I have added an ideapaper detailing how telecom companies find growth. The telecom service provider does not simply grow. These companies transform from voice telephony operators to bandwidth service operators and finally into a holding company for other telecom companies. The following IdeaPaper details those five phases of transformation. I have also given some key characteristics of each phase.

Bharti-MTN deal was example of how both companies were trying to move to phase V of the transformation. As of now France Telecom, Portugal Telecom, Vodafone, Singtel are this phase. I still believe it is too early for Bharti to move to phase V, particularly since there are ample avenues for growth still open to it. Bharti's eagerness to join the club was forced by the fact that telecom is developing globally and soon there won't be many opportunities to get access to subscribers and telecom assets. Anyways the interesting part is how telecom companies find growth.

Further, there are still ways and means to exploit current opportunity for telecom companies. But that is topic for further paper.

Disclaimer: I own Bharti stock.

Tuesday, October 06, 2009

How Cities Develop?

I have put together some thoughts on How Cities develop? in the form of an idea-book. Please feel free to download it here.


Real estate development in every city is unique. Still hidden within, are certain principles that are common. To understand it, we need to understand two central concepts. First, how town evolve and second how evolution happens within a town.

I propose a seven phase model explaining how a population surrounding a business or factory transforms into a town. Through the transformation we point to some important developments in terms of people and their work.

The idea book postulates a growth model called “Affinity Factor Model” to explain how localities develop within a town. “Affinity factors” are those that drive the citizens towards them – e.g. business district and schools are key affinity factor.

The models help us understand why airports, usually built outside city limits, attract residential populations. Or, on a lighter note, we can guess where a company will locate its office!

We also derive a method to understand relative pricing between different areas. Further, we look at fundamental ideas for knowing if house prices are higher.

I also propose a structure of a township centred around a workplace based on first principles.

How Cities Develop