Deutsche Telekomwatch Report #1 June-July 2011 Snapshot
26 July 2011
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Table of Contents
1 Executive brief
4 Group
4 M&A
4 DT raises OTE stake to 40%; public offer to follow?
5 OTE valuation has collapsed by 79% since DT topped‑up in 2009
5 Hellenic Republic retains 10% of OTE; DT tipped to buy a further 6%
5 Table 1. OTE shareholder analysis, mid‑2011
7 DT may be obliged by ATHEX or EC to make public offer for rest of OTE
9 OTE rejects Romtelecom buyout; secures Cosmote merger
9 OTE cites debt load to decline Romtelecom buy‑out; valuation disconnect?
9 Romtelecom IPO plan to be readied by December; 12‑month window
9 Romtelecom and Cosmote Romania to merge; details unknown
10 Executive musical chairs commences; Theocharopoulos takes the helm
11 OTE rejects Romtelecom buyout; secures Cosmote merger
11 Pay‑TV and cable maverick RCS & RDS bids for Romtelecom stake
12 HT makes privatisation shortlist for P&T Kosovo
13 Calls for privatisation to be suspended amidst fraud scandal
14 Slovakia denies ST sale talks with DT
14 Mahler also points to wireline M&A elsewhere
15 People
15 DT appoints Nemat to take charge of Europe; Schick HR
15 People movement highlights
16 Swantee to head EE as DT, FT seek grip on integration
19 Products and services
19 DT to market “any(ware)” video app
19 PagePlace goes live, adds Android support
20 Regulatory
20 Battle over net neutrality heats up
21 Content traffic charges also contentious
22 EC lowers roaming caps, seeks to ratchet competition
23 Technology & Innovation
23 G&D to support DT NFC differentiation push
24 Terminals
24 Mobile terminal highlights
25 T‑Venture
25 T‑Venture buys into e‑health partner BodyTel
26 Germany
26 LTE competition ups gear as TDME connects first city
26 Frankfurt, Munich, and Munster next
27 STRATO
27 North Rhine‑Westphalia is first LTE battleground
27 TMDE to retain 900MHz spectrum, at least until 2016
28 German mobile consolidation again mooted
28 TDE hits out at fixed‑line interconnect fee cut
29 TDE, E.ON tie on green energy sales
30 Europe
30 Croatia
30 Czech Republic
30 Croatia
30 HT, Huawei launch LTE tests in Split, Zagreb
30 1800MHz holdings topped up
32 Albania
32 Greece
32 Czech Republic
32 TMCZ 3G reach passes 50%
32 O2 partnership now in action
33 Austria
33 Bulgaria
33 Hungary
33 MT settles with SEC over contract probe
33 Agreement “in line” with expectations
34 MT forced to open up fixed‑line network
34 Fourth mobile licence sale confirmed
34 TMHU to be freed for UMTS900 move
35 Montenegro
35 Ericsson lands HSPA+ update project
35 Netherlands
35 TMNL confirms job cuts, office closures
36 International Carrier Sales & Solutions
36 New entrants to gain from 2012 auction
37 Poland
37 PTC, PTK wrap up RAN sharing deal
37 New equipment contract in play
38 Romania
38 Cosmote UMTS900 rollout plan flagged
38 ADVA nets fibre transport contract
39 Serbia
39 HP supports Telekom Srbija operational revamp
40 Slovakia
40 HSPA+ 64QAM now in 29 communities
41 UK
41 Splits open up again over 800MHz auction…
43 …as Ofcom gives green light to spectrum trading
45 Everything Everywhere to work with BT on LTE trials
46 Operators ally on mobile wallets
47 EE to expand brand’s retail presence
47 Open platform provides potential for rapid growth
47 Role of financial services to be determined as tech threat builds
48 3 may slow launch down, as regulatory approval sought
49 Systems Solutions
49 Contract highlights
49 Everything Everywhere cloud contract gears up
49 Total turns to T-Systems for sat-comms
49 China IT procurement targeted with Beyondsoft tie‑up
50 Valora awards outsources pan‑Europe ICT to T‑Systems
50 T‑Systems Czech Republic to offer SAP as cloud solution
52 USA
52 TMUS hands M2M operation over to RACO
53 TMUS expands Dual Carrier HSPA footprint
53 Bobsled back up as Google, Facebook add rival apps
54 Operators enlist credit card firms for NFC venture
55 International labour unions ratchet pressure on DT
55 OECD requested to instruct DT to facilitate union representation efforts
56 AT&T purchase of TMUS: opposition mounts
56 ITUC attacks DT “union busting”
56 Connecticut technicians first at TMUS to secure union representation
59 Index
Index
A
ABN Amro 23
ADVA Optical Networking 38
Africa 15
- South Africa, 48
Agile Software, Inc. 38
Albtelecom 12
Alcatel-Lucent 12, 24
American Express Company 53
American Federation of Labor and Congress of Industrial Organizations (AFL-CIO) 55
Americas
USA 23, 33, 50, 51, 52, 53, 54, 55, 56
- – DoJ 33, 56
- – FCC 25, 55, 56
- – SEC 33
- – States
- – - Califormia 19
- – - Connecticut 55
- – - Indiana 16
- – - Michigan 16
- – - Minnesota 16
- – - New York 16, 33, 52, 55
- – - Ohio 16
- – - Pennsylvania 16
- – - Philadelphia 16
- – - Washington 56
- – - Wisconsin 16
Apple 21, 23, 24, 47, 54
- iOS 19, 24, 36
- iPad 47
- iPhone 23, 24, 47, 54
Asia-Pacific
- China 49, 50
- India 36
Assoc. of Members of ATHEX 7
Athens Stock Exchange (ATHEX) 4, 7
AT&T 14, 23, 52, 53, 54, 55, 56
B
Barclays plc 53
- Barclaycard 23, 46
- Barclays Bank 53
Blackstone Group 45
Bloomberg L.P. 41
Blue Jeans Network, Inc. 19
BodyTel Europe GmbH 25
Brainstorm 56
British Broadcasting Corp. (BBC) 43
BT Group
- BT Wholesale 45
C
CeBIT 50
Central Europe On-Demand Zrt 15
Citigroup 47
ClickFox, Inc. 16
Comms. Workers of America (CWA) 54, 55
Continental AG 23
Co-operative Group Ltd 46
Cosmote Romanian M.T. SA (see OTE/DT)
4, 9, 10, 11, 24, 33, 37, 38, 39, 40
Covario, Inc. 53
Current Analysis 51
D
DaimlerChrysler 49
Debitel 26
Deutsche Bahn 23
Deutsche Post 54
Deutsche Telekom 4, 5, 6, 7, 8, 9, 10, 11, 12, 14, 15, 16, 18, 19, 20, 21, 23, 24, 25, 26, 27, 28, 30, 32, 33, 34, 35, 36, 37, 40, 41, 46, 47, 49, 50, 52, 53, 54, 55, 56
- ClickandBuy (Firstgate) 15, 16, 19, 23
- Europe 14, 15
- – Austria 24, 33, 37
- – Bulgaria (see OTE) 4, 24, 25, 33
- – Croatia (Hrvatski Telekom)
12, 24, 30
- – Czech Republic 24, 30, 32, 37
- – Greece (see OTE) 4, 24
- – Hungary (see also Magyar Telekom) 15, 33, 34, 35, 54
- – International Carrier Sales & Services (ICSS) 15, 36
- – Montenegro
(see Magyar Telekom) 35, 54
- – Netherlands
10, 16, 20, 24, 35, 36, 37, 46
- – Poland (Polska Telefonia Cyfrowa/PTC) 14, 24, 37
- – Romania (Cosmote/OTE) 4, 9, 10, 11, 24, 33, 37, 38, 39, 40
- – Serbia (see T. Srbija/OTE) 39, 41
- – Slovakia (S. Telekom/T-Mobile) 14, 24, 34, 37, 40, 42
- – UK (Everything Everywhere)
12, 15, 16, 18, 23, 24, 25, 37, 41, 43, 45, 46, 47, 48, 49
- Executives
- – Adams, Tim 16
- – Angst, Helmut 15
- – Diefenbach, John 16
- – Dolot, Larry 16
- – Dorrell, Torrie 52
- – Froemming, Simone 16
- – Hayes, Terry 16
- – Hillabrant, Chris 16
- – Horn, John 51
- – Hottges, Tim 18
- – Jackson, Brigette 16
- – Knauer, Martin 16
- – Kozel, Edward 19
- – Lautz, Alexander 16
- – Magnussen, Holger 15
- – Mahler, Roland 15
- – Millen, Matt 51
- – Mills, Jim 16
- – Murrain, Linda 16
- – Obermann, René 6, 15, 29
- – Pisciotti, Marty 16
- – Sattelberger, Thomas 15
- – Simpliciano, Stan 51
- – Spiegel, Philip 16
- – Stoffer, Frank 15
- – Toet, Leon 16
- – Vesco, Peter 15
- – Wendt, Dietmar 16
- Ex-executives
- – Kerkhoff, Guido 15
- – Strickland, Rob 16
- Germany 16, 26, 27, 28, 29, 38, 41
- – T-City 25, 35, 50
- Investments
- – Magyar Telekom (see)
15, 16, 33, 34, 35, 54
- – OTE (see)
4, 5, 6, 7, 8, 9, 10, 11, 32
- Products and services
- – barcoo 23
- – Bobsled 52
- – Entertain 41
- – Intelligent Network Sols. 25, 29
- – PagePlace 19
- – t-music 30
- – Visual Search 23
- Systems Solutions 49, 50
- – T-Systems 15, 16, 29, 49, 50
- – - Deutschland 16, 49, 50
- – - Slovakia 16
- – - South Africa 16
- T-Venture 25
- USA 14, 16, 23, 24, 25, 46, 51, 52, 53, 54, 55, 56
Discover Financial Services 53
E
EAT Cafe 46
eBay
- PayPal 19
Enders Analysis 48
Engine Group, The
- MHP Communications 43
E.ON AG 29
Ericsson 10, 35, 52
Europe
- Albania 4, 32
- – AKEP 32
- Austria 12, 13, 14, 23, 33, 37, 50
- Bulgaria 4, 33
- Central Europe 10, 15
- Croatia 12, 13, 30
- – HAKOM 30
- Czech Republic 23, 30, 32, 50
- Finland 26
- France 6, 8, 12, 16, 21, 37, 49
- Germany 4, 6, 8, 10, 23, 25, 26, 27, 28, 29, 36, 38, 42, 49, 50, 54, 55
- – Bundeskartellamt
(Federal Cartel Office) 26
- – Bundesnetzagentur für Elektrizität, Gas, Telekommunikation, Post und Eisenbahnen (BNetzA, RegTP, FNA) 27, 28
- – Federal Ministry of Economics and Technology (BMWi) 50
- Greece 4, 5, 6, 7, 8, 9, 14, 32
- – DEKA S.A. 5
- – Government 4, 7
- – IKA-ETAM 5
- – Panhellenic Socialist Movement (PASOK) 8
- Hungary 33, 34, 35
- – NMHH 34
- Ireland 15
- Luxembourg 50
- Macedonia 33
- Montenegro 54
- Netherlands
14, 20, 21, 23, 35, 36, 37, 42
- Northern Europe 15
- Poland 12, 14, 23, 25, 37
- Romania 4, 9, 11, 12, 14, 37, 38, 39, 40
- – Consiliul Concurentei 11
- Scandinavia 50
- Serbia 4, 39, 41
- – RATEL 41
- Slovakia 12, 14, 37, 40, 42
- – PMU 42
- – TUSR 42
- Spain 49
- Sweden 35
- Switzerland 16, 50
- United Kingdom (UK) 15, 18, 37, 41, 42, 43, 45, 46, 47, 48
- – Competition Appeal Tribunal 45
- – Ofcom 41, 42, 43, 45, 46
- – Office of the Info. Comm. 45
European Union 7, 13, 28, 45
- European Comm. 7, 8, 20, 22, 33, 34
- European Parliament 7, 8
Eutelsat Communications 32
Everything Everywhere (DT, FT) 12, 15, 16, 18, 23, 24, 25, 37, 41, 43, 45, 46, 47, 48, 49, 50
- Executives
- – Alexander, Tom 16, 18, 46
- – Jevons, Paul 46
- – Roberson, Phil 15
- Ex-executives
- – Fannon, John 15
- – Hames, Darren 45
- – Llewellyn. Barry 15
- – Turley, David 45
- Orange UK 16, 43, 46, 47, 49
- RingTagz (Caller Tunes) 46
- T-Mobile UK 15, 24, 43, 45, 46, 47
F
Facebook 21, 52
Fitch Ratings 6, 8
France Télécom 12, 16, 18, 21, 37
- Orange
10, 12, 16, 18, 38, 43, 46, 47, 49
- – Poland 37
- – Romania 10, 38
- – UK (see Everything Everywhere, DT) 12, 15, 16, 18, 23, 24, 25, 37, 41, 43, 45, 46, 47, 48, 49, 50
F-Secure Corp. 26
Fujitsu 10, 45
G
Giesecke & Devrient 23
Google 21, 24, 30, 47, 52, 53
- Android
19, 23, 24, 25, 26, 30, 33, 36, 52, 53
- YouTube 21
GSM Association
- Mobile World Congress 24, 53
H
Hellenic Telecom. Org. SA (see also DT)
- Telecom Srbija 4
Hewlett-Packard 39
High Tech Computer Corp. (HTC)
15, 24, 25, 46, 52
Hrvatski Telekom (see DT, Croatia) 12, 30
Huawei Technologies 30, 45
Hutchison Whampoa 43
- 3 Group
- – UK 41, 46, 48
Hypercom Corp. 15
I
IBM 53
Informa Telecoms & Media 47
- Datamonitor 37
ING 23
Intracom Holdings 34
Invitel 34
Isis Telecoms. Management 23, 53
J
Jazz Wireless Data LLC 51
K
Kineto Wireless 46
KORE Telematics 51
KPN 20, 23, 28, 35, 36
- E-Plus 27, 28
L
LG Electronics 24, 25, 46
Liberty Global, Inc.
- UPC Broadband 11, 34, 36
M
Magyar Telekom (see also DT)
15, 33, 34, 35, 54
- Macedonia (Makedonski Telekom/T-Mobile) 33, 37
- Montenegro (Crnogorski Telekom) 35, 54
- T-Mobile Hungary 34
- T-Systems Hungary 15
- – IQSYS Zrt 15
MasterCard 47, 53
McKinsey & Co 15
Mediapro Group
- Mediafax 39
Microsoft 16, 30, 50
- Skype 52
Middle East 15
MobileMonday Oy 36
Motorola Mobility Holdings, Inc. 24, 25
Mozilla Foundation 30
mpass (Germany, Vodafone/O2/paybox) 23
Muzicall 46
N
Natixis Bank 20
Netia SA 14
Nokia 24, 25, 46
Nokia Siemens Networks 32, 45, 52
O
Omega Telecom Holdings Pvt Ltd 51
OME-OTE (Greek Telecom Employeess Federation) 5
Open Cloud 50
Open Road 43
OECD 54, 55
OTE (Hellenic Telecom. Org. SA, see also DT) 4, 5, 6, 7, 8, 9, 10, 11, 32
- Bulgaria (Globul) 4, 24, 25, 33
- Cosmote 4, 9, 10, 11, 24, 25, 32, 33, 37, 38, 39, 40
- – Albania (AMC) 4, 32
- – Greece 4, 24, 32
- – Romania 4, 9, 10, 11, 24, 33, 37, 38, 39, 40
- Germanos 4, 9
- Hellas Sat 4, 32
- Romania (Romtelecom) 4, 9, 10, 11, 32, 38, 39, 40, 41
- Serbia (see Telekom Srbija) 39, 41
Out There Media GmbH 53
P
PacketVision Ltd 15
Polska Grupa Energetyczna (PGE)
- Exatel 14
Pret (Pret a Manger) 46
Q
Qualcomm 24, 25
R
Rabobank 23
RACO Wireless 51
RCS MediaGroup 11
Repudo B.V. 36
Research In Motion 24, 36, 51
- BlackBerry 24, 36, 51
Romania Cable Systems & Romania Data Systems (RCS & RDS) 11
S
Samsung 25, 52
Sanford C. Bernstein & Co. 18, 28
SAP 50
SES Astra S.A. 41
Siemens AG 33
Sistema
- SITRONICS 41
- – Intracom Telecom 34
Slovak Telekom (see also DT, Slovakia)
14, 37, 40, 42
Sonaecom
- Optimus 25
Sony Ericsson 24, 25
Sprint Nextel 47, 54
Sunrise 50
Symantec 33
Symbian 24, 26
T
TDF Group (TéléDiffusion de France) 10
Technology
- 2G 26, 27
- 3G 24, 25, 26, 27, 32, 33, 38, 40
- – Evolved HSPA (HSPA+/I-HSPA) 24, 26, 35, 40
- – - 64QAM 40
- – - MIMO 35
- – HSPA 24, 25, 26, 32, 35, 40, 52
- – WCDMA 32, 34
- 4G 24, 25, 43, 45, 52
- – Long-Term Evolution (LTE) 26, 30, 34, 35, 36, 40, 42, 45, 52, 54
- – WiMAX 34
- BSS 39, 41
- DTH 11
- Fibre 26, 34, 38, 45
- Fixed-mobile convergence (FMC) 14
- GPS 39, 40
- IN 25, 29
- IP 11, 20, 35, 36, 41, 52
- IPTV 14
- IVR 37
- M2M 51
- MHP 43
- NFC 15, 23, 46, 47, 53
- NGN 45
- OSS 39
- RAN 37
- RBT 46
- R&D 35
- RF 30, 35
- SaaS 30
- SIM 12, 23, 47, 54
- SMS 46
- Spectrum
- – 800 MHz 26, 30, 36, 41, 42, 43, 45
- – 900 MHz 27, 30, 34, 36, 38, 41, 42, 43
- – 1000 MHz 24, 41, 42, 43
- – 1800 MHz 26, 27, 30, 34, 36, 38, 43
- – 2100 MHz 30, 41, 43
- – 2600 MHz 26, 36, 41, 43
- Telemedicine 25
- VoIP 20, 52
- VPN 36
- VSAT 49
- Web 2.0 35
- Widgets 27
- W-LAN 15, 46, 51, 55
Tele2 36
- Netherlands 36
Telefonia Dialog 14
Telefónica Group 10, 21, 23, 27, 28, 32, 41, 43, 45, 46, 48, 49
- Telefónica Europe (O2)
10, 27, 28, 32, 41, 42, 43, 46, 48
- – Czech Republic 32
- – Germany 10, 23, 27, 28
- – UK 23, 41, 43, 45, 46, 48
Telekom Austria 12, 13
Telekom Srbija (see also OTE/DT) 39, 41
Telekomunikacja Polska SA
(see also France Télécom)
- – PTK Centertel Sp. z o.o. 37
Telenor ASA
- Hungary 34
Teradata Corp. 16
V
Verdi 55
Verizon Communications
23, 46, 52, 53, 54, 55, 56
- Verizon Wireless 23, 46, 52, 53, 54, 56
- – McAdam, Lowell 56
Virgin Group
- Virgin Mobile 18
Visa 46, 53
Vivacom (BTC) 33
Vivox, Inc. 52
Vodafone 10, 20, 21, 23, 24, 27, 32, 34, 36, 38, 41, 42, 43, 45, 46, 48
- Europe Region
- – Albania 32
- – Czech Republic 32
- – Germany 23, 27
- – Hungary 34
- – Netherlands 20, 23, 36, 46
- – Romania 10, 38
- – UK 23, 24, 41, 43, 45, 46, 48
VoiceObjects, Inc. 37
Volkswagen AG 23
Voxeo Corp. 37
W
Weather Investments
- Orascom Telecom 12
WhatsApp, Inc. 20
WildTangent, Inc. 52
WPP
- Fitch 6, 8
Wyless plc 51
Z
Ziggo 4 (see Liberty/UPC, Zesko) 36
ZTE Corp. 25, 52
About Deutsche Telekomwatch
Report: 2
Covering: June-July 2011
Published: July 2011
Next report: August 2011
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