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The wireless spectrum war for LTE in Korea  2011년 8월 29일, 한국에서는 차세대 이동통신 LTE를 위한 주파수 전쟁이 일단락되었습니다. 한국에서 최초로 시행된 주파수 경매 결과가 향후 이동통신 비즈니스 판도에 어떤 영향을 미칠지 개인적인 생각을 정리해봅니다. 이번 주파수 경매에서 SKT는 1.8GHz대역 20MHz를 9,950억원에, KT는 800MHz대역 10MHz를 2,610억원에, LGU+ 2.1GHz대역 20MHz를 4,455억원에 새로 할당받게 되었습니다. 할당받은 주파수를 100% LTE용으로 쓴다는 보장은 없지만, 큰 변수가 없다면 신규로 할당받은 주파수는 LTE로 활용될 것입니다. 이렇게 엄청난 자금을 투자해서 주파수를 확보하는데 열을 올릴 수 밖에 없는 이유는 지금까지 진행되어온 Mobile Data Traffic의 폭발.. 더보기
Cloud Collaboration between KT & Softbank Today news reported that KT(Korea Telecom) and the Japanese mobile carrier Softbank cooperation will establish a joint venture for cloud computing business in September this year. Softbank & KT's president met in Tokyo, Japan and open a press conference for this issue. According to many news, this joint venture name is KTSB Data Services(working title) stake with 51% KT and 49% Softbank. They wi.. 더보기
The future of telecom I inquired the top of KOSPI(South Korea's stock market) unexpectedly in aspect of aggregate value of listed stock today. SKT(ranked 20) and KT(ranked 29) were included in the top 30, 6-May. 2011. It seems fine in some way at first glance. However, SKT came down 2 steps(18->20) and KT was dropped as many as 10 steps(19->29) compared to Nov. 2010. In my opinion, It is very serious situation that h.. 더보기
Galaxy S2, Driving sensation over the previous box-office Samsung's strategy smartphone 'Galaxy S2' is released and drive early sensation showing early sales pace beyond previous version(Galaxy S) that sold nearly 14million worldwide. SKT said that they sold over 160,000 during 4days from 25th the book up start date. This is evaluated surprising sales rate compared to previous smartphone in Korea and beyond the level of the early history. In fact, Gala.. 더보기
Is the deal value between AT&T and T-Mobile USA reasonable? On Sunday March 20, 2011, it was reported by CNN that AT&T has agreed to buy T-Mobile for $39 Billion. It was stated in the CNN article that the deal would take roughly 12 months to close. Let's consider the problem "Is the deal value between AT&T and T-Mobile USA reasonable?" T-Mobile USA's aggregate value of listed stock is about $40.9 Billion based on current value. The number of T-Mobile's s.. 더보기