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Internet, key businesses Latin America communications
The movable telephony will continue leading the expansion de the telecommunications in Latin America the next year, although new and more accessible services de Internet could begin to opacar the boom de the cellular ones in some de the main markets de Latin America.
The new businesses would abrirían the appetite to the dominant companies de the region - as Mexican the Telephone Spanish and the Telmex and Movable America to continue making acquisitions, although every time they stay less candidates with the sale poster, among them the Brazilian TIM Participacoes.
The penetration de the cellular services in Latin America surpassed the 50 percent de the market in several countries de the region, like Brazil, Colombia, Argentina, Chile and Venezuela, and according to analysts it would be approaching levels de “saturation” that will reduce the rate de growth.
Gustavo Wrobel, director de communications for movable devices de the cellular manufacturer de Motorola (MOT.N: Quote), said in an interview with Reuters in November that the region could reach a cellular penetration among the 70 and 75% in next the three years.
But new services like the video packing, voice and data through a broadband connection, known like “triple play”, and the expansion de the radio networks could become other detonating de growth.
“We anticipate that the growth de moving bodies will be more modest, as some markets are approached the saturation (...) Parece to have more impulse around the announcements de “triple play””, said Wally Swain, de the group de The investigation Yankee system Group.
Mexico, home de the giants Movable America (AMXL.MX: Quote) and Telmex (TELMEXL.MX: Quote), both de the tycoon Carlos Slim, put in use in October new rules that will allow to defer “triple play” to the cable companies de and fixed telephony, untying a debate on the conditions de the market.
“One is already occurring in many countries de the region that the cable-laying ships are giving services de voice, de triple play”, said on the other hand Arthur Briceño, de NERA Consulting Group.
In Chile, Telephone (TEF.MC: Quote) and VTR, branch de the American Inc. Global Liberty (LBTYA.O: Quote), is bottled in a fight de supplies de packages de telephony, Internet and television.
The 2006 were scene de a wave de acquisitions de Telmex (TMX.N: Quote), that announced the purchase de three cable operators in Colombia and it was associated with his sister Movable America (AMX.N: Quote) to acquire the assets in the region de the American Verizon (VZ.N: Quote). Telmex has said that it wants to continue buying.
But the great acquisition the next year could be the one de TIM Participacoes (TCSL4.SA: Quote), that with a 25 percent de the Brazilian market de movable telephony, is in favor for sale de a number that according to means de that country oscillates between the 6,000 and the 7,000 million Euros (8,000 and 9,300 million dollars).
Many speculate that Movable America, that leads the Latin American cellular market with more than 114 million clients from the Bravo River to the Patagonia, makes a supply by the Brazilian unit de Telecom Italia Mobile (TIM.MI: Quote).
Mainly after Telephone (TEM.MC: Quote), the other great player de cellular telephony in the region and leader in the market de Brazil with its Alive branch, would say that price is outside its budget.
“The companions de dance available are made less and less so the market de acquisitions could be slower east year”, Swain said.
In some more mature infrastructure countries, like Chile and Argentina, the growth would be seen more clearly in services de added value, like in the transmission de videos by cellular, in the use de movable electronic mails and in the penetration de Internet.
According to deprived studies, Chile will close the year with a million connections to the network and if it maintains the present rate de growth calculates that for 2010 one de each three houses it would be connected to the Web in the country.
In as much, in Argentina, the analyst Enrique Carrier, de Carrier and Asociados, emphasized that the broadband service could grow a 70 percent, in the middle de an aggressive competition.
“They are going to follow the supplies aggressive. There is an intention de which it continues growing because the broadband is the platform for new services that want to give the companies de telecommunications”, said Carrier.
“The business (...) I see de a way favorable it for the 2007, with an Argentine economy that moves to a rate de sustained growth”, it said on the other hand to Reuters in October Amadeo Vázquez, director de Telecom Argentina (TEC2.BA: Quote), de Nortel, a partnership de Telecom Italia (TLIT.MI: Quote) and the local family Wherthein. Nevertheless, in other countries like Venezuela, the policy could be inmiscuir in the development de the sector.
CANTV (TDVd.CR: Quote) (VNT.N: Quote), leader de the telephony market fixes and Internet and the second cellular supplier behind Movistar, de Telephone, have been threatened by the government de left de president Hugo Chavez the nationalization if it fails in fulfilling debts that it has with ex- workers.
Verizon, that owns the package de CANTV control, has defered to sell it to Telmex and Movable America but the state regulating beings not yet are authorized the purchase.
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