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Competitor Insight #02.2008: Comstar UTS: Does Comstar have a strategy in place to tackle Golden’s broadband push?


Published Date: January 2008
Published By: IE Market Research Corp.
Page Count: 16
Order Code: R735-329
 
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This Competitor Intelligence report on Comstar UTS provides an analysis of Comstar’s strategies in Russia together with key operational and financial metrics. The Russian broadband market is still relatively undeveloped, but this is about to change dramatically in our view as private capital is about to embark on an aggressive grab for subscribers. Comstar is a clear leader in Moscow where it is the most highly recognized broadband provider. However, the fastest growing and most profitable parts of the fixed line space will now be the regions outside of Moscow. Faced with Golden Telecom’s Triple 65 Strategy, which targets 65 million people in the top 65 cities in Russia where 65% of households live in high rise apartment blocks, we think that Comstar needs to approach the regions strategically. We expect the level of competition in the regions to be high and with the merger between Golden and Vimpel on its way to completion, we believe that Comstar will have some catching up to do if it wants to continue to maintain market share in the regions.

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