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Home > Communications > Public Switching > Broadband
Competitor Insight: Golden Telecom, Inc: Triple 65 broadband strategy and acquisition by VimpelCom give Golden an edge over Comstar
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- Executive Summary
- Strategic Outlook
- Russia’s expanding broadband market: Market trends and penetration levels
- Competitive dynamics in Russia are varied across regions
- Comstar is the leading player in Moscow
- No clear leader in the regions
- Triple 65 Strategy to win subscribers in regional markets
- Synergies achieved by Vimpel’s acquisition of Golden
- Substantial benefits brought by cross selling of the customer bases
- Golden will enjoy the Beeline brand benefits
- Other operational savings from consolidation
- Lowering churn will be more important as markets mature
- Tables:
- Estimates (Dec), 2005A - 2009E
- Valuation (Dec), 2005A - 2009E
- Table A1: Key Income Statement Data (Dec), 2005A - 2009E
- Charts:
- Chart 1: Russian Broadband Market (in US millions), 2006A - 2012E
- Chart 2: Moscow and Russian Broadband household penetration, 2007E - 2020E
- Chart 3: Market shares in Moscow broadband market, 2007
- Chart 4: Proportions of subscribers with experience of use, April 2007
- Chart 5: Market shares in Russia broadband market (Ex-Moscow), 2007
- Chart 6: Residential broadband penetration, 1Q 2007
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