LATAM Telecom

The big news this week was that Rogers finally made an official announcement that they will have the iPhone exclusive in Canada (from Cellular News ). This is not news and apparently even though the company is not yet ready to give a launch date, they had to yield to the pressure since it was known they had been selected by Apple a while ago. The company made a brief statement through Ted Rogers, President and CEO: "We're thrilled to announce that we have a deal with Apple to bring the iPhone to Canada later this year. We can't tell you any more about it right now, but stay tuned." This makes it official although he did not give any indication as to launch date. We are now wondering when we will hear from Latin American operators. Last time we checked, the battle was on between Telefonica and America Movil for the exclusivity in the region, with strong rumors for both of them. I am inclined to think it will be America Movil, or at least Telcel for Mexico, given the si

This week we reported on the strong rumors surruounding the launch of a 3G version of the iPhone. Wall Street Journal tech columnist Walt Mossberg was quoted by several sources stating that an iPhone capable of connecting to faster, "3G" mobile networks is coming "in 60 days." Just yesterday, I found a retraction from Mr. Mossberg in the Thursday edition of FierceWireless newsletter. The whole incident is hysterically funny with bloggers like Peter Kafka from the Silicon Alley Insider using the following headline: Mossberg: I Have No Idea When 3G iPhone Is Coming, And I Don't Care. However, Mossberg's crappy attitude and immediate disclaimer say more about the whole situation than his actual statements. Reading between the lines and knowing how Apple reacts when they believe their trade secrets are leaked, it coudn't surpise me that Mr. Mossberg had received a cease and desist or something to that effect from Apple's lawyers. We still believe the 3

From Yahoo! News ( link ) we hear that Apple is expected to launch a high-speed wireless version of iPhone in the second quarter and produce as many as 8 million of the devices in the third quarter, according to Bank of America. "Our latest channel checks point to a significant production build of a 3G iPhone beginning in the month of June after an initial small build in May," said Bank of America analyst Scott Craig. As usual, no word from Apple.

With the leak to El Universal informing us that Telcel will launch the iPhone later this year, we can expect intense competition for the iPhone in the rest of the region. It was clear that Apple was not going to favor a global operator over another one. However, it is unlikely that neither Telefonica nor America Movil were willing to accept this condition, so we can probably expect now that the rest of the America Movil operations will be rushing to prepare for the iPhone launch, beginning with the largest markets: Brazil, Argentina and Colombia. Given this scenario, the other big players in the region, Vivo, Tim Brazil, Personal Argentina will have to come up with a strategy to counter the iPhone hype. This is a good opportunity for operators to revamp their messaging and data strategies. So far, the intense competition between operators in the region has consisted mainly of trying to outdo each other with the end result being a very standard offering, where subscribers cannot really