T&M market has seen big comedown since mid2008,and the trough of 2009 still haunts it.The policy debacles on the telecom front have serially created further complications.Now it looks like there is some hope that the recovery on policy front should happen shortly.The NTP can be officially announced shortly where we should see some manufacturing related initiatives.On the rollout side the mother hen of the industry will be the Fiberisation project(with additional funding to Defense)and the LTE rollout.The LTE rollout should really trigger more downstream opportunities to new market adjacencies.
The LTE rollout will precede with certification,compliance and conformance test prospects to some vendors who have yet not come to India.Entrepreneurs will discover them across the Globe.Their expertise will be encashed by India version of LTE and the testing and upper layer tools and software will get sold for this market.We should see the applications right across the devices,networks and management systems.The system approvals will also require testing gears of Dollar heavy variety.I believe all this should add to the lifting of revenue toplines to T&M.
On portables,and the lower layers side the fiberisation project handled by the BSNL should give a fillip to this.ALL in all there is optimism in the air after quite a bit of despondency.
Saturday, February 4, 2012
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