America Movil Set to Become King of Mobile in Brazil
December 16th, 2009América Móvil’s (NYSE: AMX) Brazilian mobile operator Claro is expected to jump to the number one position in the local market within 3-5 years, displacing the current market leader, Vivo (NYSE: VIV), investment bank Barclays Capital reported in an equity research commentary.
“If you look at the last few years, Claro Brasil has gained a lot of market share, especially if you adjust for the acquisitions that have been made over the years,” Barclays senior research analyst Michel Morin told BNamericas. “In 2005, Vivo had 40% of the market and Claro had 22%. Moving forward to 2009, Vivo has approximately 28% and Claro was at about 26%. América Móvil has added about 4 percentage points [pp] of market share, while Vivo has lost a lot.”
Further, when taking a harder look at the details, Claro has been growing faster in the postpaid segment, Morin noted, “so not only have they …
Dell Joins with America Movil to Sell Mobile Handsets in Brazil
November 13th, 2009Dell has finally confirmed what has been bouncing around the market for some time, that it is entering the smartphone business.
It’s not saying very much about its strategy, other than that it is using Google’s Android operating system. (That, in itself, confirms what is becoming clear about Android: That it is now the Windows of cellphones, the operating system for hardware companies that don’t write their own operating systems.)
What Dell is doing is not starting by fighting head-to-head with Samsung, HTC, Motorola (not to mention Apple and Research in Motion) in the United States. Rather it debuting its products in two big developing markets where, presumably, its core strength in delivering generic technology cheaply will be valued.
Dell said it will distribute its first Android handset, the Mini 3, through China Mobile, the largest phone company in the world, with half a billion customers. In Brazil, …
