With a declining base of less than a million connections, BTCL has shrunk to being mainly an infrastructure services provider, while Telenor--Grameenphone, Vimpelcom–Banglalink, and Axiata–Robi hold about 90 percent share of the mobile market of 126 million accounts.
Bharti Airtel–Airtel, Singtel–Citycell, and state-owned TeleTalk round the ranks of mobile providers.
Generally speaking, analysts have suggested there are but a handful of strategies any former incumbent can choose, ranging from full wholesale on one end to roles that are application heavy at the other extreme.
Fundamentally, the options range from focusing on pipes or over the top apps, being a wholesale supplier of bandwidth and fundamental services or becoming a provider of over the top apps at retail.
Many tier one service providers rightly worry about the dangers of embracing the wholesale role. In addition to strategic choices, execution risk is a major issue, BTCL illustrates those dangers.
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