GOWEX

http://online.wsj.com/article/SB10001424127887323539804578265862776631652.html?mod=googlenews_wsj

EUROPE BUSINESS NEWSJanuary 26, 2013, 12:34 p.m. ET
Deutsche Telekom Eyes Stake in Wi-Fi Operator
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By STEPHAN DOERNER And ARCHIBALD PREUSCHAT

Germany's largest telecommunications company, Deutsche Telekom AG, DTE.XE +1.05% is considering a stake in Wi-Fi operator Fon to cope with exploding mobile data traffic, according to people familiar with the negotiations.

Deutsche Telekom and Fon, founded in 2006 by telecom entrepreneur Martin Varsavsky, have already signed a letter of intent, these people said. The size of the stake and its valuation remain unclear, they added.

Mobile data traffic is exploding because of the rising number of smartphones and tablet computers and increased use of cloud technology, which exchanges data with servers, also via mobile networks.

Madrid-based Fon works to supply wireless hot spots, allowing customers to access mobile Internet without making use of mobile wireless networks. Customers benefit from more bandwidth and avoid roaming charges when connecting mobile devices abroad.

Fon relies on wireless routers owned by individuals. Broadband users who are willing to share their connections can use other Fon hot spots at no extra charge. They also get an undisclosed share in revenue when non-Fon members use the broadband connection.

Fon accesses seven million wireless hot spots and claims to be the world's largest wireless network.

While its attempt to penetrate the German market in a big way failed around six years ago, it has a dense network of hot spots in Belgium and the U.K. and many participants in the Netherlands, France, Portugal and Japan.

Earlier this week, Fon entered a partnership with KPN NV KPN.AE +1.64% in the Netherlands. KPN customers will be able to share a portion of their own home bandwidth in exchange for free access to shared broadband connections of other KPN broadband customers in the Netherlands, as well as those of Fon customers in other countries. A separate wireless signal will be created for the part of the broadband connection to be shared, ensuring a secure home network for the individual KPN customer.

Using wireless local-area networks, instead of mobile networks, helps providers cope with the volume of mobile data traffic. According to estimates by Swedish network supplier Ericsson the monthly data usage of an average smartphone user will rise fourfold by 2018, to 2 gigabytes from 450 megabytes at present. Tablet users' data traffic is projected to rise to 10 gigabytes a month from the current 3 gigabytes in the next five years.

Deutsche Telekom has said investment in Germany will rise by €1 billion ($1.35 billion) to up to €4.5 billion in the years 2014 to 2016, and that heavy investment in Germany and the U.S. will result in a dividend cut. Investment will focus on higher bandwidth and faster and more efficient fourth generation mobile networks.

Google estaría planeando su propia red experimental de Wi-Fi

http://www.infobae.com/notas/693028-Google-estaria-planeando-su-propia-red-experimental-de-Wi-Fi.html

Ayer realicé una consulta al departamento de relacion con el inversor de Gowex. Tenía una pregunta la cual considero relevante. ¿Los nuevos contratos de Gowex con AT&T y Deutsche, en los que usara los puntos wifi en sus ciudades, contabilizan como ciudades en ese objetivo de 300?
La respuesta fue la siguiente:
En cuanto a la consulta que nos haces, las ciudades que se suman por acuerdos de roaming con Gowex, no se incluyen en las 300 ciudades, que se ha marcado Gowex como objetivo.

Un saludo,

Florencia Maté

¡¡Esto para mi es una buena noticia!!

No se Elfino, usar el PEG me da respeto, ya que necesitamos saber cual será el crecimiento, lo que puede darnos diferentes valoraciones en funcion de quien lo haga. Pero entiendo lo que quieres decir, un PER alto no significa caro, porque si la empresa dobla beneficios en 2013 el PER 36 se convierte en 18. Una empresa en un crecimiento tan alto como Gowex puede tener ratios de PER muy elevados.

Cuando hablas del cuidador ¿a que te refieres? Un saludo

Google esta para algo

http://esbolsa.com/blog/general/cuidador-de-mercado/

Gracias por la aclaración, yo siempre había oído, creador de mercado.

Hola Elfino, quieres decir que Fon es un nuevo competidor para Gow? Creo que desde hace tiempo Fon se dedicaba a crear redes wifi en la que cada usuario compartia su capacidad wifi con el resto de usuarios, es decir, para que tenga exito mucha gente ha de pertenecer a esta red.