Hi Dhwanil,
I know nothing of ENIL Business.
However I get a very good feel reading your BQ Sheet on the business – very crisply articulated.
I will familiarise myself with the story now that I am suitably impressed to – try and find holes in your persuasive arguments.
2 things stand out for me in this 15 min first read – to think more about – tells a lot about the clarity you have brought 
a) a lot at stake on outcome of phase 3 bidding. So to think more clearly on how the ODDS are balanced, I need to familiarise myself with effective competition and the extent they can queer the pitch – atleast the pan india players and the Metro players – Metros I guess are the biggest markets
b) The Regulatory environment and outlook. Is there a consistent policy direction towards auctioning/license/revenue share mechanisms
The Sunrise Telecom sector was turned completely topsy turvy with policy turns/interventions right in front of our eyes
Any directions from you are welcome – where to prioritise my energies in taking this forward – as this is a 15 min Dhwanil Desai BQ Inspiration only at the moment. Inspired enough to start reading up with gusto!!
Thanks again for one of the finest BQ Sheets on a business VP Community has seen.
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