Monthly Archive for July, 2007

Indian Telecom:Spectrum issues

This is stuff straight out of a textbook on how NOT to manage assetsat your disposal. At heart of the matter is the warring Department of Telecom and other side of the fence is Ministry of Defence. Both sides are the babus with their dog eared files lablelled as “classified”. The DoT wants the spectrum to be freed and hence revenue for the Government. Ministry of Defence says that till the time it is allocated a secure systems for it’s own communication needs, it would not vacate 45 Mhz of spectrum.

Recently, members form both fixed line and CDMA clashed with the representatives of GSM lobby and blamed the present mess because of the inherent inefficiencies in the network. There was a war of words and the battle spilled over in the media. Both sides claimed spectral efficiencies and both sides were crowing about the number of their subscribers as a testimony to the fact that their side of the story was better.

Whom to believe? The nature of the arguments borders on insane and technical and I shall try and explore the issue at a later date.

Ministry of Defence invokes the holy cow of defence which means that all babus irrespective of their departments shit in their pants. No one wants to be seen as a party to be compromising on national security.

The bosses call up the media houses and I suspect that the frigging spineless bastards have a hack to take down their dictation on phone. At times, they are happy to publish the press releases as “news”. No wonder, the tone of the news painted the Defence ministry as the villian as if they are holding the “phenomenal growth” of Indian telecom to ransom. 5 million subscribers per month? Wait till the Ministry gets an idea to call for authentic numbers after the verification of subscribers. Perhaps then, we could get an adequate number in perspective.

And that would definitely puncture the fancy valuations and grandiose assholes sitting up on top of the ladder.

BSNL: Tender mess

At the heart of the matter is the official bungling and shows thorough ineptitude of A Raja as the new Telecom minister. I had my doubts about his capability earlier since he has not yet handled the hot seat as yet. I am sure it has fried his ass.

The tender called for mix of 2G and 3G lines. Motorola had earlier gone to the court citing that the process of exclusion was not fair and that it deserved better deal. It was awarded to Ericcson and Nokia combine (the details are tedious) but Raja blew his trumpet by claiming that the price negotiated could be brought down as it involved “public sums”. The delay in execution of BSNL’s tender means that it is loosing market share and it comes at a time when it can ill afford such a move in cut throat competition. To be fair to BSNL, even though it is ridden with maggots of all hues, the network is spread far and wide. And it does have competitive rates.

The delay in executing such a project prompted the employees to go on a token strike for a day. This was sufficient to get the attention of the moribund and comatose media to get the news on the front pages and even prompted Business Standard editorial. Last heard, the matter is still being negotiated by the BSNL board. I can only hope that things would be resolved soon.

On the sidetrack, I am shifting over to New Delhi for my residency. I had exhausted all avenues here in Ludhiana. Delhi offers a better oppurtunity and exposure to learn and assimilate.

Reliance: On growth trajectory?

Reliance is associated with also ran telecom companies; I still have to see them recover from the massive negative publicity generated because of their handset schemes and poor billing resolution mechanisms. Despite their media hype about being a 100,000 crore company (I wonder how do these valuations come in), they are a no where in the broadband retail and laggards in the mobile space too behind of course, the market “leader” Airtel.

Anil Ambani must be eating out of his hands. He is spreading himself thin with annoucement of massive power projects and his arguments with his elder sibling Mukesh who is rolling out a retail juggernaut. If the media reports are to be believed, Mukesh is far more capable of rolling out massive projects than Anil; however, I don’t trust these reports anyway.

Anil is still claiming that the next generation IPTV delivered over Gbps speeds would forever change the TV viewing habits of the populace. I have reason to be circumspect. With suboptimal branding of his existing Broadband lines and marketing 150kbps as “broadband”, his claims fall flat on it’s face. I still have to see anything substantial in their offerings either in their fixed line or mobiles.

Hence all these claims need to be taken with a pinch of salt. Since there is no independent verification of the same, I’d rather rely on the ground action than delusions of grandeur.

Tata Indicom Broadband: Why so many complaints?

I fail to understand their logic. Tatas have been routinely screwing up their fair name.

Now Atanu Dey writes in with his terrible experiences with the “private sector monopoly”.

Apple iPhone: Reality Distortion

This was part of Steve Job’s famous “reality distortion field” and given the hype and hoopla they are able to generate, the hype was perhaps worth it. It has been just 3 days since the iPhone was lauched; there were hordes of morons who wanted to be the first in the line for the “iconic” phone that promised everything but sadly delivers not much in terms of value.

For the same reason, I have never favoured iPods. I’d agree that they are beautiful. They can be easily navigable. But they don’t deliver bang for the buck. It doesn’t always boil down to having the “best” and the “latest” and paying oodles extra for the “coolness” factor. Or that “I have it too”.

Apple iPhone generated a lot of “news” online. After all, it is one smart phone that has wowed the geek audiences. Most of the people were willing to ignore the crappy AT&T services that were bundled for over two years. And that the speeds of access negate everything that iPhone aims to sell.

It is a classic Apple approach to sell underpowered hardware and generate sales for incremental hardware upgrades for later versions. Perhaps they would upgrade the hard drive; change colours, have a better camera or make it work on “better neworks”. I cannot crystal gaze but Jobs needs loads of marketing crap to sell the future versions in the Mac Expos.

However, all this marketing hype has laid focus squarely on the “leaders” like Nokias and Erricsons of the world. With it’s crappy N series handsets, Nokia has not exactly been able to take the market by storm. Their marketing campaigns are squarely based on rolling everything into one which makes the handsets bulky and unweildy. I own a simple basic handset that helps me to stay connected; this is the future driver of the growth for developing countries and I believe that incremental improvements in the battery life or menus would help them to retain the market confidence. At best, the Taiwainese/Korean companies are gearing up to meet the challange from Apple onslaught. I doubt whether they would succeed in the competitive US market; however no one would deny them the chance to innovate. Nokia needs to update it’s Symbian OS which is clunky and slow.

I believe that the sole focus of iPhone is to test market the mobile media and means to access the same. As Internet becomes ubiquitous, the content (and the service providers) would chase you wherever you are.

I believe that the porn industry would squarely benefit from the introduction of iPhone. They have been at the forefront of the technological revolution and it would be interesting to see frustrated “jerkins” using the in thing to surf porn. AT&T is no stranger to this and they have been distributing porn earlier on.

It would be hard to do any justice to this post without linking on to what others are saying. Youth Curry raises a valid point about Apple loosing it’s sales in India because of it’s inept marketing and expensive overheads in form of duties and taxes. Unfortunately, Apple has been loosing sales to illegitimate channels which makes it worse from their perspective. Yet, noting is being done. I wouldn’t be seeing this phone till about next year. This means that only the black market would rule with it’s prices presently.

Opera Watch says that Opera Mini is a better bet anyday. iPhone’s zoom feature is nothing new; it was all there in Opera Mini since it’s launch. Another added advantage is the ability to use a virtual cursor by just using the keys on the keyboard. This makes is much more universal in appeal. Imagine using Opera Mini on the iPhone. I am not sure whether it would be possible to download and install Mini on your sexy brand new acquisition.

Early reviews on the same blog entry show that iPhone is slow. This is to be expected when a “new generation” phone is launched on ancient networks.

Emergic had a series of articles written from across the blogosphere about iPhone. (1,2,3,4,5) Much of it is the adulation of the “iconic iPhone” and makes no sense. However, Cringely hits the nail in the head squarely. He writes :

The iPhone absolutely needs AJAX applications for the phone to be a success on AT&T’s EDGE network. By pushing more functional logic into the browser, the bandwidth consumed per http round-trip is significantly reduced, making the phone apps faster and helping to justify that big price tag. The problem with this is that AJAX apps don’t always work the same (or at all) on every browser. The iPhone has real browser support, which is good, but remember AJAX is based on JavaScript, which in this case is not so good. JavaScript isn’t statically typed and each browser has its own version of JavaScript. Developers are typically forced to hand-code different versions of their AJAX apps for different browsers. With the AJAX economy dictating that browsers with big market share like IE and Firefox get most of the effort, that leaves Safari as a second-class browser and, potentially, a liability for the iPhone.

He feels that iPhones have been deliberately crippled for performance.

Remember that a key component of iPhone marketing is that the device will run a version of OS X, making it more computer than phone. When the iPhone finally ships and some techies have voided their warranties and torn the thing apart, they’ll probably find it uses a processor running at a gigahertz or more — by far the fastest processor ever put in a mobile phone — a processor more powerful than that in my Mom’s PC. With all that power locked inside, of course some users will want to imagine their iPhone AS their PC, which Apple — at least for now — would rather not enable because it might hurt Macintosh sales. So they’ve hobbled the iPhone with essentially the same crappy text entry capability as on any other phone.

Where does that leave Indian market in all that? Apple has been smart enough to realise that the growth story being talked off here is all hogwash. The number of the new handset sales does not justify the accrued numbers. However, there are no concrete statistics for the second hand handset sales. The number may be higher or lower than the professed numbers.

Further, the market is maturing in terms of people willing to try out the value added services. Yet, the billing hassles have not yet been resolved. Another problem is that we hardly get to see demand for “unlimited access”; I believe that some of the operators have such schemes. It truly defines “world wide wait” (www) as it is intended to be. The speed of access is pitiable as compared to dial up for a contrast.

Lets wait and watch for it’s debut in India.

Update: This has been crossposted on Desicritics.

BSNL: Gutted in fire

There was a major outbreak of fire in the BSNL Exchange in Chandigarh. Luckily no one was hurt in the incident.

Following this, the communication links were snapped and the whole life was thrown out of gear in the tri city. I highlight this because it raises a question mark over dealing with emergencies like this and our preparedness. I am sure that this incident would be forgotten and skeletons buried in cold storage till further calamity strikes in future.