Broadband Blog

Ring Side view of Indian Telecom Circus

Mobile Content: Where the f*** it is?

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Steve Jobs while introducing the iPad in San F...

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I have explored various other aspects of mobile in recent times. It would not be worthwhile to cry myself hoarse about the pathetic mobile access in India (which I have done repeatedly) but lets take a look at how the platforms are evolving based on the Mobile version of “”.

Unfortunately, this write up draws inspiration from the western markets because the traditional mobile industry in has not matured beyond the typical of ring tones. I find it really hard to swallow if someone points me towards the mobile “games”. Yes, there are enough to crow about the viability of mobile games as a money spinner but we could safely ignore them.Including the myriad “research firms” that pay money to get “quoted” in mainstream Indian press and financial dailies.However, it could be different if we have something like “Indian version” of . (Disclosure: I have that on my handset and ABSOLUTELY love it. With their shift towards in-game payment options), they would be justifying the huge surge of interest from venture capitalists.

This brings Indian media into picture. Over the past few weeks, I have been interacting with some people regarding “upgradation” of their . They are badly coded examples of the worst case scenario of “Indian outsourcing”. I have tried, in recent times, to make a shift towards Drupal and understand that it is a sum of all aspects that needs to work in different browsers with cross platform compatibility. Unfortunately, they don’t realize the importance of having a proper mobile access stripped of advertisements.

Hence, a “mature” access device is unlikely to make a dent in India. The success of iPad hinges more from how Jobs has been able to “distort the reality” with his marketing gimmicks and how the whole ecosystem has been designed to keep the customers locked in. However, given the form factor, Jobs has been able to hit the sweet spot; a readable touch screen with mobile access.

There are people who swear by Flipboard but I haven’t really found a good RSS reader with capability of semantic linkages. Zeta has been launched recently with a lot of promise and but since I don’t have an iPad, it is unlikely I would do any kind of a comparison between Zeta and Flipboard. I am stuck to Reader because thats unfortunately, the only in-browser app that works (others are plain useless with perhaps a bit of exception to RSS Owl or Blog Bridge).

Murdoch had launched “The Daily” with a lot of hype; but a few weeks later, there are people leaving him away in droves.There has been a lot of explaining behind this because arguably the fundamental reasoning behind iPad apps is flawed. For those who are watching the space (and betting on Indian version of tablets) are going to be highly disappointed but well, they are unlikely to invest in resources which cannot be monetised (given the huge levels of piracy and nearly absent mechanisms of micropayments in this of the world).

So this effectively boils down to lack of developer interest in creating applications (hey what would you get with a huge army of morons and script kiddies who can’t even code a single line of software), lack of and inability to sustain a start up. (I strongly suggest that you read Shyam’s write up on the same issue). To quote selectively:

The main problem is that the Indian market for digital goods and services is tiny. In a non-existent market, neither product finesse nor pricing can make much of a difference. There is barely enough size in the digital domain to sustain large profitable companies.

Ironically, mobile companies are the only ones to push for content. However, therein comes the “platform interest”. Would you invest money in something that works across all with rival operators? Or would you invest in something that would be locked up for your own network alone? Either way, the thorny issue does not yield any straight answers.

Hence, I find the obessession with pumping up digital content a tad boring. Not because I don’t want to consume but the options are sorely limited. Eve for access, companies forbid “tethering” (not that no one cares a rats ass fuck about it) but they expect the phones to have gigantic screens that would solve the issue. This would also explain that one reason why the prices are so high. Apart from the sunk costs, most of the operators are well aware that Internet access on would broadly mirror the on land lines i.e. a huge mass of zombified idiots would access only or Facebook. It cannot be wished away because they would only cater to the mass of idiots without bothering about the “outliers” like us because there is no “real space” created.

No one wants to spend money to “change the habits” for content access. They would rather fill up the channels (and “news”) with “Bollywood flotsam” and fake celebrities prancing around either naked or raved out with hollow sockets floating around in public perception. (Okay well, I am biased since I find most of them really retarded).

 

 

 

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Facebook Could Finally Kill The SMS Cash Cow – And Carriers Will Hike Mobile Data Further As A Result

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When Voice was first introduced, we noted how it really was only just the beginning of a new paradigm shift, where open devices and open networks allowed third party developers to develop services previously “owned” by network operators, including voicemail, , or even dialing mechanisms. Push IM as an alternative to the carrier cash-cow that is seems like an obvious evolution, and the Washington Post notes how Facebook recently purchased two messaging companies, GroupMe and Beluga, that could speed things up. The report quotes Sanford Bernstein analysts that suggest this could finally force carriers to lower SMS prices:

(Sanford Bernstein analysts) said data makes up only 9 percent of a carrier’s revenues while voice and texting bring in the vast majority of revenues. “The question is: how long will it be until this inefficiency is addressed?” wrote the Sanford analysts. “Just because there is demand doesn’t mean that consumers are willing to pay so much for a service that costs so little to the operator.”

Given that SMS is pure profit and costs virtually nothing to provide (given such signals travel over tower control channels anyway), this is inevitable, though it’s impressive carriers have managed to fight off the change for this long. Granted what you’ll save in SMS costs as open platforms kill off the concept of voice minutes and SMS, you’ll wind up paying in data prices, as carriers re-align (read: raise) mobile data pricing to counter the lost revenues.
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2010 round up.

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This perhaps generates more cynicism than anything else. Over the past few months, I have become increasingly bitter with the telecom landscape in . We have “expounded myths” about “millions” materializing from thin air to headlines dominated by three major trends

1) Smart phones and taking center stage with Nokia dying a slow death.

2) 2G

3) mess.

There are tonnes of scattered all around to tell you about Android’s home coming. I am not getting in the debate about what is good or bad but Apple (across the lines) remains aspirational because of it’s perceived value.

2G Spectrum scam has also been mentioned extensively with the political fall out affecting Congress and it’s cohorts; again the debate has been frittered away to be of any consequence.

3G Mess is bad. Really bad. Partly because it has been sold on lines of “only access” you’d ever need. As mentioned in these columns (and comments) that none of the devices support advertised speeds of 2; more so, in absence of clear definition of what 3G speeds are, you would not really see much traction there. The operators have dreamt of fat profits accruing from the sales and perhaps are marketing different plans for handsets and modems. Docomo even explicitly prohibits “tethering” to laptops citing it as “violation of terms of use”; as it they can “prove it court of law”. .

4G is on the horizon and as such the media reports were peppered with what technology to choose. There are of course competing issues; I am not qualified enough to explain the merits/demerits of each.

Another highlight of this year was the final recognition of menace of telemarketing calls and (with sms rates being usurious and companies raking in huge profits from what is essentially free for them). I have written about it earlier but there are others in space who have written about it more extensively (Rajesh Jain on Telemarketing and SMS Spam[1,2,3,4,5])

Mobile Number Portability (MNP) would be a big issue in 2011. Although it has been launched in Haryana, there are not enough reports about the impact of MNP on the same. Is it surprising? With telecom companies leading in spends, they hold enough leverage to influence reporting the issue. Hence I would remain blocked out on the same unless it becomes a major issue. However, they don’t give a shit to the users because there is no REAL choice between the service providers. Most of the new operators have yet not launched their operations (and hence got notices for the same) so it is difficult to comment on the same. I foresee a lot of activity in next year in terms of new players and to affect them. Yet, with the rise of cheap “ manufactured- Indian branded” hardware with dual and three SIM card slots, issues like MNP don’t hold much promise. Hence this too would remain a lot of hot air with some speculation towards “power to consumer”.

I have written extensively to TRAI, and various stake holders in media about why need and what is basic policy flaw in the system. This has also been a subject of my RTI applications being filed with them. At risk of sounding repetitive, we all need a proper system for growth of the nation and that is a foregone conclusion. However, the system is designed not to provide but to deprive the users from opportunities. If public good were at the heart of policy makers (and politicians), we would not have been a kangaroo republic (mistaken for a democracy).

I fail to understand the stupidity of media houses not to push for all inclusive growth in Broadband; since their own very future depends on it. I have briefly toyed with the idea of setting up a NGO; there is no scarcity of ideas that need to be implemented. What is lacking in this space is will to implement those ideas. The whole scenario is lumbering around like a giant iceberg. Yet as monotony in this space grows, Internet access is fuelled by explosive growth in social networking to Facebook’s data servers. Here in lies the rub. Media in India is even lacking in this space and focusing instead to try out experiments in their own walled microdomains expecting the advertisers to come on in hordes and expecting to rake in millions of dollars from advertising click throughs.

However, this dream lies shattered with corpses of media houses dotting the landscape instead. Content is supreme and while we retain the numero uno position for generating mountains of crap in terms of bollywood export, this has not found a “release” except from traditional channels of multiplexes and to some extent, . Instead, we don’t have a Hulu or Netflix like player capitalizing on this aspect of delivery. 3g cannot do it. 4g cannot do it. perhaps. Broadband on wirelines- definitely.

This blog has also seen some write ups on the need to tone up internet exchanges, need for TRAI to jig up it’s broadband policy and a call for Public Internet cafes. Interestingly, we also saw NDTV’s programme on broadband which we linked on to and perhaps the first in a long long time coming in from . TRAI did talk about “fair usage policy” although in context of telecom tariffs. Another highlight was my post on online education and something on cloud computing in respone to Chrome OS.

This, by and large, what I had written with some guest posts. I have already filed in RTI application with as listed and I am awaiting their response. My only aim to get to root on pricing on Broadband, the mess and perhaps get a better deal on it in the long run. The first step is perhaps to re-define broadband from it’s present definition. I am also planning to involve TRAI in this loop along with perhaps Department of Telecom and see how they differ. Although TRAI is the regulator, the real power lies with . Yet, it is a blame game that they are likely to play. would say that TRAI has to come up with regulations first. TRAI would say that is the real boss and they have to come up with a “circular”. No one wants to work and consumer gets the fuck of his life.

I have seen the from close quarters. They would suffer all the insults with great temerity and humbleness. Perhaps it is the servile attitude that is ingrained in their psyche. Neither we are going to see a good amount of activism to make the public institutions deliver nor are the companies going to make any efforts to tone up their services. It costs real money to keep up with after sales service which actually eats up the profits and hence customer service is perhaps the last of ideas on their minds.

This post by itself is a huge huge post in a long long time! Maybe perhaps, I have written about trends subconsciously which I feel would impact the telecom landscape in some way or the other. The market is not geared towards course correction but is littered with asymmetric information to disadvantage of consumers. Sadly proactive approaches, either at regulator level or mass media or even at consumer level is sorely lacking.

The new year is not going to change this scenario in any manner whatsoever.

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