Indian Telecom Story (Part XVI): Net GSM Subscriber addition (July 2009) is 14.39 mln.

The pace of growth of Indian Telecom Industry is any where fom abetting. Its infact kicking up pace as evident from the July 2009 figures of subscriber additions.

Indian mobile telephone operators added 14.38 million users in July, the fastest pace in four months in the world’s quickest-growing wireless market, data showed on Thursday.

India had 441.7 million cell phone users at the end of July, the Telecom Regulatory Authority of India said in a statement. It is the second-largest mobile market in the world after China.
July’s subscriber additions by Indian firms were the biggest since March, when they had signed a record 15.64 million users. They added 12.03 million users in June.

Sector leader Bharti Airtel added 2.8 million users in July to take its base to 105.2 million. Second-ranked Reliance Communications added 2.4 million customers to increase its base to 82 million.

Vodafone Essar, controlled by Vodafone Plc, signed up 2.2 million customers and had 78.7 million users at end-July.

Microsoft:Difficult moving ahead of IE 6 and XP

Microsoft has the likes of Linux, Apple, Google, Mozilla as competition on the OS and browser fronts. However, if July figures of browser market shares from net applications are to be believed, Windows XP and IE6 are the biggest threats to Microsoft! In them, Microsoft deals with an Operating System and Browser that refuse to die (much to Microsoft’s discomfort)! MS is all the way up-to IE8 and IE8 is splashing around as the safest amongst browsers (Read here). However it is IE 6 launched in 2001, that remains the leader in browser markets. MS is not amused by the mass of people who refuse to give up IE6.



There are a number of reasons Microsoft isn’t happy with the IE 6 holdouts. First is that they might be easily swayed to Firefox.

IE 6, after all, is so ancient that it doesn’t even use tabs. It’s clearly inferior to any modern browser. Put it next to Firefox, and anyone would want to switch. IE 8, by way of comparison, stacks up well to the most recent versions of Firefox.

In addition, Microsoft has built features into the latest version of IE 8, such as Web slices, that are translatable into increased traffic to Microsoft or Microsoft partners, which in turn translates into cash. The more people that stay with IE 6, the less revenue for Microsoft.

Beyond that, developers have gotten so sick of having to maintain their sites for IE 6, that they may eventually simply stop supporting it. That could clearly be disastrous for Microsoft. In fact, developers are so fed up with IE 6 that a group of developers have formed a group called ie6nomore as a way to try and get people to leave the ancient browser behind.

As for Windows XP, that presents an even more serious problem. Every consumer and every enterprise that doesn’t upgrade from XP represents money being taken out of Microsoft’s pocket. The problem goes beyond people who don’t upgrade their existing PC. There are plenty of XP users who won’t buy new PCs because they don’t want to give up XP. So it’s not just upgrades that Microsoft is losing out on, but new sales as well.

A little scratching behind the surface throws up interesting insights on how MS is unable to chain the twin monsters it had fostered so long. Microsoft caused this turmoil and now they have to deal with it.

Microsoft Vista and Windows 7 are poor excuses for wasting a total of nine years in development. The results are a dozen versions of the same OS that “eats resources like dinosaur eats leafs, has a performance of a Yugo, but generate costs that rival a custom made Maserati”. Even the innovations haven’t been exciting really: A UAC that covers up the still present security holes and Aero that doesn’t work on most systems.

IE6 has been around for a long time, because Microsoft wanted it so. XP will be around for a long time, because Microsoft didn’t produce anything after XP that is worthwhile to use. Microsoft is about to make itself irrelevant out of lack of user understanding and lack of innovation. 9 years of inaction after XP and IE6, relentless versions of the same old XP and IE and a failure with Windows Vista has made customers extremely skeptical about incremental innovation at Microsoft, so much so that there is a reluctance to trust Microsoft’s promises with the Windows 7! It is reasonable to expect that with thousands of developers, millions of dollars spent, and nine years of development time Windows Vista would perform drastically better than XP on the same hardware. That has clearly not been the case with Windows Vista! Users are unwilling to pay for the same performance that he is currently getting with XP. The argument being that after so many years after XP came out, Microsoft couldn’t write an OS that is better than it, but they have not been able to. This could be a hurdle with acceptance of Windows 7 as well. Microsoft needs to watch out!

We’ll have to wait until October and beyond to see whether Windows 7 can solve one of Microsoft’s biggest problems — its aging operating system and browser and jump start its innovativeness in product philosophy!

Is Internet Explorer 8 the safest browser?

Tests by NSS Labs comparing popular browsers for their ability to block web sites pushing malware and phishing have put IE 8 on the top of the other 4 browsers tested: Apple Safari 4, Google Chrome 2, Mozilla Firefox 3, Opera 10 Beta.
While the modest 80’s is a good score compared to the others, it still isn’t enough to make up for a secure net browssing experience. Even if it were 100% (not a realistic possibility) the protection is but one layer in a well-designed system of defense-in-depth. One would still have to use anti-malware protection, DEP, ASLR and up-to-date patches on the system as just some others.
The details of these tests, however do show that Microsoft updates its lists much more efficiently than others, 3 of who use the Google Safe Browsing API. At the end, it’s not just the API that matters, but also about how you use it.
So for once, this is “One up” for Microsoft!
Ref:http://www.pcmag.com/article2/0,2817,2351669,00.asp

Gmail: Steaming forward on unlimited memory and Apps bundles!

Gmail nudged past AOL Email with 37 million unique visitors compared to 36.4 million visitors for AOL (comScore estimates). This puts Gmail in sight of the No 2 player, Windows Live Hotmail, which has 47 million unique visitors. Yahoo leads the field with an impresive 106 million monthly unique visitors. For once the Google Yahoo Microsoft rankings change tags (Google leads the Search market shares over the other two by a heavy margin).

Over the last 6 months, Google’s unique visitors count increased 25% compared to Yahoo’s 16% increase and Hotmail’s 8% increase. AOL lost out the race because of a 22% decline in its Monthly unique visitor count!

While one of the primary lures of Gmail has been its unlimited memory, the race ahead for Google will be decidedly mainly on its ability to keep pumping new enhancements through Google Labs!

Earlier, in the month of July 2009, Google finally took off the beta label off Gmail, Google Docs, Google Calendar and GTalk. Gmail which was launcheed on April, 2004 has become Google’s most popular non search application.The reason for Google to take off the beta label is primarily marketing, since it sells these Google Apps bundled together for businesses for $50/per user/per year. While the removal of the Beta tag doesnot impact individual consumers, the presence of Beta Tag was certainly an issue with business consumers!

Google Apps are now used by nearly 2 million businesses and they account for hundreds of dollars in revenues for Google. For the enterprise customers, Google is also adding two new features: The ability to delegate access to an email account to another person such as an administraative assistant and enhanced retention features for compliance purposes.

Google versus Twitter versus Facebook (and Friendfeed)

Facebook, then is on a roll after a whopping $50 million acquisition of Friendfeed in cash and stocks. World’s largest social network just boosted their technology in real-time updates, conversations and search.
And right after the acquisition news came the update from Facebook that they are rolling out the new Facebook Search which will enable users to search for status updates, photos, notes, images and links. Facebook has effectively nipped one of its major shortcomings in the bud: to somehow index and arrange the millions of data flowing through the social network.
Let’s have a showdown between the three giants on the web right now.

Facebook vs. Twitter
Twitter has been the leader in real time search till now, but by making Facebook real time searchable they have challenged what Twitter wants to do: to be the pulse of the planet. And the FriendFeed technology and interface has always been acknowledged as the best; combine this with the content of 250+ million members from Facebook and you have got yourself a fast, accurate and huge search engine; the true pulse of the planet.
Arranging real time information has always been difficult because it is hard to differentiate the conversations from the chatter. There are times when the relevant talk just gets buried in a flood of useless chatter. The new Facebook will crawl the last 30 days of news feed and bring you results.
Of course, it’s not as if Twitter is going to shut down just because Facebook added some new features. Users have spent months in building relationships and networks there; they won’t shift easily. And I still stand by the idea of using @twitter_handle for calling users and connecting them in 140 words.
Can Facebook duplicate this too?

Facebook vs. Google
You think it’s a co-incidence that the Facebook acquisition and new real-time search engine news were announced on the same day? Entirely wrong, my friends.
I have been a long time believer in the simple fact that if there’s any potential in the future of search, it is in real time. And Google has just been backslapped by Facebook. As I said, the real time search capabilities of FriendFeed combined with the huge mass of Facebook is a power to reckon. The data was always flowing in the Facebook pipes, someone just needed to mine it.
Does the fact that Google also announced new tweaks in the search engine change tilt the showdown in their favor? Well, maybe slightly. But you can keep making search load faster or even give more results; if you can’t tell me what’s happening 5 secs ago then I am not interested. We are all impatient by nature.
Money wise, if the Facebook and FriendFeed brains can crack the real time code, then they can convert the millions of comments and links sharing into billions of keyword searches. And there in lies the business model.
If you look over at Google’s court you will see Google Wave coming soon which promises to be the new definition of web communications. And they are still the forerunners in indexing data accurately (though Bing might be catching up, especially after the Yahoo! deal). Google Android and Chrome in them hold high stakes in transforming how our future generations will see the web, mobile or otherwise.

Google vs. Twitter
I don’t think there are many debates here. Unless Twitter learns how to index the links that flow around in their pipes, most of the talk on Twitter is just chatter. They are definitely the winners here in real time search, while Google leads in quality. And let’s not forget that Twitter still hasn’t found out a monetization plan.
So, this was it; a complete breakdown of the what-is-what of internet. Facebook and Friendfeed will be the beginning of very exciting times on the social media and internet scenes around. Watch this space!

Gartner:Worldwide Q2,2009: Devices and Smartphone Market shares

Inventory Destocking Continues with 13.9 Million Units Shed by the Channel

Worldwide mobile phone sales totalled 286.1 million units in the second quarter of 2009, a 6.1 per cent decrease from the second quarter of 2008, according to Gartner, Inc. Smartphone sales surpassed 40 million units, a 27 per cent increase from the same period last year, representing the fastest-growing segment of the mobile-devices market

Gartner Findings

Despite the challenging market, some devices sold well as consumers who would usually have purchased standard midrange devices either cut back to less expensive handsets or moved up the range to get more features for their money

Touch-screen and QWERTY devices remained a major driver for replacement sales and benefited manufacturers with strong, touch-focused mid-tier devices.

The decline in average selling price (ASP) accelerated in the first half of the year and particularly affected manufacturers that focus on mid-tier and low-end devices, where margins are already slim.

The recession continued to suppress replacement sales in both mature and emerging markets.
The distribution channel has dealt with lower demand and financial pressure by using up 13.9 million units of existing stock before ordering more.

The gap between sell-in to the channel and sell-through to customers will reduce in the second half of 2009 as the channel starts to restock.

Nokia maintained its leadership position, but its portfolio remained heavily skewed toward low-end devices. Its flagship high-end N97 smartphone met little enthusiasm at its launch in the second quarter of 2009 and has sold just 500,000 units in the channel since it started to ship in June, compared to Apple’s iPhone 3G S, which sold 1 million units in its first weekend.

The right high-end product and an increased focus on services and content are vital for Nokia if it wants to both revamp its brand and please investors with a more promising outlook in ASPs and margins.

Samsung and LG both had a very strong second quarter of 2009 with sales of 55 million units and 30.5 million units, respectively. Samsung’s touchscreen devices, qwerty phones and smartphones drove sales in mature markets, and Gartner expects it will continue to gain market share in the second half of 2009 to close the gap with Nokia. Gartner expects LG to keep moving into lower-tier devices to drive growth in emerging markets and be well-positioned to take advantage of China’s 3G rollout as it can deliver good-value-for-money devices.

Motorola’s sales of 15.9 million units were slightly better than expected, but its presence has rapidly concentrated on the Americas, and it has lost most of its share of the Western European market, where it sold fewer than 1 million units in the second quarter of 2009. Most operators and customers will be waiting for Motorola’s new Android-based products planned for the fourth quarter of 2009.

Sony Ericsson’s market share dropped 2.8 percentage points year-on-year in the second quarter of 2009 but its volume dropped 41 per cent. Although the market environment was challenging, Gartner attributes Sony Ericsson’s poor performance to its uncompetitive range of handsets.Sony Ericsson has neglected to exploit key trends such as qwerty products for messaging and e-mail, internet browsing and navigation.

If SE wants to build the presence of its three new products announced this quarter in the channel and capture Christmas sales, the products need to come to market early in the fourth quarter of 2009,

Smartphone sales were strong during the second quarter of 2009, with sales of 40.9 million units in line with Gartner’s forecast of 27 per cent year-on-year sales growth for 2009
Given the higher margins, smartphones offer the biggest opportunity for manufacturers. It is the fastest-growing market segment and the most resistant to declining ASPs.

Apple’s expansion into a larger number of countries in the past year has produced a clear effect on sales volumes, as have the recent price adjustments on the 8GB 3G iPhone. Sales of 5.4 million units in the second quarter of 2009 indicated a 509 per cent growth in shipments and helped Apple maintain the No. 3 position in the smartphone market, where it has stayed since the third quarter of 2008. Apple brought its much-anticipated new device — the iPhone 3G S — to market at the end of the second quarter of 2009, but its full potential will only start to show in the sales figures in the second half of 2009.

At the high end of the smartphone market, HTC remained in the No. 4 position behind Apple, where it has been since the third quarter of 2008. It reported lower expectations for the second half of 2009 due to product delays and now expects 2009 revenue to decline by low- to mid-single digits year-on-year, far below its previous outlook of 10 per cent annual growth.

In the smartphone operating system (OS) market, Symbian held 51 per cent share, down from 57 per cent a year ago, while RIM and Apple grew their shares year-on-year. Android’s share was just under 2 per cent of the market and more Android-based devices will come to market in the fourth quarter of 2009, intensifying competition in the smartphone OS market, particularly for Symbian and Windows Mobile. Microsoft’s share continued to drop year-on-year to account for 9 per cent of the market in the second quarter of 2009.

Microsoft licensees HTC and Samsung continued to add features to their own interfaces, on top of Windows Mobile, to create more competitive products and make up for the usability constraints of the Microsoft platform.

This quarter also saw the debut of the long-awaited Palm Pre based on the new web operating system.

This device attracted a lot of media attention but showed mixed results at the cash register as sales only reached 205,000 units. Palm currently ranks tenth in the smartphone market and Gartner remains concerned about its ability to gain traction outside the US market, where its brand is less strong.

For the remainder of 2009, manufacturers must offer products with the features that consumers and operators are demanding most strongly — like touchscreens, focus on user interfaces and application/content ecosystems — and work hard to keep operators loyal.Competition is expected to intensify in the second half of 2009. Mobile operators are likely to drive competition among manufacturers as they start selling e-book readers and mini-notebooks from other manufacturers to foster mobile broadband subscriptions. Operators are also starting to subsidise e-book readers and mini notebooks on contract and this means that there will be less subsidy available to drive sales of mobile phones and smartphones. In turn, operators will demand lower prices from phone manufacturers, which will be under even more pressure to deliver strong feature sets at the lowest possible price.

Reactions on Facebook-Friendfeed: Robert Scoble

Robert Scoble, American blogger, technical evangelist, and author, profiled the Facebook’s acquisition of Friendfeed and was one of the first people to interview Friendfeed’s founders post the acquisition event. Here’s presenting his reaction and comments to the acquisition:

1. This is Facebook firing a shot at Google, not at Twitter. Twitter is mere collateral damage but Facebook knows the real money in real time is in search. FriendFeed has real time search. Google does not (although it’s bootstrapping there very fast, some of my FriendFeed items are showing up in Google within seconds now). Facebook has 300 million users. FriendFeed and Twitter do not. Google has Wave coming, along with some other things this fall and that forced a shotgun marriage between FriendFeed and Facebook.

2. FriendFeed is dead. I will keep using it until Paul unplugs the last server, which could be years, but let’s be honest, the FriendFeed engineering team will make a MUCH BIGGER impact if it gets real time search working for 300 million people.

3. FriendFeed’s social graph? Unknown what happens to that. Facebook doesn’t allow me to have more than 5,000 friends unless I move them all over to my Facebook Group, which I guess I’ll start doing now.

4. Facebook’s news feed? If I were Zuckerberg I’d keep the one they have but roll in some of the nice FriendFeed features like real time comments.

5. Places that this marriage is great?+ Profiles. FriendFeed doesn’t have them, Facebook does, so this makes everyone on both sides of the fence better off.+ Applications. FriendFeed doesn’t have them, Facebook does.+ Friend management. Facebook’s management and privacy features are lots better than FriendFeed’s were.+ Photos and videos. These are things that FriendFeed didn’t do much of, and relied on other services for.

6. Things I’m sad about?+ FriendFeed’s groups were better for me than Facebook’s were.+ FriendFeed’s community was geekier and more fun, for me. No (or almost no) celebrities, very few jerks, lots of engagement that I don’t get on Facebook, and no spammers.+ FriendFeed’s rules were much looser and I’ve never heard of someone legitimate getting kicked off of FriendFeed. If there’s one part of Facebook that scares me, it’s this one.+ This guarantees that no developers will jump into the FriendFeed pool, at least not now. Too many uncertainties. So, if you were waiting for a great iPhone app, or for Seesmic to get FriendFeed capability, I doubt that will happen.

7. What does this mean for Twitter? Well, Twitter’s search really sucks compared to FriendFeed’s, so Twitter will hunker down, I’m sure, and get its search up to par. On FriendFeed you could do far better filtering and you can look back to the beginning of FriendFeed, while Twitter only shows you the last few days. On FriendFeed the search was also true real time.

8. What would I do if I were at Facebook? I would get real time search done as fast as possible for all users. I would find a way to get FriendFeed users into Facebook (and bring their social graph’s with them, we’ve worked hard to build those graphs and they are different than the ones I’ve built in Facebook already). I would look at building FriendFeed as an R&D garden for Facebook. Let the FriendFeed team iterate and build fun stuff, but then have the 800 employees at Facebook take the innovations and roll them into FriendFeed.