Indian Telecom Story (Part XIII):Telco's signal delay in MNP

The implementation of mobile number portability (MNP) is slated to be delayed further, with the telecom service providers informing the Department of Telecommunications (DoT) that the phased roll out is not possible.
Further, pan-India readiness is required for the proper implementation of call routing, according to the service providers who had met DoT officials recently. The operators also mentioned that due to delay in completion of various activities, it would be difficult to meet the timelines for MNP implementation. The DoT had earlier set a September-end deadline for the first phase rollout of MNP in the country.
The service providers are seeking an extension of the date and as delays would be considered as violation of DoT’s direction. This means that MNP would be delayed by another couple of months, sources close to the development said.
Earlier in March, DoT had selected two US companies — Syniverse and Telcordia — as technology providers for MNP in the country. Telcordia will implement the technology in south and east, while east and west would be taken care of Syniverse.
India with over 400 million mobile connections, and an addition of around 10 million per month, is second largest telecom market in the world.
For earlier updates on Indian Telecom refer http://ronnie05.wordpress.com/tag/indian-telecom/

Microsoft brings gesture control to Windows and XBox

Microsoft has been working on gesture recognition as extension on Microsoft gaming console Xbox. The integration of gesture recognition in its gaming console has been named Project Natal. Depth-sensing cameras such as the one Microsoft is adding to the Xbox allow people to control their PCs, game devices, and televisions. Now Microsoft wants to bring Project Natal and its technology to Windows.

Depth camera would connect up to Windows PCs for interacting in terms of meetings, and collaboration, and communication. This was first conceptualized and developed by Microsoft research and is now being commercialized by both the Xbox and Windows units. The Xbox guys and the Windows guys have now latched onto the idea and Microsoft expects the office applications (coupled with Depth sensing camera) can be quite exciting.
In an interview to CNet, Microsoft Chairman Bill Gates, “Using your body to control devices makes a lot of sense. I think the value is as great for if you’re in the home, as you want to manage your movies, music, home system type stuff, it’s very cool there. And I think there’s incredible value as we use that in the office connected to a Windows PC. So Microsoft research and the product groups have a lot going on there, because you can use the cost reduction that will take place over the years to say, why that shouldn’t be in most office environments.”
Gates actually dropped the first hint of Natal during his joint appearance with Steve Jobs at the D: All Things Digital conference in 2007
“Imagine a game machine where you’re just going to pick up the bat and swing it, or the tennis racket and swing it,” Gates said.
Moderators Walt Mossberg and Kara Swisher mocked Gates, saying such a technology already exists and it’s called the Wii. But Gates disagreed. “No, that’s not it. You can’t pick up your tennis racket.”
He later added, “You can’t sit there with your friends and do those natural things,” he said. “That’s a 3D positional device. This is video recognition. This is a camera seeing what’s going on.”
However, there are doubts about Microsoft’s ability to execute such futuristic moves. It was about 10 years earlier that Microsoft had promised voice controlled computers. 10 years and few many generations of processors later, Microsoft has been no-where close to pioneer voice recognition as an input to computing devices. (It would have put some distance between itself and competitors if it would have executed this strategy). Instead all it has done is to release “delta development” versions, which has left it vulnerable to more innovative competitors.
Ref: http://news.cnet.com/8301-13860_3-10286309-56.html?part=rss&subj=news&tag=2547-1_3-0-20

1.5 Billion downloads later, the Apple juggernaut continues

Beating the likes of Google, Nokia, RIM and Verizon, Apple has already taken the honours in the Apps store roll outs. It has also sold 1.5 million mobile applications for its iPhone and is counting more. While consumers find easy to buy apps by using the familiar iTunes interface; for apps publishers, the Apps stores provide the most efficient way to sell as operation and distribution costs are nil and the developer can afford to focus his resources in promoting his product on the Apps store.

The SDK 3 platform from Apple is also gaining more acceptance by more developers over other platforms for developing apps. To put it concisely, the competitors are unable to create a world that revolves around their products, a trick that Apple has mastered well.

The only other vendor that understands branding at that level is Nokia but then it is caught up in its own Smartphone problems and the Ovi Store has not had a great start. The other company RIM, continues to focus on the physical device at the expense of apps driven excitement.

Facebook: 250 million users and counting, $6.5 billion in valuation

Digital Sky Technology’s recent purchase of Facebook Common stock has yet again provided a valuation to Facebook. DST’s purchase at $14.77 a share, values Facebook at $6.5 Billion currently. This valuation emphasizes and underscores the status of Facebook as the fastest-growing Internet social networking site’s and its high rank among technology and media industry heavyweights.
While the latest valuation is below the $10 billion valuation set by Digital Sky’s May investment in Facebook, which was for preferred shares, it is significant because, investors have been valuing the social network’s common stock at less than $5 billion in secondary markets in recent weeks. In the weeks prior to Monday’s pricing, investors in secondary markets had been valuing Facebook common stock between $10 and $10.50 a share, or up to $4.7 billion.
The deal suggests that Facebook has a higher market value than many established media and tech companies which generate significantly more revenue than Facebook, including CBS Corp and Salesforce.com.
CBS, which had $13.95 billion in revenue last year, has a market capitalization of $4.06 billion and Salesforce.com had a $4.72 billion market cap at Monday’s market close.
Facebook is expected to breach $500 million in sales this year, and expects revenue to grow 70 percent this year. At $6.5 billion, DST is valuing Facebook common shares at 13 times expected 2009 revenue well above the 2.2x multiple that is common for online advertising-based businesses and even the nearly 6x multiple of Google Inc, the No.1 Internet search engine in the U.S.
Analysts say that Facebook’s lofty multiple was not completely out of line given the strong growth in sales and users that Facebook is generating amid a tough business environment. Essentially, people’s expectations that this could be the next Google.
Facebook recently surpassed 250 million active users on its social network, up from 100 million users less than a year earlier, and vaulting it ahead of rival social network MySpace which is owned by News Corp. In 2007, Microsoft Corp invested $240 million in Facebook preferred shares, snagging a 1.6 percent stake, though that deal also included other elements such as an advertising partnership. That deal had valued Facebook at $15 billion.

Indian Telecom Story (Part XII): Projection of Indian Telecom growth

India could have 500 million internet users, 100 million broadband connections and 100 million connected devices by 2012, provided infrastructural bottlenecks are removed and 3G and Wi Max networks are rolled out early according to Indian industry body representing the IT hardware MAIT.
MAIT has set for itself an ambitious target–Goal 511– for achieving 500 million internet user, 100 million broadband connection and 100 million connected devices by 2012.This calls for strengthening of the national IT infrastructure along with the physical infrastructure on a priority basis
At present, there are 60 million internet users, three million broadband subscribers and about 1-2 million connected devices in the country.
The numbers indicate a 9X increase in internet connections, 33% increase in broadband access and 50% increase in internet connection devices (including smartphones and other connectivity based devices).This would also require early roll-out of 3G and Wi-Max networks.
The Indian political scene and economic deficits would impact the spread and reach of internet across the country

Microsoft takes on Google as office moves to web

Microsoft Corp will release three versions of its dominant Office software that users can access over the Web, catching up with products that rival Google Inc launched three years ago. The news helped send shares in the world’s largest software maker up up 2.7 percent by midday, more than double the gain in the Nasdaq Composite Index.
It is the latest salvo in an intensifying war between Microsoft and Google.
Google announced plans last week to challenge Windows with a free operating system. Microsoft introduced a new search engine, Bing, last month.
Microsoft is finally making the conversion through the Web-based world. First, we saw that through Bing. Now we are seeing that through Office.Microsoft will offer for free to consumers Web-based versions of its Office suite of programs, including a word processor, spreadsheet, presentation software and a note-taking program.
Microsoft will also host one Internet business version of Office at its own data centers, charging companies a yet-to- be-announced fee. Companies with premium service contracts will have the choice of running a second Web-based version from their own data centers at no extra cost.
The company hopes to make money by using the free software to lead users to its ad-supported websites, including Bing. Analysts have said that Bing’s early signs of success suggest Microsoft may be rounding the corner in efforts to turn around its money-losing Internet division.
Still, a free version of Office could hurt sales of Microsoft’s top-selling and most profitable unit. One of Office’s most popular titles is a home version that sells for $150. It includes the four programs that Microsoft will give away.
“Microsoft is in a tough spot. Their competition isn’t just undercutting them. They are giving away the competitive product,” said Sheri McLeish, an analyst with Forrester Research.The Office division rang up operating profit of $9.3 billion on sales of $14.3 billion in the first three quarters of the software maker’s current fiscal year.
McLeish expects Microsoft to overtake Google in the market as the hundreds of millions of people who use Office flock to try out the Internet version.Microsoft will release the web offerings when it starts selling Office 2010, it next major release of the product, sometime in the first half of next year. Its current version came out in January 2007.
The software maker unveiled an early release on Monday at a conference for business partners in New Orleans. It will be distributed to tens of thousands of testers.Company spokeswoman Janice Kapner said the free Web version will provide “a very rich experience” and probably have more functionality than Google.
Office 2010 is among a wave of upgrades to Microsoft programs planned over the next year. A new version of its ubiquitous Windows operating system is coming out in October and a new version of its widely used email server is also in the works.
Microsoft shares rose 2.7 percent to $23, while the Nasdaq was up 1.2 percent at 1777.50

Measuring Success: Microsoft Bing

Microsoft Bing has been on air for some time now. It has created some flutter and some clutter as well. This post examines how successful has Bing been in its long term approach in its quest to break from third place behind Google and Yahoo!

June is the first full month the Bing “decision engine” has been live. Microsoft positioned the Bing as Decision engines meaning that its search results would allow depth of knowledge and information rather than width.Microsoft said Bing is aimed at online shoppers and will initially focus on helping people make buying decisions, plan trips, research health matters, or find local businesses.

Microsoft is reportedly spending 80 to 100 million dollars marketing Bing but has not publicly disclosed its promotional budget.

Achievement till date: The number of people that used Bing in June for online searches was eight percent higher than the number that used its predecessor, MSN Live, in the same month last year, according to Microsoft. Google’s share of the US online search market was approximately 74 percent.Yahoo! remains the second most popular search engine with about 16 percent of the US market, and Bing is third with 6.5 percent, according to Compete. Figures released in recent weeks by industry analytics firms reveal mixed data, leaving it unclear whether Bing is doing much to close the gaps with Yahoo! and Internet search king Google. Other Internet-tracking firms report different figures, with the ranking remaining constant but conflicts emerging as to whether Bing is gaining, holding, or losing ground.

It’s really too early to tell how Bing is doing; the numbers are really mixed. Microsoft does deserve to pat itself on its back a bit. Bing seems to have had some lift but it is not an extraordinary amount. An increase in visitors is not surprising given the marketing they are doing.

Analysts believe Bing is more likely to lure users away from Yahoo! than Google, which is woven into people’s lives so thoroughly that the company’s name is used as a verb to express the act of searching the Internet.

The next big goal for Bing is not to beat Google, but to beat Yahoo! If they can’t get to number two, then getting past there is much harder.