Messages

871

3G / HSPA / EVDO / Bharti Infratel to takeover Viom Networks ?

« on: December 22, 2014, 10:16:50 AM »

By end of FY15E will have close to Rs 6,000 crore cash which is a dampener on the return ratios. Secondly, the company cannot pay IPO proceeds as dividend to shareholders? a very inefficient method of utilizing IPO proceeds. A telecom tower company with anchor tenants can be significantly leveraged to improve the return ratios and thereby improving its capital efficiency. For Bharti Infratel acquisition is the best possible option for improving the capital efficiency and growth prospects.

Viom Networks [Tata Group's  + SREI Infrastructure Telecom Tower Assets] has a portfolio of 42,000 accounting for a market share of around 12%. Bharti Infratel + Indus Towers with a portfolio of around 150 thousand have a market share of around 43%. With the acquisition of Viom Networks, the combined market share will be around 55%. This presents significant industry consolidation and should result in significant increase in pricing power.

872

Web 2.0 / List of all Oracle's Acquistion in Web 2.0

« on: December 20, 2014, 03:48:15 PM »

We'd like to present the list of all Acquisitions made by Oracle in the Web 2.0 domain since 2010 till date.

?   Art Technology Group eCommerce software Vertical - Retail
?   InQuira Knowledge management solutions Horizontal - CRM
?   Endeca Unstructured data management Database
?   RightNow Cloud-based customer service Horizontal - CRM
?   Taleo Corporation Talent management software Horizontal - HR
?   ClearTrial Cloud-based clinical trial operations Vertical - Healthcare
?   Collective Intellect Cloud-based social intelligence solutions Horizontal - CRM
?   Vitrue Social media marketing Horizontal - CRM
?   Involver Social media mark-up language and development platfoHorizontal - CRM
?   SelectMinds Cloud-based social talent sourcing and alumni manage Horizontal - HR
?   Eloqua Cloud-based marketing Horizontal - CRM
?   Compendium Cloud-based marketing Horizontal - Marketing
?   Big Machines Cloud-based sales order automation Horizontal - CRM
?   Responsys Enterprise-scale cloud-based B2C marketing software Horizontal - CRM
?   BlueKai Cloud-based marketing Horizontal - Marketing
?   LiveLook Cloud-based customer service solutions Horizontal - Customer Service
?   Micros Hospitality industry vertical solutions Vertical - Hospitality
?   TOA Technologies Cloud-based customer service solutions Horizontal - Customer Services

873

Technology / WeChat's Tencent gets Mobile Banking License in China

« on: December 18, 2014, 12:31:33 PM »

The privately owned bank led by a Shenzhen-based consortium, which includes Tencent and 9 other investors, obtained approvals to start operations from the China Banking Regulatory Commission.

We believe Tencent and the privately owned bank will build close ties leveraging its huge user base, which has 468m and 542m monthly active users in Weixin/WeChat and Mobile QQ in smartphones, respectively, by end of 3Q14, as well as its big data capabilities. Despite that the detailed business models and service offerings have yet to be announced, we believe it can strengthen existing service offerings in payments, wealth management and money transfer. In the long term, we believe the potential synergies (e.g., micro-loan financing) with public accounts have yet to be exploited. In addition, the approval also lessens part of the concerns for Internet companies participating in financial services in early March 2014.

874

SmartPhones & Apps / Chinese Love iPhone 6 & Local Apps / Services

« on: December 18, 2014, 11:58:59 AM »

Chinese consumers across various income levels are paying up for iPhone 6, over cheaper domestic alternatives. However, our checks also suggest iPhone 6 adoption is not necessarily translating into commensurate growth in software / content / services distributed through the iTunes store.

Most Popular Apps / Services in China are
Messaging - WeChat (Tencent)
Maps - Baidu
Search - Baidu
Storage - Tencent's Weiyun
Video - Youku / Tudou

In fact, Chinese Smartphone makers such as Xiaomi, Lenovo, and TCL appear to be investing in Cloud Services of their own, as they fear
partnerships with larger Cloud providers like Tencent or Baidu might result in loss of control of their individual hardware businesses.

875

4G / LTE / What are 4 Building Blocks for Wireless Data Take Off ?

« on: December 17, 2014, 12:34:09 PM »

The four main building blocks to data revenue realization ? network facility must be available, customers must have the ability to use data with proper devices, users must have demand for the service and those who possess these elements must be able to afford to use data. With these conditions addressed, we see incremental revenue generation coming into play, which will help EM telcos steepen their revenue growth curve and offset the costs associated with their network expansion moves over the last few years.

876

4G / LTE / Re: Airtel 4G rates Lower than 3G

« on: December 16, 2014, 09:50:08 AM »

While this is good news for users, we think it poses another challenge to operators to raise prices at later stages. Without such pricing differentiation, operators could find challenges in monetizing their 4G investments, particularly when we think capex is unlikely to fall any time soon.

877

Smart Connected Devices / Access Reliance Jio Play on Android Devices

« on: December 15, 2014, 08:48:26 PM »

Reliance Jio Infocomm has developed an Android App to let its consumers access Jio Play TV and other Content. Jio Play is a next generation TV service which gives you access to live TV channels & capability to watch any program from the last 7 days.
Guess what? You can pause and rewind a Live Channel now.!

You can Download the Jio Play Android App from here.

You will need to Install by Double Clicking the File on your Android Device. Kindly note, you will require Login Name and password to Access the same which is currently being provided to select few customers & all employees of Reliance Industries Ltd.

878

Smart Connected Devices / How to Access Reliance Jio Play on iPad / iPhone ?

« on: December 15, 2014, 08:45:47 PM »

How to Access Reliance Jio Play [TV Content] on iPhone and iPad ?



Download and Install the iPhone / iPad App from Reliance Jio Infocomm.

Once you Login, you will be able to Access over 400 Indian TV Channels and other content. However, this is restricted to Reliance Employees or someone who has the Login / Password during the test phase now.

879

5G / Wi-Fi / Reliance Jio Wi-Fi FREE in Gujarat / Madhya Pradesh

« on: December 15, 2014, 08:18:36 PM »

We'd like to list the locations where Reliance Jio Wi-Fi is available for FREE access in Gujarat and Madhya Pradesh

Ahmedabad   
1.     Kankariya Lake
   2.    Opp. Karnavati Club
   3.    Reliance Market - Madhupura
   4.    Drive-In Cinema
   5.    Science City
   6.     Iscon Mall
   7.    Gandhi Ashram
   8.    Civil Hospital
   9.    Drive-In Office
Surat   
1.     P P Savani Heart Hospital
   2.     DGVCL Corporate Office
   3.     Sarthana Zoo
   4.     Varacha Zone Office
Baroda   
1.     Baroda Dairy
   2.     Fame Vihar
   3.     Lalbaug
   4.     More Megastore
Indore   
1.     Reliance Fresh & BCM Heights
   2.     Bombay Hospital & Prestige Institute
   3.     Meghdoot Garden
   4.     C-21 Mall & Malhar Mall
   5.     Mangal City Mall
   6.     Bharat Mata Mandir
Bhopal   
1.     BJP Bhavan
   2.     EPCO Office
   3.     10 No. Market
   4.     DB City Mall
   5.     Vallabh Bhawan

880

4G / LTE / What is Reliance Jio MiFi LTE Device ?

« on: December 15, 2014, 08:08:59 PM »

Reliance Jio MiFi provides the benefit of shared usage where multiple users can share the bandwidth offered by one device. It supports upto 10 Wi-Fi enabled devices at the same time. MiFi hotspots provide the fastest and the most reliable network. Its password protected connection gives you the choice to share your secured connection with close friends and family. It offers reliability to all its customers in all crucial transactions pertaining to Banking, payments etc.


Mifi Device

    Desc:LTE Mobility with personal WIFI
    Product Family : CONNECTIVITY
    Access technology :LTE
    CompanyCode :RJIL
        Model : NTLR-100
        Dimensions: About 96mm x 60mm x 15mm
        Weight: 92g
        Colour: Black
        Button: WPS, POWER ON/OFF
        USB: Micro USB
        LED: WAN / WLAN / PWR(Battery)
        Chipset : Alt 3100
        Memory : 512Mb RAM, 1Gb NAND
        Battery Type: Lithium Polymer 2000mA/ Removable
        Usage Time: 4.5 Hrs in Lab, varies with NW condition
        WAN LTE: TDD
        LTE frequencies supported: Band 40
        Max WWAN downlink speed: 100Mbps
        Max WWAN uplink speed: 50Mbps
        SMS: Support SMS over SGs
        IPV4/ IPV6: Yes
        Wi-Fi: Yes
        Wi-Fi support: IEEE 802.11 b/g/n
        Simultaneous Wi-Fi connections: 5
        Setting UI: Supported
        Operating system: win XP, WIN7, LINUX, Mac OS
        Browser: IE7,8,9 10, Chrome, Safari, Opera, Firefox
        USB Port: Type A
        eMBMS: Supported
        TR69: Supported

881

4G / LTE / How Bharti Infratel Benefits from Spectrum Auction ?

« on: December 15, 2014, 01:50:08 PM »

Bharti Infratel, the Telecom Tower Infrastructure company is expected to get ~30K tenancies from RJio in F2014-17, while existing
operators expand their coverage. This leads to a 9% CAGR in tenancy over the period.

3G and 4G loading should boost the tenancy ratio further. Operators have reached out to ~30% of their total sites for 3G coverage. With
increase in their 3G footprint, loading could increase their revenue per tenant (RPT) by ~6-12%.

More spectrum put across in government Auction of 800/1800/2100 bands: This should further aid tenancy growth and loading.

882

5G / Wi-Fi / OTT App Weixin Users Get Free Wi-Fi

« on: December 12, 2014, 12:13:33 PM »

Tencent launched a new function, called Wexin Wifi connection, on the Wexin platform following a ~RMB300m investment in Wiwide, a commercial Wifi service provider currently operating 3,000 Wifi hotspots nationwide.

The new function enables Wexin users to access free WIFI hotspots provided by offline merchants cooperating with Tencent. Users access directly via their Wexin accounts, rather than manually keying in a password previously. We expect this innovation to significantly increase user convenience and willingness to access the free WIFI

Most importantly, we expect Tencent and its merchant partners to gain deeper offline behavioral insights into the Weixin user base, which should generate potential advertising and marketing value to both parties. For instance, merchants should be able proactively try to capture these potential customers with targeted ads and multiple value added service offerings. Meanwhile, Tencent will be able to use its highly developed backend capabilities to collect data and provide feedback to merchants, such as DAU on a merchant network, MAU, average user spend etc. by linking Tenpay/WeixinPay and other LBS functions.

3 Way Partnership - OTT App Provider, Internet Service Provider and Retailer.

883

4G / LTE / Comparison of Spectrum Holding - Airtel, Reliance Jio, Idea, Vodafone

« on: December 12, 2014, 11:04:04 AM »

The following chart shows the Comparison of Spectrum Holding of - Bharti Airtel, Reliance Jio Infocomm, Idea Cellular, Vodafone and other Telecom Operators in India across various Spectrum Bands - 900, 1800, 2100, 2300 on a PAN India Basis



Chart Developed using Data from Companies and DoT

884

3G / HSPA / EVDO / Airtel #EachOneTeachOne Day

« on: December 10, 2014, 08:11:45 PM »

Airtel's newest offering One Touch Internet has been live for few weeks now. In order to activate this product and take it to the next level, Airtel is calling out December 11th as ?Each One, Teach One? day. On 11th December, a congregation of more than 1.4 million retailers, 20,000 FSEs and 14000 employees will make a concerted effort to introduce non internet users to the world of internet.

Key Roles:
All Airtel employees and general trade retailers will play a major role to make this a huge success
All circle employees will be out in market at the retail outlets with the aim of introducing non-users to the internet via One Touch Internet

We request you to help us make #EachOneTeachOne a huge success by introducing people around you to the power of internet. We would encourage you to shoot videos, click pictures or simply tweet about your effort in making India a digitally sound nation.

885

4G / LTE / Feb 2015 Mega Telecom Spectrum Auction

« on: December 10, 2014, 11:31:54 AM »

The government is likely to make the February 2015 spectrum auction ?mega? by combining 2G renewals of 1800/900MHz bands with additional 3G sale in 2100MHz. This move is in line with Telecom Regulatory Authority (TRAI) recommendation to increase spectrum availability and is subject to defence vacating 15MHz (three blocks) of 3G spectrum. A mega auction with 3G spectrum sale in 2100MHz across 22 circles alongside 1800/900MHz bands although will result in increased spend by incumbents but higher spectrum availability will aid in softening auction bids and wins will make way for 3G network expansions and multiplying capacities. Leading incumbents are missing 3G spectrum in several circles and roaming agreements are no substitute to own spectrum