Recent Posts

81

Cable / DSL Services / Jio's Hathway / Den Merger - FTTH Rollout

« Last post by wiredlife on January 22, 2019, 01:13:34 PM »

Jio is awaiting CCI approval for concluding deals with cable companies - Hathway and Den Networks which will be followed by a ramp up of fixed-line broadband services.

India has merely 18m households with fixed-line broadband implying 6% household penetration. With DSL and Ethernet forming 75% of current fixed-line broadband connections, a strong fibre offering by Jio could drive market-share gains. Jio has reiterated target of 50m home broadband subscribers.

82

Cable / DSL Services / Jio to Monetize Massive Fiber / Smart Tower Network

« Last post by wiredlife on January 22, 2019, 01:06:02 PM »

Jio proposes to transfer fibre & tower assets to two separate undertakings is intended at monetising these assets and will likely follow an InvIT structure.

While too many details were not disclosed (likely to be completed in c3-6 mths), some key highlights: 1) It will lead to associated debt on Jio’s books being transferred to these entities, 2) It will help attract a new pool of capital into these passive infra assets (some investors have already evinced interest), 3) It will help Jio become a predominantly asset-light digital services company, 4) Jio will be the anchor customer for both tower & fibre assets (on a leasing model), with all future related capex to be borne by these entities, 5) The assets will be open to sharing with other telecom operators on mkt-based pricing, which could be a concern for BHIN (mgmt. clarified that sharing is possible on most of its towers, and does not view the sharing of its extensive fibre assets as a loss of competitive advantage).

83

5G / Wi-Fi / Airtel Digital Brain / Darts Platform

« Last post by wiredlife on January 22, 2019, 12:50:36 PM »

Airtel developed a Digital Brain (360 degree view of consumers), an intelligent and predictive platform helping Airtel understand each customer personally and contextually. This would help the company better engage with customers for selling its own services as well as partner services. Airtel mentions this as a ‘game changer’.

DARTS aggregates data from CRMs, billing systems, network, in-store visits, DTH, Telemedia, Wynk and My Airtel to prepare near real-time insights on consumers. It is a foundation for the revenue assurance function with several use cases like Airtel Secure, data rollover, proactive experience management, and credit line for customers.

84

FTTH Broadband / Jio Platform - Data Lake Play

« Last post by wiredlife on January 22, 2019, 12:49:32 PM »

Jio mentioned that other growth drivers are its JioPhone, upcoming FTTH and Enterprises services and digital tech platforms. It intends to enhance its digital tech. platform by entering into exclusive partnerships with content providers.

Robust user engagement will give Jio an opportunity to build the Jio Advertisement platform. In this light, we believe that Jio’s enterprise data lake – an integrated repository of massive data from internal and public sources (e.g. Social media), would be relevant, as it would give the company ability to target users with relevant advertisements.

85

Technology / China Government Supports Autonomous Vehicles / Self Driving Cars

« Last post by wiredlife on January 20, 2019, 04:37:51 PM »

Baidu has sold 100 self-driving minibuses this July which now operates in 10 locations and has carried 10,000 passengers. Chinese state-owned autos manufacturer, FAW, expects to launch the first Apollo L4 self-driving passenger car in 2019 and mass production in 2020. Baidu is also helping Changsha’s government to develop robotic taxis with expected launch in end-2019. Additionally, the company has signed a strategic contract to help Beijing and Shanghai government build smart cities.

With the government’s blessing, China could become world’s largest self-driving car market given its serious traffic problem. China Mobile is prepared to launch a nationwide 5G network in China when autonomous driving is ready.

86

Technology / The Rise and Rise of Automation Globally

« Last post by wiredlife on January 20, 2019, 03:18:32 PM »

For the Automation Indistry, demand in 2018 held up for the first half, but after the summer it was clear that growth was crumbling as
it became harder to access project financing and exporters were holding back automation projects in order to assess the trade situation.

This year US automation demand was strong in general industries, but the automotive sector was weak. We believe multiple auto projects will be restarted as the new USMCA (New Nafta) agreement brings clarity. Automation demand is likely to stay firm in the domestic market and is looking promising in Southeast Asia and India.

Technology continues to  make robotics and automation solution more efficient and powerful. IoT and data collection is penetrating the industry deeper as networks get smarter and sensors find their way into more mechanical components. We further see traceability as an emerging trend in manufacturing that will lead to improved quality and more efficient inventory control.

87

Web 2.0 / Which are Sought After Business in Internet / Digital Revoluton ?

« Last post by wiredlife on January 19, 2019, 01:23:43 PM »

We expect India ecommerce to touch USD70bn in revenue by CY20F (vs. USD28bn in CY16) driven by: 1) E-tailing growing ~3x to USD47bn, 2) online travel nearly doubling to USD21bn, and 3) digital advertising growing 3x to USD3.5bn over this period. However, the sector’s reality check with illusive profitability for most of the unlisted players should remain a continuing theme.

Classified will be the most profitable segment, where we are positive on INFOEDGE CORP (leadership in job, restaurant & real estate classifieds) and JUSTDIAL (largest local search player). In online travel, under-penetration of international air ticketing/H&P segment and normalisation of competitive activity in H&P are likely to provide a rodmap towards profitability.

88

Cable / DSL Services / India Internet User Base to Touch 850 Million by 2020

« Last post by wiredlife on January 19, 2019, 01:21:47 PM »

We believe the case for India Internet remains attractive, with: 1) a large internet user base of 500mn+ internet users in CY18 (second only to China) which we expect to touch 850 mn+ by 2020; 2) mobile remaining the driver of internet penetration driven by strong smartphone sales (136mn+ in past 12 months), falling data prices and rising 3G+4G penetration (~80% by CY21F); and 3) favourable demographics with two-thirds of the consumer base below 35 years of age, with internet becoming a mainstream channel given
choice/convenience.

89

SmartPhones & Apps / Can Jio Monetize Apps / Contents ?

« Last post by wiredlife on January 19, 2019, 01:16:10 PM »

Reliance Jio now has more than 20% market share, and it will be important to keep an eye on a few things:

    Till date, Jio's subscriber base has seen incremental increase, thanks to smaller players exiting the market. Now that the consolidation is over, will it be able to maintain that growth?
    Initially, Jio planned to offer digital content as a freebie for 90 days. It wanted to monetise later. But as of today, content is still being offered free. Can it manage to charge for content.

90

Technology / Moving Files from Different Folders in Google S3 Storage Bucket

« Last post by wiredlife on January 17, 2019, 10:37:28 AM »

Moving Files from Different Folders in Google S3 Storage Bucket

Pissed off with Amazon,  I moved all the files from AWS to Google Cloud Storage. They were in different Folders and I wanted them to consolidate in only one Bucket (i.e Bucket's root folder) and change the storage type to coldline  (coldline should be set once you know you are never going to come back to those files in the near future)

*.* is implemented as ** in Google Cloud Console
The command I used was

gsutil -m mv gs://che_aws/s3-us-west-1.amazonaws.com/che/mca/** gs://che_aws/

s3-us-west-1.amazonaws.com/che/mca/ <--- This was the folder structure on AWS.

What does MV do ?
It copies all the files to specified destination and then remove from the source folder. Even remove the empty Folders.