ABCDJ – what now

In India, the Telecom Value-Added-Services (VAS) was referred to as the business of ABCDJ – Astro, Bollywood, Cricket, Devotion and Jokes. This was the volume and revenue driver for almost all mobile operators beyond the voice and text revenues and it sure was a significant one (if we include the ringtones and call-back tunes within Bollywood or Devotion category). With the TRAI’s new SMS guidelines, the VAS players cannot send SMS based content to users who are on NDNC. There are talks of partial NDNCs but the fact remains that this business has been hit in a big way. The

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The data-wars have begun

While the whole country was watching the 3G license bidding rounds, Aircel was probably working towards its first data-centric product- Peek. Launched with a lot of noise, Peek is an entry level handset (available for Rs 3999/-) that promises BlackBerry kind of experience- with Push Mail, multiple email id configuration, alert for new messages, scroller for navigation – it is definitely a BlackBerry insipred device. Its not very often in India, that the operator takes the handset/gadget route to capture the market. Apart from bundling Nokia phones with connections, the only other device related initiative was data-cards. Peek is probably

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Rural mobile telephony: Show me the money !

Remember the famous lines from “Jerry Maguire”-” Show me the money” With the next battles for telecom shifting to the countryside- I guess most of the telco honcho’s are rattling along the same lines…Coz exciting as it may seem, rural cellular telephony doesnt seem “profitable” enough in all its entirety- or maybe I am missing something. Now, from what I understand of this business- the two major costs are infrastructure (read that as towers etc)  bandwidth- both of which are semi-fixed costs. I say semi-fixed coz- these can be acquired only in batches- you cannot buy tower or bandwidth capacity

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