RCOM has reported today 7.2 million 3G subscribers and 29.4 million data connections for the quarter ending March 31, 2012, and a 21% increase in data traffic quarter on quarter. That's the highest increase in data traffic reported so far, and RCOM, in its conference call, is claiming to be the largest mobile Internet operator in the country, although one should remember that RCOM counts USB data dongles as Internet connections. Notes from the conference call: 1235 hrs: the call starts 5 minutes late, and Gurdeep Singh is reading out numbers from the quarterly report in a rather monotonous manner, offering very little color around the numbers. Some numbers in: - 29.4 million data users, out of which 7.2 million are 3G customers, the highest in industry. - Data usage is the best in the industry. Readers should note that these include data users - Spectrum auction: the lack of participation in auctions indicates that the reserve price is unfeasible. Since Feb 2012 order cancellation, 8 telecom opertors have shut down completely or reduced circles. Telecom is facing high input costs. - Operators are eliminating price-hoppers among subscribers. - India has lower smartphone penetration than most countries. Calendar year 2013 has begun on a positive note for smartphones, with discounts and EMI schemes for smartphones. - RCOM increased tariff's by 20% on both GSM and CDMA. Reduced promotional offers by 65%, and are reducing discounted plans. RCOM is trying to create a healthy ecosystem, forging relationships with leading global plans,…
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