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Tuesday, February 28, 2006
I am not a great fan of the opensource movement. I had been always asking for a reality checkof opensource movement potential. Several months back, I covered the perspective, Open Source software which does not make commercial sense, or at least indirectly contribute towards the commercial strategies of the software vendors and their corporate markets, is doomed to a dead end. As I wrote earlier, for some the monopolistic domination of few commercial vendors may make the open source movement look desirable, fact remains that in the modern world, efficient use of capital,creativity and innovation are the key to sustained success – that is what commercial technology enterprises strive to accomplish. The few recent acquisitions of opensource vendors have not in my opinion changed anything substantial. As Tom Foremski points out, the software giant could stop much of the open-software movement dead in its tracks through acquisitions, and stifle the rest of it by making it difficult to recruit a developer community. No group would want to do free development work for Oracle–if it turns out that Oracle could very well acquire the open-source company in the future? In general, the open-source communities would not be motivated to act as unpaid developers for Corporates. Period. George Ou raises a key point – The response won’t be so lackluster if Microsoft went out and bought OpenOffice.org which competes with Microsoft Office or if Microsoft bought out Open-Xchange which competes with Microsoft Exchange server.Chances of failure withHostile controls are always very high. As i see it, even existing users of opensource woule be worried about the change of character of the opensource movement, deserting it further. These moves would dent at the push and pull effects of opensource. It is clearly the case that arresting loss of potential business seems to be the motto in these acquisitions –not necessarily building new business around the acquired product. Opensource leadership is determined by a sense of camaraderie, bonding and fostering collaborative leadership. I do not think that brand value or community network strength would hold good as an important facts if the fundamental characteristics gets changed , as in the case of opensource acquisitions. With lot of these purchases happening at the commodity level – lower end of the stack, the faint hope hope of these acquisitions triggering chain of innovation in the enterprise software also looks far fetched . In the long run, these developments would be seen as merely tactical and would be treated as such.
Monday, February 27, 2006
Read this interesting note written by Daniel M. Harrison speculating acuisition of Sun by Google. Amongst other things, the fact that the numerous option excercising and sale of stock insiders at the company have been carrying out recently - only last week, Chairman Scott McNealy relieved himself of roughly ten million dollars in Sun equity - and it all seems a little too coincidental.
Category :Speculation |
John Doerr, Ray Lane & Ram Shriram were in India last month and addressed a few meets. The well publicized TiE Bangalore event titled- “"Entrepreneurship – yesterday, today and tomorrow" had KPCB’s John Doerr & Ray Lane presenting along with angel investor Ram Shriram of Sherpalo presenting to budding Indian entrepreneurs. The Presentations - the trio made therein have been made available online now.
Category : India, Investment Opportunities, Emerging Trends |
For quite some time, I always felt that innovation would be felt more rapidly and in a much more pronounced way in the mobile technology /business arena. Courtesy of Krzysztof Kowalczyk saw this interview.Michael Mace,ex -Palm, Apple etc.. has an excellent take on the future opportunities in mobile space and his observations on the valley are interesting - insightful thoughts.
Category : Mobiles, Emerging Trends, Emerging Technologies |
Fred Wilson earlier wrote venture capital is patient capital.Highlighting that even the most patient investors can get tired of supporting an investment, often called "deal fatigue", he points out the typical life cycle of a venture deal is five to seven years. The returns in ventures can be negative in the early years, get positive in year 3 or 4, and then grow from there, typically called the J curve – this can also show the typical annual cash flows of a startup company. They are negative for two to four years, turn positive, and grow from there, thereby creating value for the entrepreneurs, operators, and investors. Other way to put it - The IRR curve over time for an early stage VC fund – that period of time in advance of mass-confirmation of a new idea. Nick points to the classic J-Curve available from the CalPERS site.
Category :Private Equity, Emerging Trends |
Sunday, February 26, 2006
Strange are the ways that laws of trade impose discipline and instill neccessity on people, society & nations. Assocham, an apex indian trade body believes that IT and ITeS, one of the largest sectors in the Indian economy could become potentially become the biggest drain on India’s foreign exchange reserves.Already a net importer and with huge energy needs emerging, this could be bad news for India. According to Assocham estimates, IT industry will require computer hardware worth $77bn by ’10 against the industry estimated exports of around $60bn. A major part of which is expected to be met through imports if hardware manufacturing doesn’t pick-up in India. Assocham say that the growth of the Indian economy in the next ten years (’05-15) is estimated to increase electronics demand to $159bn in ’15 from the current level of $11.2bn. But given only a tiny portion of this demand would be met from local production. Its to be noted that Indian electronics production stands at 1.7% of India’s GDP in contrast to that of. South Korea’s 15.1%,Taiwan’s, 15.5% and China’s 9.6%. I do expect that India would begin to focus in hardware & hardware related production very aggressively from now on. Recently C.K.Prahalad pooh poohed the view that India may not be a force in manufacturing - he does not rule out India emerging as a major manufacturing centre. People assume it is all going to be just software, and knowledge-based, but India will invent a different kind of manufacturing - very high quality, design-centred and software embedded. Hopefully , the next generation chip design shall see significant contribution coming in from facilities set up in various indian locations.It is more you design, you develop, you manufacture, you ship. This is still in its infancy, but I expect it to grow as rapidly as the software side. This, I believe is a cosmic intervention - given the entrepreneurism & dynamism that we now currently see in India - we shall see huge investments and efforts getting channelised towards building/scaling up the industry within the country.
Category :India, Emerging Trends |
Saturday, February 25, 2006
Courtesy of Bill Burnham saw this announcement about buying on googlebase. While Google Base provides data structure and distribution for a wide range of content and information,a subset of items are for sale. To help users more easily purchase and sell Google Base items, we're planning to enable people to buy items on Google Base using their Google Accounts. For buyers, this feature will provide a convenient and secure way to purchase Google Base items by credit card. For sellers, this feature integrates transaction processing with Google Base item management. This may not be good news to eBay trying to promote paypal as the standard for online payments. Google Base will now allow merchants to feed all their listings to Google for free and just take a cut of transaction. Just thought what could be the challenges for Googlebase: whatever applicable to Paypal is applicable to Googlebase as well :
Category :GoogleBase, Online Commerce, Emerging Trends |
Innovation would be the mantra for growth & survival for enterprise software players, including those seen as walking dead – In the valley it is innovation driving the growth.Vertical search gets a welcome boost from a company you may not have heard of. David L. Margulius writes about innovation happening inside large enterprise users and points out even in vertical search arena, t Google could not come up with vertical search - search that does a better job of finding results in a given domain because some human know-how’s been applied to limit the results set? While guessing that it may be seen as boring compared with all the other fun things Google’s been doing. But in any case, good old Fidelity Investments beat them to it with http://fidelitylabs.com fidelitylabs, a “financial search” beta that searches only financial Web sites. He highlights that Fidelity to FedEx (innovator in IT-driven logistics), Dell (IT-driven supply chain), Wal-Mart (POS data and RFID) and a few others provide a basis to offer a cogent counterargument to the Web 2.0 hype machine. VMware’s progress in the last 1-2 years – today EMC is said to be beating numbers owing to VMWare’s tremendous performance in the market. The continual advances of the SaaS segment, BPM segment all makes one hopeful of seeing more innovation and progress happening in the enterprise software segment as well. I recently wrote,atleast in respect of the enterprise software, which is closer to the heart of CIO’s its clear – as I had always been telling - while vendors are addressing market realities to keep their industry vibrant and with http://123suds.blogspot.com/2005/04/enterprise-software-market-new.html consolidation fever ahead - one could clearly hear the voice :whether customers would benefit a lot because of this, add the need to make more innovation happen and absorb faster. No,I am not talking about Marc Benioff finding SAP innovation free, while I certainly agree with his perspective that observers tend to overestimate the creativity and innovation that entrenched technology companies can bring to a particular problem and underestimate the effect of business-model conflicts that lurk behind the scenes ( as applicable to all majors). Innovation need not not be always of the disruptive type but every type of Innovation counts. In today’s hypercompetitive world ,simply put innovation is non-negotiable and innovation streak is of very high value to enterprises.
Category :Innovation, Emerging Trends, Enterprise Software |
In diagnosis for disruptive technologies,I covered earlier, “disruptive innovations typically take advantage of "asymmetries of motivation" by entering markets that incumbents are motivated to exit or ignore”. Looking at a competitor's income statement, balance sheet, history of investment decisions, and customers can help identify the developments to which a company might not respond. Companies that introduce disruptive innovations also tend to create asymmetric skills - they develop the unique ability to do what their competitors are unable to do.
Category :Disruptive Innovation, Investments |
Friday, February 24, 2006
So it is a temporary repreive. Not to lose sight of the fact that a number of handheld makers including Palm, Motorola Corp., Hewlett-Packard Co. and Samsung Electronics Co. are making keyboard-equipped handhelds that run on the Windows Mobile operating system. These devices can deliver BlackBerry-like service using Microsoft's software or third-party applications from the likes of Good and Visto. Interstingly poised. Litigations may decide the course of happenings in the wireless email space!!|
Some related perspectives on the ACM Study On Offshoring & Job Shifts. I recently wrote that offshoring is not based just on cost advantage or ricardian logic alone. Distinct benefits are propelling the offshoring wave into newer orbits. While the ACM study has been mostly carried out by academics, the finding from within the industry also point to similar conclusions on multiple fronts :
Category :Offshoring, Emerging Trends |
ACM released a new report - methodically researched and compiled professionally – result of several months of efforts. The report focuses on issues and trends centered on tech job migration and how it relates to economies governments, funding and educational systems. The New York Times reported on it saying,” The study concluded that dire predictions of job losses from shifting high-technology work to low-wage nations with strong education systems,like India and China, were greatly exaggerated”. I have gone through the detailed set of reports published and the report finds four themes defining the contours of offshoring “ Technology, Work Processes, Business Models & other drivers like increasing global education levels,reduced trade barriers etc.
Category : Offshoring, Emerging Trends |
Thursday, February 23, 2006
While it has always been said that even in the fast changing enterprise software industry, consolidation & innovation would co-exist. Frank Gens reports that survey results show that Product Innovation and Improving IT are rising as CEO Priorities in 2006
Category :Innovation, Emerging Trends |
Tom Coates shares his perspective about future of web apps.
Triston comes out with an excellent assessment of the changing nature of the blogsphere. He finds that in the Technorati 100 list, significant churn happening:
Category :Blogosphere, Emerging Trends |
Jonathan Schwartz writes,servers available for free trial.
Category :Sun |
Guys, find some way to stop such things from happening again.|
I recently wrote, the the shift to e-media, in terms of mainstream content providers, has been “seismic,” and for business publications that means leveraging their content — and, in many cases, their newsrooms—for the end user. For some magazines, the structure of the traditional print newsroom and its integration into the digital realm is changing and, in many ways, a work in progress. Businessweek plans to integrate all platforms and has plans to roll out more verticals like innovation/design channel launched recently. But for all of the openings to content delivery it has created, the shift to e-media has caused some obligatory friction in magazine newsrooms among some of the venerable print reporters who are either hesitant or too busy to contribute online content .As can be seenhere,happenings like the USA today combining e-newsroom and print media keep happening. I hold a slightly different view in respect of online presence for major media - online presence advances easy reach and more sales - numerous studies suggest that several consumers look at websites - before making the actual purchase either online or offline. Recenty Dow Jones announced more profits from online compared to traditional media(This in my opinion reflects two things: Online making traditional media reach to larger people and rise of online world can't be resisted - better embrace it -Indications are that combined strength of both online and offline readership of WSJ is larger than traditional print media readership).Retailers can definitely experience that buyers of all trendy and unique things surf online, do their research before any purchase - In the online world through comparison shopping, targetted advertising, promotional schemes, personalisation and preference patterns all provide unique value that can potentially drive offline sale as well quite significantly. Add mobile technologies and online world - the combination can really create deep impact in the offline world. IHT is reporting that Dow Jones is integrating its print and online publications, The plan was a "major first step" in moving away from a system in which properties were organized according to their channels of distribution and toward one in which they are divided by their target audiences. Media companies are facing fundamental challenges" driven by technological change and Dow Jones believes that the new structure as "fully reflecting how people now get their news" - a mix of online and print.
Category :Emerging Trends, Online Media |
Wednesday, February 22, 2006
When it comes to corporate valuations, Its not just Hoovers or SEC filings. Lorne Groe writes about the method that he follows on finding needed data for the purposes of valuation - He is listing more than a dozen sources that he uses to tap right data. Note the fact that all the listed ones are online sources - though one might have anyway expected so. I have seen few due diligence reports listing plain facts albeit compiled neatly. While reading this do not miss out reading Bill Burnham's excellent list of Venture M&A.While I am certainly not using the various data sources that he has listed, I do agree with him that the best place to mine for gold nuggets like revenue or EBITDA of the target is conference calls. These calls are full of data, and the transcripts can be used to document my numbers. I see that not many listen and make use of conference calls as much as it could provide for so much of focused data..
When, Mark Stahlman of Caris & Co. set a price target of $2,000 per share on Google, I laughed at it and called for good sense to prevail. Subsequently Google share prices tumbled and now the interest in the stock seems to be pushing it to get more strong at the bourses. Financial Times has an excellent roundtable discussing Google’s prospects. The discussions are really good – some points stand out – excerpts here:
Category :Google, Emerging Trends |
Steve Lohr has an excellent article on the rise of importance of startups – partly facilitated by the dawn of the internet. The second-generation Internet technologies - along with earlier tools like the Web itself and e-mail - are drastically reducing the cost of communicating, finding things and distributing and receiving services online. That means a cost leveling that puts small companies on equal footing with big ones, making it easier for upstarts to innovate, disrupt industries and get big fast. The phenomenon is a big step in the democratization of information technology. Its imprint is evident well beyond business, in the social and cultural impact of everything from blogs to online role-playing games. The transformation is real - In olden days, big companies that could afford to spend and focus on innovation reaped the benefits of greater efficiency, increased sales and expansion into distant markets. That pattern is being challenged by a bottom-up revolution, one fueled by a second wave of Internet technologies like the search services from Google, Yahoo and Microsoft and software delivered as a utilitylike service over the Web.
Category :Emerging Trends, Emerging Technologies |
Tuesday, February 21, 2006
PWC Global’s ninth annual global CEO survey focuses on CEOs’ attitudes about the so-called BRICs economies: Brazil, Russia, India and China. These economies are poised to experience explosive growth over the next several decades, and the survey finds that they are increasingly the focus of CEOs’ globalisation efforts as well. The thing to note is that in addition, companies based in these economies are not just globalisation targets of richer companies; they are full participants in the globalisation boom and share in the positive attitude about globalisation. Overwhelmingly, the CEOs we surveyed reject the notion that they are globalising primarily to cut costs. The CEO’s are pursuing globalisation to access new customers and markets.This has positive implications for all companies regardless of industry, geography or income.It also has positive implications for consumers all over the world; they will be able to choose the best products and services at the best price regardless of the origin of the product/service. In the report you can see how Dr. Li Lihui CEO, Bank of China sees the economic maturity levels of china wanting – as he sees it, “From the perspective of a Chinese bank, he does not believe that the Chinese economy has yet become mature in most market sectors, although good progress has been made”. He points out,” For both commercial enterprises and banks, globalisation is bringing about more market opportunities, regardless of types of products, client resources or regions. At the same time, besides the capability to uplift lives of billion, globalisation does bring with it the potential for adverse effects on developing economies such as China. In particular, certain industries and enterprises with high relative costs may be the first to suffer”. Do not miss to read Satyam’s Ramalinga Raju’s view that Indian companies have now begun winning large deals and to that extent the global majors and the Indian companies are now on the same playing field and playing the same game. Companies that have depth of leadership, are innovative and can partner well with clients will have the competitive advantage and the origin and lineage may not matter beyind a certain level. These are going to be the differentiators. He adds that terms like offshoring will be passé, as those who do not have this model will not be in business & the growth prospects will be limited only by the ability of enterprises to change fast enough to exploit the emerging opportunities that will be ushered in on account of the technological breakthroughs. There are other interesting CEO perspectives included in the report. The confidence level shown by the emerging economies & leading business originating from therein are indeed impressive. A fortune article finds that despite latent weaknesses, in the three countries - Brazil, India, and China - it is globalization that is driving development and expansion. Russia’s GDP surge, on the other hand, is based on high oil prices, rather than economic growth and goes on to say, “One reason the BRIC idea resonated is that the term itself evokes building blocks, foundations, solidity. But a closer look at the political and economic peculiarities of the states in question suggests that BIC, not BRIC, is the better formula. Call them the BIC - "breakout industrializing countries." Russia is quite out of place with that crowd”.Clearly in this changing world, even the predicted change undergoes change midway through!!|
Monday, February 20, 2006
Last month, I covered on the topic of enterprise analytics. I also pointed out therein, the happening covered earlier here.Tom Davenport wrote in Jan issue of HBR an article titled competing on analytics. BAM, BI, CEP, analytics: whatever it might be – it is clearly making waves. We are seeing that industry after industry is beginning to heavily invest in enterprise data analytics. At a time when firms in many industries offer similar products and use comparable technologies, business processes are among the last remaining points of differentiation. And analytics competitors wring every last drop of value from those processes. Some companies have built their very businesses on their ability to collect, analyze, and act on data. I also wrote therein, while competing on analytics means competing on technology, these forward looking organizations apply technology - with a mixture of brute force and finesse - to multiple business problems, while directing their energies toward finding the right focus, building the right culture, and hiring the right people to make optimal use of the data they constantly churn. In the end, concludes Tom very rightly so, that people and strategy, as much as information technology, give such organizations strength. Most companies in most industries have excellent reasons to pursue strategies shaped by analytics.
Category :Analytics, Emerging Technologies, Emerging Trends |
I just finished speaking to a friend, who had barely finished listening to C.K.Prahalad speak in an internal meet today - he said CKP’s thrust of the discussion today was Innovation. We recently covered Gary Hamel writing in the latest issue of HBR, on management innovation that can create long-lasting advantage when it meets at least one of three conditions:
Category :Innovation, Emerging Trends |
Courtesy of Pito Salas saw this image. As he explains, while the image looks like it's moving, it doesn't in reality - matter of fact it is not an animation at all.
Category :Just Like That |
Sunday, February 19, 2006
C. K. Prahalad earned the third spot on Suntop Media's 2005 "Thinkers 50" list, just behind Michael Porter, and Bill Gates. He has recently spoken about the Indian miracle in a variety of contexts.More than others, CKP knows what he is talking about in the context of India - partly because he was born there- he also sits on the board of Hindustan Lever Limited, top amongst India's corporate icons.
Category :India |
India is certainly in the centerstage of attention as the recently concluded - World Economic Forum annual meet and Nasscom meets showed. If you can't beat 'em, join 'em and figure out how to take advantage of it - That says the Indiana Business Journal reporter summarising the sentiment of venture capitalists like Hoosier's attitude towars investing in India and India based firms. As the visiting investors see it, India after decades of tepid growth under the shelter of a formerly protectionist government, is now starting to embrace entrepreneurship.Some investors believe India's own high-tech startups are finally ripe to produce explosive returns.American executives are drawn to India by the chance to locate business functions in a nation whose talent is reliable and cheap, whose commercial laws are based on British tradition, and whose business language is the queen's English.India's biggest question marks remain its marginal infrastructure and its lack of reliable middle management.India has clear advantages over China, its main competitor. There, U.S. executives have to bridge a language barrier. And in China, intellectual property protections are spotty. That's critical when a company is writing proprietary software or researching new drugs. David Kerr, part of the Indian contingent finds that in the next two decades, incomes will begin to rise and India will create another market the size of the U.S, and highlights the need to establish in a market in the nascent stages of its emergence, as it creates incredible opportunities. The current state is that silicon valley venture capitalists want to do deals in the millions. As the group sees it, most Indian entrepreneurs aren't ready for that. They need investments in the thousands. (Am not sure about this - I can point to a few seeking early stage angel investments running into millions). The visting group while noticing infrastructural probelms, also notes the ethos of circumventing such difficulties to carry on. While some investments are beginning to happen, the ground reality very much echoes what we covered earlier here. Vast majority of venture money tends to go into existing and later-stage businesses. There is little or no real VC money available in India. Companies that are receiving money in India are either spin outs from existing large businesses, captive units or second tier outsourcing providers that may lack the size or scale to compete with IT service giants and want the private equity money to grow through rollup and acquisitions. In the US, venture money goes into early stage, pre-product or pre-revenue companies , while in India, a majority of the private equity is going into late stage businesses. A friend upon seeing this post asked me when to expect the likes of next Google to come out of India. I had no answer to provide. Truth is that in general most indian enterprises are hardly innovation chasing entities, and the framework for VC entry & exits are poorly defined. Coupled with limited VC activity in the past and archaic regulations – these make it a tougher breeding ground for enterprises like that of what is seen in the valley. Red Herring writes that early-stage funding in India has been the bane of would-be entrepreneurs, with starry-eyed young men and women rejoining the ranks of the employed after failing to raise any capital. The recent economic boom in India has resulted in increased entrepreneurial opportunities for people with new, innovative product ideas, or disruptive business and delivery models. It’s a climate where startups are springing up in every area. The fear is they will die if they are not supported early enough. For all the interest, mindshare, the actual venture flow is pretty limited into the system, while interests in investing are clearly multiplying. Seen from an indian perspective, the talent levels inside India continue to be very high – all it requires is a vibrant ecosystem - but not many recognise the issue there - talking india's growth for granted may be the biggest mistake - the country can't afford it. I also want to point out that without an effective, continual presence in India the VC's and angel investors themselves would be running the risk of shooting themselves on the foot - while visits can give a flavour, its realtime presence that could help appreciate things better and adapt - for both sides. Also the world needs to understand that Bangalore is not the be-all & end-all of Indian IT.Too many US investors think that there are only set ways of doing business - their way - NO, doing business in Asia is different - the call is to recognise this and take appropriate steps. The recently concluded Nasscom leadership summit unfortunatley did not provide the focus needed at that level - hopefully other would - thats what the Indian experiment has shown thus far - success emerges from the edges of the instituition.
Category :VC Investment India, Emerging Trends, India |
Saturday, February 18, 2006
John Hagel provides some excellent perspective post WEF meet @ Davos on integration and jobs. Commenting on the general call for integrating more, he points out that boundaries are healthy – he goes on to call them as the catalyst for innovation. Boundaries help bring forth different experiences and perspectives to bring to bear on the issues confronting us & he calls for more boundaries and more friction across boundaries. Constructive friction whereby we need to have more respect and willingness to engage constructively across boundaries would become a source of great richness. He also brings forth the point that the western world ought not to be concerned about jobs, but the more fundamental issue is talent development. If people don’t develop appropriate talent and don’t continue to refresh that talent, there will be no sustainable jobs and certainly few, if any, high value jobs. Reframing the issue as talent development also highlights the increasing importance of talent as a source of comparative advantage in global markets. Asking not to confuse talent development with education, he highlights that education is becoming more marginal as the bulk of talent development occurs outside of traditional educational institutions. This echoes Mark Twain’s famous statement ,” I have never allowed my schooling to interfere with my education”. He is on the dot when he points out that talent development is a continuing process and not confined to one stage of life, we will have to broaden our view of the institutional platforms required for talent development. All public policies - from immigration policy to intellectual property rights should be assessed through this lens.
Category :Talent Development |
CERN announces the successful completion of major milestone in the ambitious grid project that it is pursuing. A huge 100,000-PC grid-computing network being built to help research the origin of the universe passed the third of four major tests recently when it reached a data-transfer milestone, with up to 1GB/sec. of physics data sent over the global grid. The data was transferred from CERN in Geneva to 12 major computer centers around the globe. More than 20 computing facilities at universities and colleges were also used in the testing. The data transfers were made to analyze real-time storage, distribution and analysis of the data while the grid is being built and refined. The completion of this service challenge is a key milestone on the way to establishing the necessary computing infrastructure for the Large Hadron Collider(LHC), the world’s largest scientific instrument. The results represent a significant step forward compared to a previous service challenge in early 2005 that had involved just seven centres in Europe and the USA, and achieved sustained rates of 600 megabytes per second. The grid will also be able to store some 15 petabytes of data - 15 million gigabytes annually to start with , and will have to be continually expanded because the data will have to be continuously preserved for analysis and that’s why the need for distributed storage becomes critical. Planetgrid should be in a position to store and process data that it thousand times more than the volume of printed material indexed by Library of congress. This is an important experiment wherein some 150 universities and research labs worldwide will be connected to this system, all providing some degree of processing capability.The grid is expected to go live next year. With a successful completion of this such facilities/services could appear in the other sectors. Like the internet moving from academia to industry creating huge impact, this could also create a large impact in the technology world. Grid computing is beginning to see action at the enterprise level as well- besides applications in molecular research. Recognizing this various technology vendors are beginning to make moves. EMC acquiring software/ partnering with acxiom to offer hosted grid storage services and eventually help users build out more scalable and flexible grid-based storage. With EMC owning VmWare and with Globus alliance putting efforts behind combining grid and virtualization technologies, growth opportunities increase several times. Recently, ClearCube Technology and DataSynapse have partnered to deliver a grid-enabled PC blade platform. The companies claim the hardware and software combination is the first of its kind for the financial services and insurance industry. Financial services and insurance firms have been among the leading adopters of computing grids to run complex portfolio analysis, capital reserve, risk assessment and actuarial models, a market DataSynapse has been dominant in. By combining DataSynapse's GridServer software with ClearCube's PC Blade platform, financial enterprises will have a grid computing solution that provides greater performance, efficiency and scalability. Enterprise software shall also get influenced/affected by the advances in grid technologies.Grid technologies are showing strong signs of being a game changer in the technology industry..
Category :Planet Grid, Emerging Technologies, Emerging Trends |
Jeff Veen,one of the well known faces of adaptive path joins Google after measuremap got acquired recently. Measuremap analytics was launched with the aim of bringing power of web analytics to help bloggers feel that same sense of connection with their audience. Measuremap may end up complementing Google analytics, one of the poular services that Google launched recently. Jesse James Garret of adapativepath wrote about AJAX almost an year back. Sensing the impact that this could make to the web world, I blogged about it on Feb22, 2005, as soon as it was published. Much of the web2.0 progress can be related to this as well. Peter Merholtz writes about Jeff Veen’s departure and measuremap sellout. Jeff has always been very popular and am tracking his works from early dotcom days –during his days at Lycos, Wired etc. He is a real force to watch – here’s wishing him well and Google has undoubtedly got a good product and good talent – Now its time for Google to make blogger perform well. The way blogger is having issues – Google would soon catch up with Microsoft - in providing questionable degree of stable services/support.
Category :Google Acquisitions, Emerging Technologies |
Daniel Gross writes that the good folks in the West are generally happy to sell real estate to nouveau riche Arabs and Asians - as they pay top dollar. In 2004, Lakshmi Mittal, the acquisitive Indian steel baron, dished out $128 million for a residence in London. (And few of the bienpensant clucked when Mittal rented out Versailles for his daughter's wedding.) Afterall Mittal is the third richest man in the world behind Bill Gates & Warren Buffett.
Category :Emerging Trends |
Friday, February 17, 2006
I recently covered the perspective,Web 2.0is not about specific technologies, but more to do with new ways of exploiting what can be done over the net. A great way to get a feel for web 2.0 is to look at new geographic applications such as Google Earth, Google Maps, and Microsoft's Virtual Earth. They bring together cartography, aerial photography and internet search to create a compelling answer to the question "where?" Web 2.0 sites are portal-friendly, easy to aggregate and easy to link to. This is where representational state transfer (Rest) architecture is valuable - the idea that even on a dynamic site everything should be URL-addressable. If a site has an API or even just an RSS feed, someone is thinking on the right lines, especially if it is useful for mobile devices as well as the desktop. Another characteristic is simplicity. Web 2.0 sites do everything to accommodate the user. Web 2.0 is about conversation, which is not just a feedback form, but new ways of interacting with users. Calling for a reality check, I wrote that moving forward like in the e-business space, we need to have the wisdom and mechanisms for cross-integrating/leveraging web 2.0 applications for larger benefits – this calls for standards in development, build & integration blocks – all this would come only out of a solid base of web 2.0 apps that get built beneath – truly a tall order given the fragile nature of several web2.0 entities. We can definitely see a petering out of the web 2.0 momentum as we see it now and several entities would disappear – but one hope is that out of this something robust and strong might emerge – but we have cut through the hype
Category :Web2.0, Emerging Trends |
Chad Dickerson writes about how big company managers routinely describe themselves as either “tactical” or “strategic.” The strategy camp may look down on the tactical camp and vice versa. Chad finds Marc Hedlund’s post about Web 2.0 development practices confirm this view: More often, though, the developers and the CEO respond to the majority of the support email. CEO's openly say that they respond to about 80% of all the mail they receive. How better to know what people are saying about your product? he asked.
Category : StrategicVs Tactical, Emerging Trends |
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