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Sunday, February 29, 2004After 20 years of talking, this so-called convergence of computing and communications is happening. Craig Barrrett says, "We're able to bring our expertise into different areas where we really had no unique experience, no unique capability before."There's an opportunity for people who have digital expertise to play in a bunch of different areas. |
Outsourcing's advantages are getting lost in a heated debate. While a dynamic economy inflicts pain, the upside is worth itIf the U.S. had insisted on making all its own cars, watches, TVs, radios, or shoes, resources wouldn't have been available to channel into creating the jobs of the last 50 years in telecommunications, software, and biotech. People wouldn't have been available to work in those industries, and the American standard of living would be dramatically lower.
Google has changed the way we shop, travel and get basic information about our economic and cultural climates. Perhaps the most fundamental difference since those early days is an enormous change in the usefulness and credibility of what one can find on the Internet. Sometimes the best metaphor for the Internet seems to be the population of earth itself, in which every human is a Web page related by kinship and conversation to all the other Web pages on earth. Sometimes the metaphor is a globe papered over with hyperlinked Web pages from which, more and more, tiny beacons arise, beaming updates to our computers like the old RKO tower. Whatever the metaphor, the only certainty is that we're going to need help finding anything for a long time yet to come.
Saturday, February 28, 2004Knowlegde at wharton profiles the lastest CKP bookA central point in The Fortune at the Bottom of the Pyramid is that the effort to help the poorest people can be successful across different countries and different industries ranging from health care and finance to fast-moving consumer goods and energy. The exceptions, Prahalad notes, are countries that are essentially lawless, like Somalia and the Congo, and industries that are among the most basic, particularly some of the purely extractive industries that employ many people but have little incentive or ability to empower them. Otherwise, Prahalad says, his approach “can work 90% of the time.” CKP cites the following:Hindustan Lever Ltd., one of Unilever’s largest subsidiaries, has been among the most effective consumer brand companies in reaching the poorest of the poor in India and other developing countries. It is India ’s largest exporter of branded consumer products and Forbes Global has named it the “best consumer households company worldwide.” The company’s experience marketing two of the most basic consumer staples – salt and soap – illustrates some of the innovative approaches necessary to sell successfully to the bottom of the pyramid. |
Plug into the world moodchart and see how the rest of world feels |
2004 will be the year the technology goes mainstream. |
Friday, February 27, 2004The 2004 list of billionaires is out The no. of billionaires have gone upto 587 from 476 last year - analysts are expecting that the growth in the list next year is tied to Russia's growing oil industry and Bush's tax cuts on dividends. In the top slot? Bill Gates. Ranking No. 1 for 10 years running, Gates is now worth $46.6 billion. In relatively close second is Warren Buffet, who's pushing $43 billion. This year, wealth wizard J.K. Rowling, Google founders Larry Page and Sergey Brin and 63 other new faces join the ranks of the wealthiest people on the globe.
Cnet perspective about the antitrust view on oracle's acquisition proposal |
Unlocking VC money is the key Lucidly written article - interesting due to its style but very significant theme. |
Play cricket and compete in today’s world with the grit of the Aussies. It would get us used to winning more often A colleague of mine had almost identical inference about this film almost one year back. I confess that I have not seen this film. |
Chat with Matthew Symonds, author of the recently released book "SOFTWAR: An Intimate Portrait of Larry Ellison and Oracle," In researching his book, Symonds had access to Ellison, offering readers an up-close view of the decisions and personality of one of tech's brashest figures. The Oracle chief provided his own commentary of Symonds's book in published footnotes, offering readers a glimpse of Ellison's thoughts and strategy.
While Europe is just getting a taste of 3G, South Korea and Japan are ready to go headlong into third-generation mobile telephony. Unbelievable but true.. |
Life After GE? And How An amazing man speaks about his post GE life. |
The director of HP Labs says the focus is now on helping businesses act quickly and providing flexibility"The key element is the ability to control both the business processes and the IT applications." |
Thursday, February 26, 2004Open content encyclopedia grows fasterMore than 300,000 new articles were created in the last 12 months alone, making Wikipedia the world's largest and fastest-growing open content encyclopedia. Every day, another two thousand articles are added to this collaborative endeavour. All articles on Wikipedia can be edited and improved by anyone at any time. |
ML research on ondemand computing The report says:"We think of a pure On Demand delivery model as a deployment where there is a single instance of the software being delivered to multiple customers in a shared tenancy approach". This means there is minimal customization for the end user and enhancements and feature upgrades are disseminated almost daily to the customer base. We believe the system integration and customization work is reduced significantly. This has significant benefits in terms of achieving rapid time to deployment, hidden labor and training costs, and costly upgrades and bug fixes. While this model may not permeate every category of software it will likely hit areas that are more commodity-like in nature where the benefits of customization are not as obvious.
Good-to-global Series Samsung model seems to be a model worth emulating for becoming a global force. |
New models for software pricing |
Very Interesting |
Four designer's share their ideas for UI design for Google |
Wednesday, February 25, 2004Bill Gates predicted the demise of the traditional password because it cannot "meet the challenge" of keeping critical information secure. Microsoft also demonstrated "tamper resistant" biometric ID-card software, developed by its own research arm, that can be used by both small and large companies to create ID cards using a digital camera, an inkjet printer and a business-card scanner. To create an ID card, the software requires a photograph and some basic information about a person, such as name and date of birth. This information is processed by the software to create a digital signature in the form of a bar code, which is also printed onto the ID card. If any of the information on the ID card is altered, it will not correlate to the signature and the card is rejected, according to Microsoft.
It's Goooooooooogle... A complete view about Google. |
Tuesday, February 24, 2004Significant growth in online spend Interesting numbers to watch - online shopping grew by 26.3% from the year before. E-commerce occupied 1.6% of total retail spending
IBM survey confirms that CEO priorities have shifted from cutting costs to generating more revenue. Watch on.. |
"Off-shoring" Manifesto/Rant: Sixteen Hard Truths Tom peters makes powerful points while supporting offshoring - He is taking a near and far view in supporting offshoring. |
U.S. broadband transmission speeds are still way too slow to offer most of the kinds of cutting-edge digital delivery over the Internet U.S. cable and telecommunications companies are working to close the transmission speed gap with other countries ( the difference is between 10- to 40 times more speed) ,but it will probably take years to catch up and cost billions of dollars |
The actual and prospective migration of service-sector jobs is small, and likely to remain so, compared with the background level of job creation and destruction in an economy with as much vitality as America's The movement of jobs to the developing countries does not alter the overall level of employment in the advanced economies; however, the pattern of employment, to be sure, does change.The image conjured up by the self-interested purveyors of alarm, of a hollowed-out America with relentlessly rising unemployment,is not just false but absurd. |
It’s not the size of the budget but how it is used that determines success or failure of the enterprise. The authors closely examined the common characteristics of the 61 “successful” and 39 “unsuccessful” companies that met their criteria and interviewed industry executives as well as academics to provide a real-world context for their findings. A key finding is that sales-force productivity is an excellent predictor of long-term success. “Sales-force productivity is the critical differentiator,” says Crisan. “In successful firms, sales forces are 80% to 120% more productive than in unsuccessful ones.”
Moreover, the authors found that, on average, total sales and marketing expense had no relationship to long-term company success. Successful companies spent about the same on sales and marketing as companies that failed. In fact, operational research conducted with Jim Maikranz, former senior vice president of sales at SAP AG, and Michael Krupka and Jeffrey Schwartz, both managing directors at Bain, has led the authors to conclude that sales success is not about how much a company spends. “It’s about developing a finely honed, repeatable sales message that will resonate with customers,” Crisan points out. “Only after this has been achieved can a software firm effectively grow both its sales and its sales organization.”
Monday, February 23, 2004Marc Andreessen says it's "the story of history" and that new jobs will arise in the U.S. as new industries are bornAndreessen, an unrepentant believer in entrepreneurial capitalism, thinks new jobs and new industries will emerge in the U.S. that will more than fill the current jobs gap. Andereessen adds, The stronger our business gets via outsourcing, the faster we will be able to invest in it and grow it, and the more people we'll be able to hire in the U.S., as well as overseas. It's just a question or whether we offshore and thereby grow to, say, 500 jobs in the U.S. and 100 overseas in five years, or whether we don't offshore and probably end up with fewer jobs in the U.S. and none offshore.
Saturday, February 21, 2004IT is the next disaster waiting to happen? With approximately 55% of average capital spending getting into IT, Nolan advocates that companies need to have an IT oversight committee which should ideally focus on managing IT and information assets, strategy, service levels, legal issues and avoiding nasty surprises. |
A Mckinsey quarterly report on outsourcing is full of supportive arguments for outsourcing -based on among other things considerations of cost, faster turnaround, better quality, good analytical capability to validate design for production, high quality management bandwidth etc ..Indeed, Salomon Smith Barney estimates that because the top five computer original-design manufacturers have full responsibility for sourcing and supply chain management, their inventory turns are 35 percent faster than those of the top five electronics-manufacturing service vendors. In industries such as computers, where prices fall rapidly and the frequent introduction of new products increases the risk of obsolescence, tight inventory management can be especially valuable. The same compelling economics and capability-building opportunities are beginning to drive similar movements in other manufacturing businesses, including apparel, automotive products, cellular handsets, consumer electronics and medical equipment. Trend to note - Dell, Gateway and Hewlett-Packard are using offshoring to challenge consumer electronics stalwarts such as Philips, Samsung and Sony.
Vinod's interesting observation |
An extremely well analyzed perspective An extremely well analysed article - the article points out amongst other things three major issues - A. Perceived job loss in US is only cyclical and not structural. B. The jobs lost as a percentage is well below the accepted norm of 5% unemployment C. The potentail number of jobs is projected to be 3mn jobs - this is well below the job churn rate. Overall the process allocates resources—money and people—to where they can be most productive, helped by competition, including from outsourcing. |
eWeek editor relates wipro ceo's thinking on costs and relates them to offshoring Looks like a publicity article to me. |
It's clear that in a networked world, U.S. leadership in innovation will find itself under siege |
The views of a former UK cabinet minister on increasing trade imbalance between the east and the west A very balanced view of a westerner on the rise of Asia |
Friday, February 20, 2004Via Techdirt |
This veteran speaks! |
Smaller vendors,will have new opportunities to compete in specialized niches. The article also says Outsourcing requires an ongoing relationship that has to be managed proactively and measured to achieve what is expected.Outsourcing is hard work, and it takes a lot of preparation. |
Thursday, February 19, 2004Via washington post A new tax on outsourcing proposed. |
via news.com Yahoo dumps Google search technology
I think that yahoo was too late in bringing this change, must have done this atleast 12months back -could have arrested google's growth to a great extent and the proposed ipo could have become even more difficult for google. |
Wednesday, February 18, 2004Some criticism about Google |
Tuesday, February 17, 2004Ram Charan, the noted author provides a bullet point approach to acheive profitable revenue growth in his new book "Profitable growth is everyone's business" The book emphasises that to build a young outfit or put an older one's expansion on a solid footing, aim for small but consistent gains. Revenue growth and productivity improvement are not conflicting goals.
Google's collection of 6 billion items comprises 4.28 billion web pages, 880 million images, 845 million Usenet messages, and a growing collection of book-related information pages. Google seems to have increased the websearch population by more than 100% in less than two years! |
Grid computing when it matures may become as ubiquitious as the internet claims this article would grid computing make mainframe and supercomputers museum objects - unlikely is the conclusion. |
Former IBM officials sentenced to jail for bribery The court ruling is likely to affect IBM's operations here as Seoul's anti-trust watchdogs have warned of banning the firm from bidding for future government contracts according to regulations. IBM has dismissed the sentenced officials from service before. |
Man of Mystery Man with an exceptional energy |
Monday, February 16, 2004They are the doers and the dreamers, the truth tellers and the trendsetters This is an interesting list as FC calls these as ordinary people doing extraordinary things all selected by people. Follow along with the winners for a inspirational chronicle of creativity, struggle, and triumph. |
Via eWEEK according to several large companies embroiled in the process, compliance isn't turning out to be quick or cheap By implementing SOX, business feels lot of the upside will be long-term, not an immediate payback. The long-term effect should be that we produce higher-quality business processes throughout the organization with higher-level awareness and controls. Businesshouses do not seem to be complaining for being forced to compy with this regulation.
Via Kuroshin An expert's view about the quality of the code used by Microsoft in the windows platform, part of these got leaked recently The article also has good things to say about the quality of code besides assuring Microsoft not to worry so much about the leak. |
A corporate cold war between chief information officers and chief financial officers is raging inside many organizations. Very timely article, when selectively the business spending sentiment is increasing. |
It turns out that pessimists tend to make more money gambling or investing in the stock market (is there a difference?). It's just that the pessimists tend to limit their losses, while the optimists believe that they're about to turn things around |
Sunday, February 15, 2004Chinese young people are like any teenagers that you would find in a rich suburb of Chicago or St Louis. They want the latest model, they want their computer, they want their camcorder, they want cool Swatches The chinese market is becoming more crucial for multinationals besides using china for sourcing - we are getting interestingly curious statistics though in terms of aggregate numbers, in terms of how chinese companies are capitalising on these - they are less than a handful chinese non state related billion US dollar enterprises. |
Recently TIME magazine had a detailed cover story on this topic and now it is the turn of Economist Love, in all its glory, is just, it seems, a chemical state with genetic roots and environmental influences . Serious study though.. |
Globalization and technology are amplifying the impact of outsourcing The outsourcing trend is definitely irreversible - of all places if the US thinks that this can be arrested by legislation, it is seriously mistaken. |
Search engine watch 2003 awards As expected, Google is the undisputed winner. |
Bill George, CEO, Medtronis says, "one can see stark differences between the mission-driven and shareholder value–driven approaches" The article says that authentic leaders know that only by having a meaningful mission — and pursuing it with passion — will companies survive and increase the value they can deliver to customers, employees, and their shareholders |
Saturday, February 14, 2004George colony thinks that Google IPO price is overvalued A very nice article - George colony saysGoogle's a great company, with smart people and fantastic technology- but perspective is the order of the day, not irrational exuberance. Google can't survive on search alone. Competition, limited entry barrier and changing web dynamics make google vulnerable as a business if it focusses on search alone. The price attached to Google IPO's are based on irrational exuberance as per george colony and cautions against the high price tag IPO. |
Boeing is now structured differently after Phil condit's departure |
Mckinsey prescription to boost SEAsia competitiveness and help restore its economic luster SEasia is undergoing transformation of unprecedented magnitude - SEasia is now undergoing a near identity crisis with the growth of china and india - here Mckinsey provides a raodmap for SEAsia. |
Friday, February 13, 2004Via CIOinsight - The future from a 5 year perspective |
Sandy weill's matter-of-fact interview |
Temasek opens up and a public speech from Temasek CEO on Temasek direction and the growth clocked so far In the words of Ho Ching, CEO, Temasek - "But really, the success story of so many of our TLCs is really the story of a dedicated and capable people, of bold men and women and visionary leadership, past and present, coupled with the trust and delivery of honest dedicated staff at all levels. It is a story very much like the story of Singapore itself. The integrity, commitment, competence and hunger to achieve and build for our children have driven our people to create very good companies on the back of Singapore's success. From the pilots who fly, to the quay crane operators who move container boxes, from the engineer working on his computer screen to the accountant working her numbers late into the night, from CEO to tea lady, they have not just put in their sweat capital, but also their emotional capital to build great companies". |
Gary Becker, the nobel laureate on India's future Gary becker points out that India was prosperous(measured in terms of per capita income) four decades ago and how the socialist, bureauratic notions choked India - I would have loved to see a far more greater analysis from Gary about his predictions of India becoming great in the ASIAN contect -given out poor infrastructure, small capital spending outlays and compared to the infrastructure and investments that china has made and are in the pipeline. Peter drucker while analysing India and China primarily from demographics perspective had this to say http://www.swordoftruth.com/cgi-bin/forum.pl?action=display&num=2624 |
Intel reports a new breakthrough This breakthrough is being heralded as the merger between computing and communications - the silicon chip based on this is said to be capable of switching light on and off instantly. I would think that even centrino is a major breakthrough - wireless connection to networks autoconfigurable is indeed a major achievement. |
Via wired biometic based scanning getting introduced in Europe This turns the notion wrong that Europe is a slow embracer of new technologies. |
via Wired - the truth behind fear and cloning Brian Alexander, author of Rapture: How Biotech Became the New Religion here analyzes the recent developments - he is of the view of that stem cell therpay is almost 20 years old. |
via Wired bookmarks that are used by the blog legend Instapundit is the most visited blog site in the world with more than 100000 visits each day - an interesting interview with Glenn reynolds about his reading list |
Wednesday, February 11, 2004Sony girding for a fight |
'Virtual Climate Time Machine' in the Cards for IBM |
Tuesday, February 10, 2004Grid computing success stories from IBM via utilitypipeline IBM says that first ten years we were very interested in defining standards for internet to co-ordinate resources, now we are defining standards for co-ordinating resources and common workloads, demonstrable early results in the form of more results with decreased resources and outlines a case to show it is not a grid utility but you can use utility computing concepts in grid environments make this a very insightful interview.
Does anyone knows about making use of such info for any known bigtime crimes or is it a case of being oversensitive? |
Mother of all security issues - Nature Demographics and weather nightmare looks allset to affect developed nations in a big way - while demographics would adversely affect europe in 15 years, the fear is North America may become more cold during winter.Read on |
Monday, February 09, 2004Symbain -Psion and Nokia co-ownership no more!! Interesting thing to watch |
Via Fast company Luck can be managed Simple thought reiterated well |
Via the unofficial google weblog - Google and the librarians Google is beginning to make itself felt in all key aspects of life centered on information.. what next after the IPO money and nibbling competition may bring out? |
Relationship between grid and utility computing Interesting analogy centric relationship between grid and utility computing |
Saturday, February 07, 2004via Informationweek -John Chambers on the potential of technology Very powerful insights :When you see people invest in IT, you see a correlation in productivity increases and correlation to GDP growth; jobs and the best future will go to where the best-educated workforce is with the right infrastructure and the right supportive government.
BearingPoint CEO Blazer educates himself on his customers to help them grow their businesses
Top management of all indian IT service firms need to closely examine this viewpoint of Blazer -a bigger threat than the trend toward offshore outsourcing is the one-stop shopping--software, hardware, integration, and services--that large vendors, particularly IBM, are able to offer. |
Substantial changes expected in pricing and usage models A good definition of utility computing " It includes pay-per-usage products or services that allow organizations to buy, consume and plan their IT strategy with IT serving as a utility analogous to electric power. It also includes on-demand computing, which allows the computing and infrastructure resources to be scaled up and down as needed, typically but not necessarily on a hosted basis. |
Utiiity computing is on the threshold of huge growth Some research shows that over 70% of enterprises expect to conduct some type of consolidation project in the next three years. |
Having a good webpresence for charity organisations is essential says this article |
Since 2001 the dollar has fallen by 33% against the euro and by 15% against the Japanese yen The article says :America must bear much of the blame for its failure to do anything to curb household and government borrowing and so boost saving. Its easy monetary and fiscal policies are now beginning to look reckless. The dollar's slide has rightly shifted some of the burden of economic adjustment on to other economies. |
Via Buinessweek walmart CIO explains why walmart is bullish about RFID This technology may become prevalent very soon |
Friday, February 06, 2004Via News webservices market is seeing action |
via News China gears up for RFID |
Thursday, February 05, 2004Via News - IBM is trying new things in the search market |
The company's internal email system had to crash partially before things could be set right Things like this happen even in 2004 for big organisations!! |
Via Wired Bountiful bonus at tech firms The recovery seems to be gaining strength - this is palpable. |
A followup on outsourcing to Indian companies Vivek Paul is quoted here saying -"At every point of inflection,the answer is always difficult to see."
Wednesday, February 04, 2004British minister makes a ringing endorsement of UK govt's move to outsource. |
via Kuroshin Not saying anything - almost every blogger and non blogging internet junkie has a certain view about this.. |
Via optimizemag Issues and readiness to adopt RFID Here top guys from GM, Unilever, UPS and IBM discuss their viewpoints - quite insightful in that how global enterprises evaluate/embrace new technologies - Looks like RFID may have a delayed start for wide usage. |
"We can take a $10 million idea and turn it into a billion-dollar business better and faster than anybody in the world" - Jeff Inmelt
Via Wired Jeff Inmelt gets noticed Being Jack welch's successor is no easy thing - Jeff has so far proven to be very competent and here he says that threat of competition from China is insignificant and GE recognises the difference between a commodity product and a great one. |
Businessweek says that it does not see a tide that would overcome the conservatism felt in tech spending now, while spartan purchases are happening To be watched closely.. |
Tuesday, February 03, 2004A survey report on organisation DNA and ability to execute Too often all of us must have at some point in our corproate/business life felt "when everyone agrees about changing - nothing changes". This study classifies organisations into seven types - The Resellient, The Just-in-Time, The Military, The positive aggressive, The Fits & Starts, The Outgrown and The Overgrown. You can also take an online diaganostics survey about your organisation / organisations known to you at www.orgdna.com. |
Monday, February 02, 2004Demographics,social security fund scheme are weighing young people down in developed nations particularly in the US and Japan Time bomb waiting to explode - this is likely to have serious societal and economic implications. |
In the year of the digital home - coolest products do not carry the Made-In-Japan label The article points out
More than 50% DVD's are manufactured in China ,Market leaders/Trendsetters : Mobile- Nokia, Motorola, PortableMusic -Apple. Plasma TV's - Gateway, Handhelds - Dell, HP , while in the fastest-growing segment, laptops, the Japanese leaders Sony and Toshiba are losing share while japanese companies have leadership in highend products like camera's & camcorders. Read on to understand why this change in the landscape - Any guess about the situation 12 months down the line.
Sunday, February 01, 2004Via news.com The resurgence in the valley looks real The growth seems to be based on business buying and not consumer buying, many tech companies are being quoted at 52 week high now.. |
The New American Century I am not a great fan of Arundhati Roy's political/economic ideas - my views on this speech shall follow later, time permitting - But some key points raised by Ms.Roy are relevant - Like Bechtel & George Schultz connection, President Lula of Brazil and Nelson Mandela, we all know the stories of Haliburton and Dick Cheney, ABB and Donald Rumsfield( North Korean nukes sale) etc.. My question is what is the alternate model that Arundhati and the brigade has to offer - can they indicate any contemporary success..
The same set of facts are generally seen by roy and myself, but we sift & prioritize them with completely different lenses and see different patterns. She sees an imperialistic, military / industrial / corporate complex that's taken over the United States and the world. she thinks that Halliburton or some other corporation asked US to go war, to reap the benefits- safely ignoring various responses by IRAQ/UN/G7/NATO countries before the bombings started. Similarly in terms of globalisation and opening new markets, looking at the hard data about economic progress widely available , it can also be seen as freedom and new markets improving lifestyles globally. World poverty fell 20% in the last capitalist decade, china and india each raised more than 100 million people out of poverty in the last decade....this singular feat is unmatchabe in human history in terms of economic advances concerning so many people.
Angst again outsourcing finds new type of expression |
Via Chief Executive There is a time to respect your company’s hierarchy—and there is a time to subvert it. A CEO while respecting the chain of command, must make sure that when it comes to critical issues, he/she obtains data and insights from those closest to the issues and below the level of his direct reports. Skip level meetings and periodically changing responsibilities for operational management are absolutely essential in a growth business.
Via Businessworld Subroto Bagchi finds Singapore police employing knowledge management effectively in crime prevention, detection and planning Singapore, though widely seen to be on the wane now, is known for using modern technologies and tools effectively. |
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