Yahoo/Microsoft Deal

Yahoo and MS announced a partnership towards 'search'. Below are some useful pointers:

-The partnership is to provide an alternative to Google for Search. At the moment, Google has 80% market share.

-The deal leverages the strengths of MS and Yahoo, while allowing the companies to invest in other areas and can lead to innovation.

-Microsoft will now power Yahoo search, while Yahoo will become the exclusive worldwide relationship sales force for both companies' premium search advertisers

-The details on the Mobile Search is not crystal clear.

-The PC part is exclusive, whereas mobile is not—Yahoo can partner with other vendors in the future if it chooses

-Forrester’s U.S. Interactive marketing forecast shows that search spend is forecast to continue to grow at around 15 percent a year, to more than $30 billion in 2014 in the U.S. alone, which explains why Microsoft is so keen to play in this market.

-With the Yahoo partnership, Microsoft will increase its mobile search presence significantly, while Google is still dominating the market

-This is strategic attack from Microsoft to defend its core businesses, as Google is targeting its future growth from the software market( Chrome ! Android ! )

-Microsoft will acquire an exclusive 10-year license to Yahoo's core search technologies, and Microsoft will have the ability to integrate Yahoo search technologies into its existing Web search platforms

-Microsoft will guarantee Yahoo’s owned-and-operated revenue per search in each country for the first 18 months following initial implementation in that country

-At full implementation, expected to occur within two years following regulatory approval, Yahoo estimates that this agreement will provide a benefit to annual GAAP operating income of approximately $500 million and capital expenditure savings of approximately $200 million

CXOtoday interview

Link to the CXOtoday interview.

http://www.cxotoday.com/India/News/M-VAS_to_Emerge_Bigger_With_3G_Services/551-103375-908.html

Mobile Couponing G

View more presentations from rajaparmar.

Browsers vs. native apps: Vic Gundotra's comments - Ecosystems, HTML5 and Long tail ..

http://opengardensblog.futuretext.com/archives/2009/07/browsers_vs_nat.html

Sent from TwitterFon

Regards,

Vadi

Sent from the smartphone

---

http://www.mindtree.com/email/disclaimer.html

iPhone / Enterprise push

For a long time I was expecting iPhone to catch up on the enterprise journey in order to effectively take on RIM in this game. The iPhone 3GS release probably provides the answers. Following features are surely enterprise targeted features:

- native support for Exchange and encryption
-Push mechanism / OTA

For now, am waiting to upgrade to 3.0 and see the changes ..Even from a consumer perspective, there are quite a few interesting features.

upcoming event - Embedasia / Speaking on Mobile Applications

I will be speaking at one of the events - Embedasia 09 in Bangalore on Mobile Applications( http://www.embedasia.com/speaker_info.htm )

Dataquest article

A reference to a dataquest article on enterprise mobility for which I was interviewed.

http://dqindia.ciol.com/archive/articledetail.asp?arid=111753&mode=disp

Newspapers and OPen APIs( NP as a Platform ?)

There is a huge transformation happening in the newspaper industry. We all have seen how the newspapers that used to cost nearly 5/- now cost 1/- or 2/-. Ofcourse, here am talking about the newspaper industry in India.There is a transformation happening globally as well and this industry is gearing itself up
towards the changes happening.

One of the recent announcenments was that of New York Times ( NYT ) opening up its API's for the development community. It might seem puzzling to us as to why a newspaper company is aligning itself with the software industry. Well, its gearing itself in the
new circumstances.

Just today, we also hear about Guardian opening up its API's. We are about to see a new business model arise from these happenings, which if I may call NP as a Platform (NPP ). It can lead to a lot
of interesting business models and thoughts. More on the interesting thoughts in an another blog..

My recent article in Indiatimes.

Please read my recent article on Indiatimes-Telecom section.

http://tinyurl.com/d2bajb

Rags to Riches story

What a moment for India and Indians ..Slumdog Millionaire has won 8 Oscars today ! Of the eight awards,A R Rahman, the magician from madras, the music sensation and one who has changed the music scene in India won 2 awards !!!

Like the film itself, A R Rahman's story itself is a rags to riches story. He is a self made man and a real genius; Lot of inspiration to draw from ..

Born A.S. Dileep Kumar to a Tamil Hindu family, his father R.K. Shekhar, a composer who directed music for Malayalam movies, died when he was just nine. The family was forced to rent out musical equipment. Two years later, the 11-year-old budding maestro joined noted composer Ilayaraja's troupe as a keyboardist and computer programmer to support his mother and three sisters.

After working with several renowned composers like Vishwanathan-Ramamurthy, Zakir Hussain and L. Shankar, he set out on his own to compose jingles and scores for popular Indian television features and has composed more than 300 jingles.

During this period, he also earned a degree in western classical music from the Trinity College of Music, London and went on to set up his own in-house studio called Panchathan record-inn at Chennai, which is said to be Asia's most sophisticated and hi-tech studio.

In 1989, Dileep Kumar converted to Islam along with his family due to personal reasons. He became A.R. Rahman.

JAI Ho !!!! Jai Ho !!!!

Silver Lining in a Weak Economy.

We are continually hearing bad news on the economy front ( both domestic as well as global ). The 'light at the end of the tunnel' seems to be still far away atleast from the data that is being presented everyday.

However, there is some cheering news from a domestic front and this comes from the telecom industry in India. The latest TRAI figures state the following:

India added a staggering 15.41 million new mobile subscribers in January 2009, taking the country’s total number of wireless subscribers to 362.3 million, up from 233.63 million in the same month a year ago. The figure is the biggest monthly growth ever, according to data from the Telecom Regulatory Authority of India (TRAI)

Reliance Communications, India’s second-largest mobile company by users, registered the highest growth rate in January at 8.1%, followed by Idea at 5.4%, Aircel at 4.3%, Vodafone and Spice Telecom at 4% each and Bharti at 3.2%.

India is adding approximate 10 million subscribers per month, as against China’s addition of 8 million subscribers monthly.

Following are the takeways :

What this means is that the telecom industry is not facing as much of a turbulence as other industries.

The innovation and investments in this sector will probably continue in the coming year.

The markets have probably punished these companies more than what is required and there may be a re-rating soon on the telecom stocks. ( this probably is wishful thinking ! ).

Investments in startups in this sector will continue because there are opportunities to tap.

Middle Class

I was reading some interesting article on the middle class segment growth in the world and the numbers throw up some important elements..


We all have talked about this important segment of the population and most likely all of us probably belong to this segment..In india we talk about further segmentation into upper middle class and lower middle class.


As you see from the above numbers, in the last 25 years the % of middle class has nearly doubled and it currently stands at around 60% of the world population

The below figures indicate that for the first time, middle class population has increased significantly in Asia compared to the West.



The below figure shows how the middle class population is increasing its annual income levels.



So what are the takeaways ?

- Middle class is gaining strength across the world.
- Middle class is also having more money than earlier.
- It can be considered as a very important segment for any business opportunities.

Mobile AppStores

Most of us will be aware of the Mobile appstores ( essentially a central place to sel/buyl all mobile applications related to the OS platform. The trend has become very popular because of Apple whose Apple store has been hugely successful and popular.

Android has announced its own 'Android market'. RIM has its own ' RIM application center' .It is expected that, after the sucess of the apple store, we will have many phone manufacturers following the trend. Samsung and Nokia may soon annouce their own stores.

Some data on the iPhone appstore:

More than 5,000 new applications,
$30 M rev the first 30 days of operation,
200 M downloads in the first 100 days.

The success of the application stores will depend on the following factors:
-Business model of selling the application ( cost to list, developer commision )
-Platform Popularity
-Ease for the end user ( download, installation etc )
- Distribution
- Provisioning of applications

Mobile Apps in 2009

One of my articles recently appeared in Times of India, Economic times. Here is the link:

http://economictimes.indiatimes.com/Software/Mobile_apps_What_to_expect_in_09/articleshow/3925983.cms

Global Financial Crisis/Economy Crisis

I was pondering a minute whether the title of the post should be a financial crisis or a economic crisis..then, I settled for both..Well, it indeed is the crisis of both finance and economy across the world. There is no dearth of headlines, articles on this subject in the newspapers and internet and probably this is also the time the folks who were the least interested are also getting interested.

One of today's businessweek article states:
Home to just 304,000 people, tiny Iceland is emerging as the biggest casualty of the global financial crisis. On Oct. 9, the government took control of the country's largest bank, Kaupthing (KAUP.ST), and halted trading on the Reykjavik stock exchange until Oct. 13. Authorities also used sweeping new emergency powers to hive off most of the domestic assets of the country's second-largest bank, Landsbanki, into a separate entity to be called "New Landsbanki" that will be fully owned by the government.

The above probably is one of the worst examples of the cascading effects of the crisis looming the world at the moment. At least for me, I cannot fathom a country declaring bankruptcy, leave aside the banks or the institutions that one is dealing with. There is lot of hue and cry about India's own bank - ICICI bank, whose stock crashed 20% today on account of some rumors.

Can we imagine something like a ICICI bank declaring itself bankrupt ? Theoretically, Yes..Practically, I'am not sure..Hopefully..NO.


Though I'am not an expert in either finance or Economy but I certainly view that there have been excesses in the last few years..Below are some examples:

20X leverages on loans, mortgages ( A fresher/1 Year exp engineer who just is landing with a job taking a house loan of 30 Lakhs )

Supply creating an virtual demand ( Banks creating an artifical demand )

60 Lakh for a 3 Bedroom Apartment.

Stock price doubling within a week ( There is no reasoning, The company is still the same )

A software Engineer having 3 offers and still not decided on the company he is going to join. He actually dumps all the three and joins a fourth company

Person having no clue about the stock market creating a demat account. ( because he hears that his neighbour has done it )

Person investing 30000 into a stock because of a 'tip'. He neither knows the industry the company is in or the company itself ..

Well, above are some of the examples that come to my mind when I read about the current crisis..I hope to add more posts on this topic..Keep reading.