Wednesday, July 27, 2005
Saturday, June 25, 2005
The immediate thought that comes to mind is Warren Buffett's fable on Squanderville and Thriftville.
Is America becoming the Squanderville that Buffett described so beautifully?
Thursday, April 14, 2005
From a layered perspective, both schemes appear to have the same decomposition: 3 layers in both prescriptions. The devil, of course, is in the details.
A quick summary of the Infranet approach, available on the Infranet web site, describes it in 3 layers: signaling stratum, control stratum and data stratum.
Cisco describes its solution in terms of application convergence, service convergence and network convergence.
Apart from the innocuous equivalence of the 3 layers in either approach, a fundamental difference between the two approaches seems to be in the use of basic IP connectivity to accomplish future services off the "new Internet", be it Cisco's NGN or Juniper's Infranet. Before any kind of a new service can be provided to a subscriber, basic IP connectivity must be present. (The entire world has now gotten used to the ubiquitous nature of IP connectivity; you are too late if you are thinking differently). Thus, it seems that Cisco's idea is superior, particularly if the new ISP will only provide new services in a "container" that a subscriber has specifically requested through a secure request.
Saturday, March 12, 2005
"What is clear is that an army of in-house engineers no longer means a company can control its fate. Instead, the winners will be those most adept at marshaling the creativity and skills of workers around the world."
What all of this means is that equality of opportunity, and commensurate (re)distribution of wealth, is taking place across the globe. The purpose of many of the economic systems of the present and past is, in a sense, exactly that: How to produce a society where prosperity is somehow "equally" distributed? But, now, the desirable transformation is taking place, slowly.
Tuesday, March 08, 2005
Today in the San Jose Mercury News, there is a story of an engineer who moved his family to Bangalore, India for a couple of years. (You need a subscription that is free, to access the article on the web). What is interesting about this is that the engineer is an American who chose to live in Bangalore for a couple of years just so that the offshored work would get done effectively. In the process, his entire family moved with him as well, and their presence in Bangalore is a great equalizer of culture.
I recall, before I came to the United States from Bangalore years ago, that my folks in Bangalore were very apprehensive of how I would fare in far away America, who would keep an eye on me, etc. This engineer's presence in Bangalore would be but a step in removing such apprehensions.
There have been any number of stories written up on the loss of American jobs, and something definitely has to be done about that. But the cultural aspect of this story is what is valuable. It is this sort of cross migration that will firmly establish the vedic saying वसुदैव कुटुम्बकम - The whole world is one family - in this world where no day goes by without some sort of violence, terrorism, etc.
Saturday, March 05, 2005
- A highly nostalgic account of some life as an IISc student was recalled by Prof. A. K. Rao. (He was on the IISc faculty subsequent to his graduation).
- Dr. N. Balakrishnan of Supercomputer Education and Research Centre (SERC) joined us on the telephone even though it was about 2:15 AM for him! This 20- to 30-minute interaction brought emotional tears in me. You see, unless you think in terms of monetizing any powerful idea, you lost the ability to promote even greater amount of monetizable ideas.
- A rather eye-opening account of volunteering by Dinesh Thirumurthy and his wife immediately after the Tsunami disaster hit the communities in the Indian Ocean in December 2004 was presented. His account was useful in that it made it a little clearer that nearly anyone can provide help of that sort.
- After lunch, we had a nice presentation of the Tabla by a local maestro Ravi Gutala. (Not that it matters, he is not an alumnus of IISc. He is a close friend and teacher of Murthy Gudipati, a prime mover in the alumni association).
Friday, February 04, 2005
What does this development mean to individual investors? Load up on select Chinese and Indian company stocks.
Wednesday, February 02, 2005
I guess we all will have to wait patiently for the next 5 years to see the truth of these analyses.
Thursday, January 13, 2005
coopetition or else they will step on each other's toes.
What does this reinvention require? Complete modularization of software components that can be stitched together to provide highly customized business process for any enterprise.
Cisco CEO John Chambers said, in January 2004, "We believe that to compete in this environment we're about to go into, with very good competitors from Asia, etc., that our productivity per employee needs to be $700,000," and seems convinced that increasing the productivity of Cisco's workers is the key to Cisco's competing effectively in the global marketplace.
IBM's own services business reinvention is according to, Paul Horn, IBM's Senior Vice President for Research, "If you can think about your company as a collection of components, then you can re-engineer and optimise them. You don't have to have a four-year ERP job with an uncertain return, you can model the pieces in a simple way will make your returns much higher. It is the start of a revolution in how the whole software and services industry is going to deliver value. It is probably the biggest change in the IT industry, maybe ever. ... It's a big change for us and a critical change in the way IBM thinks about itself. We use technology to provide value to customers so that they don't have to outsource their business to the lowest labour cost in the world, because they're generating huge amounts of value."
The upshot of this posting? I wonder how many U.S. companies are thinking this radically?