Pramod haque, TiE

Tivoli (IBM)
Forte (SUN)
Airespace( cisco) - 450mn
Spinnaker ( net applns)
Collabnet
Vezzaz ntwks
IT spending in USA - 480 bn
china- 27bn
india -12bn


P4 - Product development/germination
P3 -
P2 - India based IT servive
P1 - Y2k

Are we building the right product ?
Early adopters
Wireless infrastructre. - china and india

Hybrid investments
Winphoira Mar 2000
No Wireless engineers in boston
Open silicon
great disruptive model - double the work force
ARPUs 40$ in US
8$ in India/china
Sonoa systems
Offloads the server
Service oriented architechture
Messaging infrastructure
Veveo.tv
Serial entrepreneur ( founder of winphora) muralidhar
Undisciplined romantic
Balance and complimentary
Give stocks- ability to build wealth
Retention problems
Israel cost difference 2:1
Blore 3:1
Eastern europe
Advantages for working for smaller companies
Cog in the wheel
San jose - silicon valley
Outsourcing will continue
Globalisation
Hybrid invest
Micro multinationals

_______________
Agitar
Devleoper testing
Unit testing
Junit
System design code construction system integration deployment

Will you test fly passenger jet developed by your compnay
Early discovery of defects
Traditional development is flawed

Cultural obstacle
Unit test creation obstacle
Unit test mgmt obstcle

Make sw as mature as manufacturing

Gestation period for bio tec and nano tech companies are extremely high
Capital efficient business
Engineering force
ISB+ Satyam
Engg+ industry

Conusmer drive - commoditising
Wireless operators
Laws of physics don’t change
Elastic market (killer app - consumer wave)
Price ponts
Cost structure flexible
Loosely coupled systems
Population demographies failed investments
Niche markets - small markets
Organic growth
Services company giving out stock options
Siemens - medical instrumentation
Eco system