Emerging opportunities in wireless space

Emerging opportunities in wireless space
TiE, 29th July 2005
BlueRun and Nokiagrowth partners

Illuminaries
Atiq raza, semiconductor
Legendary figure and has many persona


For a variety of circumstances
Unequal development
There was a glass ceiling
White folks
Indelible
Perpetual education and sharing of experiences
Bubble era
Amazing confluence of talent

Era of digital transformation
One continuum

Darlington pair
214$ Bn in 2004

Sony's prediction
Stand alone device --> internet

Digital consumer

IT
Growth industries
Regenerative process
Consumes profit

Insurance …value never goes down

Growth of the middle class in china and india

IPTv
Allocate more money in the consumer products than in the west
Watch tv more.

Other end of the story
Price elasticity
Digital consumer lifestyle.

Apple's turnaround
-entertainment device

Connected interactive entertainment

Indistinguishable
3 modes of usage

Terrestrial
Nomadic
Mobile

Triple play and quadraple play
Video,music,voice and data

Below 300$

Pocket is an interesting dimension

Access bottleneck

IT infrastructure

Discrete computing | locally connected computing
Microcosm show

Tiers and point solutions
IT specialisation

Real Time IT
Clusters and grids
Unified access interface
Maximum automation
Recovery in cluster

Miscreant attacks

IT virtualisation and automation

IT infrastructure
Trillions of dollars a day
Catastrophic

Very pertinent
Nexus of chip supply chain

You cant be single dimensional

Leadership experession

Vinod
Rolick - overlooking vinod's quote

RMI
Mercenary or missionary

David goliath
Every1 looks big

When they are big they are slow.

Open source sw..all are developers

KPCD
Clean power, water and transportation

Innovation on a global scale
Go and do the thing that are interesting

Don’t chase salaries

Raise share holder value

Jawdropping
Alliances

Product lifetime shrinking to nothing
Aiming and targetting moving targets
Thank you very much indeed


Stanford\berkely
Thank god it keeps the processor busy

Pentium4
Lower throughput and frequency

Dothon architecture
Macro parallelism
30 mn transistors
Platform 2015

You have build solutions , no more chips.

Panel discussion

Unimobile, selectica

Vineet buch
Good evening folks
Accidental VC
Digital consumer lifestyle
Paypal

Meeting of minds
IP driven product driven
IIT kanpur, domestic industry
12 years

Nokiaventurepartners ---> BlueRun
--> Nokia Growth Partners(nokia money)

Global find
Nokia heritage

Technology is not US monopoly
Extrapolis repatriates

Investments across the world

Incubators
Nevis networks, Pune

John Malloy
John garder

Vasudev Bhandarkar
Sujit Bannerjee

Coreo IBM

Just to sum up
Mid to Late stage fund
Companies who have commercial

Hype cycle
Dotcom meltdown

Innovative opportunities
- convergence of wireless and wireline
- innovative mobile services
- user interface and usability innovations
- device improvements
- emerging wireless broadband opportunities

M2M commn space
Sensors
Wireless sensing networks

Traits you see in an entrepreneur

Passion
Generate great idea
Lead the team in early days
Intuitive sense

Form factor
Presentation in the whole mix
Display

Sunlight
Rollable display

Govt. subsidies from India
Limitation of the display

Impediment

Coming of age

No dial pad. Nokia