Category Archives: India

Windows Mobile: the cat does have nine lives!

With the recent Nokia deal, Windows Mobile is back! While Nokia seems irrelevant in the US, Symbian still has 37.6 % market share globally (amongst smart phones), and more importantly, Nokia has 40+ % of the global cellphone market (of … Continue reading

Posted in India, Mobile | 15 Comments

Tablets: not a cheaper PC, but a better mobile phone…

…so said a senior consumer electronics executive in India. He went on to say that electronics retailers in India are bullish on the market opportunity for tablets, and are gearing up to work with both OEMs and mobile carriers to … Continue reading

Posted in India, Internet, Mobile | 3 Comments

Tablets: the next netbook or a true rival to PCs ?

The iPad was clearly “the product of the year in 2010” with 12-14 M units were sold in within 9 months of launch. As a point of comparision, 33 M netbooks and ~325 M PCs were sold in 2010. Furthermore, … Continue reading

Posted in India, Internet | 24 Comments

Bollywood in Cabo…

Earlier this week, in a post I postulated that, “in 10 years, it (Bollywood) will be the 2nd largest entertainment hub exporting movies, music, and fashion to the rest of the world”. Based on today’s experience, it may already be … Continue reading

Posted in India | 4 Comments

India in 2020

Everyday, I oscillate between exhilaration and despair. The market opportunities are evident. The energy, optimism, and passion of all Indians is infectious. The collective ambition to re-gain our rightful place in the world economic order is truly inspiring. Yet, its … Continue reading

Posted in India | 10 Comments

Make My Trip IPO: Flash in the Pan or Harbinger of the Future?

Make My Trip (MMYT) IPOed yesterday on the NASDAQ, and posted the biggest first-day gain for a U.S. initial public offering since 2007. It is valued at over $900 M, and more than 9 X forward revenues. By comparision, Naukri … Continue reading

Posted in India | 4 Comments

Gandhian Innovation

HBR calls it Gandhian innovation, the BusinessWeek refers to it as jugaad, and Carlos Ghosn (Renault/Nissan CEO) calls it frugal engineering. These are just some of the buzzwords used to describe a uniquely Indian model of innovation, one that builds global quality … Continue reading

Posted in India, Personal Reflections | 9 Comments

Mobile OSs/Platforms: will Apple win in India ?

In an earlier post predicting that there will be 200M BB connections in India by 2015, I raised the following questions Which OS/platform will dominate? Will incumbents like Microsoft and Nokia maintain leadership in the new paradigm? Will the iPhone … Continue reading

Posted in India, Mobile | 12 Comments

200 M broadband users in India by 2015: crazy or plausible ?

In an earlier post, I stated that I think there will be 200 M broadband connections (access speed > 1 Mbps) by 2015. I got some feedback that the prediction seems unrealistic (some called it crazy) given that there are … Continue reading

Posted in India, Internet, Mobile | 54 Comments

Ubiquitous broadband in India: mirage or miracle?

The Indian media is full of news about how investors such as Reliance Industries have paid Rs. 38,000 Cr. ($ 8 B) to buy 4G/wireless broadband access licenses. And this is on top of the ~ Rs 70,000 Cr ($ … Continue reading

Posted in India, Internet, Mobile | 8 Comments