Saturday, November 15, 2003

Cisco, Cisco and more Cisco ...

Where Cisco Is Looking for Growth
BW: By Peter Burrows in San Mateo
http://www.businessweek.com/magazine/content/03_47/b3859016.htm

Cisco's Comeback
BW: By Peter Burrows
http://www.businessweek.com/magazine/content/03_47/b3859008.htm

Cisco's Savvy Overhaul
http://www.businessweek.com/magazine/content/03_47/b3859010.htm
15-Nov-2003:

The fracas in Tamil Nadu. A glimpse @
http://www.businessworldindia.com/nov2403/bwopinion.asp

Friday, November 14, 2003

Philip Kotler speaks about nation branding, dynamics involved, ...

14-Nov-2003:

For those who missed to read this week's edition of Brand Equity
in ET (Economic Times), Philip Kotler speaks about nation
branding, dynamics involved, and much much more ...

Includes an insight on what made Cost Rica (of all countries amongst
Latin America, competing against the likes of Brazil - largest Latin
American economy, Chile - fastest growing and most stable economy,
Mexico - a member of NAFTA) win a bid for a $300-$500 million
investment by Intel !!

Read the online article @
http://economictimes.indiatimes.com/cms.dll/html/uncomp/articleshow?msid=278133

Thursday, November 13, 2003

BITS has an online education portal ...

13-Nov-2003:

BITS (Birla Institute of Technology & Science) has an online education portal ...

@ http://202.54.26.115/bits/Portal/dlpd/default.asp

that allows one to view recorded sessions and participate in live
(interactive) sessions. Much like the Direcwav Platform that I'm
using for a PGCBM from XLRI, this thing is more convenient in
that it enables ease of use for those who want to view it from
external world / via the web (and not just the centers).

As is clearly evident, the advantage is that people who have the
bandwidth can easily view it from wherever they want, whenever
they want and how many ever times they want. This is as
convenient as it can get.

If this model is combined with the present delivery system and
optional archive access at the centers (for those who don't have
convenient internet access), it could mean the best of both worlds
and a win-win situation for everybody.

Tuesday, November 11, 2003

Monday, November 10, 2003

A few more questions related to finance

10-Nov-2003:

Have a few questions related to finance ...

Can someone explain the terms like:

1. Oscillator charts - long term and short term ? Are there
different types of oscillator charts ?

2. MACD, MACD Chart, average and trigger lines.

3. What is RSI (relative strength index) ?

Usage of these can be found @
http://economictimes.indiatimes.com/cms.dll/html/uncomp/articleshow?msid=274440

'Beta' might not be the best way to relate risk/return ...

10-Nov-2003:

There was an article in the ET (http://www.economictimes.com)
today in the "Big Bucks" section which said that studies have
shown that 'Beta' might not be the best way to relate risk/return.
Of course there could be many such contradicting studies/reports,
but I thought I'd let everyone know :)

I haven't been able to find the URL for this on the net. So, in
case anyone does find it, please let me know.

Friday, November 07, 2003

The Country, the People, & Doing Business

07-Nov-2003:

The article below, in Business World (27-Oct edition), provides
some "alleged insight" into the working of the nation. Makes one
wonder what is it that both attracts and repels people from investing
in that country. Their policies are flaky, laws overlook overtures by
local companies, ... Yet, they are _the_ upcoming giants.
Obviously, they are a huge market, provide very good infrastructure,
cheap labor, ...

Someone care to throw more light / insight ? Anyone whoz involved
in dealing with China and can speak about the rationale or whoz
studying it ?

http://www.businessworldindia.com/oct2703/coverstory01.asp
The Country, the People, & Doing Business:
"How can an Indian firm considering an investment in China sort
through the myths and realities of the enigmatic country? While
there is no secret formula for success, there is a list of dos
and don'ts. BW leads you into the Middle Kingdom and shows what
it takes to be successful behind the bamboo curtain."
07-Nov-2003:

Some interesting articles (URLs given towards the end).

The first one on China provides some "alleged insight" into
the working of the nation. Makes one wonder what is it that
both attracts and repels people from investing in that country.
Their policies are flaky, laws overlook overtures by local
companies, ... Yet, they are _the_ upcoming giants.

The second one (in today's ET's CD) discusses why it is becoming
imperative for companies to innovate. How they need to deal with
disruptive technologies, incubate and foster innovation and at
the same time look at increasing their capabilities in core
strengths. Provides a brief opinion on where companies like
Infosys or Wipro have to start looking in order to be able to
compete with the likes of IBM and Accenture.

I haven't yet read the third one completely, but I guess it
should be an interesting one too

Happy reading and musing.

Cheers,
Sudhir.P

The Country, the People, & Doing Business:
"How can an Indian firm considering an investment in China sort
through the myths and realities of the enigmatic country? While
there is no secret formula for success, there is a list of dos
and don'ts. BW leads you into the Middle Kingdom and shows what
it takes to be successful behind the bamboo curtain."
http://www.businessworldindia.com/oct2703/coverstory01.asp

Innovate boldly & beautifully:
THE CLAYTON M CHRISTENSEN INTERVIEW/MALINI BHUPTA
"Systems can be compatible with innovation, says the author of
The Innovator's Dilemma."
http://economictimes.indiatimes.com/cms.dll/html/uncomp/articleshow?msid=270619

Changing CEOs for the better:
DIBEYENDU GANGULY
Successful leaders don't like critical feedback. They believe
they're successful because of what they are. So how do you get
them to change?
http://economictimes.indiatimes.com/cms.dll/html/uncomp/articleshow?msid=270613

Monday, November 03, 2003

Retailing - Metro (Blr')

03-Nov-2003:

Read last week's Business World for an "interesting" article on
"Metro" a German cash-and-carry outlet in Blr'. The selling
area of this outlet is larger than the size of a football
field and it's somewhat similar to Walmart, Costco, etc.

http://www.businessworldindia.com/Nov0203/news06.asp

The difference is that Metro is a B2B enterprise presently (and
will probably remain so - due to strict govt. regulations
controlling FDI in retailing). It's creating flutters amongst
retailers, wholesalers, distributors, ... There's a protest /
picketing almost daily by one organization or another. However,
it's here to stay, or so it appears.

The reason I wrote this in, was to highlight the price differences
of some products in the marketspace and at the Metro outlet
Visit
http://www.employees.org/~sudhir_p/tmp/shopping_metro.gif

Take a look at the whopping differences !! Someone want to
start a reseller outlet (I'm all game) ? :)

BTW, there's another article on the retailing giant WalMart
in today's ET that you might also want to read in case you are
interested in knowing more about this segment.

Impact of large scale retailing on local economies and lifestlyes
could prove to be an interesting area of study (probably performed
already by gzillion people/research-groups).

A few questions related to economics and finance ...

03-Nov-2003:

What is "credit policy" as such ? And what is the Indian policy ?
How does it differ in comparison to those of other developed and
developing countries ? What are salient features in ours ? Why
are the salient ?

What exactly is PLR (apart from Prime Lending Rate) ? How is it
arrived at ? Who determines it (I guess each bank by itself) ?
What is the mechanism of operation ?

What is "arbitrage opportunity for foreign debts" ? How does
reducing it slow down $$ inflows ?

What is "overnight foreign exchange exposure" ? How does
reducing it increase $$ demand ?

What are the present restrictions for Indians while investing
abroad ? What can be relaxed amongst them ?

What are "variable repo rates" ? What impact would their introduction
have on money markets ?

What is "repo rate" (rate at which RBI takes money from banks) ?
What is the impact if it is lessened ? Why did this not happen
the last time markets speculated for this ?

What is ADR, GDR ? What is the "conversion route" of getting
them ?

What is our "fiscal responsibility and budget management bill" ?
What is the crux of it ? How does it operate ? Who takes
stock ?

What do the terms swap, credit derivatives, value-at-risk
technique, yield curve modelling, basis capital adequacy,
norms on market and credit risk mean ? Any additional details
about them ?

For occurrences of all of these, read today's (3-Nov-2003) ET.

Sunday, November 02, 2003

Proxy to Yahoo Groups

02-Nov-2003:

Nart Villeneuve at University of Toronto has set up a proxy to Yahoo Groups
which works much better as it allows one to login, read, post and moderate
the Yahoo groups as well.

https://www.citizenlab.org/cgi-bin/nph-groups.cgi