14 Mar 2010

Life....

"Imagine life as a game in which you are juggling some five balls in the air. You name them - Work , Family , Health , Friends and Spirit and you're keeping all of these in the Air.
You will soon understand that work is a rubber ball. If you drop it, it will bounce back.
But the other four Balls - Family, Health, Friends and Spirit - are made of glass. If you drop one of these; they will be irrevocably scuffed, marked,nicked, damaged or even shattered. They will never be the same. You must understand that and strive for it.

Time Magazine's quote on Sachin Tendulkar....

When Sachin Tendulkar travelled to Pakistan to face one of the finest bowling attacks ever assembled in cricket, Michael Schumacher was yet to race a F1 car, Lance Armstrong had never been to the Tour de France & Pete Sampras had never won a Grand Slam. When Tendulkar embarked on a glorious career taming Imran and company, Roger Federer was a name unheard of; Lionel Messi was in his nappies, Usain Bolt was an unknown kid in the Jamaican backwaters. The Berlin Wall was still intact, USSR was one big, big country, Dr Manmohan Singh was yet to "open" the Nehruvian economy. It seems while Time was having his toll on every individual on the face of this planet, he excused one man. Time stands frozen in front of Sachin Tendulkar. We have had champions, we have had legends, but we have never had a Sachin Tendulkar and we never will.

9 Mar 2010

"HAVE BREAKFAST. OR.BE BREAKFAST!"

Who sells the largest number of cameras in India?
Your guess is likely to be Sony, Canon or Nikon. Answer is none of the above. The winner is Nokia whose main line of business in India is not cameras but cell phones.
Reason being cameras bundled with cellphones are outselling standalone cameras. Now, what prevents the cellphone from replacing the camera outright? Nothing at all. One can only hope the Sonys and Canons are taking note.
Try this. Who is the biggest in music business in India? You think it is HMV Sa-Re-Ga-Ma? Sorry. The answer is Airtel. By selling caller tunes (that play for 30 seconds) Airtel makes more than what music companies make by selling music albums (that run for hours).
Incidentally Airtel is not in music business. It is the mobile service provider with the largest subscriber base in India. That sort of competitor is difficult to detect, even more difficult to beat (by the time you have identified him he has already gone past you). But if you imagine that Nokia and Bharti (Airtel's parent) are breathing easy you can't be farther from truth.
"What Apple did to Sony, Sony did to Kodak, explain?" Sony defined its market as audio (music from the walkman). They never expected an IT company like Apple to encroach into their audio domain. Come to think of it, is it really surprising? Apple as a computer maker has both audio and video capabilities. So what made Sony think he won't compete on pure audio? So also Kodak defined its business as film cameras, Sony defines its businesses as "digital."
In digital camera the two markets perfectly meshed. Kodak was torn between going digital and sacrificing money on camera film or staying with films and getting left behind in digital technology. Left undecided it lost in both. It had to. It did not ask the question "who is my competitor for tomorrow?" The same was true for IBM whose mainframe revenue prevented it from seeing the PC. The same was true of Bill Gates who declared "internet is a fad!" and then turned around to bundle the browser with windows to bury Netscape. The point is not who is today's competitor. Today's competitor is obvious. Tomorrow's is not.
Hiding behind all these wars is a gem of a question - "who is my competitor?"
In 2008, who was the toughest competitor to British Airways in India? Singapore airlines? Better still, Indian airlines? Maybe, but there are better answers. There are competitors that can hurt all these airlines and others not mentioned. The answer is videoconferencing and telepresence services of HP and Cisco. Travel dropped due to recession. Senior IT executives in India and abroad were compelled by their head quarters to use videoconferencing to shrink travel budget
So much so, that the mad scramble for American visas from Indian techies was nowhere in sight in 2008. (India has a quota of something like 65,000 visas to the U.S. They were going a-begging. Blame it on recession!). So far so good. But to think that the airlines will be back in business post recession is something I would not bet on. In short term yes. In long term a resounding no. Remember, if there is one place where Newton's law of gravity is applicable besides physics it is in electronic hardware. Between 1977 and 1991 the prices of the now dead VCR (parent of Blue-Ray disc player) crashed to one-third of its original level in India. PC's price dropped from hundreds of thousands of rupees to tens of thousands. If this trend repeats then telepresence prices will also crash. Imagine the fate of airlines then. As it is not many are making money. Then it will surely be RIP!
India has two passions. Films and cricket. The two markets were distinctly different. So were the icons. The cricket gods were Sachin and Sehwag. The filmi gods were the Khans (Aamir Khan, Shah Rukh Khan and the other Khans who followed suit). That was, when cricket was fundamentally test cricket or at best 50 over cricket. Then came IPL and the two markets collapsed into one. IPL brought cricket down to 20 overs. Suddenly an IPL match was reduced to the length of a 3 hour movie. Cricket became film's competitor. On the eve of IPL matches movie halls ran empty. Desperate multiplex owners requisitioned the rights for screening IPL matches at movie halls to hang on to the audience. If IPL were to become the mainstay of cricket, as it is likely to be, films have to sequence their releases so as not clash with IPL matches. As far as the audience is concerned both are what in India are called 3 hour "tamasha" (entertainment). Cricket season might push films out of the market.
Look at the products that vanished from India in the last 20 years.When did you last see a black and white movie? When did you last use a fountain pen? When did you last type on a typewriter? The answer for all the above is "I don't remember!" For some time there was a mild substitute for the typewriter called electronic typewriter that had limited memory. Then came the computer and mowed them all. Today most technologically challenged guys like me use the computer as an upgraded typewriter. Typewriters per se are nowhere to be seen.
One last illustration. 20 years back what were Indians using to wake them up in the morning? The answer is "alarm clock." The alarm clock was a monster made of mechanical springs. It had to be physically keyed every day to keep it running. It made so much noise by way of alarm, that it woke you up and the rest of the colony. Then came quartz clocks which were sleeker. They were much more gentle though still quaintly called "alarms." What do we use today for waking up in the morning? Cellphone! An entire industry of clocks disappeared without warning thanks to cell phones. Big watch companies like Titan were the losers. You never know in which bush your competitor is hiding!
Future is scary! The boss of an IT company once said something interesting about the animal called competition. He said "Have breakfast .or.. be breakfast"! That sums it up rather neatly.
Success is not something to wait for; it's something to work for.

The man behind India

The man behind India

The airport in New Delhi slipped into utter chaos as soon as the Indian cricket team arrived to board a chartered flight to Ahmedabad on Thursday afternoon. People fished out pens, notebooks, paper, mobile phones and cameras and pushed through the security cordon to reach players for autographs and pictures.Even as players stood around, crowded in by overzealous fans, most obliging them with a quick smile or a scribble on whatever they had in their hands, Gary Kirsten, India coach, smiled to himself and walked to one corner, almost unnoticed, with Aravind Adiga’s Booker Prize winning novel, The White Tiger, tucked under an armpit.Despite the odd statement from a grateful cricketer, or the odd comment in the media, for the public at large, the contribution of this low profile man-behind-the-successful-team is as yet not understood. But for India’s superstar players, the he is the man of the moment.On Wednesday, Sachin Tendulkar told the world what he thought of Kirsten when he singled him out for special mention — everyone else was thanked in general.“I have been playing well after the 2007 World Cup and much of the credit goes to Gary. He has held the team beautifully, and it’s all about holding the team together. Even at the nets, he works as hard as the players, probably harder than anyone else. If you look, he has been bowling at me a lot at the practice and I would like to thank him for everything,” said Tendulkar.Helping players out in the nets and ironing out flaws is, however, just one small aspect of his job. His biggest achievement perhaps lies in allowing the players to be themselves and keeping the dressing room environment light and friction free. Sehwag had once said: “He is the best coach I have ever seen. The best part is that he doesn’t force things on you. But whenever you need him for practice, throwing balls, sharing ideas and worries, he’s always there.”Besides, what has earned him the respect of the team is his willingness to adapt and adjust. India skipper MS Dhoni feels Kirsten came in with an open mind and instead of forcing his ideas, made the effort to learn what the team needed from him. “He came in and learnt what Indian cricket is all about, what the culture is and how individuals work in the side. Accordingly, he made his strategies, which is working for all of us. We are really comfortable in dressing room,” said Dhoni.Seeing an Indian dressing room which, a few years ago, was torn apart by Greg Chappell’s terrible man-management, transform into this happy bunch that enjoys each others’ company, is something quite remarkable. As is Kirsten.