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Largest OpenStack Cloud Platform Deployments

March 15th, 2016 Comments off

Largest OpenStack DeploymentsOpenStack is a Free and Open Source Cloud Computing platform catering to the Infrastructure as a Service [IaaS] AT&T will likely become the largest OpenStack environment in the world, as they expect to build out their private cloud to 500k nodes (servers) and span across hundreds of data centers. AT&T hopes to run every call through its OpenStack infrastructure by 2020. They expect to have the first 60 data centers up and running by the end of 2015. AT&T evaluated Red Hat, VMware and HP, but eventually the decision came between Mirantis and Red Hat.

By March 2015, all of PayPal’s front and mid-tier was running on OpenStack, and 20% of eBay.com was running on OpenStack. In addition, 100% of development Read more…

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Net Neutrality & LoopHole in India

February 19th, 2016 Comments off

Net Neutrality IndiaThe Telecom Regulatory Authority of India (TRAI) via its new tariff order has suggested that no service provider can offer or charge discriminatory tariffs for data services on the basis of content. In addition, the regulator has suggested that any plans not meeting these rules cannot be valid beyond a period of six months. However, we note that most telcos offering such tariff plans have already rolled them back. Lastly, the TRAI has exempted closed electronic communication networks (CECN) which is a Big Loop Hole in Net Neutrality Law despite being Told to the TRAI to plug all such loopholes.

The regulator has suggested in its tariff order that rules prohibiting differential pricing for data will not be applicable to CECNs. However, except Read more…

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Telecoms & Payment Banks in India

October 28th, 2015 Comments off

Mobile Payments IndiaInteractions with Telecoms / Internet companies who have received payments bank licenses indicates that their business model will be based onthree principles a) financial inclusion, b) partnering with banks and c) ability to ‘burn’ to ‘scale-up’. Telcos have a head start with their large customer base.

Over the next 12-18 months, 11 payments banks will launch banking operations. We understand that they will focus on the unbanked and underbanked customers in rural areas as well as low-income-urban-customers rather than higher-end customers who will Read more…

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Apple’s Platform for next wave: IoT

September 30th, 2015 Comments off

Apple IoTEven though the smartphone market is maturing in terms of growth rates, Apple’s value generation opportunities will increase as we enter the era of the Internet of Things (IoT), which we view as the next mega-trend.

With IoT, the smartphone becomes the gatekeeper to one’s home, car, health, and bank account – adding a lot more value (and risk) than its earlier uses. For example, in 2010, we used our phones for communicating, getting information, and entertainment. In 2020, we’ll be using them for all of that, as well as many more critical tasks – e.g., unlocking the doors and remotely monitoring our homes and cars, tracking our children and pets, making payments, managing our health – activities that place the utmost premium not only on the robustness of the device, but also on the Read more…

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The Rise of IoT After Mobile Computing

June 10th, 2015 Comments off

Big IoT WaveInternet of things (IoT) is basically a marketing phrase for an industry that already exists. As the electronics industry and smartphones start to mature, IoT has been widely considered as the only viable growth option for these companies. Most, if not all electronics companies, are entering into IoT by offering flagship products, including proprietary OSs and ecosystems, like Google, Apple, Intel. IoT brings consumers and businesses a lot of benefits and is disrupting some existing business models. Businesses are likely to be the biggest adopters of IoT.

Most big and small advanced electronics companies are entering into the IoT business by offering Read more…

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Apple Supporting Devices Services’ Profit Rising Gradually

April 16th, 2015 Comments off

Apple Software ServicesValley based Apple Inc’s services primary role is to bolster the ecosystem and drive device sales. Put another way, iOS is a multi-sided platform that connects users and developers. Quite often one side is monetized and the other subsidized. In Apple’s case, users are monetized through device sales and software and services are subsidized. For example, iTunes has not been very profitable and many Mac apps are now free. However, other offerings, such as Apple Care, the App Store, and Apple Pay are more profitable and could turn Services into a more important financial contributor. Here we take a deeper dive into services.

With the company enjoying a mega-product cycle Read more…

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