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Showing posts from August, 2010

Discovering Economies Of Scope in Technology

  There's this interesting joke that I came across in Seeking-Alpha " Intel bought McAfee because the bloatware that McAfee sells is second biggest driving force for CPU upgrades after Windows. And CPU upgrades are good for business at Intel"           Its a strange acquisition in many senses.. Intel paid a huge premium ( 60% premium @ $48 per share in an all cash deal worth $ 7.7 billion in cash ).. Never heard of a tech-acquisition that big in recent times.. Even the big buys made by Oracle were a mix of cash & share options. So, what made Intel buy McAfee which runs a seemingly unrelated business of anti-virus & security software ?          To understand this in a better way, there was this interesting debate between Steve Jobs @ Apple vs Adobe..It was over the unsuitability of flash for iphone..The letter by Jobs is still given on Apple site  .. A lot of points in this debate are on open vs clos...

The Clock Runs a Full Circle

There is a lot of noise being made about Mamata Banerjee's common rally along with the Maoists.Left & BJP are equally vociferous in criticizing her..I'm no Trinamool supporter either, however I find the development actually positive I'm an eternal optimist when it comes to Indian politics. Somehow the belief that system will work out well in the long run is entrenched in me. During my first year @ IIMK, I was exposed to an amazing course called Social Transformation of India taken by A F Mathew. It exposed us to the grim realities of Rural India and why people take up arms as a means to end desperation..  Arms struggle is not a viable option in long term..Neither will it work in a well informed & increasingly well connected world.. The growing assimilation of Maoists in Nepal to the mainstream politics in a pointer to that. I've a feeling that even the Maoists in India are realizing the futility of an armed campaign outside their comfort zone..In Economics ter...