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[Sramana Mitra on Strategy] Entrepreneur & Strategy Consultant Sramana Mitra's Blog on Technology, Business and Strategy.

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[Sramana Mitra's Amazon Blog] TiVo Set To Benefit From Growing IPTV Market: According to iSuppli, the IPTV market grew more than 50% in 2009, and the number of IPTV subscribers is expected to grow an additional 56% to 52 million by 2010 and double to 115.6 million by 2013. Amazon and Netflix should benefit from ...

[Best Resources for Indian blogs and Indian bloggers] Interview with Arun Prabhudesai of Trak.in: A: Trak.in started as a business blog that presented my point of views on latest buzz in India that was purely analytical in nature. However, over a period of time it has evolved to become much broader than that.

[Sramana Mitra on Strategy] 3Com Is Now REALLY Going After Cisco | Sramana Mitra on Strategy: The investment thesis for both Bain and 3Com have been the same: to go after Cisco with a substantially lower cost alternative, starting with emerging markets. In fact, although 3Com’s strategy has been to go after Small Medium Enterprises (SME) in the US, in the emerging markets which are far more price-sensitive, the H3C cost-structure is incredibly important.

[Network World on Convergence] Could a combined Nortel-3Com-Polycom beat Cisco? | NetworkWorld ...: This would provide the relationships in the carrier space to advance Microsoft Unified Communications extremely rapidly, and it would provide Nortel with a plethora of advanced applications that they could embed into their appliances, IMS solutions, networking solutions etc. This relationship would further advance both companies into the IPTV and video-conferencing landscape as well which could better position them against Cisco with the acquisitions of Scientific Atlanta and WebEx.

[Communities Dominate Brands] Communities Dominate Brands: Entering iPhone Era: Marking Time in ...: My Nokia N-93 (3 megapixel optical zoom Carl Zeiss lens and flash, DVD quality video recording and video-out connector, 3G and WiFi music/internet smartphone) and definitely nearer a Mercedes Benz or Rolls Royce if the iPhone is more of a BMW - by current exchange rates this topmost Nokia phone is about a 1200 dollar phone in its unsubsidised price - is offered by Vodafone for zero UK pounds, provided you are one of those with massive monthly bills to cover this cost of the upgrade.

[IPTVision] Cisco Guns For IPTV Sales As Market Slows « TechPulse 360: 3Com Is Now REALLY Going After Cisco | Sramana Mitra on Strategy: The investment thesis for both Bain and 3Com have been the same: to go after Cisco with a substantially lower cost alternative, starting with ...

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