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Strategies & Market Trends : India Coffee House -- Ignore unavailable to you. Want to Upgrade?

To: Senor VS who wrote (3054)	10/17/1998 11:53:00 AM
From: Mohan Marette	Respond to of 12475

India's Electronics Industry Registers Strong Growth Ravi: I have noticed the Complete Biz chart,quite interesting I must say. Many good companies in the field have been brought down to their knees lately in spite of their fundamentals or growth prospects.I see a lot of opportunities and considers this as one of the rare opportunities to nibble at some of them selectively and I am certain it will be quite rewarding.If I had an endless supply of funds I sure would have done some selective shopping across the board but since that is not the case I will pick up a few here and there.I do like a few our Desi companies. ======================================= (Here is some interesting news from India on the biz front.) October 7, 1998 (MUMBAI, India) -- India's electronics industry expanded 20.4 percent in fiscal 1997/98, with a total production of Rs.320.7 billion (US$7.64 billion), the Department of Electronics (DoE) said in its annual report. Production of electronics equipment accounted for Rs.177 billion, while electronic components accounted for Rs.44 billion and software Rs.99.7 billion. A total of Rs.65 billion worth of software was exported and Rs.34.7 billion was for domestic use. The personal computer market expanded by 25 percent by volume and 15 percent in value terms, with 800,000 PCs sold in the country in the year. About 320,000 PCs were manufactured in India. The country has a PC penetration level of 0.2 percent. nikkeibp.asiabiztech.com

To: Senor VS who wrote (3054)	10/17/1998 1:01:00 PM
From: Mohan Marette	Read Replies (2) \| Respond to of 12475

Ravi: Since you asked me about Apple,here is something I found on them while browsing,hope it is informative. zdnet.com zdii.com imacworld.com

To: Senor VS who wrote (3054)	10/18/1998 10:06:00 PM
From: Mohan Marette	Read Replies (1) \| Respond to of 12475

An Indian IPO in the offing,perhaps worth considering. Ravi: Here is an interesting possibility if you still into Indian IPOs.Seems like the lady knows her stuff,no kiddin'. indiatimes.com

To: Senor VS who wrote (3054)	10/27/1998 11:49:00 AM
From: Mohan Marette	Read Replies (1) \| Respond to of 12475

CBSI to enter Supply Chain Management arena. Ravi: Here is some news about CBSI getting in to the SCM segment,I take this as a natural migration due to the recent Claremont Technology acquisition.Since we both own the stock and have an interest in the company and since you are in the biz could you give me your take on it please. =========================== COMPLETE BUSINESS SOLUTIONS CBSI ENTERS SUPPLY CHAIN ARENA Oct. 26, 1998 (Computer Reseller News - CMP via COMTEX) -- Farmington Hills, Mich. -- Complete Business Solutions Inc. (CBSI) is stepping into the supply chain management arena with a new offering coupled with its growing enterprise resource planning (ERP) practice. With the acquisition of Claremont Technology Group Inc. earlier this year, CBSI, based here, gained a small but experienced ERP software implementation practice, said Kevin McCormack, Claremont's resident supply chain management guru. McCormack, now vice president of consulting for CBSI, launched an ongoing study with the Supply Chain Council two years ago to identify practices and principles that lead to best practices in supply chain management. The study indicated that IT solutions contribute significantly to supply chain efficiency and that there is a significant lack of standardization in that market. "We need a common language because everyone uses different terms and languages to differentiate themselves in supply chain management. If we're going to make this [management practice] work we need commonality, " said McCormack. Standardization now is under way, he said. The Council has 600 members who have conformed to its Supply Chain Operations Reference (SCOR) model, which provides a standard language and framework for describing, measuring and analyzing supply chain configurations. Offering supply chain management service is a natural progression to its ERP practice, said McCormack, who describes supply chain management and ERP as two sides of the same coin. "You can't have one without the other and it's across all vertical and, most importantly, growing segments of the market," he said. Initially, the service will target midsize to large organizations with the necessary ERP plumbing already in place, but the service remains modular enough to be applicable to the needs of smaller businesses, McCormack said.

To: Senor VS who wrote (3054)	10/28/1998 7:09:00 AM
From: Mohan Marette	Respond to of 12475

i2/IMI News. Ravi: In case you are still interested,here is a bit of interesting news.As you know I took profit on this one but still considering getting back in shortly. ================= Excerpts. Integration Winners Journal of Commerce AMR Research ] says that a strategic initiative recently declared between [ Industri-Matematik International Corp. ] , a supply-chain execution software company, and i2 [ Technologies ] , a supply-chain planning software company, could "challenge the dominance" of enterprise resource planning software. The initiative also could be the testing grounds for a possible merger between the two companies, the consulting firm said. IMI recently announced the strategic initiative with Irving, Texas-based i2 Technologies to embed parts of i2's supply-chain planning software suite, Rhythm, into IMI's System ESS suite. The companies intend to create, market and sell the joint product suite which would cover both planning and execution in the supply chain. i2 and IMI plan to make the initial joint product offering available in early 1999. The integration also would form part of i2's new product development strategy, e-Business Process Optimization, announced recently..... messages.yahoo.com@m2.yahoo.com