THE SECOND WHEEL

Kartavya, Abhi, Nagwekar, Inder

In my notes "NATURE OF OUR BUSINESS"   (Dt. 08-04-1994),

I said,

Our business will have 2 wheels,

       . Information Technology

       . Telecom Technology

Telecom will be the second wheel of our Chariot.

Our business will be based/ centered around "Super highways of Information Flow"

But I wrote this before Internet/ Telecom revolution had reached the shored of India.

But 9 years later, things are looking up !

Now, we have 3.5 million internet connections (-but quite likely 30 million email IDs) and over 6 million cell – phone connections, growing at 2 million/ year.

There are, also 80 million TV sets, of which, some 40 million have cable connections - all of which, will get a set -top box in next 3/5 years.

ICE (Information - Communication - Entertainment) is poised to be the fastest growing industry. Most of the investment is being made in this sector.

Telephone companies are diversifying into providing Internet Services - but giving "Connectivity" does not earn much revenue. It has become a "Commodity" business - or, will soon become.

 And Cell - phones lines (Connections) will grow many times faster than landline connections. Cost per line is much cheaper (to install). Cell phone prices are dropping too.

Within next 4 years, teledensity will go up from 5/100 to 7/100 of population. Cell - phone tariffs are dropping (-although lowest in the world).

In last 3 months, average usage of Cell - phones has gone up from 400 minutes / month Everyone owns his/ her voice & can deliver to another cell phone.

But very few 9only companies) have DATA, which can be delivered over cell - phone.

Cell - phone companies are desperately searching for DATA CONTENT, in order to differentiate from competitors.

If they cannot manage to get some "Competitive

advantage" thru such differentiation, they would face tough time.

And this is our opportunity.

Enclosed tabulation shows what "Content" we can make available to cell - phone companies, which could be of great interest to cell - phone users.

To begin with "delivering job - alerts on SMS".

(Can we, quickly find - out, how many of our resumes, contain "Mobile No’s? - even though we may not - certainly do not - know, who are the "service - providers" - unless, we can figure that out from the "Numbering System).

Initially, we will offer such content FREE to cell - phone companies. If they have to pay for such content, they may shy away.

 And of course, we must not have an exclusive tie - up with just one cell - phone company. We will offer similar content to all cell - phone companies.

And let them decide whether they wish to.

Give away the content "Free", in order to increase their "Subscriber - base"

 OR

they wish to charge something for each job - alert delivered.

In making "Job - alert" available over cell - phone, we are selling "Convenience" to the young job set crowd, whose biggest problem is that they are on - the - move all the time & have hardly time to connect to internet / open mail box/ look - up job alert.

 And to be able to receive on SMS job - alert, when you are in the company of friends/ colleagues/ relatives, can be a tremendous EGO BOOSTER !

Now, you are showing off to all your friends/ colleagues/ relatives, that

       . YOU ARE IN DEMAND

       . YOU ARE "SOUGHT - AFTER"

       . YOU ARE IMPORTANT

Once Kartavya confirms that we ca deliver such content, technologically in X days), let Inder speak to Mr. Sandip Das (Orange) - a good friend of Nirmit.

h.c.parekh