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Not Predictions

Posted on Thursday, Jan 19th 2006

Prediction is not my business. Recommendation is.

In early 2006, here are some:

Disney is in serious talks to buy Pixar. The deal would make Pixar CEO Steve Jobs the largest individual holder in Disney. Safe to guess that this deal will go through. This will free up Steve to focus exclusively on Apple, while leveraging Disney. R: Steve should now make gaining PC market share his #1 agenda and free the world from Windows tyranny.

Autodesk COO Carl Bass was named president and CEO, as Carol Bartz moves up to Executive Chairman. Earlier, Autodesk announced a strategic alliance with Microsoft that is intended to eventually bring business and technical productivity improvements to manufacturers. Specifically, the companies will integrate Autodesk’s engineering data management (EDM) software with Microsoft Business Solutions (MBS) enterprise resource planning (ERP). R: Microsoft should buy Autodesk this year.

The digital content and media industries have turned upside down in 2005. Finally, a business model has emerged, making online content & communities viable. R: Entrepreneurs, VCs & LBO firms should focus heavily on this industry, as the resulting discontinuity opens up many opportunities.

In India, growth conitinues at satisfactory rates. However, some reshuffle is in the works in terms of geographical focus. Bangalore infrastructure and human resource pool is crumbling. Other cities such as Hyderabad, Chennai, Pune and Delhi are also starting to become stretched. Infrastructure is now India’s biggest bottle-neck to support the growth. R: If you are looking at a new India operation, you need to look at places like Kolkata, Nagpur, Kanpur, Indore, Cochin.

More later.

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Comments

Interesting recommendation on Microsoft buying Autodesk. BTW, how did your strategy at think3 of integrating PDM and 2D into the 3D CAD authoring tool to gain market share vis-a-vis autodesk pan out? Do you think anyone should buy them?

Anonymous Thursday, January 19, 2006 at 2:45 PM PT

Sorry, Joe – can’t comment on clients. You can, however, read this.

Sramana Mitra Thursday, January 19, 2006 at 3:15 PM PT

As someone who loves Bangalore, here is a fervent plea: Please consider Trichi, Manipal, Chandigarh, Delhi, Trivandrum, Cochin, etc. for you operations. Bangalore has been ruined … There is absolutely no reason to be in Bangalore. There are great educational institutions throughout India. Smaller regional operations will be far easier to manage, may sound contradictory to some, but is true in the Indian context. Rather than running large transportation services and grappling with horrendous infrastructure, companies can start to focus on innovation, retention of employees, creativity, etc. The Karnataka govt. has gotten fat, lazy and their incompetence is now stifling progress.

Madan Kumar Thursday, January 19, 2006 at 3:36 PM PT

[…] CAD applications are heavy, especially 3D CAD, involving intensive graphics maneuvering. Today, the global Mechanical Design (MCAD) + Product LifeCycle Management (PLM) space is well above $10 Billion. Steve should strike alliances with Dassault, PTC and UGS, and position Apple in this segment. Autodesk is already aligned with Microsoft. It has always been. Apple’s opportunity is to align with the other CAD giants. […]

Sramana Mitra on Strategy » Blog Archive » Steve Jobs Could NOT Care Less. He Should. Saturday, February 25, 2006 at 9:26 PM PT