By Steve Taylor and Larry Hettick
NETWORK WORLD NEWSLETTER
Authors' note: The names in today's transcript have been changed to protect the innocent. The wireless advocate has been re-named "Tom," the wireline advocate has been renamed "Sue." The conversation about fixed/mobile convergence you are about to read was recently held in the hallways of a major industry analyst firm.
Tom: You know, Sue, that wireless connections will eventually replace all wireline connections. The landline PC connection is dead, and the wide-area landline market is dying. The cellular handset is rapidly replacing the desktop and home phone.
Sue: Obviously, Tom you don't have a clue and neither do the mobile phone companies. Those mobile companies still think that just giving the customer a broadband Internet connection will solve all their enterprise data needs. Have they even considered offering a business application bundled with their broadband service?
Tom: Businesses don't want any service provider to touch applications - all they need is connectivity back to the corporate servers that supply the business applications. And speaking of applications, those wireline phone companies have completely ignored bundling consumer applications, like interactive gaming, with their local loop.
Sue: Oh, really Tom? What about IP-TV? Have you forgotten that wireline companies offer television over phone lines? They even have hosted call-center applications for the enterprise included as a service.
Tom: IP-TV? Is that the best you can do? My mobile provider offers me on-demand video news feeds whenever and wherever I want. And if the business absolutely insists on support for a mobile application, how will your wireline network support tracking inventory and delivery support from factory to truck to customer?
Sue: Well, one thing's for sure, Tom. My reliable wireline network won't ever run out of transmission capacity because it doesn't depend on finite radio spectrum. And, unlike my cell phone, I never get a "searching for network" message on my desktop phone.
Author's note to readers: Who's right? Tom or Sue? Who will win the battle for applications delivery to the consumer? Who will win the battle for applications delivery to the enterprise?
Wednesday, October 26, 2005
Monday, September 19, 2005
Baidu.com
Search engine paling popular di China, Baidu.com, saat ini banyak diperbincangkan orang. Saham Baidu.com yang yang bulan lalu listed di Nasdaq, bursa-nya perusahaan non traditional, sudah mencapai angka US$87 juta. Pertanyaannya kenapa perusahaan search engine berbahasa China ini punya persepsi yang cukup bagus buat investor ?
Beberapa alasan antara lain :
- Menurut survey China Internet Network Information Center yang dilakukan di tiga kota besar China, saat ini Baidu.com mendominasi pasar dengan angka 47.8% dibandingkan Google di angka 33% sisanya dibagi kecil-kecil untuk Sohu, Sina termasuk Yahoo.
- Meski konsumer China relative tidak lebih berduit dibanding konsumer US atau Eropa, namun ada sekitar 1,3 milyard populasi China dengan pertumbuhan ekonomi sekitar 9% pertahun. Diperkirakan sekitar 30 juta yang masuk golongan kelas menengah keatas, khususnya di kota Shanghai dan Guangzhou, menjadi potensial konsumer di bisnis internet sebagai pembeli barang-barang mewah. Angka itu bisa tumbuh menjadi 100 juta dalam 3 tahun kedepan yang mampu melebihi Jepang.
- Meski pendapatan Baidu di US$8.4 juta masih jauh dibanding Google (US$1.38 milyar), Baidu masih menjadi situs berbahasa China yang paling banyak dikunjungi di seluruh dunia (termasuk penduduk Chinatown di banyak kota besar dunia). Google pun memiliki beberapa saham di Baidu.com meski tidak disebutkan berapa persen.
- Koneksi dengan perusahaan lokal dan bisnis rumahan menjadi keunggulan Baidu yang tidak mensyaratkan kartu kredit untuk pembelian dibandingkan Google. Pendapatan Google di China tahun lalu masih dibawah US$6.1 juta, karena konsumer harus menggunakan kartu kredit sementara orang China jarang menggunakan kartu kredit.
- Baidu lebih terbiasa dengan aturan sensor pemerintah terkait dengan issue politik, namun untuk sebagian pengguna internet di China yang serius di bisnis justru diuntungkan dengan hasil searching yang lebih fokus dibandingkan search engine lain yang seringkali memunculkan seluruh kemungkinan pencarian meski tidak relevan.
(dicuplik dari berita - Baidu: Not Just "China's Google" ).
Kesimpulannya, faktor jumlah penduduk yang potensial masih dominan untuk bisnis semacam Baidu.com. Tidak saja jumlah populasi yang besar namun diimbangi dengan pertumbuhan ekonomi yang tinggi. Mungkin seperti juga bisnis lain (contoh seluler) setelah sukses di China, India bisa menjadi pasar bagus. Sehingga portal berbahasa India bisa jadi punya persepsi bagus, apalagi penduduk India yang merantau ke negara lain juga cukup banyak. Selain aspek bahasa, kebiasaan penggunanya juga harus menjadi perhatian.
Bagaimana dengan Indonesia ? aspek populasi cukup mendukung, namun bagaimana dengan aspek daya beli ? Apalagi melihat kebiasaan pengguna kita yang cenderung mencari yang gratisan. Lalu, strategi apa yang musti dilakukan untuk portal Indonesia, Plasa.com misalnya ...
Friday, June 10, 2005
INDOSAT AGMS APPROVED THE DIVIDEND
FOR YEAR 2004 OF Rp154.23/SHARE AND
APPOINTED BOARD OF DIRECTORS FOR PERIOD 2005-2010
Jakarta, June 8, 2005 PT Indosat Tbk ("Indosat" or the "Company") today held its Annual General Meeting of Shareholders ("AGMS" or the "Meeting") at the Company’s Auditorium in Indosat Building Jakarta. The Meeting was chaired by Mr. Peter Seah, President Commissioners of Indosat and attended by shareholders and their proxies representing more than 75% of the paid-in shares.
At the AGMS, Indosat’s shareholders approved the following resolutions:
1. Annual Report and Audited Financial Statements for year ended 31 December 2004.
2. Allocation of net profit for reserve, reinvestment and declare dividend for year 2004 of Rp154.23 per share.
3. Remuneration of BoC for year 2005 and bonus for year 2004.
4. Appointment of Prasetio, Sarwoko & Sandjaja, a member of Ernst & Young Global as the Company’s Independent Auditor for year ended 31 December 2005.
5. Appointment of the Board of Directors, including the President Director, and change the composition of the Board of Commisioner.
Effective from the closing of the AGMS, Indosat’s Board of Directors for the period until the closing of AGMS on 2010 and the Board of Commisioner for the period until the closing of AGMS on 2008 are as at the attachment.
At the meeting, shareholders also approved the dividend payout for year 2004 of 50% or Rp154.23 per share. Schedule and arrangement for the dividend payment will be announced in the media on 10 June 2005.
Indosat is a leading telecommunication and information provider that offers:
cellular services (Mentari, Matrix and IM3), IDD services (IDD 001, IDD 008 and FlatCall 016), and fixed wireless services (StarOne), Multimedia, Data communications and Internet services (MIDI). Indosat's shares are listed on the Jakarta and Surabaya Stock Exchange (JSX:ISAT) and its American Depository Shares are listed on the New York Stock Exchange (NYSE:IIT).
Indosat’s Board of Directors for the period 2005 - 2010 are :
(i) Mr. Hasnul Suhaimi, President Director
(ii) Mr Ng Eng Ho, Deputy President Director
(iii) Mr. Johnny Swandi Sjam, Consumer Marketing Director
(iv) Mr. Wahyu Wijayadi, Corporate Market Director
(v) Mr. Wityasmoro Sih Handayanto, Planning and Project Development Director
(vi) Mr. Raymond Tan Kim Meng, Network Operation and Quality Management Director
(vii) Mr. Joseph Chan Lam Seng, Information Technology Director
(viii) Mr. Wong Heang Tuck, Finance Director
(ix) Mr. S. Wimbo S. Hardjito, Corporate Services Director
Indosat’s Board of Commisioners for the period 2004 – 2008 are:
(i) Mr. Peter Seah Lim Huat, President Commisioner
(ii) Mr. Lee Theng Kiat, Commisioner
(iii) Mr. Sio Tat Hiang, Commisioner
(iv) Mr. Sum Soon Lim, Commisioner
(v) Mr. Roes Aryawijaya, Commisioner
(vi) Mr. Setyanto P. Santosa, Commisioner
(vii) Mr. Lim Ah Doo, Independent Commisioner
(viii) Mrs. Eva Riyanti Hutapea, Independent Commisioner
(ix) Mr. Soeprapto, Independent Commisioner
FOR YEAR 2004 OF Rp154.23/SHARE AND
APPOINTED BOARD OF DIRECTORS FOR PERIOD 2005-2010
Jakarta, June 8, 2005 PT Indosat Tbk ("Indosat" or the "Company") today held its Annual General Meeting of Shareholders ("AGMS" or the "Meeting") at the Company’s Auditorium in Indosat Building Jakarta. The Meeting was chaired by Mr. Peter Seah, President Commissioners of Indosat and attended by shareholders and their proxies representing more than 75% of the paid-in shares.
At the AGMS, Indosat’s shareholders approved the following resolutions:
1. Annual Report and Audited Financial Statements for year ended 31 December 2004.
2. Allocation of net profit for reserve, reinvestment and declare dividend for year 2004 of Rp154.23 per share.
3. Remuneration of BoC for year 2005 and bonus for year 2004.
4. Appointment of Prasetio, Sarwoko & Sandjaja, a member of Ernst & Young Global as the Company’s Independent Auditor for year ended 31 December 2005.
5. Appointment of the Board of Directors, including the President Director, and change the composition of the Board of Commisioner.
Effective from the closing of the AGMS, Indosat’s Board of Directors for the period until the closing of AGMS on 2010 and the Board of Commisioner for the period until the closing of AGMS on 2008 are as at the attachment.
At the meeting, shareholders also approved the dividend payout for year 2004 of 50% or Rp154.23 per share. Schedule and arrangement for the dividend payment will be announced in the media on 10 June 2005.
Indosat is a leading telecommunication and information provider that offers:
cellular services (Mentari, Matrix and IM3), IDD services (IDD 001, IDD 008 and FlatCall 016), and fixed wireless services (StarOne), Multimedia, Data communications and Internet services (MIDI). Indosat's shares are listed on the Jakarta and Surabaya Stock Exchange (JSX:ISAT) and its American Depository Shares are listed on the New York Stock Exchange (NYSE:IIT).
Indosat’s Board of Directors for the period 2005 - 2010 are :
(i) Mr. Hasnul Suhaimi, President Director
(ii) Mr Ng Eng Ho, Deputy President Director
(iii) Mr. Johnny Swandi Sjam, Consumer Marketing Director
(iv) Mr. Wahyu Wijayadi, Corporate Market Director
(v) Mr. Wityasmoro Sih Handayanto, Planning and Project Development Director
(vi) Mr. Raymond Tan Kim Meng, Network Operation and Quality Management Director
(vii) Mr. Joseph Chan Lam Seng, Information Technology Director
(viii) Mr. Wong Heang Tuck, Finance Director
(ix) Mr. S. Wimbo S. Hardjito, Corporate Services Director
Indosat’s Board of Commisioners for the period 2004 – 2008 are:
(i) Mr. Peter Seah Lim Huat, President Commisioner
(ii) Mr. Lee Theng Kiat, Commisioner
(iii) Mr. Sio Tat Hiang, Commisioner
(iv) Mr. Sum Soon Lim, Commisioner
(v) Mr. Roes Aryawijaya, Commisioner
(vi) Mr. Setyanto P. Santosa, Commisioner
(vii) Mr. Lim Ah Doo, Independent Commisioner
(viii) Mrs. Eva Riyanti Hutapea, Independent Commisioner
(ix) Mr. Soeprapto, Independent Commisioner
Kick Off The Blog
Yaachh.......
Hari ini 10 Juni, jam 16:00 WIB secara resmi blog site ini dibuka.
Terima kasih kepada blogger untuk penyediaan media.
Obrolan Bisnis Telekomunikasi, merupakan Blog spot kedua yang saya coba kelola. Blog pertama meski bermaksud meng-global namun cenderung "prudent" dari aspek linguistik.
Semoga dengan media ini, obrolan bisa lebih produktif, kaya ide, dan sedikit lepas dengan tetap menjaga dari hal-hal yang "out of scope". Segala bentuk material terkait dengan obrolan akan dituangkan melalui media ini. Sudah tentu diskusi, komentar, sanggahan, kritik dan masukan apapun kami tampung.
Siap, jangkar lepas... Gooo....
Hari ini 10 Juni, jam 16:00 WIB secara resmi blog site ini dibuka.
Terima kasih kepada blogger untuk penyediaan media.
Obrolan Bisnis Telekomunikasi, merupakan Blog spot kedua yang saya coba kelola. Blog pertama meski bermaksud meng-global namun cenderung "prudent" dari aspek linguistik.
Semoga dengan media ini, obrolan bisa lebih produktif, kaya ide, dan sedikit lepas dengan tetap menjaga dari hal-hal yang "out of scope". Segala bentuk material terkait dengan obrolan akan dituangkan melalui media ini. Sudah tentu diskusi, komentar, sanggahan, kritik dan masukan apapun kami tampung.
Siap, jangkar lepas... Gooo....
Subscribe to:
Posts (Atom)