Friday, July 24, 2009

Mobile VAS – The Future Hotspot

A lot of discussions are going on the fast growing Mobile Value Added Services and their growth prospects. I would like to light on some personal thoughts on this subject. The sector is doubtlessly emerging and in my opinion, the growth of this sector has no limits. It is sure that the Mobile phone or the tiny piece of hardware going to make fabulous changes in the lives of next generation.

Scientists working on what all other utilities can merge more, inside this tiny piece of Hardware. In other words they are gradually making the mobile phone as a platform to incorporate variety of utilities for which we used different hardwares till the time. Its even became a threat to some existing utility hardwares which were treated as an essential part of day to day life. We often use the concept “endangered species” as a biological terms, but here, I think there is such species in utility hardwares only cause of the appearance of Mobile Phones.

I bothered less when my watch stopped in last week to change its cell, because I can manage the function with my mobile phone. I skipped using calculator in office/home which I uses regularly for even simple calculations, but I feel more feasible, my mobile key pad for that. The old time piece which always wakes me up in the morning is dead cause I did’nt changed the cell by few months. The villain is there again is my Handset itself. That much to me, but there are more such victims like walkie-talkies, Paging devices etc…

Its doubtless, we are saving space, money as well as time cause of this stuff. Its is expected that, after 4-5 years we will use Mobile Phones for a variety of other purposes than what they currently designed for. The application utilities which only can run in Desktops and Laptops will drastically shift to nextgen mobile handsets. Our kids will learn typical word processing/accounting /presentation/Internet application softwares as well as common utility softwares from such high tech hand sets instead.

The mobile phone is increasingly becoming a powerful computing device. The anatomy of mobile phones is undergoing avant-garde changes. Today we can find a processor running inside it and a memory of about 8-16MB. We are easily connecting to the internet using GPRS of a data transfer rate of about 30 Kbps. Most of these devices have a slot to carry a SD card that can store up to 1-2GB of data.

Means, such a phone today compares auspiciously with a Pentium-I PC of 1990s. The basic configuration of such system was some 133 MHz processor, 16 MB of RAM, 1-2 GB of HDD and was good enough to connect to the internet using a 33.6 Kbps dialup modem. It is significant to remember that the above said configuration was the base of PC revolution seeds thousands of utility/application/system softwares over more than a decade which changed the lives of billions.

I strongly believe that we are going to observe a similar revolution with the mobile phone over the next decade. If it works, How thousands of new mobile application utilities look like? What all the names of such softwares. Who will be stand in the place of Microsft or the leading operating system (OS) provider? Who will be the next IBM or Intel to provide excellent hardware support? How the then viruses will react to your handsets/applications? It is really interesting to find answers for such questions.

You will use your handset definitely for verbal communication and for messaging as usual. Its exciting to think on, as this tiny piece of hardware is capable to do all that what a computer can do today. In addition, it can take high quality Photographs, Videos. You will listen music, see movies, read news papers, operate your bank accounts, pay your bills, book your Air/Train tickets and a lot more….

You can think on this turnaround story in other way. Just try to recall, what all the facilities available in the initial Mobile Handsets you had before 8-10 years. Just use your fingers to count the added facilities by these years. Your Handset wake you up in the morning, its tell you the exact time, It counts the time u engaged in jogging or running accurately, You have a calculator in it, You have a Calendar in it, You have a camera in it, you are playing games in leisure, it reminds your engagements, you are listening music from that, viewing clips, sending Multimedia messages, you can brows a bit, sending emails… Fingers are not enough to count all the added service by last few years.

Yes, all these changes are nothing new to us now. Be prepared to be count and experience more such additions. Its almost sure that your mobile hand set will replace your Desktop or Laptop up to an extend. What else? Sometimes in future, your hand set may tell you odd things like your BP is increasing or instruct you to control the cholesterol count level frequently. It may guide you to reach certain place using GPS technology. It will make automatic calls to your near and dears in a case of any harm with you. Let us see what all “endangered species” of hardwares yet to come.

Some Indian companies also actively incolved in the business of fast growing MVAS (Mobile Value Added Service) working hard on developing compatible Hardwares/Softwares and to defining the required network infrastructure for future. The initial generation of such “Smart Phones” are now in market, but a big revolution still ahead.

Certain Indian companies working in this field doing exceptionally and preparing to make a boom in this sector. Investing in such companies may bring good fortune in coming 4-5 years.

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Readers are requested to comment whether negative or positive will encourage me to share more in this line.


Friday, July 17, 2009

Dream Journey

First of all, I am sorry for not posting articles by last few weeks. I was busy with some official assignments as well as setting up a Portfolio Advisory Service as my own. I got several enquiries during this period asking new posts and recommendations, but could not fulfill the same.

There were almost 70 stocks I mentioned through out this blog till the date . An average gain of more than 135% made by these stocks compared to the Sensex 85% from their recommended prices. Thanks for all those readers who invested and experienced considerable gain from the recent rallies, especially to those who expressed their gratitude by Phone or via mail.

I am keep doing my own research and exercises, searching good stocks as well as future multibaggers to invest and maintaining my portfolio as well as some of my client investor’s to their best satisfaction. Let me describe about my Portfolio Advisory Service and a bit of motive behind it.

Its important to have an ambition (dream) in the life. Ambition is a necessity for success in the life. May be ambition drives some mad, but it helps some to achieve success in their goals or rather ambition helps one to achieve perfection in life up to an extent. Ambition is the driving force in life. Basically it is the product of mind, the outcome of the multiplication of one’s desires. It is something imaginary and is concerned with his or her future.

Ambition is something what we dream of to achieve in the future, a time which is yet to come. It sets a goal to be reached or a target to be achieved at. What a person is ‘Today’; and what he or she wants to be ‘Tomorrow’, is in fact the Ambition. This is the journey of desires which starts from “Today” and aims at to reach “Tomorrow”. The question then arises, how one has to go, how far to go, how fast to go, where has to make a turn, where has to make certain stops etc… with all the possessions and means available with him. It is the “desire” which turns into “Dream”, compelling someone to be in action.

The rationale of above lengthy preface is, “I have such a dream !”. I am working on that by last few years. The dream is nothing else; wish to be a Billionaire. (a dream). I have my own reasons for setting this target time frame. There is lot of example ahead of us. The legend Rakesh Jhunjhunwala who started his career with $100 in 1985. I am not underestimating the value of Rs. 5000 in the year 1985, but any way, It was less than Rs. 5000.

[[He started his career with $100 in 1985 when the BSE Sensex was at 150. He made his first big profit of Rs 0.5 million in 1986 when he sold 5,000 shares of Tata Tea at a price of Rs 143 which he had purchased for Rs 43 a share just 3 months prior. He made his first million in an iron ore mining company Sesa Goa whose shares he bought at Rs 27 and sold at Rs 1,400]]

Source -

Incredible! Is’nt it ? I am very much encouraged by his success story as well some others’ in this row. It was definitely not the luck only. It was the sheer hard work brought them at this point. It is not a matter how much money you have to invest. The matter is you are keeping such a burning desire within you or your started dreaming. It’s good enough that having a dream, better you are keeping alive it and best to work for it.

So I am working hard on it.

I am confident on my mission to identify undervalued stocks which can be multibaggers in the long run.

I am anxious to dream where technology will bring us in future and by which we benefits.

I am am eager to learn the fast changing passionate trends of our youth in every sectors/fields.

I strongly believe in the following great quote:-

A Dream is not that you see while sleeping.A Dream is that which not let you sleep until its worked out.

I have such a dream, and it is not letting me sleep virtually. Do you?

"A BILLION" its a lot, I least care the bigness, I am working on that, I know that, its not easy to reach, but according to me, this vision keeps me active everyday...I have to do it, I am ready to sacrifiece some my likes for that... shortly... no way back!



The blog is associated with information on Indian stock market and author’s investment view points on various emerging stocks/sectors. The contents discussed in this blog are purely my own personal opinion and in no case weigh it as any kind of recommendation for stock market investment. The sheer purpose of this blog is to educate the interested community on market related subjects based on my experience and I am, in no way, responsible for investment decisions based on the contents described in this blog.

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