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Monkey
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Quote Monkey Replybullet Topic: The coming technology revolution
    Posted: 12/Jan/2010 at 8:58pm
 
We all know how IT revolution has changed our lives and, in the process, delivered few mega-caps stocks. Another revolution of similar proportion is brewing in healthcare sector led by bio-technology. I suggest reading article below for the glimpse of what is coming.
 
 

I surely do not expect Indian companies to be at front. However, may be some companies could create a unique business model to participate in this wave in similar manner as done by Infosys, TCS, Wipro et al to participate in IT revolution.

 

I feel being individual investor with no clue on healthcare research is not so much disadvantage here as no one really knows how things would turn out. However, I am thinking of looking at some companies like Suven life and buy the stocks considering it as perpetual call option given the risks involved.

 

May be these are too early days. But, I think that it will pay to keep eyes open for developments in this space because it is here we might get our “Next Infosys”.

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Monkey
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Quote Monkey Replybullet Posted: 06/Feb/2010 at 10:05pm
A related article in Forbes.
 
 
Though there seems no investment opportunity in India on horizon, it is worth keep looking for as this sector has potential to yield few big companies of future.
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FutureBull
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Quote FutureBull Replybullet Posted: 07/Feb/2010 at 12:37pm
great thinking ... thanks monk!!
‘The market always does what it’s supposed to — BUT NEVER WHEN’.
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somu0915
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Quote somu0915 Replybullet Posted: 07/Feb/2010 at 7:54pm
Looks like "species" movie coming true !!
Well Peter Lynch has said that u can still produce ten-baggers when companies have already estabilished themselves.
Rather than betting on companies who are so-called  "The Revolutionary" companies, I would wait for them to estabilish them.
The articles are very interesting and thanks for these.
You are doing a wonderful job Mr. Monkey. I can see from your posts that you are a voracious reader.
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Quote Monkey Replybullet Posted: 07/Feb/2010 at 10:44pm
I agree. There is no hurry. Even Peter Lynch had recognised potential of biotech. That was in year 2000. However, a sustainable bull market in that sector is yet to come.
 
Here is the paragraph from "One up on wall street", Chapter: Introduction to the Millenium edition, page-21:
 

"One industry that is teeming with small stocks is biotechnology. My high-tech aversion caused me to make fun of the typical biotech enterprise: $100 million in cash from selling shares, one hundred PhDs, 99 microscopes and zero revenue. Recent developments inspire me to put in a good word for biotech – not that armatures should pick their biotech stocks out of a barrel, but that biotech in general could play the same role in new century as electronics played in the last."

 
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Quote EMANI Replybullet Posted: 24/Feb/2010 at 5:30pm

An Indian-American rocket scientist has invented a little power plant, which is being hailed as an important breakthrough in the energy sector as it is believed to replace the big power plants and transmission lines.

Christened ‘Bloom Box’, it would be unveiled by K R Sridhar in the Silicon Valley on Wednesday, a preview of which was given at the CBS’s popular show ‘60 Minutes’ this weekend. It is just like a laptop of the power sector, the CBS reported.

Sridhar has formed the company Bloom Energy, which has raised some $400 million from venture capitalists of the Silicon Valley at a time when it is tough to get money during days of the economic downturn. Among its board of directors is the former Secretary of State Collin Powell, who joined it last year.( source india news online)

esn
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Quote joslinjose9 Replybullet Posted: 01/Mar/2010 at 7:10pm
Tikona rolls out wireless broadband in 50 cities on unlicensed spectrum

At a time when most telecom operators are awaiting auctions for 3G and broadband spectrum, Mumbai-based Tikona Digital Networks has launched wireless broadband services across 10 cities utilising unlicensed air waves.

The company, which has an Internet Service Providers' licence, plans to expand its presence to 50 cities by the end of this year with an investment of Rs 500 crore.

Tikona is deploying the wireless broadband services on the Multiple-Input and Multiple-Output (MIMO) platform using about 110 Mhz of free spectrum in 2.4 Ghz and 5.8 Ghz frequency bands. Though there are multiple users on this band, Tikona claims that it has taken care of interference issues through a unique network architecture.

The company has partnered with global equipment vendors including Cisco and Ruckus Wireless to offer the service. Tikona is the first player to use MIMO platform in India.

Subscribers can get up to 2Mbps speeds, which is the fastest wireless broadband services in the current market. Monthly charges vary between Rs 299 and Rs 1,249 depending on the free download allowed. Customers will also have to pay Rs 500 as installation charges. Tikona offers a Circuit Breaker feature which enables subscribers to set a maximum amount they want to spend in a month for the service.

With WPA 2 and 802.1X provisions it offers the high level of security available on wireless network. Mr Prakash Bajpai, Founder, Managing Director and CEO, Tikona Digital Networks, said, “The current broadband internet scenario is similar to what the mobile scenario was 10 years ago. India has just a little under 10 million broadband while China has more than 120 million broadband. Wireless broadband is the only option for India to increase its broadband base to levels that are similar to China's.”

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Quote joslinjose9 Replybullet Posted: 01/Mar/2010 at 7:11pm
Tikona Digital Networks is on an expansion spree. The wireless Internet broadband service provider is going to open its offices in 50 cities. It would include cities like Mumbai and Hyderabad too. The plan is to expand to these cities by the end of this year.

Tikona is currently present in 10 cities.

Tikona is going to invest Rs. 500 crore for this plan. For this money, the company has offloaded 70 per cent of its stake. This stock has been bought over by three private equity (PE) players- Goldman Sachs Investment Partners, Indivision India Partners and Oak India Investments.

As part of the financial planning, Tikona is also going to raise Rs. 1,200 crore by 2011. It is going to do this in the form of foreign direct investment (FDI), which is going to be close to 74 per cent within the company. It would be done by issuing compulsorily convertible debentures (CCDs) and also by selling equity shares to foreign players and also to the existing shareholders.

fear of lord is the beginning of wisdom
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