Wednesday, August 8, 2007

First day in Junior school

We completed admission formalities at the school office and trudged up the steep climb leading to the Junior school. The weather was heavy with gloom, as was the case in all the subsequent years too on school joining day. The school building was built of huge square cut silica stones, colonial style. There were occasional cemented intrusions on the façade courtesy the Inspector of Works, Indian Railways. The arched grey classroom windows were highlighted by red brick lattice work over the top. The boundary wall of the school also accommodated an amply spaced ground space dotted by oak trees. This ample front yard was prohibited for the students for some unknown reason. The entry to the portals of Junior School was simple, three steps that lead to a landing which was again a small step away from a covered verandah. From the verandah through, into the dimly lit interiors. I was left by the leg, so with some prodding from Mom, put forward the right one across and into my new world. My heart was a churn of fear, trepidation and overbearing loss. It felt as if I had left a few things behind in just getting here. I turned back to look down at the path behind, and the few steps that would have taken me back outside again looked so impossible. Shubha chechi walked a few steps ahead, greeting all and sundry, while I took in the surroundings. The walls had just received a whitewash, with a red band separating it from the three feet high blue paint coming up to meet it from the base. The smell was musty, of fresh paint, and curry, the last one coming in from the kitchen at the far side. The clock straight opposite the entrance thudded 11:30 AM, perhaps in acknowledgement of the companionship that I would provide it over the next three years. It turned out that extremely “fidgety” students would be asked to stand under the clock during evening study hours. It had two framed art pieces on either side. The first, an embroidered girl with a flowery basket in her hand, the other a solitary sunflower. Over the next 3 years I will have spent hours under the clock thinking about the artist who put together the embroidered girl. Sometimes thinking up elaborate stories etched back in time, behind its conception.

Pappa, went with Shubha chechi to one side of the corridor to enquire about what should be done next. I and Mom stood aside under the steps with the coolie who had already deposited the trunks up the flight of stairs. Mom used this opportunity to instruct me, “Be good and smart, don’t lose the handkerchief, greet your teachers………” Shubha chechi came in a rush, took Mummy’s hand and lead the charge up the stairs. They then disappeared into a hall that announced “Girls Dormitory”. Opposite this was the boys’ dormitory. The coolie had left my trunk, and tuck box just inside. Neat green counterpanes spread across ten horizontal rows of beds. Mrs. Thapa came sailing down one of the aisle’s greeting me with a business like smile “What is your name?”. My father answered “Manoj Kumar” with a strong malayalee accent. “Do you like this place?” She went on, and I responded with a polite smile. I will be in her “Cupboard”, she informed. This in short meant that she will be the keeper of my effects, distributor of cold creams, manager of my personal inventory and arbiter of dormitory discipline. Pappa was asked to take out my personal effects from the trunk and arrange them on the bed nearby. I was starting to notice other parents and kids by now, trooping in to a similar kind of welcome by Miss. Thapa and a few others. Some guardians were almost genuflecting before the “Cupboard” in charge. A few others were trying our beds by sitting on them and then sizing up the local powers that be for better beds and mattresses. The wards themselves were busy piling up stuff on the beds, while a few other parents indulged in small talk. Pappa, was bent over, counting every item, verifying and stacking them neatly and I was holding onto the wrought iron bed stand observing the goings on, around.

Miss Thapa, re-appeared, this time with a grim look and asked pappa. Are you ready? An older woman, looking heavy and matronly ruffled my hair and smiled down at me. She was Ramkali ayaji. This was again portentous. Starting from tomorrow, she will catch us in our towels outside the bath tub and even as she will be discussing little house hold matters with Santo ayah nearby, make a little pond like intrusion in her palm and pour smelly Amla oil clinically into it. She will then proceed to apply the same on our heads. In later days, I would routinely attribute my fast disappearing hairline to the lack of Ramkali ayah’s generous helpings of oil and her firm motherly hands through my scalp every morning.

The counting was brisk. Everything was strictly as per specifications. It had to be. It was all brand new. By next year though the quality of inventory will have suffered badly. It will not be as easy to explain off the dog collared shirts, the quick mended pants and the eroded green base under the tennis shoes. I could sense relief, when Mrs. Thapa approved the stock, asked us to leave it as is on the bed and took us around for a few introductions. Mrs. Singh looked through both of us, Miss. Saxena was warm and beautiful. Mrs. Sahni giggled at some joke which neither I nor pappa understood. Next stop. Headmistress’s office.

As we came out, we found Shubha chechi sharing details about her summer vacation with one of her classmates. Mom was looking on indulgently and she was glad that everything went well with us. We met the distraught Nag uncle outside. His son’s monsoon shoes were rejected by Mrs. Singh. It was not as per specifications. He then went ahead murmuring and was later seen making enquiries about the next bus to Mussoorie.

A thing that impressed me about Mrs. Bhaskar in later years was the personalized attention she would give to each guardian. In my case, she asked mom “did you brush up his knowledge about planets?” referring to the question I was asked during the admission interview. Then even as she was scribbling on some papers Pappa had put before her, “Shubha is a well behaved girl, you should be like her.” She then pulled out a list from under her glass paperweight and announced, “Manoj will be in Mrs. Mathur’s class, III B. You will have to see Mrs. Mathur and hand over the pocket money. It is already lunch time though, and they will have to line up for lunch at the bell.”

Sunday, August 5, 2007

Big Bang 2020: Birth of the Trillion Dollar Technology Megalith

Will it be the Web Services bellwether Google or Microsoft, IBM, HP, TCS, Infosys or a new entity we have not heard of as yet, that will breach the trillion dollar market capitalization mark? Will we have to wait till 2020 or will it be as early as 2015? Microsoft leads to race today as the world’s most valuable software technology firm with a market capitalization close to the $ 300 bn mark. Google has been the notional leader though, with its growth from the garage to $ 170 bn market cap within a decade. So will it be Google then?

Possibly, and possibly not. Google has rushed in to fill a void as a search engine pioneer and quickly grew into being a web services supermarket. It has you and me in its pocket. But does it have the rest of our known world, enterprise applications, infrastructure and the rest of the commercial software world eating out of its hands? Guess not, and but who are the leaders in this space? IBM, HP, Microsoft, TCS, Infosys, Accenture and their like. I will call them collectively as the “vendor” firms here.

I have theorized on this and I can say with a degree of confidence that the trillion Dollar Technology firm will execute significant hold on the consumer services as well the enterprise applications and technology markets. With organizations trying to evolve leaner means to succeed using technology as an enabler, providers will have to innovate and imbibe the global ethos completely. The Trillion Dollar organization will not be the so called “flat” organization of today, by its capability to execute from 30 different locations in the world. It will be truly global because, weaved into its 30 or more offices infrastructure will be a matrix based two dimensional or multi-dimensional excellence framework, across technologies, services, domains and functions, which will enable it to bring together a team across various geographies based on identified competencies to deliver on any project. It will not be like embedded work out of China, Software Engineering out of Ukraine and BPO put of India. This approach is not actually about going global, this is plain tactical and regional. It becomes strategic only when we can merge them into one seamless execution whole, leverage competencies from where they lie, and scale the model to a requisite size to deliver for a project.

With free float of all major currencies it is implicit that a correction will happen. Wage growth rates of companies that offshore will show a southward trend, while the same for vendor countries will see double digit growth annually. “Vendor” countries will see technology and infrastructure investments from “client” countries which will put an upward pressure on local currencies. Some of these inflows can be managed through macro economic policy making, but the days of nappy feeding technology exporters are far behind us. I will not extend this theory to conclude that outsourcing will stop. It will not. The “Vendor” countries will be the first movers still in the “level” playing field, because over the past 20 years of outsourcing they will have developed the scale and specialization to execute business out of any corner of the world qualitatively better and with a reasonable amount of value arbitrage. Enter then, the truly “Global Corporation”. By 2010, some major consolidation within the IT services niche will happen, and in-organic growth will see at the very least 2-3 IT “Vendor” firms breach the $ 250 bn cap mark.

Riding a parallel growth track will be companies like Microsoft, Google, Apple and a few others who will be doing great things with technology, wireless, web, robotics, bio analytics and generating newer revenue streams. Google and a few others will evolve newer ways of monetizing web assets that they have acquired judiciously over the years. Somewhere down the middle of this, the “vendor” firms, driven by growth pressures and shareholders will find themselves hurtling towards the technology leaders. The “quick on the feet” technology innovators will meet with the Globalization honchos. From the resulting big bang, one or perhaps two Trillion Dollar Megaliths will emerge, all encompassing, in your personal computer, phone, credit card, corporate networks and your grand child’s robot Barbie mate.

Interesting theory isn’t it? Meet me in 2020, and I will “I told you so” you.

This blog is also featured at http://mglunplugged.wordpress.com/