Crossroads

At the intersection of technology, finance and the Pacific Rim.

Wednesday, May 31, 2006

Andrew Schmitt, who works at Nyquist Capital has an interesting post on the deployment of optical fiber to the home and China. It shows the importance of scale. Please note that the gchart presented is for global broadband subscribers, not fiber to the home.


Google Q&A

Eric Schmitt, CEO and Larry Page, co-founder were interviewed recently in London. I encourage you to look at this 30 minute clip as it provides a good inside view on how Google is actually run and what their senior management is thinking about these days. Go to the bottom of the page for the interview click. We will be discussing Google at great length next week--this will be the theme for Monday, and on Wednesday we will try to understand how this affects empire of Microsoft.

16 Comments:

Blogger bayu said...

When I started using internet frequently in 1997, my favorite search engine was www.altavista.com until a friend of mine told me that you can find much more in google. And I said, what the .. 'google' is?
I was so curious becaused of the name it self (google), its so unique and easy to remember (just like yahoo as well), and I tried and started to like it so I drop my altavista and change to google as my no.1 search engine.

And nowadays, like everybody does, Google become people favorite search engine!

What happened to others search engine like altavista, lycos, etc now? Are they squeeze by google?

Well one thing that Eric Schmitt and Larry Page said was, the booming of the internet and google happened because of :
1. How easy people access an information.
2. Internet connection (ADSL, broadband, wireless, wimax, etc).
3. Education level.
4. Marketing/Advertising Strategy.
and with the explosion of blogs (more than 35 million blogs), Google are very optimist and confidence in US market.

Even Larry Page said that Google havent announce anything but surely they have lot of strategy to break Asian market (let say China).

Anyhow, people does use google most of the time now, if you want to search anything, most of you type Google on your web browser right? so I think in my opinion Google has made an image into Asian market as well.

5:25 PM  
Anonymous Hyoung-Min,Ham said...

ㅇPON: Passive Optical Network
(E―PON, B―PON, WDM―PON)
ㅇONU: Optical Network Unit
ㅇOTU: Optical Line Terminal
ㅇFTTH: Fiber To The Home
ㅇFTTC: Fiber To The Curve
ㅇFTTB: Fiber To The Building
ㅇBCN: Broadband Convergence
Network
ㅇOFDM: Orthogonal Frequency
Division Multiplexing

What the heccccc...
You should know all these concepts and technologies? absolutely not!
Before long, you will be natually familiar with these jargon.
Don't worry about it.
Now, you're familiar with DSL,Wi-Fi,WiBro,CDMA,HSDPA...
sorry to confuse you.

Justin from KT

7:11 PM  
Blogger Jinwoo IM said...

Haha~! I totally agree on your comment. Those concepts will be familiar soon. ^^

I'm wondering how the professor can collect these kinds of information from a variety of sources. To be familiar with those concepts earlier than others, I think the ability to get these kinds of information seems to be important.

9:25 PM  
Blogger Jinwoo IM said...

The article of optical fiber industry in China can show me the real scale of China market. The table shows the difference between countries in scale so drastically. Hmm...

9:46 PM  
Anonymous Farhod Lapasov said...

The invention of searching engines such as Google is a really good creation; Internet could not be so successful without it, especially Google.
Google is an international search engine. So it has a lot of information around the world, even through some of them were not credible.
As Bayu mentioned about the booming of the Internet it gives people a lot of facilities that is very useful. I hope that they can conquer the Chinese market also.
One of the facilities that makes Google very popular are they rid off the language barrier (multi language).

11:37 PM  
Anonymous Farhod Lapasov said...

The invention of searching engines such as Google is a really good creation; Internet could not be so successful without it, especially Google.
Google is an international search engine. So it has a lot of information around the world, even through some of them were not credible.
As Bayu mentioned about the booming of the Internet it gives people a lot of facilities that is very useful. I hope that they can conquer the Chinese market also.
One of the facilities that makes Google very popular are they rid off the language barrier(multi language).

12:00 AM  
Blogger LeftBack said...

Very interesting interview. First of all, it was the first time I got to see Larry Page speak. He’s more reticent than I expected him to be.

Like the Terry Semel interview we saw a couple of weeks ago, I found myself more interested in the business model of Google than its new technologies per se. Eric Schmitt, Google CEO, made an interesting comment when he noted that his company was only “one click away” from losing it’s customers. In that sense, his business wasn’t that “sticky”. One of the ways they advance their business is through superior scaling. Also, the situation obliges them to constantly innovate. Page added that when Google is faced with a problem it does not implement a new strategy; instead it creates a new product that addresses the problem. He said that their strategy, if you can call it that, is to “do many things quickly and notice the one that works.” When Page griped that investors expect that “everything we do should change the rule,” I couldn’t help thinking of Clayton Christensen’s The Innovator’s Solution which pointed out this very same problem:

“Investors have a pesky tendency to discount into the present value of a company’s stock price whatever the rate of growth they foresee the company achieving.”

“Changes in stock prices are driven not by simply the direction of growth, but largely by unexpected changes in the rate of change in a company’s earnings and cash flows.”

“That canny horde of investors not only discounts the expected rate of growth of a company’s existing business into the present value of its stock price, but also discounts the growth from new, yet-to-be-established lines of business that they expect the management team to be able to create in the future.”

And so on…

The situation has forced Google to create a “culture of innovation” and Schmitt told one story whereby a Page posted a note on a whiteboard regarding some problems with a series of advertisements. Employees of Google walked by and made notes on the board giving their opinion. One of the notes was from an engineer (who had nothing to do with the ad department). It simply stated: “I have developed an algorithm that will solve your problem. I hope Larry is happy.”

Schmitt also told of the problem of how Google managed to get around the problem of ads that “sucked” through the development of new technologies. The problem with ads that suck is that Google gets paid less because no one is clicking on these ads. Since no one is clicking on the ads, Google’s revenues, as a percentage of the number of clicks, is lower.

As a final thought on advertising, Schmitt noted that “Targeted advertising, particularly search advertising, delivers the highest ROI of any other form of advertising.” Page said: “The faster we get them off our site, the better. We’re sort of an anti-portal.”

To close, I thought Page’s explanation of why Google finally entered the Chinese market despite China’s censorship regulations was reasonable. For a year Google stayed out of the Chinese market and never got any credit for it – no hoopla or media attention. They only succeeded in losing market share. Finally they decided that they might as well go in there with the little autonomy they could offer. At least they would be better that the local providers. I guess idealism can only take you so far.

12:11 AM  
Anonymous Farhod Lapasov said...

Nowadays, China is a big emerging market, even through countries penetration rate is (9%). And it is going to be bigger emergent market, due to migration to urban area and increase of GDP. But, it is difficult to enter to this emerging market, due to high competition.

11:57 AM  
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