Saturday, May 21, 2005
Shanda's Future Plans

[via Bill Bishop] Forbes writes: "Shanda Interactive rules China's online game business. Now Chen Tianqiao wants it to be the nation's online media supermarket."


Chen Tianqiao wants more. In the past few months he has put into motion a plan to parlay his gaming network's success into China's first all-in-one online media supermarket. In February Chen bought 19.5% of Sina, China's online news leader and biggest Internet portal, for $230 million in cash. In April Shanda announced a partnership with Universal Music Group, the world's largest music company, that will allow Shanda users to stream tunes to their PCs. It is Universal's first online sales foray into China and Chen's first foray into music. The service begins in June. "We want to be something like an interactive Disney or an interactive Viacom," Chen says.

But to do so he needs mass distribution into the Chinese home--and there the PC is a poor pipeline. Only 94 million of China's 1.3 billion people were Internet users at the end of last year, but 330 million have TV sets. A huge chunk of Shanda users are nomads, logging in from Internet cafes.

Later this year Chen will unveil a new interactive entertainment box, dubbed the Shanda Station, that will allow TV viewers to go online, play Shanda's games and buy music and, eventually, films. Developed in part with Intel, the product uses Microsoft software and connects to the Internet over high-speed DSLphone lines. Shanda is considering putting voice and video calling features inside the Shanda Station, which will be sold through electronics chain stores, plus Shanda's own sales channels. The manufacturing will be outsourced. "The most important thing for us right now is the expansion from the PC to the TV," Chen says. "We sell fun games, but this is a serious business."

A home audience will also give Shanda a better claim on China's torrid advertising market...Says Safa Rashtchy, senior research analyst at Piper Jaffray in Menlo Park, Calif.: "Shanda has the potential to be one of three or four really big media companies in China."

Mobile Email

The Economist writes that the battle has just begun.


Suddenly, it seems, everyone is realising that the next big thing in telecoms and technology could be mobile e-mail. On May 10th, Microsoft, the world's largest software firm, unveiled a new version of its Windows operating system designed for mobile phones. This will be able to run programs from independent software firms, such as Silicon Valley's Visto, Good Technology, SEVEN and Intellisync, that will let mobile-phone users send and receive e-mail on their handsets. This follows a very busy April, when SEVEN bought Smartner, a Finnish rival, and Visto reached deals with the largest mobile operator in the world, Vodafone, and, in Canada, with Rogers Wireless, to start rolling out mobile e-mail services.

“It is still early, early, early in this—dare we say nascent?—trend,” says Pip Coburn, an analyst at UBS. He expects mobile e-mail to be a “killer application” because it taps into people's strongest psycho-emotional needs—the urge to connect with others (and simultaneous fear of social isolation if they cannot), as well as the desire to be mobile—while asking relatively little of them by way of new learning, as they already know how to send e-mail via their PCs. Indeed, e-mail is likely to blow away a lot of the other fancy services that mobile operators are hoping to push over their third-generation wireless networks. Andrew Odlyzko, a telecoms guru, once did a survey in which he asked people to choose, hypothetically, between having either e-mail or the entire content of the world wide web: 95% chose e-mail.

Enterpreneurial Themes

Roger McNamee writes:


A few major themes that entrepreneurs can leverage:

  • Time: No one has enough of time. Saving it and making the most of it are key drivers of consumer purchases today. Google and Blackberry save time. Portable music, DVD, and game players enable higher quality activities in limited time.
  • Full Duplex Automation: Most services on the web are automated on the provider side, but require lots of effort by the end user. What I want is services that are automated at BOTH ends: full duplex automation. My two favorite examples are MyYahoo and TiVO. You program them once and they work for you forever.
  • Universal authoring: It’s astonishing how many devices exist today that enable consumers to create content. The tools for managing that content are still pretty lame.

    Here are a few of the innovations that I want to see . . .

  • Digital safekeeping: Now that family photos, music, and video are digital, protecting them is a real priority. What is the right model for personal back up and how do your make it automatic?
  • Full Duplex Search: Imagine a search engine that could watch the web for you. It could keep its eyes peeled for bargains, for specific news triggers, or whatever you want . . . and then send you an email—or execute a transaction—when it found what you want.
  • BitTorrent client for the rest of us: Video on the internet is way too hard to use. What I want is a product that provides TiVO-plus functionality for digital downloads over the internet . . . full duplex automation that doesn’t require a computer science degree. Done right, the client could find, download (and even pay for) digital files of any type.
  • Ability to buy anything on eBay with a credit card: This isn’t a start-up opportunity, but it’s something eBay should be doing.
  • Me
    Entrepreneur, Mumbai, India, Emergic, Netcore, Internet, IndiaWorld, Sify, IIT-Bombay, ColumbiaUniv ... More [Write to Me]

    - MyToday
    - Emergic Ecosystem
    - Netcore
    - Emergic MailServ: Enterprise Messaging
    - Emergic CleanMail: Anti-Virus, Anti-Spam
    - BlogStreet: Blog Profiles, RSS Ecosystem
    - Novatium: Network Computers
    - SEraja: The EventWeb
    - Rajshri Media: Broadband Portal
    - Newsweek on Novatium (Feb 2007)
    - Knowledge@Wharton Interview (Oct 2006)
    - TIME Asia (Mar 2000)

    Free SMS Updates
    Indian mobile users can sms START EMERGIC to 9845398453 to get free daily updates on new additions. [To unsubscribe, sms STOP EMERGIC to 9845398453.]
    My Writings
    Affordable Computing and ICT for Development
    India's Digital Infrastructure (May 2007)
    Envisioning Tomorrow's World (Mar 2007)
    Computing for the Next Billion (Jun 2006)
    City Wi-Fi Networks (Apr 2006)
    Microsoft Live (Nov 2005)
    Internet Tea Leaves (Sep 2005)
    Next-Generation Networks (Jul 2005)
    Disruptions (Jul 2005)
    The Mobile Phone Platform (Feb 2005)
    Microsoft, Bandwidth and Centralised Computing (Jan 2005)
    Computing for Broadband 101 (Jan 2005)
    Tomorrow's World (Nov 2004)
    CommPuting Grid (Nov 2004)
    Massputers, Redux (Oct 2004)
    The Network Computer (Oct 2004)
    Reinventing Computing (Aug 2004)
    Tech Trends (Jul 2004)
    Letter to Arun Shourie (Apr 2004)
    As India Develops (Mar 2004)
    My Mental Model (Dec 2003)
    The Next Billion (Sep 2003)
    Transforming Rural India 2 (Jul 2003)
    The Discovery of India (Jun 2003)
    Transforming Rural India (Mar 2003)
    The Rs 5,000 PC Ecosystem (Jan 2003)
    Disruptive Bridges (Nov 2002)
    India Post: Ideas for Tomorrow (Nov 2002)
    Technology's Next Markets (Oct 2002)
    Server-based Computing (Jul 2002)
    India's Next Decade (Apr 2002)
    The Digital Divide (Apr 2002)
    The Real Wireless Revolution (Mar 2002)
    Envisioning a New India (Jan 2002)
    Emerging Technologies, Emerging Markets (Jan 2002)
    The Indianised Linux Desktop (Nov 2001)
    Mass Market Internet (Nov 2000)

    Enterprise Software and SMEs
    The Coming Age of ASPs (May 2005)
    SMEs and Technology (Oct 2003)
    The Death and Rebirth of Email (Aug 2003)
    IT's Future (Aug 2003)
    Rethinking the Desktop (Sep 2002)
    Rethinking Enterprise Software (Jun 2002)
    Emerging Enterprises and Emergent Networks (Mar 2002)
    Web Services (Nov 2001)
    Alt.Software (Oct 2001)
    The Intelligent, Real-Time Enterprise (June 2001)
    Enterprise Software (Mar 2001)
    SME Tech Utility (Feb 2001)
    Software and SMEs (Jan 2001)
    The Intelligent Enterprise: Integrating CRM, SCM and EIP (Jan 2001)

    Information Management
    The Emerging Internet (May 2007)
    The Now-New-Near Web (Sep 2006)
    Mobile Internet (Aug 2006)
    Video on the Internet (Jun 2006)
    India Internet and Mobile (Feb 2006)
    Rethinking Newspapers (Jan 2006)
    Web 2.0 (Oct 2005)
    The Future of Search (Mar 2005)
    Web 2.0 Conference (Oct 2004)
    Thinking A New Food Portal (Sep 2004)
    Rethinking Search (Jan 2004)
    India.com 2.0 (Jan 2004)
    The Publish-Subscribe Web (Jun 2003)
    Constructing the Memex (May 2003)
    RSS, Blogs and Beyond (Feb 2003)
    Blogging (Feb 2002)
    Harnessing Information (Oct 2001)
    News Refinery (May 2001)

    Entrepreneurship
    When Bad Things Happen (Jan 2007)
    Ventures and Capital (Dec 2006)
    15 Years as an Entrepreneur (Nov 2006)
    Of Blue Oceans and Black Swans (May 2006)
    Let's Build a Business (Apr 2006)
    The Value of Vision (Mar 2006)
    Vision and Worries (Oct 2005)
    Bootstrapping a Business (Oct 2005)
    India Needs More Entrepreneurs (Aug 2005)
    Dotcom Nostalgia (Jun 2005)
    When Things Go Wrong (Apr 2005)
    My Life as an Entrepreneur (Nov 2004)
    An Entrepreneur's Growth Challenge (Sep 2004)
    Creating Options (Sep 2004)
    From Employee to Entrepreneur (Aug 2004)
    A Tale of Two Summers (Aug 2004)
    Crucible Experiences (May 2004)
    The Company (May 2004)
    An Entrepreneur's Attributes (Nov 2003)
    An Entrepreneur's Early Days (Sep 2003)
    Reflections on Ideas and Entrepreneurship (Jul 2003)
    Entrepreneur's Enigmas (Jan 2003)
    The Entrepreneur's Delights (Sep 2002)
    Life as an Entrepreneur (Oct 2001)
    Leadership Lessons from Lagaan (Aug 2001)
    Entrepreneurial Learnings (July 2001)
    Entrepreneurship (Mar 2001)
    The IndiaWorld Story (1997-8)

    Abhishek (my son)
    Photos
    Letter to a Two-Year-Old (Apr 2007)
    Father to Son (Apr 2006)
    Letter to a 2005 Baby (Jun 2005)
    The Making of Abhishek (Jul 2005)

    Moreover
    Facebook (May 2007)
    Doing Education Right (May 2007)
    Reflections from a Dubai Trip (Apr 2007)
    Creating India's New Cities (Apr 2007)
    India's Challenges (Mar 2007)
    3GSM 2007 (Feb 2007)
    Demo 2007 (Feb 2007)
    A Tale of Two Covers (Feb 2007)
    3GSM Mumbai (Feb 2007)
    2007 Tech Trends (Jan 2007)
    The Best of 2006 (Dec 2006)
    Best of Tech Talk 2006 (Dec 2006)
    Cyworld (Nov 2006)
    Two 2.0 Events (Nov 2006)
    Two-Sided Markets (Nov 2006)
    The Rise of YouTube (Oct 2006)
    Gandhigiri (Oct 2006)
    Education and Reservation (May 2006)
    Four Blog Years (May 2006)
    Fooled by Randomness (May 2006)
    Blue Ocean Strategy (May 2006)
    Revolution on the Roads (Apr 2006)
    The MySpace Story (Mar 2006)
    A Presentation at PC Forum (Mar 2006)
    Extreme Competition (Mar 2006)
    3GSM World Congress 2006 (Feb 2006)
    DEMO 2006 (Feb 2006)
    India Rising (Jan 2006)
    2006 Tech Trends (Jan 2006)
    The Best of Tech Talk 2005 (Dec 2005)
    The Best of 2005 (Dec 2005)
    Trains, Planes and Mobiles (Dec 2005)
    Peter Drucker: Management's Newton (Nov 2005)
    India Empowered (Oct 2005)
    Rajasthan Ruminations 2 (Sep 2005)
    Building a Better India (Sep 2005)
    South Korea's IT839 (Jul 2005)
    Shift-Ctrl (Jul 2005)
    Best of Future Tech (Feb 2005)
    Multi-Model Minds (Feb 2005)
    The Best of 2004 (Jan 2005)
    On Watching Swades (Jan 2005)
    The Best of Tech Talk 2004 (Dec 2004)
    India Trends (Dec 2004)
    An American Journey (Aug 2004)
    Black Swans (Aug 2004)
    A Train Journey (Jun 2004)
    An Agenda for the Next Government (May 2004)
    Two Blog Years (May 2004)
    Rajasthan Ruminations (Feb 2004)
    Technology and the Indian Elections (Feb 2004)
    2003-04 (Dec 2003)
    Random Musings (Sep 2003)
    Useful Concepts (July 2003)
    Dear Non-Resident Indian (July 2003)
    Tech's 10X Tsunamis (July 2002)
    An Indian in China (Mar 2002)
    Disruptive Technologies (Aug 2001)
    Innovation (Aug 2001)
    Good Books

    - My Business Standard columns
    - More columns at Tech Samachar

    Presentations
    - TiE Bangalore (Dec 2004)
    - BangaloreIT.com (Nov 2004)
    - CIT 2004 (Jan 2004)
    - BangaloreIT.com (Nov 2003)
    - Pune CSI Open-Source Workshop (Sep 2003)
    - Sydney ICT Workshop (Jul 2003)
    - Netcore (Mar 2003)
    - Emergent Democracy (MP Govt, Feb 2003)
    - Vision for Digitally Bridged India (Dec 2002)
    - India Post (Nov 2002)
    - Open-Source for eGovernance (Oct 2002)
    Recent Entries
    Archives
    BlogStreet
    Syndicate
    Powered by
    Movable Type 2.21


    Main - Feedback
    © Rajesh Jain