Presentation i made during a panel discussion at ICT East, CII event on Aug 5, 2009. Kris Gopalakrishnan (Infy CEO), Suresh Senapaty (Wipro CFO), Andreas (Siemens), Anil Valluri (Sun Micro) were the other panelists. Kris termed this presentation - "you made all of us think" - thank you sir for the kind words.

1. Crystal Ball Gazing Sukumar Rajagopal, Senior Vice President & Head of Innovation ICT East 2009 : Thinking Strategy Aug 5, 2009 MC Escher Crystal Ball Image source - forum.zgeek.com

3. the thing about predictions... Source : http://www.slideshare.net/matthewbuckland/future-web-trends But before we start

4. "Computers in the future may weigh no more than 1.5 tons.“ Popular Mechanics, forecasting the relentless march of science, 1949 "I think there is a world market for maybe five computers." Thomas Watson, Chairman of IBM, 1943 "There is no reason anyone would want a computer in their home." Ken Olson, President, Chairman & Founder, Digital Equipment Corp., 1977 Source: http://www.slideshare.net/matthewbuckland/future-web-trends

5. © 2006, Cognizant Technology Solutions. Confidential Image Source: http://www.wikimedia.org Bold Prediction - By 2015 Kirana Store will be your Bank Industries Impacted - Banking, Telecom, IT & Government

6. First, a History Lesson from Electricity © 2006, Cognizant Technology Solutions. Confidential 1879 1920s Source: http://www.slate.com/id/2167909 /

7. © 2006, Cognizant Technology Solutions. Confidential Will This Scale ? Or this? Stats Source: http://business.outlookindia.com/newolb/article.aspx?101647 When 66% Indians, 135 MM households are Unbanked Bank Img Source: http://www.cbonline.co.uk/wcm-media/cb_media_branch3.jpg

8. Cash is King - Tappawala © 2006, Cognizant Technology Solutions. Confidential Source: http://www.hindu.com/2009/07/18/stories/2009071853850900.htm Ganjam’s migrant labourers remit Rs. 500 Crores a year back to their villages (of this 400 Crores comes from Surat alone) Tappawalas charge 3-4% to transfer the money back to home. This could be a Rs. 5000-20,000 crore ($1-4B market). Image Source: http://www.wikimedia.org

9. Cash is King - The Prepaid Stranglehold © 2006, Cognizant Technology Solutions. Confidential Conservatively estimating 50% of prepaid is cash – Rs. 5,900 Crores cash just in the GSM segment every month Source: http://www.trai.gov.in/WriteReadData/trai/upload/Reports/47/ReportQEMar09.pdf

11. Mega Opportunity - Where are the technology platforms? © 2006, Cognizant Technology Solutions. Confidential Source: Technology as a force multiplier by Sukumar Rajagopal http://economictimes.indiatimes.com/Opinion/Technology-as-a-force-multiplier/articleshow/3349323.cms

12. Thank You