Some top up topics here since there was very interesting conversation in the comments. Just want to bring that topic to the front. What is data assessment & prioritization? How does traditional vs new mobile n/w handle this ever rising need to prioritize the data?
Real-time analysis & prediction of certain kinds of data is getting more importance in communication between Machine to Machine. Let's refer that as M2M from now on. The M2M data is giving more imp. in certain application context than P2P (person to person)
Esp. geospatial data related to self-driving, driving assistance, navigation, traffic & accident info., license plate detail etc. has more imp. than any kind of data transferred over the network. It isn't the network that is capable to assess & prioritize at protocol level.
Real-time cognitive analysis is just going to explode as we get into smart/always connected world. Vector data is far more important than Scalar data.
SDN can help deploy a solution that can do traffic prediction. You need AI/ML algo do that for you just before you send data over the network. You assign a score to certain kinds of data segments & then control which data gets priority. Your protocol can't differentiate this.
There is something called as "Feature Selection Method" which is used to do data assessment, optimization, and finally prioritization. Sensor/Mobile device controller can prioritize data!
I can go into detail but then it would be too technical. The point is - your network/connectivity/communications provider can enable such solutions as a part of their network services! It isn't part of network itself, but part of solution/offering as a whole.
Prioritization is offered as a Class of Service. You can tag a certain types of data packets as drop eligible. It is very commonly done when network is congested. Low priority packets are dropped. Network capacity assessment is a key here.
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#RateGain is the next one I am reading about since it is so called positioned as SaaS but I have got contradicting date which I haven't been able to evaluate yet on my own. I read the business update just now and following is my 1st assessment.
OK here we go! Pl note that thread may be a bit technical, but I have tried to be as simple as I could. This is my own interpretation of the tech & where we are going with digital
Before we understand business of #tatacommunications, we have to understand some concepts without which we won't be able to appreciate the changes & improvements
#tatacommunications is mainly known for internet connectivity, colocation, enterprise data provider. But The co is transforming from these traditional services
* Industries & Domains - Hi-Tech & Manufacturing, BFSI, Retail & Consumer. Focused on industries they have been operating since long. Not trying to diversify.
* Services - Experience Service(Unique), Advance Engineering, Data Engineering & Analytics, Application Services, Foundation Services
Very neat & clean categorization of the services. Not trying to over do. Very straightforward to show what they offer.
So we are going to discuss a young digital co promoted by big names. The price has rallied exponentially & valuations are through the roof. This is an attempt to discover where the value lies & what's worth.
I have tried to be as balanced, neutral with my analysis as I could. Positive & Negatives, wherever applicable are duly presented. It is up to you to take this view or not. And pl, rising price can't ever justify lagging fundamentals.
If you are keen to understand business, read on. Those who care about price can ignore this one. Here is to #happiestminds
The 3rd co that we are going to study today is a smallcap, although by definition it isn't a smallcap, but by operations it still is. This 🧵is even longer than previous ones. Here is one for #Mastek
So the 2nd co we're going to study today is a small base, very aggressive, well positioned one. This one is going to be a long thread. Have a patient read! Here is - #Birlasoft
* Industries & Domains - Auto, Banking, High Tech, Manufacturing, Capital Markets, Insurance, Media & Ent, Energy, Life Sciences, Healthcare, Utilities
I clearly see some segments that can easily create a drag on rest of the business - Mfg, Energy, Utilities are some of those segments. However, in capex friendly scenario, this can generate Alpha