Indian IT Industry

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hanumadu
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Re: Indian IT Industry

Postby hanumadu » 12 Dec 2018 17:48

^^I think there is an extra zero in the 7000. DDM?

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Re: Indian IT Industry

Postby uskumar » 12 Dec 2018 19:38

hanumadu wrote:^^I think there is an extra zero in the 7000. DDM?

I dont believe so sir. There is a serious push by American government to ensure that offshoring is stopped. let me quote a old article.

Indian IT firms looking for ways to soften US tax blow
The Tax Cuts and Jobs Act, designed to encourage American companies to invest and create jobs locally, seeks to discourage offshoring of work to overseas group companies by way of a 10% tax on the payments made to such offshore entities

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Re: Indian IT Industry

Postby Neshant » 21 Dec 2018 11:37

India does a very poor job of developing it's defence r&d and manufacturing sector which could be a huge job creator.

Tons of money spent buying overseas equipment thereby subsidizing foreign jobs & industry.

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Re: Indian IT Industry

Postby cdbatra » 04 Jan 2019 14:23

Neshant wrote:India does a very poor job of developing it's defence r&d and manufacturing sector which could be a huge job creator.

Tons of money spent buying overseas equipment thereby subsidizing foreign jobs & industry.


We need to change our mindset and stop going after latest flashy toy abroad. An LCA and Sukhoi better for India in longer run then more capable Rafale when it is hardly adding any value to our economy . We need to start thinking our defence from economic prism rather than just physical security standpoint . Longterm well being and security of country is only through economic independence .

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Re: Indian IT Industry

Postby Arima » 04 Jan 2019 19:51

Neshant wrote:India does a very poor job of developing it's defence r&d and manufacturing sector which could be a huge job creator.

Tons of money spent buying overseas equipment thereby subsidizing foreign jobs & industry.


Indian companies like BEML and HMT can join hands and start making high precision machinery.
capital goods machinery market is huge and we mostly import.

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Re: Indian IT Industry

Postby dinesh_kimar » 04 Jan 2019 20:22

^ BEML and HMT have unfortunately become lously. Their heydays were in the 80-90s timeline.

Belligerent unionism and apathy, and selling of assets/ closing down divisions.

Solution? Retain govt. Control with pvt. Mgmt. Have power to hire and fire the unions, and non-interference in daily affairs.

Also, I was kinda hoping for Govt version of following:

-Google search, G Drive and Whatsapp

-A Windows XP clone for 100 bucks/ system

- an Office Suite with all shortcuts of Excel 2003
- save and edit pptx, doc and xls/ psv format.

If it's built, make it mandatory, like in China.

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Re: Indian IT Industry

Postby Singha » 04 Jan 2019 20:36

HMT I think is long dead. their HQ office on ballari road here is now the hive of IT dept.

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Re: Indian IT Industry

Postby Vips » 10 Jan 2019 03:22

Andhra Pradesh government inks pact with Adani group for Rs 70,000 crore data centre parks.


The Andhra Pradesh government Wednesday signed an ambitious memorandum of understanding with the Adani group to build data centre parks in port city Visakhapatnam with a staggering investment of Rs 70,000 crore.

With this, the integrated infrastructure conglomerate will make its foray into the digital infrastructure sector.

The data centre parks, which will be developed in three different campuses in and around Visakhapatnam, will create over one lakh direct and indirect employment over the next 20 years, during which period the proposed investment will be made.

The MoU was signed by Adani Group chairman Gautam Adani and Andhra Pradesh principal secretary (Information Technology) K Vijayanand in the presence of Chief Minister N Chandrababu Naidu and IT Minister Nara Lokesh.

The data centre parks will have capacities up to five GW and will be totally powered by renewable energy, the company said.

The government and Adani will develop the hyper-scale data center market in the state, positioning AP as the east coast data center hub for India and Southeast Asia, it added.


This will be humungous even if just half the capacity gets set up. The existing large data centers in India are of 100 MW/150 MW capacity.

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Re: Indian IT Industry

Postby Singha » 10 Jan 2019 08:09

Data centers typically need very less people due to high levels of programmatic automation

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Re: Indian IT Industry

Postby negi » 10 Jan 2019 11:05

Government shouldn't get into any space where profits need to be made because they will never be able to do so ; government bodies are inefficient by fundamental nature and I say this without prejudice . Government should actually keep itself to areas which have impact on our well being but are investment heavy , have security implications and are of strategic interest . Datacenter by itself is commodity , however yes things like a datacenter for storing UPI, Aadhar our credit records etc such infrastructure should be maintained and run by Indian entities . On second thoughts what government should actually be doing is to take a leaf from Japan and EU's page and come up with it's own data privacy , sharing and storage laws and force likes of twitter, google, facebook , amazons etc to adhere to it the latter will then think about expanding datacenter presence here here , AWS already has an availability zone here in Mumbai.

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Re: Indian IT Industry

Postby Singha » 10 Jan 2019 14:39

HIPAA laws too - currently there is no std for security and common format of our medical data. its a wild west right now.

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Re: Indian IT Industry

Postby negi » 11 Jan 2019 14:53

That again deserves a long rant but part of the problem is us only; entire healthcare in India is a business run by powerful money minded people . Hospitals would not like to onboard an open platform that facilitates seamless transfer of patient data from one provider/clinic to another not just for making it difficult for customers to churn but primarily because all of them cook books and have their own in house IT that can purge/manipulate and 'manage' their data without any fear of an external audit . Just the billing aspect itself if brought to a common standard would end up plugging so many tax holes .

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Re: Indian IT Industry

Postby negi » 11 Jan 2019 14:57

Lot of the talk around brining tech and stuff like AI/ML to Indian healthcare and other areas is simply copy paste stuff from the valley , actually lot of evangelists and thought leaders in Indian IT scene are exact replicas of our historians (R Thapar et al) and the journos who basically take a fad/event in the US and try to find parallels here and then sell their stories. Indian scene first needs structural reforms , technology part is trivial in comparison.

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Re: Indian IT Industry

Postby Singha » 11 Jan 2019 16:30

yeah perhaps our existing UID ie aadhar is best to get a universal health record in a portable format like XML/JSON and mandate that all hospitals must follow some std wrt data security, exchange, handing access to patient data.

if govt says we will provide the data centers to store this for FREE and hospitals/clinics just use patient consent to pull , change and update back this data, the SJW / NGO / MSM will howl about privacy, big brother, targeting of minorities, evil mudi and various demons of the jungle.

we need a digital secure sandbox wallet in e-format for loading on usb, mobiles, computers containing our entire health history somehow.

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Re: Indian IT Industry

Postby vera_k » 12 Jan 2019 06:38

‘The Beginning of a Wave’: A.I. Tiptoes Into the Workplace

The market for A.I.-enhanced software automation is poised for rapid growth, but that expansion, analysts say, will ultimately bring job losses.


Seems that this type of tech would be a threat to at least some of the back office work sent off shore today. Hopefully the big service companies can acquire some of the startups here.

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Re: Indian IT Industry

Postby mappunni » 12 Jan 2019 12:19

vera_k wrote:‘The Beginning of a Wave’: A.I. Tiptoes Into the Workplace

The market for A.I.-enhanced software automation is poised for rapid growth, but that expansion, analysts say, will ultimately bring job losses.


Seems that this type of tech would be a threat to at least some of the back office work sent off shore today. Hopefully the big service companies can acquire some of the startups here.


We started implementing RPA big-time for mundane tasks in accounting and finance like bank statement downloads, check downloads, invoice processing,etc.

UiPath and Automation Anywhere have the biggest market share and AA is a Desi company based in Bengaluru. AA has made big inroads in big US financial institutions especially in area of mortgage paperwork processing and credit cards.

No job losses rather letting accountants do their job rather than spending time downloading and attaching statements.

Lots of companies are doing it, another big insurance company a few blocks from the company mentioned in article is even more aggressively using it for claims verification.

I have used both UiPath and Automation Anywhere and think UiPath which uses M$ framework is ripe for being picked up by M$. AA may go Oracle or SAP way

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Re: Indian IT Industry

Postby Neshant » 13 Jan 2019 22:45

Singha wrote:if govt says we will provide the data centers to store this for FREE and hospitals/clinics just use patient consent to pull , change and update back this data, the SJW / NGO / MSM will howl about privacy, big brother, targeting of minorities, evil mudi and various demons of the jungle.



Data security is a major concern. e.g with regards to health insurance and possibly other unforseen industries in the future.

With the govt in charge, it's only a matter of time before the entire database gets stolen.

One of the many reasons one should be cautious about getting a DNA profile for 23andMe and other such sites - Don't know where else your DNA profile will be going and how it could come back to bite.

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Re: Indian IT Industry

Postby Supratik » 02 Feb 2019 18:04

How Haryana is using technology to provide govt service.

http://www.openthemagazine.com/article/ ... om-babudom

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Re: Indian IT Industry

Postby PratikDas » 04 Feb 2019 06:17

Posting on behalf of a friend who isn't on this forum but goes by the name synusthesia:

A Beautiful presentation of how C++ is being used on Mars Rover curiosity. A software engineer from JPL gave this presentation at a C++ conference.

My Key takeways:
  • C++ was chosen because JPL had a proven library code base and history in c++, starting in 1990s. They still use C too.
  • C++ code provided the autonomous driving capability, visual odometry and cameras
  • How does it work: There are 17 cameras on Curiosity, and they take pictures. Software on the rover, over 100 modules, process these images and do complex analysis to interpret and a build a stereo map of it's surrounding. Once the map is built, the software computes and tests various possible pathways to reach it's destination and ultimately selects the safest past and heads that way. It computes a path to take and heads that way and then stops to figure out the next steps to take autonomously or as directed from earth
  • Curiosity has a lot of torque but it can only go 2 inches a second
  • Hardware is pretty constrained to take on radiation and other fault tolerance environment
  • The networking system used on this rover relays the messages to a satellite orbiting mars and from there the messages are sent to the earth. ~10 minutes for one way communication.
  • Other scientific systems and payloads like lasers, spectrography, etc sensors use different hardware & software. They don't use C++.
  • PL likes to stick with old proven software technology stack rather than trying on new glitzy languages just for the heck of it
  • JPL used IBM RUP methodology
  • They used unit tests and overall system tests
  • C++ is also used on other spacecrafts, satellite orbital telescopes and oceanography satellites

Recently, I was made aware of NASA requesting ISRO team to open source code just like NASA does. My feedback was, there is no way in the hell ISRO should do that. NASA only open sources tiny bits of non-key systems/tools, the real meat & rest of the critical and mission control source code is hidden and tucked away in their repositories.

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Re: Indian IT Industry

Postby Supratik » 08 Feb 2019 22:33

Indigenous microprocessor development.

https://youtu.be/GbDVO986bjA

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Re: Indian IT Industry

Postby Supratik » 08 Feb 2019 22:43


Supratik
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Re: Indian IT Industry

Postby Supratik » 08 Feb 2019 22:56


arshyam
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Re: Indian IT Industry

Postby arshyam » 13 Feb 2019 20:49

Any thoughts from electronics gurus?

‘India Must Have Its Own LTE Modem For National Security’: Zoho Develops Indigenous 4G LTE Modem - Swarajya
Sridhar Vembu the Chief Executive Officer (CEO) of Zoho (a SAAS firm) has claimed that the company has secretly developed a 4G LTE modem.

This modem was a result of an effort by 50 engineers who worked eight years on the project. The final product was taped-out in Taiwan a couple of weeks ago.

“We have developed a 4G LTE Modem in stealth mode. 50 engineers worked for 8 years, and it taped out just last week in Taiwan. 5G is on its way. India must have its own LTE chip for national security” @CIC_Chennai says Zoho’s Sridhar Vembu Listen @Doval_Ajit12 @PMOIndia !
— Gopal Srinivasan (@GopalSri) February 9, 2019

Vembu stressed on the importance of this project by asserting that India must have its own LTE chip in the interest of national security. He was speaking at a “Business Visionaries Series” function in Chennai last week (9 February).

He added that, “US CEOs buy private jets. My jet is developing India’s first LTE Chip for our national security. Far more satisfying than any Jet ever!”

Speaking about his own journey as a technocrat he credited India for all his successes and claimed that the nation has the smartest people. He called on giving Indians a vision and then wait for the magic to unfold.

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Re: Indian IT Industry

Postby Supratik » 13 Feb 2019 23:43


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Re: Indian IT Industry

Postby VinodTK » 21 Feb 2019 07:05

Google’s search ends in Hyderabad
Hyderabad: Hyderabad is all set to get a landmark tower that will rise 22 floors and provide employment to about 13,000 persons in the heart of the city’s IT hub, if all goes well with the plans of Google.

Occupying a vantage point in the prime Financial District, the proposed campus which recently was recommended for environment clearance, when ready, will be Google Inc’s biggest campus outside its US headquarters. The facility proposed with an investment of Rs.1,000 crore promises to be a landmark in itself housing 13,000 employees.

As per environmental impact assessment report submitted by Google India’s subsidiary Mahataa Information India Private Limited, the building will be a single block with three basements meant mostly for parking, ground floor and 22 floors, while the total solar PV capacity installed at the site stands at 300 KW.Google’s search ends in Hyderabad

Environment clearance
The agreement to set up a huge campus was signed between government of Telangana and Google in 2015 when the then IT Minister, K T Rama Rao, met Google officials on a visit to the US. Under the agreement, the government has allocated 7.2 acres to the company.

Now, Google has received the recommendation for environment clearance from the Telangana State Environment Impact Assessment Authority/State Expert Appraisal Committee, which was part of the Pollution Control Board in October 2018. With the EC in place, Google is expected to soon start construction of its first company-owned campus in Asia.

Currently, Google is operating out of a leased facility in Kondapur wherein it employs about 7,000 people engaged in cutting-edge work in innovative technologies. In India, Google has four offices, which include Hyderabad, Bengaluru, Mumbai and Gurgoan. At the time of signing the agreement, Google had proposed completing the project in two-and-a-half years.

Home to top 5 companies
At the signing of the agreement, K T Rama Rao had said, “Excited to announce that Google and government of Telangana have inked an MoU to build their largest campus (outside US).”

Telangana is home to the largest campuses of top five global companies that include Amazon, Microsoft, Google, Facebook and Apple. In addition, it also boasts of a host of other MNCs having their major operations in the State and are expanding vigorously.

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Re: Indian IT Industry

Postby Vips » 01 Mar 2019 06:55

Chipset innovation: India enters into an elite club.

India has entered into an elite club of countries with chipset-level innovation, telecom secretary Aruna Sundararajan Wednesday said, adding that it was extraordinary that an Indian company has come forward and launched not only 4G-LTE chip but also a 5G NR modem.

Bangaluru-based semiconductor company Signalchip Wednesday unveiled a dual carrier 4G/LTE and 5G NR standards-based modem that can work on up to 6GHz frequency range — creating a breakthrough after eight-year long research and development (R&D) activities in multiple complex domains.

“This is a pioneering innovation. It is something which is huge for India. With the first in-house chip, India is able to break into an elite club of countries,” Sundararajan said, adding that the new development would also have deep implications on data sovereignty and security.

Only eight companies worldwide have capabilities to design semiconductor chips, she added.

With India’s foray into chipset technology driven by a 40-member led startup, Signalchip that has unveiled highly-sophisticated system on chip (SoC) for small cell base stations, the company has become an arch rival to the globally dominant US majors such as Qualcomm, Intel and Broadcom.

“Not only a first 4G-LTE chip coming from India but also a 5G chip. If Indian manages to bring into IPR, it would be groundbreaking,” the top official said and expects that the original equipment makers would take advantage of technology.

Sundararajan feels that the new chipset technology may be taken up by a small group of companies and countries initially while that could further increase performance as it would go along the competitive market.

“When we talk of 5G, we think of foreign original equipment makers coming and setting up infrastructure,” she added.

Stanford University professor AJ Paulraj who is also heading the high-level 5G Forum said recently said that only indigenous technology could ward off security threat, and network gear from Nokia and Ericsson could be equally unsafe.

“Core ICT capabilities are going to be a key differentiator as we see the US and China battling out for it. Many countries are watching how India acquires technology and has economic stakes,” the official said.

Sundararajan, without naming any individual firm said that a company gets a royalty of $16.5 per phone and that too forever while India wants a Rs 5,000 worth of phone, and that has immense economic as well as security implications.

“India does not contribute in critical technologies though it would have a lot of economically and strategical impact,” Zoho founder and chief executive Sridhar Vembu said, adding that Zoho and Signalchip were working closely in bringing unparalleled efficiencies.

“The idea is to make the chip cost effective with as low as $250 for a miniature device mounted on towers. The price-to-performance ratio is a key differentiator,” Vembu added.

India is expected to import semiconductor chips worth Rs 1,87,200 crore from a Rs 36,21,600 crore market worldwide in 2020.

“Semiconductor is at the heart of any technology. Indian companies have no ownership at the silicon core level. Building competencies in the semiconductor are key to India’s technology roadmap,” Himamshu Khasnis, founder and chief executive, Signalchip said.

The company has 240 large and small IP modules and it has filed 24 patents but, however, feels that commercialisation of new products would be a challenging aspect.

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Re: Indian IT Industry

Postby Supratik » 11 Mar 2019 22:26

More chip news from India for gurus.

https://www.firstpost.com/tech/science/ ... 39261.html

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Re: Indian IT Industry

Postby Vips » 07 May 2019 17:58

CtrlS plans to build 6 mn square feet of top grade data centres by 2021.

Hyderbad-based CtrlS is planning to build six million square feet of tier-4 data centre by 2021 as it looks to capitalise on growth in data usage and proposed data localisation norms.The company's clients include Flipkart, SBI, Adani Group, Vodafone etc.

Around six months back, CtrlS announced to set up 4 million square feet of tier-4 data centres, including a 2 million sq feet hyperscale data centre in Hyderabad and 1 million sq feet of data centre each in Mumbai and Chennai. CtrlS Tuesday said it will add another 1 million sq feet of data centre in Mumbai.

"CtrlS is investing in hyperscale capacities and will soon emerge as the largest tier-4 data centre player globally with a cumulative footprint of 5 million sq feet by 2021," Founder and CEO of CtrlS Datacenters, Sridhar Pinnapureddy, told .

He said the impeding personal data protection bill combined with explosion of data due to social media, cloud, e-commerce, digitisation of data, Internet of Things (IoT), etc will require large capacities in India and CtrlS is gearing up to address this opportunity.

The company said it will invest Rs 2,000 crore in setting up 4 million sq feet of tier-4 data centres but did not share investment details for the new planned capacity of 1 million sq feet.

"Most of the investments for data expansion will be done through internal accruals while the rest of it would come through debfunding," CtrlS Datacenters Vice President BS Rao said.

A tier-4 data centre has 99.995 per cent uptime implying a maximum of 26 minutes downtime in a year. It requires almost double the investment required for a tier-3 data centre, which can have a downtime of up to few hours in a year.

Rao said 5 million sq feet of data centres will need 500 megawatt of power for which the company will deploy solar systems to meet the energy need and contain carbon emission.

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Indian IT Industry

Postby Peregrine » 17 May 2019 20:45

Indians likely to benefit as Trump unveils new immigration policy for merit-based professionals

Trump has said he will replace the existing green cards with 'Build America' visa.

Trump has unveiled a new merit and points-based immigration policy that replaces the existing green cards with 'Build America' visa and substantially hikes the quota for young and highly-skilled workers from 12 to 57 per cent, a move likely to benefit thousands of Indian professionals.

Trump said the current "broken" system of legal immigration has failed to retain and attract the brilliant talent from across the globe.

The president said he was proposing a merit based immigration system wherein permanent legal residency would be given based on points for age, knowledge, job opportunities and civic sense, besides passing English and civic tests.

"We discriminate against genius. We discriminate against brilliance. We won't anymore once we get this passed, and we hope to get it passed as soon as possible. We want these exceptional students and workers to stay, flourish and thrive in America," Trump said.

"Under the senseless rules of the current system, we're not able to give preference to a doctor, a researcher, a student who graduated number one in his class from the finest colleges in the world, anybody," he said in a policy address in the Rose Garden of the White House.

As a result of the "broken" rules, the annual Green Card flow is mostly low-wage and low-skilled, Trump rued, adding that the newcomers compete for jobs against the most vulnerable Americans and put pressure on social safety net and generous welfare programmes.

Every year the US issues nearly 1.1 million green cards, which gives foreign nationals life-time permission to live and work in the US and a path to citizenship in five years.

Currently, most of the cards are issued based on family links and diversity visa, and a small section is given to people who are professionals and highly-skilled.

Trump said he wanted to change that and unveiled a new proposal.

"The biggest change we make is to increase the proportion of highly-skilled immigration from 12 per cent to 57 per cent, and we'd like to even see if we can go higher. This will bring us in line with other countries and make us globally competitive," Trump said.

The move is likely to benefit hundreds and thousands of Indian professionals and skilled workers whose current waiting period for a Green Card on an average is more than a decade.

The current system prioritise the immediate family of new Americans, spouses and children, he said.

"Our proposal fulfils our sacred duty to those living here today, while ensuring America remains a welcoming country to immigrants joining us tomorrow. We want immigrants coming in. We cherish the open door that we want to create for our country, but a big proportion of those immigrants must come in through merit and skill," he said.

The White House plan makes no change to the number of green cards allocated each year.

Trump said instead of admitting people through "random chance", he will establish a "simple and universal criteria" for admission to the US.

"No matter where in the world you're born, no matter who your relatives are, if you want to
become an American citizen, it will be clear exactly what standard we ask you to achieve. It will be made crystal clear," Trump said.

"This will increase the diversity of immigration flows into our country. We will replace the existing green card categories with a new visa, the Build America visa - which is what we all want to hear," Trump said.

He said like Canada and many other countries, his administration seeks to create an "easy-to-navigate points-based" selection system.

"You will get more points for being a younger worker, meaning you will contribute more to our social safety net. You will get more points for having a valuable skill, an offer of employment, an advanced education, or a plan to create jobs," he said.

In the absence of such a system, America is losing people who want to start companies, and in many cases, are forced to leave the country and go back to where they came from, he said.

He said priority will also be given to higher-wage workers to ensure the American labour is never undercut.

"Finally, to promote integration, assimilation, and national unity, future immigrants will be required to learn English and to pass a civics exam prior to admission," Trump said.

According to the president, Americans with criminal records are getting a second chance at life in higher numbers than ever before.

Unfortunately, the current immigration rules allow foreign workers to substitute for Americans seeking entry-level jobs, he said.

"So, foreign workers are coming in and they're taking the jobs that would normally go to American workers," Trump said.

"America's immigration system should bring in people who will expand opportunity for striving, low-income Americans, not to compete with those low-income Americans," he said.

Immediate reaction to the proposed reforms showed a bitter political divide.

Congressman Mike Rogers, ranking member of the House Homeland Security Committee, said a White House plan to boost border security and reform the immigration system is a welcome step.

Senate Minority Leader Chuck Schumer dubbed it as a political document.

"(This) isn't a serious attempt at immigration reform; if anything, it's a political document that is anti-immigration reform," he said.

"I found the announcement today to be short-sighted," said Kamala Harris, the first Indian-origin Senator and a 2020 Democratic presidential candidate

Cheers Image

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Re: Indian IT Industry

Postby Vayutuvan » 18 May 2019 23:54

Nvidia Claims 6000x Speed-Up for Stock Trading Backtest Benchmark

This technology has other uses too, especially in MCMC.

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Indian IT Industry

Postby Peregrine » 03 Jun 2019 00:58

X Posted on the Neutering & Defanging Chinese Threat

Technology and politics

Huawei has been cut off from American technology

The ban will be excruciating at best, and fatal at worst

America is no fan of Huawei. Its officials have spent months warning that the Chinese giant’s smartphones and networking gear could be Trojan horses for Chinese spies (something Huawei has repeatedly denied). They have threatened to withhold intelligence from any ally that allows the firm in. On May 15th they raised the stakes. President Donald Trump barred American firms from using telecoms equipment made by firms posing a “risk to national security”. His order named no names. But its target was plain.

For all the drama, the import ban hardly matters. Huawei has long been barred from America, in practice if not on paper. More significant was the announcement by the Commerce Department, on the same day, that it was adding Huawei to a list of firms with which American companies cannot do business without official permission. That amounts to a prohibition on exports of American technology to Huawei.

It is a seismic decision, for no technology firm is an island. Supply chains are highly specialised and globally connected. Cutting them off—“weaponising interdependence”, in the jargon—can cause serious disruption. When zte, another Chinese technology company, received the same treatment in 2018 for violating American sanctions on Iran, it was brought to the brink of ruin. It survived only because Mr Trump intervened, claiming it was a favour to Xi Jinping, China’s president.

Huawei matters more than zte. It is China’s biggest high-tech company, and is seen as a national champion. Its name translates roughly as “Chinese achievement”. Revenues of $105bn put it in the same league as Microsoft. Only Samsung, a South Korean firm, sells more smartphones. Huawei holds many crucial patents on superfast 5g mobile networks, and is the largest manufacturer of telecoms equipment. Were it to go under, the shock waves would rattle all of tech world.

By May 20th the impact of the ban was becoming clear. Google said it had stopped supplying the proprietary components of its Android mobile operating system to Huawei. A string of American chipmakers, including Intel, Qualcomm and Micron, have also ceased sales. Later that day the Commerce Department softened its line slightly, saying that firms could continue to supply Huawei for 90 days, but for existing products—for instance, with software updates for Huawei phones already in use. New sales, on which Huawei’s future revenue depends, remain banned.

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Interdependence, of course, cuts both ways (see chart). Shares in American technology firms fell after the announcement, because Huawei is a big customer. Qorvo, which employs 8,600 people and makes wireless communication chips, derives 15% of its revenue from Huawei. Micron is in the memory business, of which Huawei is a big consumer. A report from the Information Technology & Innovation Foundation, a think-tank, also released on May 20th, guessed export controls could cost American firms up to $56bn in lost sales over five years.

Unlike Intel, Qualcomm or zte, Huawei is privately owned, so lacks listed shares whose price swing would hint at the extent of its distress—though the price of its listed bonds has dropped to 94 cents on the dollar. In public, the firm is staying calm. Ren Zhengfei, Huawei’s founder, said it would be “fine” without access to American technology. Huawei has spoken of activating a “Plan b” designed to keep it in business despite American sanctions. It has been stockpiling crucial components for months, and has made a conscious push to become less reliant on American technology over the past few years. Its phones in particular make extensive use of chips designed by HiSilicon, its in-house chipdesign unit.

Yet few analysts are as sanguine as Mr Ren. Three business areas in particular look vulnerable. Without Google’s co-operation, new Huawei phones will lack the latest versions of Android, and popular apps such as Gmail or Maps. That may not matter in China, where Google’s apps are forbidden. But it could be crippling in Europe, Huawei’s second-biggest market. Its telecoms business needs beefy server chips from Intel. The supply of software to manage those networks could dry up too. Huawei is developing replacements for all three, but they are far from ready.

Two questions will determine whether or not Huawei can weather the storm, says Dieter Ernst, a chip expert and China-watcher at the East-West Centre, a think-tank in Honolulu. The first concerns America’s motives. The timing of the ban, a few days after broader trade talks between China and America had broken down, was suggestive. On one reading, it is a tactical move designed to wring concessions from China. If so, it might prove short-lived, and Huawei’s stockpiles may tide it over.

Paul Triolo of Eurasia Group, a political-risk consultancy, is doubtful. Rather than a negotiating tactic, he sees the ban as “the logical end-game of the us campaign to take down Huawei”. A long-lasting ban would force the firm to look for alternative chips and software that Chinese suppliers would struggle to provide.

The second question concerns the reach of American power. The tangled nature of chip-industry supply chains, says Mr Ernst, means that many non-American companies make use of American parts or intellectual property. They may therefore consider themselves covered, wholly or partially, by the ban. Take Arm, a Britain-based firm whose technology powers chips in virtually every phone in the world, including those made by HiSilicon. Arm says that it will comply with the Commerce Department’s rules. That suggests that Arm will not grant Huawei new licences. It is unclear if Arm will offer support for existing licences, however. As Arm’s technology advances, Huawei risks being left behind.

Other non-American companies are as important. One industry insider with contacts in Taiwan says that American officials are pressing Taiwan Semiconductor Manufacturing Company (tsmc), a big and cutting-edge chipmaker, to drop Huawei, which is its third-biggest customer. That would be a crushing blow, for Chinese chip factories are not up to the task of manufacturing HiSilicon’s sophisticated designs. tsmc’s only peer is Samsung—and South Korea is another of America’s allies. tsmc said on May 23rd that it would continue supplying Huawei for now.

Even if the optimists are right, and the ban is lifted in exchange for trade concessions, a return to business as usual seems unlikely. America has twice demonstrated a willingness to throttle big Chinese companies. Trust in American technology firms has been eroded, says Mr Triolo. China has already committed billions of dollars to efforts to boost its domestic capabilities in chipmaking and technology. For its rulers, America’s bans highlight the urgency of that policy. Catching up will not be easy, believes Mr Ernst, for chips and software are the most complicated products that humans make. But, he says, if you talk to people in China’s tech industry they all say the same thing: “We no longer have any other option.”

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Re: Indian IT Industry

Postby darshan » 03 Jun 2019 01:11

Just saw DD news ticker with email addresses ending in gmail. Would Indian IT industry ever catch up, become competent enough, or overcome the roadblocks that maybe and provide legitimate email portals that’s Indian?

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Re: Indian IT Industry

Postby Bart S » 03 Jun 2019 01:43

darshan wrote:Just saw DD news ticker with email addresses ending in gmail. Would Indian IT industry ever catch up, become competent enough, or overcome the roadblocks that maybe and provide legitimate email portals that’s Indian?


What does this have to do with Indian IT Industry. It is clearly Govt/PSU morons who are at fault here for not hosting their own internal e-mail system, or if one exists, not using it. They shouldn't be using an 'e-mail portal' (whatever that means, maybe you mean a public cloud based e-mail service) anyway for govt orgs, but if they did want to use it Zoho is a very well known cloud based system that competes well internationally.

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Re: Indian IT Industry

Postby darshan » 03 Jun 2019 04:01

Looks like that my answer has been answered partially. Probably arrogance is more prevalent than pride in the Indian IT industry. Blaming it on governmental decision making and moving on is convenient. May be it’s just me and not be able to tolerate other companies’ products on my turf. If my BD and capture teams returned with an excuse that the military brass are morons, I would be livid. A government entity chose gmail instead of many sub par products that could have been chosen if it was moron that was choosing. So may be it wasn’t 100% moron.

As far as zoho is concerned, I am aware of it. I had forced my private small business partners to start using it long ago by putting 100% weight on the product having Indian connection. It’s improved to be serviceable within the category of products that we use but I won’t say that it’s leading the way. Since I saw them use the word zia, I have been wanting to cancel the service but partners aren’t as sensitive as me so the cancellation is work in progress. If I was a responsible party at zoho with the zeal that this is my turf and my land, I would not have slept till I figured out how to not have gmail scrolling through national tv ticker. But may be that is just me.

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Re: Indian IT Industry

Postby abhik » 30 Jun 2019 10:29

Originally from Bloomberg
Boeing engaged $9-an-hour Indian engineers to build 737 Max Software
Attempt to scrape goat Indian IT.

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Re: Indian IT Industry

Postby rhytha » 30 Jun 2019 15:15

darshan wrote:Looks like that my answer has been answered partially. Probably arrogance is more prevalent than pride in the Indian IT industry. Blaming it on governmental decision making and moving on is convenient. May be it’s just me and not be able to tolerate other companies’ products on my turf. If my BD and capture teams returned with an excuse that the military brass are morons, I would be livid. A government entity chose gmail instead of many sub par products that could have been chosen if it was moron that was choosing. So may be it wasn’t 100% moron.

As far as zoho is concerned, I am aware of it. I had forced my private small business partners to start using it long ago by putting 100% weight on the product having Indian connection. It’s improved to be serviceable within the category of products that we use but I won’t say that it’s leading the way. Since I saw them use the word zia, I have been wanting to cancel the service but partners aren’t as sensitive as me so the cancellation is work in progress. If I was a responsible party at zoho with the zeal that this is my turf and my land, I would not have slept till I figured out how to not have gmail scrolling through national tv ticker. But may be that is just me.



Zoho is a good product and is inching to be great for Indian market.

What is this Zia you are talking about.

I use zoho books and satisfied with it, it works best with software and it services company, I am not sure about adoptions in other verticals

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Re: Indian IT Industry

Postby darshan » 30 Jun 2019 17:42

https://www.zoho.com/crm/zia.html

One has to wonder why no one at Zoho questioned this. I'm sure that they would have debated on the catchy words like all businesses.

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Re: Indian IT Industry

Postby Sachin » 01 Jul 2019 14:12

darshan wrote:Just saw DD news ticker with email addresses ending in gmail.

Bart S wrote:It is clearly Govt/PSU morons who are at fault here for not hosting their own internal e-mail system, or if one exists, not using it.

It is the (state/central) government's responsibility to provide meaningful e-mail IDs to its key personnel. National Informatics Centre (NIC) has been the agency who generally takes up such projects (and many others). NIC has state level units as well. Looks like DD folks don't know how to get to work along side NIC. Many state departments in southern states have got E-Mail IDs on dedictated domain names for quite some time now. The state police forces of KA,KL & TN are one big example.

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Re: Indian IT Industry

Postby rhytha » 01 Jul 2019 16:56

darshan wrote:https://www.zoho.com/crm/zia.html

One has to wonder why no one at Zoho questioned this. I'm sure that they would have debated on the catchy words like all businesses.


Seriously. :eek: , you are dropping Zoho because they used a word for thier AI service which you don't like.

No wonder Indian software companies run to west for sales.

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Re: Indian IT Industry

Postby darshan » 01 Jul 2019 17:27

If you had read my earlier post, I believe that I had made it clear that it was about the name. As simple as that. In my career, I have got up and left lunch meetings for not having vegetarian food accommodations. The company is big enough to have had a meeting or two about choosing a name and if this is what they came up with then I do have a problem. I would have been fine with Kalam. What do I gotta tolerate next, timur, ghuari, bajwa, etc.? Why didn't they just go with osama to see how many clients they will be left with if it's not about the name?

Iirc, the company is Desi owned but was not out of India till a later date so I'm not sure about your comment on people running to the West. Products also come out of the east side of the India too. I'm in the US and started using this Desi company just because they were Desi. Then, they were new arrival to the scene.

This is getting off the topic and Sachin has already provided meaningful answer to my original post.


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