Innovation Economy V3 (downloadable)

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Innovation Economy V3 (downloadable)

  1. 1. ‫‪STKI Company Confidential‬‬ ‫‪for‬‬ ‫8002/11/11‬ ‫‪STKI clients only‬‬ ‫‪WIKIPEDIA‬‬ ‫‪STKI‬‬ ‫מתוך ויקיפדיה, האנציקלופדיה החופשית‬ ‫חברת ‪STKI - Schwarzkopf The Knowledge Integrators‬‬ ‫היא חברת ייעוץ בתחום מערכות מידע בישראל, המפעילה צוות‬ ‫של אנליסטים. לקוחות החברה כוללים בנקים, חברות ביטוח,‬ ‫ב טוח‬ ‫כולל ם בנק ם‬ ‫אנל סט ם‬ ‫משרדי ממשלה, חברות היי-טק ותעשייה, חברות טלקום ועוד.‬ ‫:‪Innovation Economy‬‬ ‫באמצע שנות ה-08, דquot;ר ג'ימי )חיים( שוורצקוף ביצע את‬ ‫המחקר הראשון מסוגו אודות שוק טכנולוגיית המידע בישראל,‬ ‫עבור חברת ‪ .DEC‬המחקר הכה גלים בשוק הישראלי, ונתן‬ ‫‪Resist the hype but don’t ignore the realities‬‬ ‫תמונת מצב קונקרטית בשוק שהיה עד אותה עת בלתי ממופה.‬ ‫דquot;ר שוורצקוף המשיך בחקר השוק ובשנת2991הקים את חברת‬ ‫‪ ,Meta Group Israel‬ששימשה כנציגות בישראל של חברת‬ ‫‪ Meta Group‬העולמית. במסגרת החברה, המשיך דquot;ר‬ ‫‪Dr. Jimmy Schwarzkopf‬‬ ‫שוורצקוף לפרסם מחקרי שוק בתחום באופן קבוע, וכן לספק‬ ‫‪Research Fellow‬‬ ‫ייעוץ לחברות והארגונים המובילים בשוק. בשנת 4002 נרכשה‬ ‫‪ Meta Group‬העולמית על ידי חברת גרטנר, ודquot;ר שוורצקוף‬ ‫‪STKI‬‬ ‫והאנליסטים המשיכו בפעילותם בישראל תחת השם ‪.STKI‬‬ ‫‪jimmy@stki.info‬‬ ‫1‬ ‫‪All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info‬‬ ‫3‬ ‫‪All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info‬‬ ‫4‬ ‫‪All Rights Reserved @STKI    Moshav Bnei Zion, Israel  +972 9 74 444 74    www.stki.info‬‬ ‫‪All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info‬‬ ‫5‬ ‫‪All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info‬‬ ‫6‬ ‫‪@STKI‬‬ ‫‪Moshav Bnei Zion‬‬ ‫‪Israel‬‬ ‫0007 097 9 )0( 279+‬ ‫1‬
  2. 2. STKI Company Confidential for 11/11/2008 STKI clients only Inviting you to my office  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 7 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI Moshav Bnei Zion, Israel +972 9 790 7000 w This presentation is dangerous: will make people think  about  and to my library......... intelligence and wisdom (two very different things) • Evariste Galois (1811‐1832) – accepted a duel with pistols.  – spent the night before the duel in  writing down his mathematical  testament: theory of  transformation of roots in  algebraic equations. All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 2
  3. 3. STKI Company Confidential for 11/11/2008 STKI clients only If I could have predicted this ?? “When the network becomes as fast as the processor, the computer hollows out and So: I cannot “predict” any one in particular  spreads across the network.” but….. – Eric Schmidt, did in 1993 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info Exponential Growth in logarithmic plot  www.KurzweilAI.net 15 16 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info www.KurzweilAI.net What has happened in 2008 and what can I do? Prof. Prescott and Prof. Kydland  Is there a difference between economic cycles caused by: • quot;contributions to dynamic macroeconomics: the  1. Technology changes time consistency of economic policy and the  driving forces behind business cyclesquot; 2. Credit mismanagement • Forces behind business cycles: Technology for converting inputs of  –T h l f ti i t f capital and labor into output of goods   (technology for creating value) – Technological change …will this change INSTITUTIONS organization, production and consumption habits and norms ? Sveriges Riksbank Prize Economic Sciences Alfred Nobel 2004 All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 3
  4. 4. STKI Company Confidential for 11/11/2008 STKI clients only Economic progress takes place by overlapping surges FIVE TECHNOLOGICAL REVOLUTIONS IN DRIVEN BY SUCCESSIVE TECHNOLOGICAL REVOLUTIONS 230 YEARS Technological progress Time 40-60 years All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info PROF. THOMAS KUHN Prof. Joseph Schumpeter  • we do not advance in steady, even progress • Suggested that Economies are  but in a series of peaceful interludes Driven by “Creative Destruction” punctuated by violent revolutions revolutions, • each conceptual world view is replaced by • Shifts the Focus of Economics from  another Price Adjustment to Innovation PARADIGM SHIFT: Financial Innovation Tends to  • Fi i lI i T d Produce Sectoral Bubbles 1. A change in world view that • Bubbles Tend to Eventually Burst calls everything you know into question • The Fallout from Bursting Bubbles  2. Paradigm Shift Rate is now Often Threatens to Trigger an  doubling every decade Economy‐wide Recession All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info TWO DIFFERENT PERIODS IN EACH GREAT SURGE  Austrian‐School  credit cycle theory • Ineffective central bank policies tend to quot;artificiallyquot; set interest  Degree INSTALLATION PERIOD Turning Point DEPLOYMENT PERIOD rates too low for too long, resulting in excessive credit creation,  of diffusion of the speculative quot;bubblesquot; and quot;artificiallyquot; low savings. Institutional recompositio and role shift technological revolution – Low interest rates tend to stimulate borrowing from the  Kuhn’s banking system.  “boom” – Leading to an unsustainable quot;monetary boomquot; during which  Leading to an unsustainable  monetary boom during which on Reaping of growth ‘Creative and social benefits the quot;artificially stimulatedquot; borrowing seeks out diminishing  destruction’ from the prevailingSchumpeter’s investment opportunities.  Paradigm shift paradigm Creative – A correction or quot;credit crunchquot; – commonly called a  destruction quot;recessionquot; or quot;bustquot; – occurs when this credit creation  cannot be sustained.  big- big-bang Next big- big-bang Time 2O - 30 years ??? 2O - 30 years All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 4
  5. 5. STKI Company Confidential for 11/11/2008 STKI clients only Recurring phases of each great surge The changing face of the last 100 years All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info During the deployment phase: unprecedented Prof. Carlota Perez :  opportunities and new business models TECHNO‐ECONOMIC PARADIGM SHIFTS All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Which road should we take ? directions of the  current paradigm shift Alice came to a fork in the road. “Which road do I take?” she asked. “Where do you want to go?” responded the Cheshire cat. “I don’t know” Alice answered. “Then” said the cat, “it doesn’t matter”. Lewis Carroll, Alice in Wonderland All Rights Reserved @STKI    Moshav Bnei Zion, Israel  +972 9 74 444 74    www.stki.info 29 All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 5
  6. 6. STKI Company Confidential for 11/11/2008 STKI clients only FEATURES OF THE CURRENT PARADIGM SHIFT “SERVICES” Reinvest in human capital All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Prof. Israel Kirzner • Into a world of men unable to learn… introduce  a group of outsiders who are able to perceive  opportunities …where a good can be sold at a  price higher than that at which it can be  brought.  • This group of entrepreneurs…notice profit  opportunities that exist because of the initial  ignorance of the original market participants  and that have persisted because of their  inability to learn.  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info Assumption : Generation C is here  from BUILD product to CREATE service Co-Creators Control Cash Red Ocean Strategy Blue Ocean Strategy The birth of Compete in existing market space. Create uncontested market space. Generation C Beat the competition. Make the competition irrelevant. (T people) Communicate Connected The New Economic Age Exploit existing demand. Create and capture new demand. Creativity Make the value-cost trade-off. Break the value-cost trade-off. Content Creative Class Align the whole system of a firm’s Align the whole system of a firm’s Conversation activities with its strategic choice of activities in pursuit of differentiation or low cost. differentiation and low cost. Community Channel Consumer 2.0 35 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 36 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 6
  7. 7. STKI Company Confidential for 11/11/2008 STKI clients only So what do we do in the “New Era” ?  All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Service : A Definition Shift to a • Cultural change: From product to service. solutions economy • Service is produced and consumed at  customer site and delivered by people. From product to service • A service is a series of activities that  normally take place in interactions  What are customers between the customer and supplier  trying to solve? (employees, physical resources, goods  “Less stuff… more service” and/or systems), and which are provided  as answers to customers' needs. All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Example: Suppliers of components with  Competition in services? added‐value   better processes  • Suppliers deliver more than a product, they  deliver a service: – involvement in design phase of final product – order process – delivery in‐time and accurate d li i ti d t – invoice process • The quality of the whole process is relevant,  not only the quality of the delivered  components. All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 7
  8. 8. STKI Company Confidential for 11/11/2008 STKI clients only SERVICE ECONOMY pushes need for “new CIO” “I’m an inventor.   Innovation I became interested  in long term trends  because an  invention has to  invention has to BUSINESS Ray Kurzweil make sense in the  PROCESSES world in which it is  finished, not the  world in which it is  started.”                      Time All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 43 ‐ All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info Moving from PRODUCT to a SERVICE ? Cloud Computing Modularity • Represents a change in BUSINESS MODEL ? Desktop as a service • Represents a “disruptive” change ? Software as a service (standard applications) YES Platform as a service CLOUD COMPUTING and SOA are basically new  (custom applications) “disruptive” ways of delivering IT Infrastructure as a service (compute, storage, network) All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Wisdom of Clouds : quot;cloud computingquot;  quot;cloud computingquot;  What is Cloud Computing? What's revolutionary is not cloud computing itself 1. data and services reside in massively scalable data but how the pieces have come together to centers make doing business in the cloud seem increasingly like an economic inevitability 2. accessed from any connected devices over the internet. Cloud computing i Cl d Your Text here is a simple concept: ti i l t Your Text here • Software and services are delivered over the Web and through a browser. • No servers or client software to install. • Available anytime, anywhere, from any device connecting to the Internet Web 2.0- enabled PCs, Businesses, 4+ billion phones by 2010 TVs, etc. from startups All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 47 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info to enterprises @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 8
  9. 9. STKI Company Confidential for 11/11/2008 STKI clients only Cloud Computing Architecture Apache Virtual Virtual Virtual Virtual Machine Machine Machine Machine Monitoring Agent Open Source Linux with Xen Data Center – 64 bit X86 Virtualized Infrastructure based on Open Source Linux & Xen Monitoring Provisioning Baremetal & Xen VM Monitoring Provisioning Application Server DBMS Manager Management Stack All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 50 790 7000 www.stki.info History of Innovation  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 51 All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Computing and Communication Technologies  Evolution: 1960‐2010! Some background Cloud   Computing Your Text here Your Text here Centralised Decentralised Control All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 53 All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 9
  10. 10. STKI Company Confidential for 11/11/2008 STKI clients only Disruptive technologies Books of the 1980‐90s • Introduction of the IBM Mainframe ( 1960’s) -” No institution can possibly survive if it needs geniuses or supermen to manage it it. It must be organized in such a way as to be able to get along under a leadership composed • Introduction of the Apple II (1978), IBM PC (1981), TCP/IP (1980’s), C/S  Architectures  (1980’s), SUN workstations (1980’s), Internet (1990’s) of average human beings”- Your Text here Your Text here “It is the means by which [organizations] create value- producing resources or endows existing resources • Open Source (2002); Introduction of XML‐based Composite Applications (2006),  with enhanced potential for creating value” Service Oriented Architectures (2005), Virtualized Infrastructures (2004),  Web2/internet 2 (2007), Cloud Computing (2008), METAweb (2008)  “The customer rarely buys what the company thinks it is selling him” All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 56 BOOK OF 2003 copied: “The Myth of Real Time Information”, HBR 1966 BOOK OF THE 1990’s • Introduced the business world  to rethinking operations.  • Demonstrated how process  redesign can yield  breakthroughs in performance  breakthroughs in performance Plus 10,000 rebuttals • Put the word quot;reengineeringquot;  And 20+ books into the English language. Plus 2000+ rebuttals And 5 books All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Book of 2005 Book of 2008 • Thomas Friedman • Stephen Baker introduces us to the  – 3 billion people (consumers & producers)  mathematical wizards who are digging  entered the world economies through our data to decode us as  • Eastern Europe (ie: Rumania) patients, shoppers, voters, potential  • Asia (ie: China, India) terrorists even lovers. terrorists—even lovers. – Now we have a “new” economy: • translate the complexity of highly  • Interconnected (fiber everywhere) intelligent knowledge workers into the  • Standardized (Open Source) same types of equations and algorithms  • Supply Chains Management that are used to fine‐tune shipping, sales  • Out‐sourcing, In‐sourcing, Off‐shoring and other BI applications.  • Info sourcing All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 10
  11. 11. STKI Company Confidential for 11/11/2008 STKI clients only A process of mutual shaping  Math based word cloud in a constantly changing context TECHNOLOGY SOCIETY All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Maslow’s hierarchy of needs Access Proliferation • Video games • Radio • Satellite Radio • Email • DVD • TiVo (Starhub PVR) • XBox LIVE • Ring Tones • Video On-Demand • Websites • TV • Newspapers • IM • Blogs • Podcasting • Search • Magazines • Cell Phone Source: Darwin Day Conference, Google All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info and the effect on IT……. The Peopleware Ecosystem Identity Management WCM Composite App. Wireless Security Framework SSO Application Servers Expertise Location EAI & Mgmt. Collaboration Web Services Peopleware BAM BPM Directory E-Forms/Workflow E-Learning Search Development Tools Business Intelligence All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info DM Knowledge Mgmt. All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 11
  12. 12. STKI Company Confidential for 11/11/2008 STKI clients only Infrastructures influence the new T person  OLDENBURG:  how infrastructure… • infrastructure makes it possible  Time is primarily spent in : for people to work where they  • First (home) place: isolated want, when they want, how they  • Second (work) place: isolated want • Third places : neutral public space to connect and establish bonds. • SIX  abilities needed: Big Changes now: 1. Design – Beauty and uniqueness  Your Text here • Between 1990-2006: people went to Your Text here 2. Story – More than mere facts  anonymous locations such as malls 3. Symphony – Seeing the big picture  • Starting in 2007: good third place makes admission free or cheap (the price of a 4. Empathy – Understanding others  cup of coffee), offers comforts, is within 5. Play ‐ Enjoyment  walking distance and draws a group of regulars. 6. Meaning – Fulfillment  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 67 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 68 Defining the new world T PERSON = Neo‐nomad  Prof. Ragnar Frisch • Willingness of people to  substitute as well as their ability  to substitute. • One decision that people must  make is: k – how to allocate their time  endowment, which is the most  precious resource an individual  has. Sveriges Riksbank Prize Economic Sciences Alfred Nobel 1969 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9  790 7000 www.stki.info Neo‐nomads :  new Bedouins flourishing in  Nomad Worker (2008) vs.  Paris Existentialist (1950s) the coffeehouses of central Israel • A new breed of worker, fueled by  Tel-Aviv geek with earphones and laptop in Arcaffe (2008) caffeine and using the tools of  • simultaneously cramming for modern technology exams, napping, instant- messaging, researching, reading • They are typically armed with  and discussing, listening to music, laptops and cell phones, paying for  laptops and cell phones paying for browsing and e-mailing e mailing Your Text here Your Text here their office space and Internet  Paris existentialist watching the world go by at the café Les Deux access by buying coffee and muffins Magots (1950s) • This neo‐nomads see themselves  • puffing a Gitane, napping and jotting down notes about being changing the nature of the  and nothingness workplace, if not the world at large.  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 72 @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 12
  13. 13. STKI Company Confidential for 11/11/2008 STKI clients only An example:  2007:   the year of my discovery 2007:   the year of my discovery my romantic attachment to my “GPS” • “SACRED ORDER OF THE EXTERNAL MIND” I could outsource mental tasks Life is a math problem and I have a calculator GPS • MAGIC OF THE INFORMATION AGE Not that it allows us to know more • EXTERNALIZE GEOGRAPHIC INFORMATION FROM MY  It really allows us to know less BRAIN • OUTSOURCE  MAP READING SKILLS • ALLOW CALCULATION OF DRIVE TIME  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 73 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 74 Pinpoints a supermarket in MEXICO ? I have outsourced  part of my life  outsourced  my son is calling from there to external cognitive servants external cognitive servants: • No longer need a  • Musical taste: memory – ITunes – Google – Yahoo • Books and others: – Wikipedia – Amazon • Personal Information • Social Capital – Smartphone tells me  – LinkedIn about birthdays, phones,  addresses – Xing – Facebook All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 75 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 76 Jimmy’s Touch Points Blog Sites Music Sites Reads his friend’s postings Reads up on new cd releases Movie Sites Downloads Songs y Buys tickets online Sports Sites Gets the latest updates on favorite teams Gaming Sites Looks for information Checks scores about Nascar games Google.com Searches for “what’s cool” All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 13
  14. 14. STKI Company Confidential for 11/11/2008 STKI clients only And with access to these tools I can answer  ANY question in less then 30 minutes Banks YOUtube Business  Average person: Insurance Slideshare Simulations 10‐15 intimate Travel Blogs Training 150 social “Amazon” Newspapers Second Life 500‐1500 weak  “e‐bay” WIKIPEDIA Sales links Transaction Sites Multimedia Sites Game Sites Social Sites Websites can  no longer be  islands Users want  bridges  All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 79 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info elsewhere 80 Is it a coincidence or someone How do they happen….. is playing with us 1) Google's dissemination of old United Airlines news resulting in a precipitous UAL stock slide 2) Google stocks appeared to fall off a cliff during the final few minutes of trading last week(Silicon Alley Insider has a minute-by-minute breakdown), plummeting from more than $400 per share to around $200. Luckily, it turns out Nasdaq is declaring a “do-over,” canceling all trades above $425.28 or below $400.53. Nasdaq blamed the drop on “erroneous orders” that were “triggered by orders routed from another exchange.” So it has reset Google’s closing price at $400.52, up more than 5 percent from the day’s open. 3) Other news follows Google-related stock gaffe, during which Google Finance’s data was incorrect for more than 12 hours hours. 4) Apple stock briefly took a dive Friday after a CNN iReport post appeared saying Steve Jobs had had a major heart attack. Apple said the story was false. Stock prices fell as much as 5.4 percent before rebounding, according to Bloomberg. UPDATE: Here's CNN's official statement. CNN says it removed the story because the community brought the story to its attention. Importantly, CNN also refers to the content as quot;fraudulent,quot; which is much stronger than quot;inaccurate.quot; The SEC has already launched an investigation. What happened? In all cases: systems unchecked by human beings made a mistake resulting in massive damage to an already fragile market. What else can we expect???????????? But the episodes aptly illustrates how jumpy the markets are and how easily they could be manipulated. Posted by Dr. Jimmy Schwarzkopf All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info A powerful global conversation has begun “A Pattern Language”, Christopher Alexander • Through the Internet, people are discovering and  Each pattern describes a problem that inventing new ways to share relevant knowledge  occurs over and over again in our with blinding speed. environment • Networked markets are beginning to self‐organize  faster than the companies that have traditionally  Then describes the core of the solution served them.  served them. to that problem, in such a way that you can use this solution a million Your Text here Your Text here • As a direct result and thanks to the web, markets  are becoming better informed, smarter, and more  times over demanding of qualities missing from most business  Without ever doing it the organizations.  • markets are getting smarter and getting smarter  same way twice faster than most companies All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 83 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 84 @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 14
  15. 15. STKI Company Confidential for 11/11/2008 STKI clients only Social Technographics™  Companies wake up !!!!!!! Josh Bernoff, co‐author of Groundswell Customers are: • writing about products on blogs JOSH BERNOFF CHARLENE LI • recutting commercials on YouTube • defining companies on Wikipedia • g g g p ganging up in social networking sites g like Facebook Your Text here Your Text here MOST COMPANIES SEE IT AS A THREAT All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 85 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info METAweb METAweb METAweb phenomenon (fi-nom-uh-non) noun -noun 1. a rare or significant fact or event in the web that happened in 2007 2. something that is impressive or extraordinary that happened in 2007 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 87 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info Google versus ??? http://labs.google.com/ Humanity emits the data (words, pictures, clicks, and searches are the raw material) Handful of cloud-wielding Internet giants like Google, Yahoo! or Amazon.com transform the info into insights, services, and, ultimately, revenue. Your Text here Your Text here All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 89 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 15
  16. 16. STKI Company Confidential for 11/11/2008 STKI clients only Cloud Computing  Why does it bother me ? A. IBM Introduces 'Blue Cloud' Computing CIO Today ‐ Nov 15 2007 B. IBM, EU Launch RESERVOIR Research Initiative for Cloud Computing IT News Online ‐ Feb 7 2008 C. Google and Salesforce.com in cloud computing deal Siliconrepublic.com ‐ Apr 14 2008 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 91 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info Google 10 years of innovation Google ad Core Search Ads Monetization Communications Collaboration ? 1995 1998 2000 2003 2004 2005 2007 ? All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 93 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 96 @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 16
  17. 17. STKI Company Confidential for 11/11/2008 STKI clients only All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info All Rights Reserved @STKI    Moshav Bnei Zion, Israel  + +972 9 790 7000 www.stki.info Open for Business All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 99 Internet 2  is not  Web 2 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 101 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 102 @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 17
  18. 18. STKI Company Confidential for 11/11/2008 STKI clients only Internet2: 2.4 Gbps plumbing WEB 2 are WEB  Technologies WEB 2 are WEB   All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 103 104 Leveraging the Web for  Measureable Business Results In 2010: all new WEB experience Soon each website will become a 3 dimensional room • Gone are the days when  that can be experienced alone or with friends merely having an online  presence was a  business breakthrough. • Today's companies  Your Text here Your Text here MUST leverage the  power of the Web if  they're to gain and  maintain a competitive  advantage. All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 105 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 106 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info 107 All Rights Reserved 2008@STKI    Moshav Bnei Zion, Israel  +972 9 790 7000 www.stki.info @STKI Moshav Bnei Zion Israel +972 (0) 9 790 7000 18

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