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Schwartz on India and China

May 4th, 2005 · No Comments

The Register has a telling quote by Sun’s Jonathan Schwartz:

“My view is that (India and China) don’t have to deal with all the legacy systems that Western Europe, the US and Japan do,” Schwartz said in an interview with The Register. “There are no mainframes. Microsoft Exchange doesn’t have the same presence in the IT landscape. Windows isn’t nearly no entrenched.”

Developed nations must spend an excessive amount of time focused on reworking old systems to work on modern computing tasks. In addition, customers are hampered by a lack of innovation – the result of bloated, lethargic companies that own huge markets such as the mainframe, desktop or browser, Schwartz said.

As a result, India and China could well dominate something Schwartz sees as the next-wave of computing, which is a scenario that takes millions of networked devices, high bandwidth and web services for granted. While the US is busy paying cheap coders to fix PeopleSoft applications, savvy folks in India could be plowing ahead on a fresh infrastructure.

“You can’t huddle in Mountain View and expect to be able to understand the market in China,” Schwartz said. “You have to be there.”

Tags: Emerging Markets

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